D3 Sunburst Sequence

README.md

D3 Sunburst Sequence

bl.ocks.org link

D3 Sunburst Sequence visualizes a graph of nodes by highlighting sequential progression of nodes leading up to a final value. A sunburst sequence is useful to visualize relative weights/percentages of a starting state to an end state (e.g. webpage redirects, product retention, subscription-based products, cashflows).

---

Description

• This is a variation of the original sunburst sequence.

• A major improvement to the original visualization is to organize the code base and draw the D3 components (breadcrumbs, sunburst, legend) into a single HTML div tag, and to dynamically assign color and legend scales.

• The other improvement is generalizing and conventionalizing data inputs. The input requires a simple tabular schema of sequence, stage, node, and value (see below) and the program will parse the data into a JSON graph.

• The CSV data can be unsorted but it must NOT contain a header.

• The data input has to be a 4-column CSV conforming to the data schema of:

  • sequence (int/string): an ordered sequence that clearly defines the grouping of nodes.
  • stage (int): the index/order of nodes in a given sequence.
  • node (int/string): the data name of the node.
  • value (int): the value at each stage of a given sequence. Only the final stage value in a given sequence is used in this visualization.

---

Files

• index.html: main HTML file.

• app.js: Main angular app file. Contains directive onReadFile to handle file uploads and sunburst to re-render the D3 visualization on data updates.

• sunburst.js: Contains the logic for drawing the D3 visualization by selecting the angular.element from which the vis is to be drawn. Updates and prompts D3 to re-render the visualization when the angular data changes on file uploads.

• style.css: stylesheet containing optional D3 classes that can be adjusted (commented out)

• data.csv: Four CSV-data files for sample downloads and uploads to the app.

---

Other Notes

• Visualization hover can be a little glitchy if the base data does not contain very meaningful sequences i.e. smaller parent nodes that lead up to larger child nodes.

• A big help from this fiddle to help implement an AngularJS FileReader.

app.js

(function() {
  angular.module("Sunburst", [])
    .directive("sunburst", sunburst)
    .directive("onReadFile", onReadFile)
    .controller("MainCtrl", MainCtrl);

  // controller function MainCtrl
  function MainCtrl($http) {
    var ctrl = this;
    init();


    // function init
    function init() {
      // initialize controller variables
      ctrl.examples = [
        "data_android_os_conversion",
        "data_netflix_churn",
        "data_page_clicks"
      ];
      ctrl.exampleSelected = ctrl.examples[0];
      ctrl.getData = getData;
      ctrl.selectExample = selectExample;
      
      // initialize controller functions
      ctrl.selectExample(ctrl.exampleSelected);
    }

    // function getData
    function getData($fileContent) {
      ctrl.data = $fileContent;
    }

    // function selectExample
    function selectExample(item) {
      var file = item + ".csv";
      $http.get(file).success(function(data) {
        ctrl.data = data;
      });
    }
  }


  // directive function sunburst
  function sunburst() {
    return {
      restrict: "E",
      scope: {
        data: "=",
      },
      link: sunburstDraw
    };
  }


  // directive function onReadFile
  function onReadFile($parse) {
    return {
      restrict: "A",
      scope: false,
      link: function(scope, element, attrs) {
        var fn = $parse(attrs.onReadFile);
        element.on("change", function(onChangeEvent) {
          var reader = new FileReader();
          reader.onload = function(onLoadEvent) {
            scope.$apply(function() {
              fn(scope, {
                $fileContent: onLoadEvent.target.result
              });
            });
          };
          reader.readAsText((onChangeEvent.srcElement || onChangeEvent.target).files[0]);
        });
      }
    };
  }
})();

data_android_os_conversion.csv

data_netflix_churn.csv

data_page_clicks.csv

index.html

<!DOCTYPE html>
<html ng-app="Sunburst">

<head>
  <meta charset="utf-8">
  <title>D3 Sunburst Sequence</title>
  <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/twitter-bootstrap/3.3.1/css/bootstrap.min.css" />
  <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/4.2.0/css/font-awesome.min.css" />
  <link rel="stylesheet" href="https://fonts.googleapis.com/css?family=Open+Sans:400,600">
  <link rel="stylesheet" href="style.css" />
</head>

<body class="container">

  <!-- header -->
  <header class="page-header">
    <h1>D3 Sunburst Sequence</h1> 
    <p class="text-small">Interactive sunburst visualization of sequential data changes.</p>
  </header>


  <!-- main content -->
  <div class="main" ng-controller="MainCtrl as sunburst">

    <!-- visualization -->
    <h2>Visualization</h2>
    <p>Hover for data summary, click on visualization to reset summary.</p>
    <p>Select example: <select ng-options="example for example in sunburst.examples" ng-model="sunburst.exampleSelected" ng-change="sunburst.selectExample(sunburst.exampleSelected)"></select></p>
   
    <div class="visualization">
      <sunburst data="sunburst.data"></sunburst>
    </div>

    <p>A sunburst visualization helps track population changes from initial states over lifecycles e.g. product churn rates, product conversions.</p>
    <p>For custom testing, load up a file conforming to the data schema (see details below) or you can test out the following sample files (fake data):</p>
    <ul>
      <li><a href="data_android_os_conversion.csv" target="_blank">Android OS Conversions</a>
      </li>
      <li><a href="data_netflix_churn.csv" target="_blank">Netflix Churn</a>
      </li>
      <li><a href="data_page_clicks.csv" target="_blank">Page Clicks</a>
      </li>
    </ul>
    <input id="fileUpload" type="file" on-read-file="sunburst.getData($fileContent)" />
    <hr />



    <!-- details -->
    <div class="Details">
      <h2>Details</h2>
      <p>
        This is a variation of the original <a href="http://bl.ocks.org/kerryrodden/7090426">sunburst sequence</a>. A major improvement to the original vis is to organize the code base and draw the D3 components (breadcrumbs, sunburst,
        legend) from a single HTML <code>div</code> tag, and to dynamically assign color and legend scales.
      </p>
      <p>
        The other improvement is generalizing and conventionalizing data inputs. The input requires a simple tabular schema of <code>sequence, stage, node, value</code> (see below) and the program will parse the data into a JSON graph.</p>
      <p>The design of the data input therefore makes the visualization more useable on relational database queries. The CSV data can be unsorted but it must <em>NOT</em> contain a header, and has to conform to the following data column requirements.
      </p>
      <ul>
        <li><code>sequence (int/string):</code> an ordered sequence that clearly defines the grouping of nodes.</li>
        <li><code>stage (int): </code>the index/order of nodes in a given sequence.</li>
        <li><code>node (int/string): </code>the data name of the node.</li>
        <li><code>value (int): </code>the value at each stage of a given sequence. Only the final stage value in a given sequence is used in this visualization.</li>
      </ul>
      <hr />
    </div>


    <!-- data/file preview -->
    <div class="preview">
      <h2>Data</h2>
      <pre>{{ sunburst.data }}</pre>
    </div>
  </div>


  <!-- footer -->
  <footer>
    <p><a href="https://gist.github.com/chrisrzhou/d5bdd8546f64ca0e4366" target="_blank">D3 Sunburst Sequence</a> by chrisrzhou, 2014-12-29
      <br />
      <a href="http://github.com/chrisrzhou" target="_blank"><i class="fa fa-github"></i></a> |
      <a href="http://bl.ocks.org/chrisrzhou" target="_blank"><i class="fa fa-cubes"></i></a> |
      <a href="http://www.linkedin.com/in/chrisrzhou" target="_blank"><i class="fa fa-linkedin"></i></a>
    </p>
  </footer>


  <!-- scripts -->
  <script src="http://code.angularjs.org/1.3.5/angular.js"></script>
  <script src="http://d3js.org/d3.v3.min.js"></script>
  <script src="app.js"></script>
  <script src="sunburst.js"></script>
  <script>
    // Hack to make this example display correctly in an iframe on bl.ocks.org
    d3.select(self.frameElement).style("height", "1000px");
  </script>
</body>

</html>

style.css

body {
  font-family: "Open Sans", sans-serif;
  font-size: 12px;
  font-weight: 400;
  padding-top: 10px;
  padding-bottom: 100px;
}
html {
  overflow-y: scroll;
}
h1 {
  color: steelblue;
  font-weight: 800;
  font-size: 1.7em;
}
h2 {
  color: steelblue;
  font-size: 1.3em;
  padding-bottom: 10px;
}
footer a,
footer a:hover, footer a:visited {
  color: #D2A000;
}
.text-small {
  font-size: 12px;
  font-style: italic;
}
footer {
  color: white;
  padding-top: 5px;
  border-top: 1px solid gray;
  font-size: 12px;
  position: fixed;
  left: 0;
  bottom: 0;
  height: 50px;
  width: 100%;
  background: black;
  text-align: center;
}
.percentage {
  font-size: 2em;
}
pre {
  height: 300px;
  font-size: 9px;
  overflow-y: scroll;
}
/* Customizable classes used in D3 vis, uncomment to customize
.vis-container {
  position: relative;
  top: 50px;
  left: 50px;
}
.sunburst-container {
  position: absolute;
  z-index: 1;
}
.summary-container {
  position: absolute;
}
.breadcrumbs-container {
  position: absolute;
}
.legend-container {
  position: absolute;
}
.lastCrumb {
  fill: black;
  font-weight: 600;
}
.breadcrumbs-text {
  fill: white;
  font-weight: 600;
}
.legend-text{
  fill: red;
  font-weight: 600;
}
.nodePath {
  stroke: white;
} */

sunburst.js

function sunburstDraw(scope, element) {

  /**
   * Angular variables
   *
   */
  // watch for changes on scope.data
  scope.$watch("data", function() {
    var data = scope.data;
    render(data);
  });


  /**
   * Dimensions of svg, sunburst, legend, breadcrumbs
   *
   */
  // svg dimensions
  var width = 500;
  var height = 300;
  var radius = Math.min(width, height) / 2;

  // Breadcrumb dimensions: width, height, spacing, width of tip/tail.
  var b = {
    w: 60,
    h: 30,
    s: 3,
    t: 10
  };

  // Legend dimensions: width, height, spacing, radius of rounded rect.
  var li = {
    w: 75,
    h: 30,
    s: 3,
    r: 3
  };

  // margins
  var margin = {
    top: radius,
    bottom: 50,
    left: radius,
    right: 0
  };

  // sunburst margins
  var sunburstMargin = {
    top: 2 * radius + b.h,
    bottom: 0,
    left: 0,
    right: radius / 2
  };


  /**
   * Drawing variables:
   *
   * e.g. colors, totalSize, partitions, arcs
   */
  // Mapping of nodes to colorscale.
  var colors = d3.scale.category10();

  // Total size of all nodes, to be used later when data is loaded
  var totalSize = 0;

  // create d3.layout.partition
  var partition = d3.layout.partition()
    .size([2 * Math.PI, radius * radius])
    .value(function(d) {
      return d.size;
    });

  // create arcs for drawing D3 paths
  var arc = d3.svg.arc()
    .startAngle(function(d) {
      return d.x;
    })
    .endAngle(function(d) {
      return d.x + d.dx;
    })
    .innerRadius(function(d) {
      return Math.sqrt(d.y);
    })
    .outerRadius(function(d) {
      return Math.sqrt(d.y + d.dy);
    });




  /**
   * Define and initialize D3 select references and div-containers
   *
   * e.g. vis, breadcrumbs, lastCrumb, summary, sunburst, legend
   */
  // create main vis selection
  var vis = d3.select(element[0])
    .append("div").classed("vis-continer", true)
    .style("position", "relative")
    .style("margin-top", "20px")
    .style("margin-bottom", "20px")
    .style("left", "50px")
    .style("height", height + 2 * b.h + "px");

  // create and position SVG
  var sunburst = vis
    .append("div").classed("sunburst-container", true)
    .style("position", "absolute")
    .style("left", sunburstMargin.left + "px")
    .append("svg")
    .attr("width", width)
    .attr("height", height)
    .append("g")
    .attr("transform", "translate(" + margin.left + "," + margin.top + ")");

  // create and position legend
  var legend = vis
    .append("div").classed("legend-container", true)
    .style("position", "absolute")
    .style("top", b.h + "px")
    .style("left", 2 * radius + sunburstMargin.right + "px")
    .style("width", 50 + "px")
    .style("height", 50 + "px")
    .append("svg")
    .attr("width", li.w)
    .attr("height", height);

  // create and position breadcrumbs container and svg
  var breadcrumbs = vis
    .append("div").classed("breadcrumbs-container", true)
    .style("position", "absolute")
    .style("top", sunburstMargin.top + "px")
    .append("svg")
    .attr("width", width)
    .attr("height", b.h)
    .attr("fill", "white")
    .attr("font-weight", 600);

  // create last breadcrumb element
  var lastCrumb = breadcrumbs
    .append("text").classed("lastCrumb", true);

  // create and position summary container
  var summary = vis
    .append("div").classed("summary-container", true)
    .style("position", "absolute")
    .style("top", radius * 0.80 + "px")
    .style("left", sunburstMargin.left + radius / 2 + "px")
    .style("width", radius + "px")
    .style("height", radius + "px")
    .style("text-align", "center")
    .style("font-size", "11px")
    .style("color", "#666")
    .style("z-index", "-1");



  /**
   * Render process:
   *
   * 1) Load data
   * 2) Build Tree
   * 3) Draw visualization
   */
  // render visualization
  function render(data) {
    var parsedData = d3.csv.parseRows(data); // load data
    var json = buildHierarchy(parsedData); // build json tree
    removeVisualization(); // remove existing visualization if any
    createVisualization(json); // visualize json tree
  }



  /**
   * Helper functions:
   *
   * @function removeVisualization(): removes existing SVG components
   * @function createVisualization(json): create visualization from json tree structure
   * @function colorMap(d): color nodes with colors mapping
   * @function mouseover(d): mouseover function
   * @function mouseleave(d): mouseleave function
   * @function getAncestors(node): get ancestors of a specified node
   * @function buildHierarchy(data): generate json nested structure from csv data input
   */
  // removes existing SVG components
  function removeVisualization() {
    sunburst.selectAll(".nodePath").remove();
    legend.selectAll("g").remove();
  }


  // visualize json tree structure
  function createVisualization(json) {
    drawSunburst(json); // draw sunburst
    drawLegend(); // draw legend
  };


  // helper function colorMap - color gray if "end" is detected
  function colorMap(d) {
    return colors(d.name);
  }


  // helper function to draw the sunburst and breadcrumbs
  function drawSunburst(json) {
    // Build only nodes of a threshold "visible" sizes to improve efficiency
    var nodes = partition.nodes(json)
      .filter(function(d) {
        return (d.dx > 0.005); // 0.005 radians = 0.29 degrees
      });

    // this section is required to update the colors.domain() every time the data updates
    var uniqueNames = (function(a) {
      var output = [];
      a.forEach(function(d) {
        if (output.indexOf(d.name) === -1) output.push(d.name);
      });
      return output;
    })(nodes);
    colors.domain(uniqueNames); // update domain colors

    // create path based on nodes
    var path = sunburst.data([json]).selectAll("path")
      .data(nodes).enter()
      .append("path").classed("nodePath", true)
      .attr("display", function(d) {
        return d.depth ? null : "none";
      })
      .attr("d", arc)
      .attr("fill", colorMap)
      .attr("opacity", 1)
      .attr("stroke", "white")
      .on("mouseover", mouseover);


    // // trigger mouse click over sunburst to reset visualization summary
    vis.on("click", click);

    // Update totalSize of the tree = value of root node from partition.
    totalSize = path.node().__data__.value;
  }


  // helper function to draw legend
  function drawLegend() {
    // remove "root" label from legend
    var labels = colors.domain().splice(1, colors.domain().length);

    // create legend "pills"
    var g = legend.selectAll("g")
      .data(labels).enter()
      .append("g")
      .attr("transform", function(d, i) {
        return "translate(0," + i * (li.h + li.s) + ")";
      });

    g.append("rect").classed("legend-pills", true)
      .attr("rx", li.r)
      .attr("ry", li.r)
      .attr("width", li.w)
      .attr("height", li.h)
      .style("fill", function(d) {
        return colors(d);
      });

    g.append("text").classed("legend-text", true)
      .attr("x", li.w / 2)
      .attr("y", li.h / 2)
      .attr("dy", "0.35em")
      .attr("text-anchor", "middle")
      .attr("fill", "white")
      .attr("font-size", "10px")
      .attr("font-weight", 600)
      .text(function(d) {
        return d;
      });
  }


  // helper function mouseover to handle mouseover events/animations and calculation of ancestor nodes etc
  function mouseover(d) {
    // build percentage string
    var percentage = (100 * d.value / totalSize).toPrecision(3);
    var percentageString = percentage + "%";
    if (percentage < 1) {
      percentageString = "< 1.0%";
    }

    // update breadcrumbs (get all ancestors)
    var ancestors = getAncestors(d);
    updateBreadcrumbs(ancestors, percentageString);

    // update sunburst (Fade all the segments and highlight only ancestors of current segment)
    sunburst.selectAll("path")
      .attr("opacity", 0.3);
    sunburst.selectAll("path")
      .filter(function(node) {
        return (ancestors.indexOf(node) >= 0);
      })
      .attr("opacity", 1);

    // update summary
    summary.html(
      "Stage: " + d.depth + "<br />" +
      "<span class='percentage'>" + percentageString + "</span><br />" +
      d.value + " of " + totalSize + "<br />"
    );

    // display summary and breadcrumbs if hidden
    summary.style("visibility", "");
    breadcrumbs.style("visibility", "");
  }


  // helper function click to handle mouseleave events/animations
  function click(d) {
    // Deactivate all segments then retransition each segment to full opacity.
    sunburst.selectAll("path").on("mouseover", null);
    sunburst.selectAll("path")
      .transition()
      .duration(1000)
      .attr("opacity", 1)
      .each("end", function() {
        d3.select(this).on("mouseover", mouseover);
      });

    // hide summary and breadcrumbs if visible
    breadcrumbs.style("visibility", "hidden");
    summary.style("visibility", "hidden");
  }


  // Return array of ancestors of nodes, highest first, but excluding the root.
  function getAncestors(node) {
    var path = [];
    var current = node;

    while (current.parent) {
      path.unshift(current);
      current = current.parent;
    }
    return path;
  }


  // Generate a string representation for drawing a breadcrumb polygon.
  function breadcrumbPoints(d, i) {
    var points = [];
    points.push("0,0");
    points.push(b.w + ",0");
    points.push(b.w + b.t + "," + (b.h / 2));
    points.push(b.w + "," + b.h);
    points.push("0," + b.h);

    if (i > 0) { // Leftmost breadcrumb; don't include 6th vertex.
      points.push(b.t + "," + (b.h / 2));
    }
    return points.join(" ");
  }


  // Update the breadcrumb breadcrumbs to show the current sequence and percentage.
  function updateBreadcrumbs(ancestors, percentageString) {
    // Data join, where primary key = name + depth.
    var g = breadcrumbs.selectAll("g")
      .data(ancestors, function(d) {
        return d.name + d.depth;
      });

    // Add breadcrumb and label for entering nodes.
    var breadcrumb = g.enter().append("g");

    breadcrumb
      .append("polygon").classed("breadcrumbs-shape", true)
      .attr("points", breadcrumbPoints)
      .attr("fill", colorMap);

    breadcrumb
      .append("text").classed("breadcrumbs-text", true)
      .attr("x", (b.w + b.t) / 2)
      .attr("y", b.h / 2)
      .attr("dy", "0.35em")
      .attr("font-size", "10px")
      .attr("text-anchor", "middle")
      .text(function(d) {
        return d.name;
      });

    // Set position for entering and updating nodes.
    g.attr("transform", function(d, i) {
      return "translate(" + i * (b.w + b.s) + ", 0)";
    });

    // Remove exiting nodes.
    g.exit().remove();

    // Update percentage at the lastCrumb.
    lastCrumb
      .attr("x", (ancestors.length + 0.5) * (b.w + b.s))
      .attr("y", b.h / 2)
      .attr("dy", "0.35em")
      .attr("text-anchor", "middle")
      .attr("fill", "black")
      .attr("font-weight", 600)
      .text(percentageString);
  }



  // Take a 4-column CSV of ["sequence", "stage", "node", "value"] and
  // transform it into a hierarchical structure suitable for a partition layout.
  function buildHierarchy(csv) {
    var data = csv2json(csv); // build JSON dataframe from csv using helper function

    // build tree
    var root = {
      name: "root",
      children: []
    };

    data.forEach(function(d) {
      var nodes = d.nodes;
      var size = parseInt(d.size);

      // build graph, nodes, and child nodes
      var currentNode = root;
      for (var j = 0; j < nodes.length; j++) {
        var children = currentNode.children;
        var nodeName = nodes[j];
        var childNode;

        if (j + 1 < nodes.length) {
          // Not yet at the end of the sequence; move down the tree.
          var foundChild = false;
          for (var k = 0; k < children.length; k++) {
            if (children[k].name == nodeName) {
              childNode = children[k];
              foundChild = true;
              break;
            }
          }
          if (!foundChild) { // If we don't already have a child node for this branch, create it.
            childNode = {
              name: nodeName,
              children: []
            };
            children.push(childNode);
          }
          currentNode = childNode;
        } else { // Reached the end of the sequence; create a leaf node.
          childNode = {
            name: nodeName,
            size: size
          };
          children.push(childNode);
        }
      }
    });
    return root;
  }



  // helper function to buildHierarchy to transform 4-column CSV into a JSON dataframe.
  function csv2json(csv) {
    var data = [];
    var sequences = [];

    // sort the dataframe ascending by sequence (d[0]) then by stage (d[1])
    csv.sort(function(a, b) {
      if (a[2] === b[2]) {
        return d3.ascending(a[0], b[0]);
      }
      return d3.ascending(a[1], b[1]);
    });
    csv.forEach(function(record) {
      var sequence = record[0];
      if (sequences.indexOf(sequence) < 0) sequences.push(sequence);
    });

    sequences.forEach(function(sequence) {
      var d = {
        nodes: [],
        size: 0
      };
      csv.forEach(function(record) {
        var node = record[2];
        var size = record[3];
        if (sequence === record[0]) {
          d.nodes.push(node);
          d.size = size;
        }
      });
      data.push(d);
    });
    return data;
  }
}

thumbnail.png

Hi there,

Great write up Chris. I'm thankful for it!

I noticed that there's a console error every time I load the page. Looking closer at the code, it appears to have something to do with Angular and d3.csv.parse. Specifically, line 161 in sunburst.js is the root of the error. Do you happen to have any clues as to what's causing this?

Thanks!