File: autoscale.py

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"""
.. redirect-from:: /tutorials/intermediate/autoscale

.. _autoscale:

Autoscaling Axis
================

The limits on an axis can be set manually (e.g. ``ax.set_xlim(xmin, xmax)``)
or Matplotlib can set them automatically based on the data already on the Axes.
There are a number of options to this autoscaling behaviour, discussed below.
"""

# %%
# We will start with a simple line plot showing that autoscaling
# extends the axis limits 5% beyond the data limits (-2π, 2π).

import matplotlib.pyplot as plt
import numpy as np

import matplotlib as mpl

x = np.linspace(-2 * np.pi, 2 * np.pi, 100)
y = np.sinc(x)

fig, ax = plt.subplots()
ax.plot(x, y)

# %%
# Margins
# -------
# The default margin around the data limits is 5%, which is based on the
# default configuration setting of :rc:`axes.xmargin`, :rc:`axes.ymargin`,
# and :rc:`axes.zmargin`:

print(ax.margins())

# %%
# The margin size can be overridden to make them smaller or larger using
# `~matplotlib.axes.Axes.margins`:

fig, ax = plt.subplots()
ax.plot(x, y)
ax.margins(0.2, 0.2)

# %%
# In general, margins can be in the range (-0.5, ∞), where negative margins set
# the axes limits to a subrange of the data range, i.e. they clip data.
# Using a single number for margins affects both axes, a single margin can be
# customized using keyword arguments ``x`` or ``y``, but positional and keyword
# interface cannot be combined.

fig, ax = plt.subplots()
ax.plot(x, y)
ax.margins(y=-0.2)

# %%
# Sticky edges
# ------------
# There are plot elements (`.Artist`\s) that are usually used without margins.
# For example false-color images (e.g. created with `.Axes.imshow`) are not
# considered in the margins calculation.
#

xx, yy = np.meshgrid(x, x)
zz = np.sinc(np.sqrt((xx - 1)**2 + (yy - 1)**2))

fig, ax = plt.subplots(ncols=2, figsize=(12, 8))
ax[0].imshow(zz)
ax[0].set_title("default margins")
ax[1].imshow(zz)
ax[1].margins(0.2)
ax[1].set_title("margins(0.2)")

# %%
# This override of margins is determined by "sticky edges", a
# property of `.Artist` class that can suppress adding margins to axis
# limits. The effect of sticky edges can be disabled on an Axes by changing
# `~matplotlib.axes.Axes.use_sticky_edges`.
# Artists have a property `.Artist.sticky_edges`, and the values of
# sticky edges can be changed by writing to ``Artist.sticky_edges.x`` or
# ``Artist.sticky_edges.y``.
#
# The following example shows how overriding works and when it is needed.

fig, ax = plt.subplots(ncols=3, figsize=(16, 10))
ax[0].imshow(zz)
ax[0].margins(0.2)
ax[0].set_title("default use_sticky_edges\nmargins(0.2)")
ax[1].imshow(zz)
ax[1].margins(0.2)
ax[1].use_sticky_edges = False
ax[1].set_title("use_sticky_edges=False\nmargins(0.2)")
ax[2].imshow(zz)
ax[2].margins(-0.2)
ax[2].set_title("default use_sticky_edges\nmargins(-0.2)")

# %%
# We can see that setting ``use_sticky_edges`` to *False* renders the image
# with requested margins.
#
# While sticky edges don't increase the axis limits through extra margins,
# negative margins are still taken into account. This can be seen in
# the reduced limits of the third image.
#
# Controlling autoscale
# ---------------------
#
# By default, the limits are
# recalculated every time you add a new curve to the plot:

fig, ax = plt.subplots(ncols=2, figsize=(12, 8))
ax[0].plot(x, y)
ax[0].set_title("Single curve")
ax[1].plot(x, y)
ax[1].plot(x * 2.0, y)
ax[1].set_title("Two curves")

# %%
# However, there are cases when you don't want to automatically adjust the
# viewport to new data.
#
# One way to disable autoscaling is to manually set the
# axis limit. Let's say that we want to see only a part of the data in
# greater detail. Setting the ``xlim`` persists even if we add more curves to
# the data. To recalculate the new limits  calling `.Axes.autoscale` will
# toggle the functionality manually.

fig, ax = plt.subplots(ncols=2, figsize=(12, 8))
ax[0].plot(x, y)
ax[0].set_xlim(left=-1, right=1)
ax[0].plot(x + np.pi * 0.5, y)
ax[0].set_title("set_xlim(left=-1, right=1)\n")
ax[1].plot(x, y)
ax[1].set_xlim(left=-1, right=1)
ax[1].plot(x + np.pi * 0.5, y)
ax[1].autoscale()
ax[1].set_title("set_xlim(left=-1, right=1)\nautoscale()")

# %%
# We can check that the first plot has autoscale disabled and that the second
# plot has it enabled again by using `.Axes.get_autoscale_on()`:

print(ax[0].get_autoscale_on())  # False means disabled
print(ax[1].get_autoscale_on())  # True means enabled -> recalculated

# %%
# Arguments of the autoscale function give us precise control over the process
# of autoscaling. A combination of arguments ``enable``, and ``axis`` sets the
# autoscaling feature for the selected axis (or both). The argument ``tight``
# sets the margin of the selected axis to zero. To preserve settings of either
# ``enable`` or ``tight`` you can set the opposite one to *None*, that way
# it should not be modified. However, setting ``enable`` to *None* and tight
# to *True* affects both axes regardless of the ``axis`` argument.

fig, ax = plt.subplots()
ax.plot(x, y)
ax.margins(0.2, 0.2)
ax.autoscale(enable=None, axis="x", tight=True)

print(ax.margins())

# %%
# Working with collections
# ------------------------
#
# Autoscale works out of the box for all lines, patches, and images added to
# the Axes. One of the artists that it won't work with is a `.Collection`.
# After adding a collection to the Axes, one has to manually trigger the
# `~matplotlib.axes.Axes.autoscale_view()` to recalculate
# axes limits.

fig, ax = plt.subplots()
collection = mpl.collections.StarPolygonCollection(
    5, rotation=0, sizes=(250,),  # five point star, zero angle, size 250px
    offsets=np.column_stack([x, y]),  # Set the positions
    offset_transform=ax.transData,  # Propagate transformations of the Axes
)
ax.add_collection(collection)
ax.autoscale_view()