The first official book authored by the core R Markdown developers that provides a comprehensive and accurate reference to the R Markdown ecosystem. With R Markdown, you can easily create reproducible data analysis reports, presentations, dashboards, interactive applications, books, dissertations, websites, and journal articles, while enjoying the simplicity of Markdown and the great power of.
R Markdown is a powerful tool because it can be used for data analysis and data science, to collaborate with others, and communicate results to decision makers. In this blog post we’ll look at some tips, tricks, and shortcuts for working with R Markdown in RStudio. R Markdown allows you to create documents that serve as a neat record of your analysis. In the world of reproducible research, we want other researchers to easily understand what we did in our analysis, otherwise nobody can be certain that you analysed your data properly.
Note: This book has been published by Chapman & Hall/CRC. The online version of this book is free to read here (thanks to Chapman & Hall/CRC), and licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License.
Rmarkdown Package
The document format “R Markdown” was first introduced in the knitr package (Xie 2015, 2021b) in early 2012. The idea was to embed code chunks (of R or other languages) in Markdown documents. In fact, knitr supported several authoring languages from the beginning in addition to Markdown, including LaTeX, HTML, AsciiDoc, reStructuredText, and Textile. Looking back over the five years, it seems to be fair to say that Markdown has become the most popular document format, which is what we expected. The simplicity of Markdown clearly stands out among these document formats.
However, the original version of Markdown invented by John Gruber was often found overly simple and not suitable to write highly technical documents. For example, there was no syntax for tables, footnotes, math expressions, or citations. Fortunately, John MacFarlane created a wonderful package named Pandoc (http://pandoc.org) to convert Markdown documents (and many other types of documents) to a large variety of output formats. More importantly, the Markdown syntax was significantly enriched. Now we can write more types of elements with Markdown while still enjoying its simplicity.
In a nutshell, R Markdown stands on the shoulders of knitr and Pandoc. The former executes the computer code embedded in Markdown, and converts R Markdown to Markdown. The latter renders Markdown to the output format you want (such as PDF, HTML, Word, and so on).
The rmarkdown package (Allaire, Xie, McPherson, et al. 2021) was first created in early 2014. During the past four years, it has steadily evolved into a relatively complete ecosystem for authoring documents, so it is a good time for us to provide a definitive guide to this ecosystem now. At this point, there are a large number of tasks that you could do with R Markdown:
Compile a single R Markdown document to a report in different formats, such as PDF, HTML, or Word.
Create notebooks in which you can directly run code chunks interactively.
Make slides for presentations (HTML5, LaTeX Beamer, or PowerPoint).
Produce dashboards with flexible, interactive, and attractive layouts.
Build interactive applications based on Shiny.
Write journal articles.
Macvim. Author books of multiple chapters.
Generate websites and blogs.
There is a fundamental assumption underneath R Markdown that users should be aware of: we assume it suffices that only a limited number of features are supported in Markdown. By “features,” we mean the types of elements you can create with native Markdown. The limitation is a great feature, not a bug. R Markdown may not be the right format for you if you find these elements not enough for your writing: paragraphs, (section) headers, block quotations, code blocks, (numbered and unnumbered) lists, horizontal rules, tables, inline formatting (emphasis, strikeout, superscripts, subscripts, verbatim, and small caps text), LaTeX math expressions, equations, links, images, footnotes, citations, theorems, proofs, and examples. We believe this list of elements suffice for most technical and non-technical documents. It may not be impossible to support other types of elements in R Markdown, but you may start to lose the simplicity of Markdown if you wish to go that far.
Epictetus once said, “Wealth consists not in having great possessions, but in having few wants.” The spirit is also reflected in Markdown. If you can control your preoccupation with pursuing typesetting features, you should be much more efficient in writing the content and can become a prolific author. It is entirely possible to succeed with simplicity. Jung Jae-sung was a legendary badminton player with a remarkably simple playing style: he did not look like a talented player and was very short compared to other players, so most of the time you would just see him jump three feet off the ground and smash like thunder over and over again in the back court until he beats his opponents.
Please do not underestimate the customizability of R Markdown because of the simplicity of its syntax. In particular, Pandoc templates can be surprisingly powerful, as long as you understand the underlying technologies such as LaTeX and CSS, and are willing to invest time in the appearance of your output documents (reports, books, presentations, and/or websites). As one example, you may check out the PDF report of the 2017 Employer Health Benefits Survey. It looks fairly sophisticated, but was actually produced via bookdown(Xie 2016), which is an R Markdown extension. A custom LaTeX template and a lot of LaTeX tricks were used to generate this report. Not surprisingly, this very book that you are reading right now was also written in R Markdown, and its full source is publicly available in the GitHub repository https://github.com/rstudio/rmarkdown-book.
R Markdown documents are often portable in the sense that they can be compiled to multiple types of output formats. Again, this is mainly due to the simplified syntax of the authoring language, Markdown. The simpler the elements in your document are, the more likely that the document can be converted to different formats. Similarly, if you heavily tailor R Markdown to a specific output format (e.g., LaTeX), you are likely to lose the portability, because not all features in one format work in another format.
Last but not least, your computing results will be more likely to be reproducible if you use R Markdown (or other knitr-based source documents), compared to the manual cut-and-paste approach. This is because the results are dynamically generated from computer source code. If anything goes wrong or needs to be updated, you can simply fix or update the source code, compile the document again, and the results will be automatically updated. You can enjoy reproducibility and convenience at the same time.
###Installing R Markdown on a compter running MS Windows
This guide assumes you have already installed R and the RStudio IDE. RStudio is not required but recommended, because it makes it easier to work with R Markdown. If you do not have RStudio IDE installed, you will also have to install Pandoc. If you have RStudio installed there is no need to install Pandoc separately because its bundled with RStudio. Next you can install the rmarkdown package in RStudio using the following code:
You will also need to install a bunch of additional R packages on which rmarkdown depends.
If you want to generate PDF output, you will need to install LaTeX. For R Markdown users who have not installed LaTeX before, we recommend that you install TinyTeX. You can install TinyTex from within RStudio using the following code:
TinyTeX is a lightweight, portable, cross-platform, and easy-to-maintain LaTeX distribution. The R companion package tinytex can help you automatically install missing LaTeX packages when compiling LaTeX or R Markdown documents to PDF. An alternative option would be to install MiKTeX instead. You can download the latest distribution of MiKTeX. Installing MiKTeX is pretty straight forward, but it can sometimes be a pain to get it to play nicely with RStudio. If at all possible we recommend that you use TinyTex.
With the rmarkdown package, RStudio/Pandoc, and LaTeX, you should be able to compile most R Markdown documents.
###Installing R Markdown on a compter running Mac OSX
This guide assumes you have already installed R and the RStudio IDE. RStudio is not required but recommended, because it makes it easier to work with R Markdown. If you do not have RStudio IDE installed, you will also have to install Pandoc. If you have RStudio installed there is no need to install Pandoc separately because its bundled with RStudio. Next you can install the rmarkdown package in RStudio using the following code:
You will also need to install a bunch of additional R packages on which rmarkdown depends.
If you want to generate PDF output, you will need to install LaTeX. For R Markdown users who have not installed LaTeX before, we recommend that you install TinyTeX. You can install TinyTex from within RStudio using the following code:
TinyTeX is a lightweight, portable, cross-platform, and easy-to-maintain LaTeX distribution. The R companion package tinytex can help you automatically install missing LaTeX packages when compiling LaTeX or R Markdown documents to PDF.
R Markdown Examples
If for some reason TinyTeX does not work on your Mac computer then you can try to install MacTeX instead. You can download the latest version of MacTeX. Click on the MacTeX.pkg link to download. Please be aware that the file is quite large, approximately 3 GB, so it may take some time (also make sure you have enough available space on your computer hard disk). When your download is complete, run the downloaded installer. The installation procedure is quite straightforward. You are given a few options, for example you can choose not to install some components. I recommend you stick with the default settings, so having accepted the license agreement, you can basically just keep clicking ‘Continue’ on each screen. On the final screen of the wizard, click Install. It may ask for an administrator password. Enter the password, click ‘Install Software’ and go make a cup of coffee while the installation completes. When the program is done installing, click ‘Close’ to complete the installation.
R Markdown Cheat Sheet
With the rmarkdown package, RStudio/Pandoc, and LaTeX, you should be able to compile most R Markdown documents.
###Installing R Markdown on a University teaching computer
A2dp driver windows 7 download. The University computers already have R and RStudio installed with the required R packages (rmarkdown, knitr etc). However, if you want to generate PDF output, you will need to install LaTeX. For R Markdown users who have not installed LaTeX before, we recommend that you install TinyTeX. You can install TinyTex from within R:
TinyTeX is a lightweight, portable, cross-platform, and easy-to-maintain LaTeX distribution. The R companion package tinytex can help you automatically install missing LaTeX packages when compiling LaTeX or R Markdown documents to PDF.
With the rmarkdown package, RStudio/Pandoc, and LaTeX, you should be able to compile most R Markdown documents.