Title: Visualize the Climate Scenario Alignment of a Financial Portfolio
Version: 0.5.2
Description: Create plots to visualize the alignment of a corporate lending financial portfolio to climate change scenarios based on climate indicators (production and emission intensities) across key climate relevant sectors of the 'PACTA' methodology (Paris Agreement Capital Transition Assessment; https://www.transitionmonitor.com/). Financial institutions use 'PACTA' to study how their capital allocation decisions align with climate change mitigation goals.
License: MIT + file LICENSE
URL: https://rmi-pacta.github.io/r2dii.plot/, https://github.com/RMI-PACTA/r2dii.plot
BugReports: https://github.com/RMI-PACTA/r2dii.plot/issues
Depends: R (≥ 3.5)
Imports: dplyr, ggplot2, ggrepel, glue, r2dii.data, rlang, stringr, scales
Suggests: cli, covr, r2dii.analysis, r2dii.match, readr, rmarkdown, spelling, testthat (≥ 3.0.0), waldo
Config/testthat/edition: 3
Config/Needs/website: rmi-pacta/pacta.pkgdown.rmitemplate
Encoding: UTF-8
Language: en-US
LazyData: true
RoxygenNote: 7.3.2
NeedsCompilation: no
Packaged: 2025-06-17 13:54:41 UTC; cjrmi
Author: Monika Furdyna ORCID iD [aut, ctr, cre], Mauro Lepore ORCID iD [aut, ctr], Alex Axthelm ORCID iD [aut, ctr], RMI [cph, fnd]
Maintainer: Monika Furdyna <monika.furdyna@gmail.com>
Repository: CRAN
Date/Publication: 2025-06-21 13:30:02 UTC

r2dii.plot: Visualize the Climate Scenario Alignment of a Financial Portfolio

Description

logo

Create plots to visualize the alignment of a corporate lending financial portfolio to climate change scenarios based on climate indicators (production and emission intensities) across key climate relevant sectors of the 'PACTA' methodology (Paris Agreement Capital Transition Assessment; https://www.transitionmonitor.com/). Financial institutions use 'PACTA' to study how their capital allocation decisions align with climate change mitigation goals.

Author(s)

Maintainer: Monika Furdyna monika.furdyna@gmail.com (ORCID) [contractor]

Authors:

Other contributors:

See Also

Useful links:

Data Dictionary

Description

A table of column names and descriptions of data frames used or exported by the functions in this package.

Usage

data_dictionary

Format

data_dictionary

dataset

Name of the dataset

column

Name of the column

typeof

Type of the column

definition

Definition of the column

Examples

data_dictionary

An example of a market_share_demo-like dataset

Description

Dataset imitating the output of r2dii.analysis::target_market_share().

Usage

market_share_demo

Format

An object of class spec_tbl_df (inherits from tbl_df, tbl, data.frame) with 802 rows and 10 columns.

See Also

r2dii.analysis::target_market_share().

Other datasets: r2dii_colours, sda_demo

Examples

market_share_demo

Create an emission intensity plot

Description

Create an emission intensity plot

Usage

plot_emission_intensity(data)

Arguments

data

A data frame like the output of prep_emission_intensity().

Value

An object of class "ggplot".

See Also

sda_demo.

Examples

# plot with `qplot_emission_intensity()` parameters
data <- subset(sda_demo, sector == "cement" & region == "global")
data <- prep_emission_intensity(data, span_5yr = TRUE, convert_label = to_title)

plot_emission_intensity(data)

Create a techmix plot

Description

Create a techmix plot

Usage

plot_techmix(data)

Arguments

data

A data frame like the output of prep_techmix().

Value

An object of class "ggplot".

See Also

market_share_demo.

Examples

# plot with `qplot_techmix()` parameters
data <- subset(
  market_share_demo,
  scenario_source == "demo_2020" &
    sector == "power" &
    region == "global" &
    metric %in% c("projected", "corporate_economy", "target_sds")
)
data <- prep_techmix(
  data,
  span_5yr = TRUE,
  convert_label = recode_metric_techmix,
  convert_tech_label = spell_out_technology
)

plot_techmix(data)

Create a trajectory plot

Description

Create a trajectory plot

Usage

plot_trajectory(data, center_y = FALSE, perc_y_scale = FALSE)

Arguments

data

A data frame like the outputs of prep_trajectory().

  • (Optional) If present, the column label is used for data labels.

center_y

Logical. Use TRUE to center the y-axis around start value (the default behavior of qplot_trajectory()), or use FALSE to not center.

perc_y_scale

Logical. FALSE defaults to using no label conversion. Use TRUE to convert labels on y-axis to percentage using scales::percent (the default behavior of qplot_trajectory()).

Value

An object of class "ggplot".

See Also

market_share_demo.

Examples

# plot with `qplot_trajectory()` parameters
data <- subset(
  market_share_demo,
  sector == "power" &
    technology == "renewablescap" &
    region == "global" &
    scenario_source == "demo_2020"
)
data <- prep_trajectory(data)

plot_trajectory(
  data,
  center_y = TRUE,
  perc_y_scale = TRUE
)

Prepare data for a emission intensity plot

Description

Prepare data for a emission intensity plot

Usage

prep_emission_intensity(data, convert_label = identity, span_5yr = FALSE)

Arguments

data

A data frame. Requirements:

  • The structure must be like sda_demo.

  • The column sector must have a single value (e.g. "cement").

  • (Optional) If present, the column label is used for data labels.

convert_label

A symbol. The unquoted name of a function to apply to y-axis labels. For example:

  • To convert labels to uppercase use convert_label = toupper.

  • To get the default behavior of qplot_emission_intensity use convert_label = to_title.

span_5yr

Logical. Use TRUE to restrict the time span to 5 years from the start year (the default behavior of qplot_emission_intensity()), or use FALSE to impose no restriction.

Value

A data-frame ready to be plotted using plot_emission_intensity().

See Also

sda_demo.

Examples

# `data` must meet documented "Requirements"
data <- subset(sda_demo, sector == "cement" & region == "global")
prep_emission_intensity(data)

Prepare data for plotting technology mix

Description

Prepare data for plotting technology mix

Usage

prep_techmix(
  data,
  convert_label = identity,
  span_5yr = FALSE,
  convert_tech_label = identity
)

Arguments

data

A data frame. Requirements:

  • The structure must be like market_share_demo.

  • The following columns must have a single value: sector, region, scenario_source.

  • The column metric must have a portfolio (e.g. "projected"), a benchmark (e.g. "corporate_economy"), and a single scenario (e.g. "target_sds").

  • (Optional) If present, the column label is used for data labels.

  • (Optional) If present, the column label_tech is used for technology labels.

convert_label

A symbol. The unquoted name of a function to apply to y-axis labels. For example:

  • To convert labels to uppercase use convert_label = toupper.

  • To get the default behavior of qplot_techmix use convert_label = recode_metric_techmix.

span_5yr

Logical. Use TRUE to restrict the time span to 5 years from the start year (the default behavior of qplot_techmix()), or use FALSE to impose no restriction.

convert_tech_label

A symbol. The unquoted name of a function to apply to technology legend labels. For example, to convert labels to uppercase use convert_tech_label = toupper. To get the default behavior of qplot_techmix() use convert_tech_label = spell_out_technology.

Value

A data-frame ready to be plotted using plot_techmix().

See Also

market_share_demo.

Examples

# `data` must meet documented "Requirements"
data <- subset(
  market_share_demo,
  scenario_source == "demo_2020" &
    sector == "power" &
    region == "global" &
    metric %in% c("projected", "corporate_economy", "target_sds")
)

prep_techmix(data)

Prepare data for a trajectory plot

Description

Prepare data for a trajectory plot

Usage

prep_trajectory(
  data,
  convert_label = identity,
  span_5yr = FALSE,
  value_col = "percentage_of_initial_production_by_scope"
)

Arguments

data

A data frame. Requirements:

  • The structure must be like market_share_demo.

  • The following columns must have a single value: sector, technology, region, scenario_source.

  • (Optional) If present, the column label is used for data labels.

convert_label

A symbol. The unquoted name of a function to apply to y-axis labels. For example:

  • To convert labels to uppercase use convert_label = toupper.

  • To get the default behavior of qplot_trajectory use convert_label = recode_metric_trajectory.

span_5yr

Logical. Use TRUE to restrict the time span to 5 years from the start year (the default behavior of qplot_trajectory()), or use FALSE to impose no restriction.

value_col

Character. Name of the column to be used as a value to be plotted.

Value

A data-frame ready to be plotted using plot_trajectory().

See Also

market_share_demo.

Examples

# `data` must meet documented "Requirements"
data <- subset(
  market_share_demo,
  sector == "power" &
    technology == "renewablescap" &
    region == "global" &
    scenario_source == "demo_2020"
)

prep_trajectory(data)

Create a quick emission intensity plot

Description

Compared to plot_emission_intensity() this function:

Usage

qplot_emission_intensity(data)

Arguments

data

A data frame like the output of prep_emission_intensity().

Value

An object of class "ggplot".

See Also

plot_emission_intensity

Examples

# `data` must meet documented "Requirements"
data <- subset(sda_demo, sector == "cement" & region == "global")

qplot_emission_intensity(data)

Create a quick techmix plot

Description

Compared to plot_techmix() this function:

Usage

qplot_techmix(data)

Arguments

data

A data frame like the output of prep_techmix().

Value

An object of class "ggplot".

See Also

plot_techmix

Examples

# `data` must meet documented "Requirements"
data <- subset(
  market_share_demo,
  sector == "power" &
    region == "global" &
    scenario_source == "demo_2020" &
    metric %in% c("projected", "corporate_economy", "target_sds")
)

qplot_techmix(data)

Create a quick trajectory plot

Description

Compared to plot_trajectory() this function:

Usage

qplot_trajectory(data)

Arguments

data

A data frame like the outputs of prep_trajectory().

  • (Optional) If present, the column label is used for data labels.

Value

An object of class "ggplot".

See Also

plot_trajectory

Examples

# `data` must meet documented "Requirements"
data <- subset(
  market_share_demo,
  sector == "power" &
    technology == "renewablescap" &
    region == "global" &
    scenario_source == "demo_2020"
)

qplot_trajectory(data)

Colour datasets

Description

All datasets have at least two columns:

Usage

palette_colours

scenario_colours

sector_colours

technology_colours

Format

An object of class tbl_df (inherits from tbl, data.frame) with 9 rows and 2 columns.

An object of class tbl_df (inherits from tbl, data.frame) with 5 rows and 2 columns.

An object of class tbl_df (inherits from tbl, data.frame) with 8 rows and 2 columns.

An object of class tbl_df (inherits from tbl, data.frame) with 18 rows and 3 columns.

Details

In scenario_colours, colours are ordered from red to green to be used in trajectory charts.

See Also

Other datasets: market_share_demo, sda_demo

Examples

palette_colours

scenario_colours

sector_colours

technology_colours

Custom PACTA colour and fill scales

Description

A custom discrete colour and fill scales with colours from the PACTA palette.

Usage

scale_colour_r2dii(colour_labels = NULL, ...)

scale_fill_r2dii(colour_labels = NULL, ...)

Arguments

colour_labels

A character vector. Specifies colour labels to use and their order. Run unique(r2dii.plot:::palette_colours$label) to see available colours. Similar to value parameter in ggplot2::scale_colour_manual().

...

Other parameters passed on to ggplot2::discrete_scale().

Value

An object of class "ScaleDiscrete".

See Also

Other r2dii scales: scale_colour_r2dii_sector(), scale_colour_r2dii_tech()

Examples

library(ggplot2, warn.conflicts = FALSE)

ggplot(mpg) +
  geom_point(aes(displ, hwy, color = class)) +
  scale_colour_r2dii()

ggplot(mpg) +
  geom_histogram(aes(cyl, fill = class), position = "dodge", bins = 5) +
  scale_fill_r2dii()

Custom PACTA sector colour and fill scales

Description

A custom discrete colour and fill scales with colours from the PACTA sector palette.

Usage

scale_colour_r2dii_sector(sectors = NULL, ...)

scale_fill_r2dii_sector(sectors = NULL, ...)

Arguments

sectors

A character vector. Specifies sector colours to use and their order. Run unique(r2dii.plot:::sector_colours$label) to see available labels. Similar to value parameter in ggplot2::scale_colour_manual().

...

Other parameters passed on to ggplot2::discrete_scale().

Value

An object of class "ScaleDiscrete".

See Also

Other r2dii scales: scale_colour_r2dii(), scale_colour_r2dii_tech()

Examples

library(ggplot2, warn.conflicts = FALSE)

ggplot(mpg) +
  geom_point(aes(displ, hwy, color = class)) +
  scale_colour_r2dii_sector()

ggplot(mpg) +
  geom_histogram(aes(cyl, fill = class), position = "dodge", bins = 5) +
  scale_fill_r2dii_sector()

Custom PACTA technology colour and fill scales

Description

A custom discrete colour and fill scales with colours from the PACTA technology palette.

Usage

scale_colour_r2dii_tech(sector, technologies = NULL, ...)

scale_fill_r2dii_tech(sector, technologies = NULL, ...)

Arguments

sector

A string. Sector name specifying a colour palette. Run unique(r2dii.plot:::technology_colours$sector) to see available sectors.

technologies

A character vector. Specifies technologies to use as colours and their order. Run unique(r2dii.plot:::technology_colours$technology) to see available technologies (pay attention if they match the sector). Similar to value parameter in ggplot2::scale_colour_manual().

...

Other parameters passed on to ggplot2::discrete_scale().

Value

An object of class "ScaleDiscrete".

See Also

Other r2dii scales: scale_colour_r2dii(), scale_colour_r2dii_sector()

Examples

library(ggplot2, warn.conflicts = FALSE)

ggplot(mpg) +
  geom_point(aes(displ, hwy, color = class)) +
  scale_colour_r2dii_tech("automotive")

ggplot(mpg) +
  geom_histogram(aes(cyl, fill = class), position = "dodge", bins = 5) +
  scale_fill_r2dii_tech("automotive")

An example of an sda_demo-like dataset

Description

Dataset imitating the output of r2dii.analysis::target_sda().

Usage

sda_demo

Format

An object of class spec_tbl_df (inherits from tbl_df, tbl, data.frame) with 110 rows and 6 columns.

Source

https://github.com/RMI-PACTA/r2dii.plot/issues/55.

See Also

r2dii.analysis::target_sda().

Other datasets: market_share_demo, r2dii_colours

Examples

sda_demo

Complete theme

Description

A ggplot theme which can be applied to all graphs to appear according to the PACTA plotting aesthetics.

Usage

theme_2dii(
  base_size = 12,
  base_family = "Helvetica",
  base_line_size = base_size/22,
  base_rect_size = base_size/22
)

Arguments

base_size

base font size, given in pts.

base_family

base font family

base_line_size

base size for line elements

base_rect_size

base size for rect elements

Value

An object of class "theme", "gg".

See Also

ggplot2::theme_classic.

Examples

library(ggplot2, warn.conflicts = FALSE)

ggplot(mtcars) +
  geom_histogram(aes(mpg), bins = 10) +
  theme_2dii()

Replicate labels produced with ⁠qplot_*()⁠ functions

Description

Usage

to_title(x)

recode_metric_techmix(x)

recode_metric_trajectory(x)

spell_out_technology(x)

Arguments

x

A character vector.

Value

A character vector.

Examples

to_title(c("a.string", "another_STRING"))

metric <- c("projected", "corporate_economy", "target_xyz", "else")
recode_metric_trajectory(metric)

recode_metric_techmix(metric)

spell_out_technology(c("gas", "ice", "coalcap", "hdv"))