plotly-interactive-plots

# Plotly Interactive Plots

## Overview

Plotly is a Python library for producing interactive, web-ready figures backed by HTML and JavaScript. It exposes two complementary APIs: `plotly.express` (px) provides a high-level, DataFrame-oriented interface for generating common chart types in one line, while `plotly.graph_objects` (go) offers fine-grained control over every trace, axis, and layout property. Figures are fully interactive by default — supporting hover tooltips, zoom, pan, and click events — and can be embedded in web pages, Jupyter notebooks, or built into web applications using the Dash framework.

## When to Use

- You need hover tooltips that display gene names, p-values, or sample metadata without cluttering the static figure.
- You are building a multi-panel interactive dashboard for dose-response curves, patient cohorts, or multi-condition comparisons.
- You want to share figures as self-contained HTML files that non-programmers can explore in a browser.
- You need 3D scatter or surface plots for structural biology, conformational landscapes, or PCA of high-dimensional data.
- You are creating heatmaps of gene expression or correlation matrices where users need to zoom into specific gene clusters.
- You require animation frames to show time-series or treatment-response trajectories.
- Use `seaborn` instead when you need automatic statistical aggregation (confidence intervals, regression fits) with minimal code.
- Use `matplotlib` when you need fine-grained control over every axis element for print-ready publication figures at exact journal specifications.

## Prerequisites

- **Python packages**: `plotly`, `kaleido` (static image export), `pandas`, `numpy`
- **Data requirements**: pandas DataFrames or NumPy arrays; long-form (tidy) data works best with `px`
- **Environment**: Jupyter Lab/Notebook (inline rendering), or save as HTML for browser display

```bash
pip install plotly kaleido pandas numpy
```

For Jupyter Lab inline rendering (if not automatic):

```bash
pip install "jupyterlab>=3" ipywidgets
```

## Quick Start

```python
import plotly.express as px
import pandas as pd

# Gene expression scatter with hover info
df = pd.DataFrame({
    "log2FC": [-3.1, 0.2, 1.8, 2.5, -0.5, 4.1],
    "neg_log10_padj": [8.2, 0.4, 2.1, 6.8, 0.1, 9.3],
    "gene": ["BRCA1", "MYC", "TP53", "EGFR", "CDKN1A", "KRAS"],
    "significance": ["sig", "ns", "ns", "sig", "ns", "sig"],
})

fig = px.scatter(
    df, x="log2FC", y="neg_log10_padj",
    color="significance", hover_name="gene",
    title="Volcano Plot — Treatment vs Control",
)
fig.show()
```

## Core API

### Module 1: px Scatter and Line — Relational Plots

`px.scatter()` and `px.line()` map DataFrame columns to visual encodings (color, symbol, size) and automatically populate hover tooltips from `hover_data`.

```python
import plotly.express as px
import pandas as pd
import numpy as np

# Dose-response scatter: color by drug, symbol by cell line
np.random.seed(42)
df = pd.DataFrame({
    "dose_uM": np.tile([0.01, 0.1, 1, 10, 100], 4),
    "viability": np.clip(np.random.normal(
        [100, 90, 70, 40, 10] * 4, 5), 0, 110),
    "drug": ["DrugA"] * 5 + ["DrugA"] * 5 + ["DrugB"] * 5 + ["DrugB"] * 5,
    "cell_line": ["HCT116"] * 10 + ["MCF7"] * 10,
    "replicate": np.tile([1, 2, 3, 4, 5], 4),
})

fig = px.scatter(
    df, x="dose_uM", y="viability",
    color="drug", symbol="cell_line",
    log_x=True,
    hover_data={"replicate": True, "dose_uM": ":.2f"},
    labels={"viability": "Cell Viability (%)", "dose_uM": "Dose (µM)"},
    title="Dose-Response by Drug and Cell Line",
)
fig.show()
print(f"Figure has {len(fig.data)} traces")
```

```python
# Time-course gene expression line plot
time_df = pd.DataFrame({
    "hour": list(range(0, 25, 4)) * 3,
    "expression": [1.0, 1.8, 3.2, 4.5, 3.8, 2.1, 1.2,
                   1.0, 2.5, 5.1, 6.8, 5.5, 3.2, 1.8,
                   1.0, 1.1, 1.0, 1.2, 1.1, 1.0, 0.9],
    "gene": ["MYC"] * 7 + ["EGFR"] * 7 + ["GAPDH"] * 7,
})

fig = px.line(
    time_df, x="hour", y="expression",
    color="gene", markers=True,
    labels={"expression": "Relative Expression (log2)", "hour": "Time (h)"},
    title="Time-Course Gene Expression",
)
fig.update_traces(line=dict(width=2.5), marker=dict(size=8))
fig.show()
```

### Module 2: px Statistical Plots — Distributions and Categories

`px.box()`, `px.violin()`, `px.histogram()`, and `px.strip()` produce publication-ready distribution summaries with built-in grouping.

```python
import plotly.express as px
import pandas as pd
import numpy as np

# Violin + strip overlay: expression by cell type
np.random.seed(7)
n = 60
cell_data = pd.DataFrame({
    "expression": np.concatenate([
        np.random.normal(4.2, 0.8, n),
        np.random.normal(6.5, 1.2, n),
        np.random.normal(2.8, 0.6, n),
    ]),
    "cell_type": ["T cell"] * n + ["B cell"] * n + ["NK cell"] * n,
    "patient_id": np.tile([f"P{i:02d}" for i in range(1, 11)], 18),
})

fig = px.violin(
    cell_data, x="cell_type", y="expression",
    color="cell_type", box=True, points="all",
    hover_data=["patient_id"],
    labels={"expression": "CD3E Expression (log2 CPM)"},
    title="CD3E Expression Across Cell Types",
)
fig.update_traces(jitter=0.3, pointpos=-1.5)
fig.show()
print(f"Cells per type: {cell_data.groupby('cell_type').size().to_dict()}")
```

```python
# Histogram with rug: distribution of fold changes
fc_df = pd.DataFrame({
    "log2FC": np.concatenate([
        np.random.normal(0.1, 0.8, 500),   # not DE genes
        np.random.normal(2.5, 0.4, 50),    # upregulated
        np.random.normal(-2.3, 0.4, 40),   # downregulated
    ]),
    "category": ["background"] * 500 + ["up"] * 50 + ["down"] * 40,
})

fig = px.histogram(
    fc_df, x="log2FC", color="category",
    nbins=60, barmode="overlay", opacity=0.7,
    marginal="rug",
    labels={"log2FC": "log2 Fold Change", "count": "Gene Count"},
    title="Distribution of Fold Changes (DESeq2 Results)",
    color_discrete_map={"ba