Preventing label crowding in PieChart RadialCallout and RadialCenter

I had the following thought about the question.

Part 1

We generate some random crowded test data first:

data = RandomChoice[{20, 15, 8, 7, 6, 5} -> {1, 2, 3, 4, 5, 10}, 50]

{1, 4, 1, 3, 1, 2, 2, 3, 5, 2, 1, 1, 1, 1, 3, 5, 4, 5, 2, 1, 2, 1, 1, 2, 5, 1, 1, 3, 1, 1, 3, 3, 2, 5, 2, 2, 2, 1, 4, 4, 1, 2, 1, 4, 2, 3, 1, 1, 5, 4}

dataLength = Length[data]; 

descriptionData = (FromCharacterCode[RandomInteger[{97, 122}, 
        {RandomInteger[{4, 10}]}]] & ) /@ data

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valueData = (NumberForm[#1, {3, 1}] & ) /@ N[(100*data)/Total[data]]; 

labelLst = MapThread[Row[{#1, ":  ", #2, "%"}] & , {descriptionData, valueData}]

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Then draw the PieChart using system function:

chartgraph = PieChart[data,
  SectorOrigin -> {{\[Pi]/2, "Clockwise"}, 1},
  LabelingFunction -> (Placed[
      Framed[Style[
        labelLst[[#2[[2]]]],
        Bold, 13],
       Background -> Lighter[Purple, 0.95]],
      "RadialCallout"] &),
  ChartStyle -> EdgeForm[{White, Opacity[0.2]}],
  PlotRange -> All]

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Part 2

Now we'll do some dirty job, modify the underlying data of chartgraph.

First define some functions which are not aesthetic at all, and are very likely not so general for any PieChart. (Their function is adjusting the radial of "RadialCallout" lines.)

Clear[extentFunc]
extentFunc[labeldata_, Radial_] :=
 ReplaceAll[labeldata,
  {{{}, {}}, {{{}, {}},
     {directive1__?(Head[#] =!= LineBox &),
      LineBox[{r0_, R0_}],
      LineBox[{R0_, endpoint_}]},
     {directive2__?(Head[#] =!= LineBox &),
      DiskBox[r0_, diskR_]},
     InsetBox[labeltext_, labPos_, labOPos_]}} :>
   With[{R = Radial/Norm[R0] R0},
    With[{v = R - R0},
     horizonLineLength = Abs[(endpoint - R0)[[1]]];
     {{{}, {}}, {{{}, {}},
       {directive1,
        LineBox[{r0, R}],
        LineBox[{R, endpoint + v}]},
       {directive2, DiskBox[r0, diskR]},
       InsetBox[labeltext, labPos + v, labOPos]}}
     ]]]

Clear[chartExtentFunc]
chartExtentFunc[chartgraph_, Radial_?NumericQ] :=
 ToExpression[ReplacePart[
   ToBoxes[chartgraph],
   {1, 3, 2, 2, 1, 1, 1} -> (
     ReplacePart[#,
        1 -> extentFunc[#[[1]], Radial]
        ] & /@
      ToBoxes[chartgraph][[1, 3, 2, 2, 1, 1, 1]]
     )]]

chartExtentFunc[chartgraph_, Radial_List] :=
 ToExpression[
  With[{num = $ModuleNumber},
    StringReplace[ToString[
      ReplacePart[
       ToBoxes[chartgraph],
       {1, 3, 2, 2, 1, 1, 1} -> (
         MapThread[
          ReplacePart[#1, 1 -> extentFunc[#1[[1]], #2]] &,
          {ToBoxes[chartgraph][[1, 3, 2, 2, 1, 1, 1]],
           Radial}]
         )],
      InputForm],
     "DynamicChart`click$" ~~ (a : DigitCharacter ..) ~~ 
       "$" ~~ (b : DigitCharacter ..) :>
      "DynamicChart`click$" <> a <> "$" <> ToString[num]
     ]] // ToExpression]

Now try them on our chartgraph with random radials:

chartExtentFunc[chartgraph,RandomReal[{2.1, 3},dataLength]]/.Thickness[a_]:>Thickness[.5 a]

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It is of course nice to associate radials with correspond polar angles:

\[Theta]Set = \[Pi]/2 - (Accumulate[#] - 1/2 #) &[
data/Total[data] 2 \[Pi]] // N;

2 + If[0 <= # < \[Pi]/8 || \[Pi] - \[Pi]/8 < # < \[Pi] + \[Pi]/8 || 
  2 \[Pi] - \[Pi]/8 < # <= 2 \[Pi], 2.1 Abs[Cos[#]]^12, .3/
 Abs[Sin[#]]] & /@ (\[Pi]/2 - \[Theta]Set);

chartExtentFunc[chartgraph, %]

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MapIndexed[
  Piecewise[{{2.4, # == 0}, {3.4, # == 1}, {4.4, # == 2}}] &[
Mod[#2[[1]], 3]] &, (\[Pi]/2 - \[Theta]Set)];

chartExtentFunc[chartgraph, %] /. Thickness[_] :> Thickness[0]

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Part 3

Well the above results are not so nice. So we try to improve it by introducing an optimization function (potential function).

RvariableSet = Table[Symbol["R" <> ToString[i]], {i, dataLength}]

Clear[centerPos]
centerPos[k_] := 
 R[[k]] {Cos[\[Theta][[k]]], Sin[\[Theta][[k]]]} + {L, 0} + {W/2, 0}

Clear[centerPotentialFunc]
centerPotentialFunc[k_, Rmin_, Rmax_] := 
 Exp[-10 (R[[k]] - Rmin)] + Exp[10 (R[[k]] - Rmax)]

Clear[interactionPotentialFunc]
interactionPotentialFunc[i_, j_] := If[i == j, 0,
  With[{d = Sqrt[#.#]/Sqrt[W^2 + H^2] &[centerPos[i] - centerPos[j]]},
   2 Exp[-10 (d - 1.1)]
   ]]

(Here W and H are the max width and height of the label text box separately.)

potentialExpr = 
  Block[{\[Theta] = \[Theta]Set, L = horizonLineLength, W = 1.3, 
H = 0.25, R = RvariableSet},
   Sum[centerPotentialFunc[i, 2.2, 5], {i, 1, dataLength}] + 
Sum[interactionPotentialFunc[i, j], {i, 1, dataLength},
   {j, 1, dataLength}]];

(Here for each i, the upper and lower bound of j can be localized to neighborhood of it to reduce the size of potentialExpr.)

Grad of the total potential (I thinks here I "inject" RvariableSet in an unidiomatic way?):

gradExpr = Module[{CompileTemp},
   CompileTemp[RvariableSet, Evaluate[
      D[potentialExpr, #] & /@ RvariableSet
      ]] /. CompileTemp -> Compile];

Run the kinetics simulation for 300 steps:

initRSet = ConstantArray[3, dataLength];

dt = 1 10^-3;

RSetSet = NestList[Function[paras, Module[{a, v},
     v = paras[[2]];
     a = -gradExpr @@ paras[[1]];
     v = v + 1/2 dt a;
     (If[#[[1]] < 
       2.1, {2.1, -#[[2]]}, {#[[
        1]], .1 #[[2]]}] & /@ ({paras[[1]] + dt v, 
       v}\[Transpose]))\[Transpose]
     ]], {initRSet, ConstantArray[0, dataLength]}, 300];

Manipulate[
 ListPolarPlot[{\[Theta]Set, RSetSet[[k, 1]]}\[Transpose], 
  PlotStyle -> Purple, Joined -> True, 
  Epilog -> {Circle[{0, 0}, 2.1], Circle[{0, 0}, 2]}, PlotRange -> All],
 {k, 1, Length[RSetSet], 1}]

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Now try the result on chartgraph:

chartExtentFunc[chartgraph, RSetSet[[-1, 1]]]/.Thickness[a_]:>Thickness[.5 a]

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% /. FrameBox[expr_, opt__] :> expr /. Bold -> Plain

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So it's kind of better now. (Though still not good enough..)

Conclusion

Thus far, it seems if I choose a proper potential function, I will get a good result. But the final results are not as satisfying as I want. I think there can be more essential improvements, for efficiently and for better result.


For moderately crowded cases like yours there is a very simple solution. Because I do not have your data, I will use a modified example from Documentation. There is a typical problem of crowded labels in the Image 1. And it is fixed on the Image 2 by using SectorOrigin option to adjust angular positions of labels so to distribute them properly. You basically should shift location of most dense label areas from "north" and "south" to "east" and "west".

Image 1 - crowded labels

enter image description here

Image 2 - correction by rotation via SectorOrigin option

enter image description here

The code

Manipulate[

 elem = SortBy[
   Tally[Flatten[
     Table[ElementData[z, "DiscoveryCountries"], {z, 1, 108}]]], Last];

 Column[{

   PieChart[
    Apply[Labeled[#1, #2, "RadialCallout"] &, 
     Transpose[{N[(elem[[All, 2]]/Total[elem[[All, 2]]])], 
       elem[[All, 1]]}], 2],  
    LabelingFunction -> (Placed[
        Row[{NumberForm[100 #, 2], "%"}, "\[MediumSpace]"], 
        Tooltip] &), ChartStyle -> "LightTerrain", PlotRange -> All, 
    PlotLabel -> Style["RadialCallout", Bold, 16], ImageSize -> 320, 
    SectorOrigin -> k],

   PieChart[
    Apply[Labeled[#1, #2, "VerticalCallout"] &, 
     Transpose[{N[(elem[[All, 2]]/Total[elem[[All, 2]]])], 
       elem[[All, 1]]}], 2],  
    LabelingFunction -> (Placed[
        Row[{NumberForm[100 #, 2], "%"}, "\[MediumSpace]"], 
        Tooltip] &), ChartStyle -> "LightTerrain", PlotRange -> All, 
    PlotLabel -> Style["VerticalCallout", Bold, 16], ImageSize -> 340,
     SectorOrigin -> k]

   }]

 , {{k, 1.3, "rotate"}, 0, 2 Pi, Appearance -> "Labeled"}, 
 FrameMargins -> 0]

In 11.1, Callout support was added to PieChart. This does something similar to Silvia's second example in part 2 of her answer. Using her data

data = RandomChoice[{20, 15, 8, 7, 6, 5} -> {1, 2, 3, 4, 5, 10}, 50];
dataLength = Length[data];
descriptionData = 
 (FromCharacterCode[RandomInteger[{97, 122}, {RandomInteger[{4, 10}]}]] &) /@ data;
valueData = (NumberForm[#1, {3, 1}] &) /@ N[(100*data)/Total[data]];
labelLst = MapThread[Row[{#1, ":  ", #2, "%"}] &, {descriptionData, valueData}];

it is fairly simple to set up

PieChart[data, SectorOrigin -> {{\[Pi]/2, "Clockwise"}, 1},
 ChartLabels -> Callout[Style[#, 14] & /@ labelLst], 
 ChartStyle -> EdgeForm[{White, Opacity[0.2]}], PlotRange -> All]

enter image description here

Two things of note: 1) I had to expand the size of the image to avoid overlap, and 2) I clicked on a couple of the pie pieces to demonstrate what that looks like in this scheme.

Tags:

Graphics