phstemplates

Contents

• Installation
• Making a new PHS project
• Making a new PHS shiny app
• Adding a PHS gitignore or CSS file
• RMarkdown Templates

Installation

If you are working inside the PHS network, with R set up to install packages from the internal package manager repository (for example, if you are using R from Posit Workbench), you can install the package by running

install.packages("phstemplates")

Otherwise, install the package from Github by running the following code in R:

remotes::install_github("Public-Health-Scotland/phstemplates", ref = "main")

If you encounter any issues with the automatic installation of package dependencies using this method, you may need to install these manually prior to running the code to install phstemplates. In this case, it should tell you which packages you need. For example, if you need flextable and officer, install these first:

install.packages(c("flextable", "officer"))

Making a new PHS project

To use this project template, install the package by following the instructions above. After doing this you will then be able to create new R projects with the recommended PHS structure within RStudio by clicking

File -> New Project… -> New Directory and selecting PHS R Project Template

Name the project and select a location for the project folder. The original author can also be input - this will automatically add the name to the top section of default scripts within the project. You can then edit the files and folders as appropriate, e.g. rename the R script files or create new sub-folders. The default files and folders contained within the project are described in subsequent sections of this README.

This template aims to instill best practice within PHS and therefore git has been initialised for version control. However, if you are not using this then you can delete the .gitignore file. More information about version control.

If you are using git for version control then please be aware that the .gitignore contains the minimum recommended file types and folders to stop data being tracked and pushed to GitHub. Further guidance on using git and GitHub securely can be found here.

This template is also intended to be flexible, so you may not require every file or folder. For example, if you have written long or multiple functions then we would recommend saving these in the dedicated functions.R file, which can then be sourced within the main script(s). Additionally, if you are using many packages then these could be saved within the packages.R file and sourced similarly. However, decisions on whether these files are required and the exact structure of the folders and scripts should be left up to the analyst’s discretion. For more guidance on structuring and writing R scripts follow the organisation’s R Style Guide.

Directories

• code - R scripts required for project
  • code.R - example structure for main R script(s)
  • functions.R - functions sourced and used in main script(s)
  • packages.R - list of packages sourced and used in main script(s)
• data - data required for project
  • basefiles
  • output
  • temporary

Files

• .gitignore - tells git what files and folders not to track or upload to GitHub
• README.md - this page
• .Rprofile - R profile settings
• r-project.Proj - R project

Making a new PHS shiny app

After installation you will then be able to create new R shiny apps with PHS styling within RStudio by clicking

File -> New Project… -> New Directory and selecting PHS R Shiny App

Name the app and select a location for the project folder. The original author can also be input - this will automatically add the name to the top section of default scripts within the project. You can then edit the files and folders as appropriate, e.g. rename the R script files or create new sub-folders. The default files and folders contained within the project are described in the README which is created inside the new shiny app template.

Adding a PHS gitignore or CSS file to an existing directory

If you want to add a PHS style .gitignore to a given directory, you can do this in R Studio by selecting Addins on the top banner then scrolling down to the PHSTEMPLATES section and choosing Add PHS .gitignore file. This will allow you to choose the location of your new .gitignore file. You can also do this directly from the R console using the command phstemplates::add_gitignore().

To add a PHS style CSS file, use the Addins menu and choose Add PHS style CSS file, which will then allow you to choose a location to save the file. It will also ask you if you want to include Shiny CSS styles to the file – these are optional. You can also do this by running phstemplates::add_stylecss().

RMarkdown Templates

This package currently provides RMarkdown templates for:

• PHS official statistics report and summary documents
• PHS accredited official statistics report and summary documents
• PHS official statistics in development report and summary documents
• PHS management information report, summary and one-page documents

Please note that these templates require pandoc v2 (or RStudio v1.2 which comes with the required version of pandoc). You can check the version of pandoc that you have with rmarkdown::pandoc_version().

You can access these templates in RStudio by clicking File -> New File -> R Markdown -> From Template.

Once the template has been loaded, the document can be produced by clicking the Knit button. Alternatively, you can use the render() function to produce the document. This may be preferable if you want to automate the production of several different reports. This is some example code for doing this with the official statistics template.

rmarkdown::render(
  input = "my_report.Rmd",
  output_format = phstemplates::phs_report_docx(
    reference_docx = "phs-offstats-report.docx",
    cover_page = "phs-offstats-cover.docx",
    cover_title = "My Report Title",
    cover_subtitle = "My Report Subtitle",
    cover_date = "01 01 2024",
    toc_depth = 3
  ),
  output_file = "my_report.docx"
)

Adding a new template

1. Clone phstemplates and load it up in RStudio
2. Create your own Git branch and switch to that branch
3. In R, type usethis::use_rmarkdown_template("my-template") where you replace my-template with the name you want to give your template. This is actually just the name it gives to the folder that stores your template so the name should not have spaces but can contain dashes or underscores. The name should also not be too long as this may cause issues when building the package. This will create a basic structure for your template within the directory inst\rmarkdown\templates\my-template
4. Open up template.yaml in the folder just created for your template. Update the name and description as appropriate for your template.
5. Go to the ‘skeleton’ folder (inst\rmarkdown\templates\my-template\skeleton) and delete skeleton.Rmd
6. Copy and paste your RMarkdown template file and any associated files required for the template into the ‘skeleton’ folder (e.g. you may have an MS Word reference document to set up styles)
7. Rename your RMarkdown template file to skeleton.Rmd
8. Run devtools::check() and make sure the package passes all the checks
9. Run devtools::install(), then restart RStudio and check that your templates can be loaded from the RStudio menus
10. Push to Github
11. Create a pull request and ask for a review from an appropriate staff member so the changes can be merged

Updating an existing template

1. Clone phstemplates and load it up in RStudio
2. Create your own Git branch and switch to that branch
3. Rename your updated template file to skeleton.Rmd and place it (and any associated files if they have also been updated) inside the ‘skeleton’ folder of your template (inst\rmarkdown\templates\your-template\skeleton)
4. Run devtools::check() and make sure the package passes all the checks
5. Run devtools::install(), then restart RStudio and check that your templates can be loaded from the RStudio menus
6. Push to Github
7. Create a pull request and ask for a review from an appropriate staff member so the changes can be merged