Getting started with workflowr

workflowr version 1.7.0

John Blischak

2021-12-20

The workflowr R package helps scientists organize their research in a way that promotes effective project management, reproducibility, collaboration, and sharing of results. Workflowr combines literate programming (knitr and rmarkdown) and version control (Git, via git2r) to generate a website containing time-stamped, versioned, and documented results. Any R user can quickly and easily adopt workflowr.

This tutorial assumes you have already followed the installation instructions. Specifically, you need to have R, pandoc (or RStudio), and workflowr installed on your computer. Furthermore, you need an account on GitHub or GitLab.

Overview

A workflowr project has two key components:

  1. An R Markdown-based website. This consists of a configuration file (_site.yml), a collection of R Markdown files, and their corresponding HTML files.

  2. A Git repository. Git is a version control system that helps track code development1. Workflowr is able to run the basic Git commands, so there is no need to install Git prior to using workflowr.

One of the main goals of workflowr is to help make your research more transparent and reproducible. This is achieved by displaying multiple “reproducibility checks” at the top of each analysis, including the unique identifier that Git assigns a snapshot of your code (or “commit” as Git calls it), so you always know which version of the code produced the results.

Start the project

To start a new project, open R (or RStudio) and load the workflowr package (note that all the code in this vignette should be run directly in the R console, i.e. do not try to run workflowr functions inside of R Markdown documents).

library("workflowr")
## This is workflowr version 1.7.0
## Run ?workflowr for help getting started

If you have never created a Git repository on your computer before, you need to run the following command to tell Git your name and email. Git uses this information to assign the changes you make to the code to you (analogous to how Track Changes in a Microsoft Office Word document assigns your changes to you). You do not need to use the exact same name and email as you used for your account on GitHub or GitLab. Also, you only need to run this command once per computer, and all subsequent workflowr projects will use this information (you can also update it at any time by re-running the command with different input).

# Replace the example text with your information
wflow_git_config(user.name = "Your Name", user.email = "email@domain")

Now you are ready to start your first workflowr project! wflow_start("myproject") creates a directory called myproject/ that contains all the files to get started. It also changes the working directory to myproject/2 and initializes a Git repository with the initial commit already made.

wflow_start("myproject")
## wflow_start:
## - New directory created at C:/Users/john/AppData/Local/Temp/Rtmpk1uhRX/wflow-01-getting-started-80873b45e03/myproject
## - Project name is "myproject"
## - Working directory changed to C:/Users/john/AppData/Local/Temp/Rtmpk1uhRX/wflow-01-getting-started-80873b45e03/myproject
## - Git repo initiated at C:/Users/john/AppData/Local/Temp/Rtmpk1uhRX/wflow-01-getting-started-80873b45e03/myproject
## - Files were committed in version ea8eb2b

wflow_start() created the following directory structure in myproject/:

myproject/
├── .gitignore
├── .Rprofile
├── _workflowr.yml
├── analysis/
│   ├── about.Rmd
│   ├── index.Rmd
│   ├── license.Rmd
│   └── _site.yml
├── code/
│   ├── README.md
├── data/
│   └── README.md
├── docs/
├── myproject.Rproj
├── output/
│   └── README.md
└── README.md

At this point, you have a minimal but complete workflowr project; that is, you have all the files needed to use the main workflowr commands and publish a research website. Later on, as you get more comfortable with the basic setup, you can modify and add to the initial file structure. The overall rationale for this setup is to help organize the files that will be commonly included in a data analysis project. However, not all of these files are required to use workflowr.

The two required subdirectories are analysis/ and docs/. These directories should never be removed from the workflowr project.

The workflowr-specific configuration file is _workflowr.yml. It will apply the workflowr reproducibility checks consistently across all your R Markdown files. The most critical setting is knit_root_dir, which determines the directory where the files in analysis/ will be executed. The default is to execute the code in the root of the project where _workflowr.yml is located (i.e. "."). To instead execute the code from analysis/, change the setting to knit_root_dir: "analysis". See ?wflow_html for more details.

Also required is the RStudio project file, in this example myproject.Rproj. Even if you are not using RStudio, do not delete this file because the workflowr functions rely on it to determine the root directory of the project.

The optional directories are data/, code/, and output/. These directories are suggestions for organizing your data analysis project, but can be removed if you do not find them useful.

The .Rprofile file is a regular R script that is run once when the project is opened. It contains the call library("workflowr"), ensuring that workflowr is loaded automatically each time a workflowr-project is opened.

Build the website

You will notice that the docs/ directory is currently empty. That is because we have not yet generated the website from the analysis/ files. This is what we will do next.

To build the website, run the function wflow_build() in the R console:

wflow_build()
## Current working directory: C:/Users/john/AppData/Local/Temp/Rtmpk1uhRX/wflow-01-getting-started-80873b45e03/myproject
## Building 3 file(s):
## Building analysis/about.Rmd
## Building analysis/index.Rmd
## Building analysis/license.Rmd
## Summary from wflow_build
## 
## Settings:
##  make: TRUE combine: "or"
## 
## The following were built externally each in their own fresh R session: 
## 
## docs/about.html
## docs/index.html
## docs/license.html
## 
## Log files saved in
## C:/Users/john/AppData/Local/Temp/Rtmpk1uhRX/workflowr

This command builds all the R Markdown files in analysis/ and saves the corresponding HTML files in docs/. It sets the same seed before running every file so that any function that generates random data (e.g. permutations) is reproducible. Furthermore, each file is built in its own external R session to avoid any potential conflicts between analyses (e.g. accidentally sharing a variable with the same name across files). Lastly, it displays the website in the RStudio Viewer or default web browser.

The default action of wflow_build() is to behave similar to a Makefile (make = TRUE is the default when no input files are provided), i.e. it only builds R Markdown files that have been modified more recently than their corresponding HTML files. Thus if you run it again, no files are built (and no files are displayed).

wflow_build()
## Summary from wflow_build
## 
## Settings:
##  make: TRUE combine: "or"
## 
## No files to build

To view the site without first building any files, run wflow_view(), which by default displays the file docs/index.html:

wflow_view()

This is how you can view your site right on your local machine. Go ahead and edit the files index.Rmd, about.Rmd, and license.Rmd to describe your project. Then run wflow_build() to re-build the HTML files and display them in the RStudio Viewer or your browser.

Publish the website

workflowr makes an important distinction between R Markdown files that are published versus unpublished. A published file is included in the website online; whereas, the HTML file of an unpublished R Markdown file is only able to be viewed on the local computer. Since the project was just started, there are no published files. To view the status of the workflowr project, run wflow_status().

wflow_status()
## Status of 3 Rmd files
## 
## Totals:
##  3 Unpublished
## 
## The following Rmd files require attention:
## 
## Unp analysis/about.Rmd
## Unp analysis/index.Rmd
## Unp analysis/license.Rmd
## 
## Key: Unp = Unpublished
## 
## The current Git status is:
## 
##    status substatus                 file
##  unstaged  modified   analysis/about.Rmd
##  unstaged  modified   analysis/index.Rmd
##  unstaged  modified analysis/license.Rmd
## 
## To publish your changes as part of your website, use `wflow_publish()`.
## To commit your changes without publishing them yet, use
## `wflow_git_commit()`.

This alerts us that our project has 3 R Markdown files, and they are all unpublished (“Unp”). Furthermore, it instructs how to publish them: use wflow_publish(). The first argument to wflow_publish() is a character vector of the R Markdown files to publish 4. The second is a message that will be recorded by the version control system Git when it commits (i.e. saves a snapshot of) these files. The more informative the commit message the better (so that future you knows what you were trying to accomplish).

wflow_publish(c("analysis/index.Rmd", "analysis/about.Rmd", "analysis/license.Rmd"),
              "Publish the initial files for myproject")
## Current working directory: C:/Users/john/AppData/Local/Temp/Rtmpk1uhRX/wflow-01-getting-started-80873b45e03/myproject
## Building 3 file(s):
## Building analysis/index.Rmd
## Building analysis/about.Rmd
## Building analysis/license.Rmd
## Summary from wflow_publish
## 
## **Step 1: Commit analysis files**
## 
## Summary from wflow_git_commit
## 
## The following was run: 
## 
##   $ git add analysis/index.Rmd analysis/about.Rmd analysis/license.Rmd 
##   $ git commit -m "Publish the initial files for myproject" 
## 
## The following file(s) were included in commit 5c625e2:
## analysis/about.Rmd
## analysis/index.Rmd
## analysis/license.Rmd
## 
## **Step 2: Build HTML files**
## 
## Summary from wflow_build
## 
## Settings:
##  combine: "or" clean_fig_files: TRUE
## 
## The following were built externally each in their own fresh R session: 
## 
## docs/index.html
## docs/about.html
## docs/license.html
## 
## Log files saved in
## C:\Users\john\AppData\Local\Temp\Rtmpk1uhRX/workflowr
## 
## **Step 3: Commit HTML files**
## 
## Summary from wflow_git_commit
## 
## The following was run: 
## 
##   $ git add docs/index.html docs/about.html docs/license.html docs/figure/index.Rmd docs/figure/about.Rmd docs/figure/license.Rmd docs/site_libs docs/.nojekyll 
##   $ git commit -m "Build site." 
## 
## The following file(s) were included in commit fd97598:
## docs/about.html
## docs/index.html
## docs/license.html
## docs/site_libs/bootstrap-3.3.5/
## docs/site_libs/header-attrs-2.11/
## docs/site_libs/highlightjs-9.12.0/
## docs/site_libs/jquery-3.6.0/
## docs/site_libs/navigation-1.1/

wflow_publish() reports the 3 steps it took:

Performing these 3 steps ensures that the HTML files are always in sync with the latest versions of the R Markdown files. Performing these steps manually would be tedious and error-prone (e.g. an HTML file may have been built with an outdated version of an R Markdown file). However, wflow_publish() makes it easy to keep the pages of your site in sync.

Now when you run wflow_status(), it reports that all the files are published and up-to-date.

wflow_status()
## Status of 3 Rmd files
## 
## Totals:
##  3 Published
## 
## The current Git status is: working directory clean
## 
## Rmd files are up-to-date

Deploy the website

At this point you have built a version-controlled website that exists on your local computer. The next step is to put your code on GitHub so that it can serve your website online. If you are using GitLab, switch to the vignette Hosting workflowr websites using GitLab and then continue with the next section.

All the required setup can be performed by the workflowr function wflow_use_github(). The only required argument is your GitHub username5:

wflow_use_github("myname")
## Summary from wflow_use_github():
## account: myname
## respository: myproject
## * The website directory is already named docs/
## * Output directory is already set to docs/
## * Set remote "origin" to https://github.com/myname/myproject.git
## * Added GitHub link to navigation bar
## * Committed the changes to Git
## To do: Create myname/myproject at github.com (if it doesn't already exist)
## To do: Run wflow_git_push() to push your project to GitHub

This has two main effects on your local machine: 1) it configures Git to communicate with your future GitHub repository, and 2) it inserts a link to your future GitHub repository into the navigation bar (you’ll need to run wflow_build() or wflow_publish() to observe this change). Furthermore, wflow_use_github() will prompt you to ask if you’d like to authorize workflowr to automatically create the repository on GitHub. If you agree, a browser tab will open, and you will need to authenticate with your username and password, and then give permission to the “workflowr-oauth-app” to access your account6.

If you decline the offer from wflow_use_github() to automatically create the GitHub repository, you need to manually create it. To do this, login to your account on GitHub and create a new repository following these instructions. The screenshot below shows the menu in the topright of the webpage.

Create a new repository on GitHub.

Create a new repository on GitHub.

Note that in this tutorial the GitHub repository also has the name “myproject.” This isn’t strictly necessary (you can name your GitHub repository whatever you like), but it’s generally good organizational practice to use the same name for both your GitHub repository and the local directory on your computer.

Next, you need to send your files to GitHub. Push your files to GitHub with the function wflow_git_push():7

wflow_git_push(dry_run = TRUE)
## Summary from wflow_git_push
## 
## Pushing to the branch "main" of the remote repository "origin" 
## 
## Using the HTTPS protocol
## The following Git command would be run:
## 
##   $ git push origin main

Using dry_run = TRUE previews what the function will do. Remove this argument to actually push to GitHub. You will be prompted to enter your GitHub username and password for authentication8. Each time you make changes to your project, e.g. run wflow_publish(), you will need to run wflow_git_push() to send the changes to GitHub.

Lastly, now that your code is on GitHub, you need to tell GitHub that you want the files in docs/ to be published as a website. Go to Settings -> GitHub Pages and choose “master branch docs/ folder” as the Source (instructions). Using the hypothetical names above, the repository would be hosted at the URL myname.github.io/myproject/9. If you scroll back down to the GitHub Pages section of the Settings page, you can click on the URL there.

Add a new analysis file

Now that you have a functioning website, the next step is to start analyzing data! Create a new R Markdown file, save it as analysis/first-analysis.Rmd, and open it in your preferred text editor (e.g. RStudio). Alternatively, you can use the convenience function wflow_open(), which will create the file (and open it if you are using RStudio):

wflow_open("analysis/first-analysis.Rmd")
## wflow_open:
## - New file(s):
##   C:/Users/john/AppData/Local/Temp/Rtmpk1uhRX/wflow-01-getting-started-80873b45e03/myproject/analysis/first-analysis.Rmd
## - Same working directory: C:/Users/john/AppData/Local/Temp/Rtmpk1uhRX/wflow-01-getting-started-80873b45e03/myproject

Now you are ready to start writing! Go ahead and add some example code. If you are using RStudio, press the Knit button to build the file and see a preview in the Viewer pane. Alternatively from the R console, you can run wflow_build() again (this function can be run from the base directory of your project or any subdirectory).

Check out your new file first-analysis.html. Near the top you will see the workflowr reproducibility report. If you click on the button, the full menu will drop down. Click around to learn more about the reproducibility safety checks, why their important, and whether or not the file passed or failed each one. You’ll notice that the first check failed because the R Markdown file had uncommitted changes. This is OK now since the file is a draft. Once you are ready to publish it to share with others, you can use wflow_publish() to ensure that any changes to the R Markdown file are committed to the Git repository prior to generating the results.

In order to make it easier to navigate to your new file, you can include a link to it on the main index page. First open analysis/index.Rmd (optionally using wflow_open()). Second paste the following line into index.Rmd:

Click on this [link](first-analysis.html) to see my results.

This uses the Markdown syntax for creating a hyperlink (for a quick reference guide in RStudio click “Help” -> “Markdown Quick Reference”). You specify the HTML version of the file since this is what comprises the website. Click Knit (or run wflow_build() again) to check that the link works.

Now run wflow_status() again. As expected, two files need attention. index.Rmd has status “Mod” for modified. This means it is a published file that has subsequently been modified. first-analysis.Rmd has status “Scr” for Scratch. This means not only is the HTML not published, but the R Markdown file is not yet being tracked by Git.

wflow_status()
## Status of 4 Rmd files
## 
## Totals:
##  3 Published (1 Modified)
##  1 Scratch
## 
## The following Rmd files require attention:
## 
## Mod analysis/index.Rmd
## Scr analysis/first-analysis.Rmd
## 
## Key: Mod = Modified, Scr = Scratch (Untracked)
## 
## The current Git status is:
## 
##     status substatus                        file
##   unstaged  modified          analysis/index.Rmd
##  untracked untracked analysis/first-analysis.Rmd
## 
## To publish your changes as part of your website, use `wflow_publish()`.
## To commit your changes without publishing them yet, use
## `wflow_git_commit()`.

To publish the new analysis and the updated index page, again use wflow_publish():

wflow_publish(c("analysis/index.Rmd", "analysis/first-analysis.Rmd"),
              "Add my first analysis")
## Current working directory: C:/Users/john/AppData/Local/Temp/Rtmpk1uhRX/wflow-01-getting-started-80873b45e03/myproject
## Building 2 file(s):
## Building analysis/index.Rmd
## Building analysis/first-analysis.Rmd
## Summary from wflow_publish
## 
## **Step 1: Commit analysis files**
## 
## Summary from wflow_git_commit
## 
## The following was run: 
## 
##   $ git add analysis/index.Rmd analysis/first-analysis.Rmd 
##   $ git commit -m "Add my first analysis" 
## 
## The following file(s) were included in commit eb2415c:
## analysis/first-analysis.Rmd
## analysis/index.Rmd
## 
## **Step 2: Build HTML files**
## 
## Summary from wflow_build
## 
## Settings:
##  combine: "or" clean_fig_files: TRUE
## 
## The following were built externally each in their own fresh R session: 
## 
## docs/index.html
## docs/first-analysis.html
## 
## Log files saved in
## C:\Users\john\AppData\Local\Temp\Rtmpk1uhRX/workflowr
## 
## **Step 3: Commit HTML files**
## 
## Summary from wflow_git_commit
## 
## The following was run: 
## 
##   $ git add docs/index.html docs/first-analysis.html docs/figure/index.Rmd docs/figure/first-analysis.Rmd docs/site_libs docs/.nojekyll 
##   $ git commit -m "Build site." 
## 
## The following file(s) were included in commit 136b514:
## docs/first-analysis.html
## docs/index.html
## docs/site_libs/font-awesome-5.1.0/
## docs/site_libs/jqueryui-1.11.4/
## docs/site_libs/tocify-1.9.1/

Lastly, push the changes to GitHub or GitLab with wflow_git_push()10 to deploy these latest changes to the website.

The workflow

This is the general workflow:11

  1. Open a new or existing R Markdown file in analysis/ (optionally using wflow_open())

  2. Perform your analysis in the R Markdown file (For RStudio users: to quickly develop the code I recommend executing the code in the R console via Ctrl-Enter to send one line or Ctrl-Alt-C to execute the entire code chunk)

  3. Run wflow_build() to view the results as they will appear on the website (alternatively press the Knit button in RStudio)

  4. Go back to step 2 until you are satisfied with the result

  5. Run wflow_publish() to commit the source files (R Markdown files or other files in code/, data/, and output/), build the HTML files, and commit the HTML files

  6. Push the changes to GitHub or GitLab with wflow_git_push() (or git push in the Terminal)

This ensures that the code version recorded at the top of an HTML file corresponds to the state of the Git repository at the time it was built.

The only exception to this workflow is if you are updating the aesthetics of your website (e.g. anytime you make edits to analysis/_site.yml). In this case you’ll want to update all the published HTML files, regardless of whether or not their corresponding R Markdown files have been updated. To republish every HTML page, run wflow_publish() with republish = TRUE. This behavior is only previewed below by specifying dry_run = TRUE.

wflow_publish("analysis/_site.yml", republish = TRUE, dry_run = TRUE)
## Summary from wflow_publish
## 
## **Step 1: Commit analysis files**
## 
## Summary from wflow_git_commit
## 
## The following would be attempted: 
## 
##   $ git add analysis/_site.yml 
##   $ git commit -m "wflow_publish(\"analysis/_site.yml\", republish = TRUE, dry_run = TRUE)" 
## 
## **Step 2: Build HTML files**
## 
## Summary from wflow_build
## 
## Settings:
##  republish: TRUE combine: "or" clean_fig_files: TRUE dry_run: TRUE
## 
## The following would be built externally each in their own fresh R
## session: 
## 
## docs/about.html
## docs/first-analysis.html
## docs/index.html
## docs/license.html
## 
## **Step 3: Commit HTML files**
## 
## Summary from wflow_git_commit
## 
## The following would be attempted: 
## 
##   $ git add docs/about.html docs/first-analysis.html docs/index.html docs/license.html docs/figure/about.Rmd docs/figure/first-analysis.Rmd docs/figure/index.Rmd docs/figure/license.Rmd docs/site_libs docs/.nojekyll 
##   $ git commit -m "Build site."

Next steps

To learn more about workflowr, you can read the following vignettes:

Further reading

  1. There are many ways to use Git: in the Terminal, in the RStudio Git pane, or another Git graphical user interface (GUI) (see here for GUI options).↩︎

  2. If you’re using RStudio, you can alternatively create a new workflowr project using the RStudio project template. Go to File -> New Project... and select workflowr project from the list of project types. In the future you can return to your project by choosing Open Project... and selecting the file myproject.Rproj. This will set the correct working directory in the R console, switch the file navigator to the project, and configure the Git pane.↩︎

  3. Because of this requirement, you can’t customize the knitr option fig.path (which controls where figure files are saved) in any R Markdown file that is part of a workflowr project. If you do set it, it will be ignored and workflowr will insert a warning into the HTML file to alert you.↩︎

  4. Instead of listing each file individually, you can also pass file globs as input to any workflowr function, e.g. wflow_publish("analysis/*Rmd", "Publish the initial files for myproject").↩︎

  5. The default is to name the GitHub repository using the same name as the directory that contains the workflowr project. This is likely what you used with wflow_start(), which in this case was "myproject". If you’d prefer the GitHub repository to have a different name, or if you’ve already created a GitHub repo with a different name, you can pass the argument repository = "other-name".↩︎

  6. This sounds scarier than it actually is. The “workflowr-oauth-app” is simply a formality for GitHub to grant authorization. The “app” itself is the R code running on your local machine. Once wflow_use_github() finishes, the authorization is deleted, and nothing (and no one) can access your account↩︎

  7. Unfortunately this can fail for many different reasons. If you already regularly use git push in the Terminal, you will probably want to continue using this. If you don’t have Git installed on your computer and thus must use wflow_git_push(), you can search the git2r Issues for troubleshooting ideas.↩︎

  8. If you’d prefer to use SSH keys for authentication, please see the section Setup SSH keys.↩︎

  9. It may take a few minutes for the site to be rendered.↩︎

  10. Alternatively you can run git push in the Terminal or use the RStudio Git Pane.↩︎

  11. Note that some workflowr functions are also available as RStudio Addins. You may prefer these compared to running the commands in the R console, especially since you can bind the addins to keyboard shortcuts.↩︎