Switch displayed traces via plotly dropdown menu

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First of all, you should take care about plots which add multiple traces (see nTracesA etc.)

Besides changing the trace visibility you’ll need to seperate categorial and numerical data onto separate x and y-axes and manage their visibility, too (see xaxis2, xaxis3, xaxis4 – this also works with a single y-axis but in this case the grid isn’t displayed properly)

As described in the docs:

The updatemenu method determines which plotly.js function will be used
to modify the chart. There are 4 possible methods:

  • “restyle”: modify data or data attributes
  • “relayout”: modify layout attributes
  • “update”: modify data and layout attributes
  • “animate”: start or pause an animation (only available offline)

Accordingly the following, is using the update method (a lot of repition here – needs some cleanup, but I think it’s better to understand this way):

# load libraries
library(dplyr)
library(plotly)

# create data
x <- sample(LETTERS[1:4],
            731,
            replace = TRUE,
            prob = c(0.25, 0.25, 0.25, 0.25))
y <- rnorm(731, 10, 10)
z <- rnorm(731, 5, 5)
date <- seq(as.Date("2014/1/1"), as.Date("2016/1/1"), by = "day")

df <- data.frame(x, y, z, date)
df$x = as.factor(df$x)

nTracesA <- nTracesC <- nTracesD <- 1
nTracesB <- length(unique(df$x))

plotA <- plot_ly(data = df %>%
                   mutate(date = as.Date(date)) %>%
                   group_by(month = format(date, "%Y-%m")) %>%
                   summarise(mean = mean(y)),
                 type="scatter", mode="lines", x= ~ month, y= ~ mean, name = "plotA", visible = TRUE, xaxis = "x", yaxis = "y")

plotAB <- add_trace(plotA, data = df, x = ~x, y = ~y, color = ~ x, name = ~ paste0("plotB_", x), 
                    type = "box", xaxis = "x2", yaxis = "y2", visible = FALSE, inherit = FALSE)

plotABC <- add_trace(plotAB, data = df[which(df$x == "A"),], 
                     type = "scatter", mode = "markers", x = ~ y, y = ~ z, 
                     name = "plotC", xaxis = "x3", yaxis = "y3", visible = FALSE, inherit = FALSE)

plotABCD <- add_trace(plotABC, data = df[which(df$x == "B"),], x = ~ y, y = ~ z,
                      type = "scatter", mode = "markers", name = "plotD", xaxis = "x4", yaxis = "y4", visible = FALSE, inherit = FALSE)

fig <- layout(plotABCD, title = "Initial Title",
              xaxis = list(domain = c(0.1, 1), visible = TRUE, type = "date"),
              xaxis2 = list(overlaying = "x", visible = FALSE),
              xaxis3 = list(overlaying = "x", visible = FALSE), 
              xaxis4 = list(overlaying = "x", visible = FALSE),
              yaxis = list(title = "y"),
              yaxis2 = list(overlaying = "y", visible = FALSE),
              yaxis3 = list(overlaying = "y", visible = FALSE),
              yaxis4 = list(overlaying = "y", visible = FALSE),
              updatemenus = list(
                list(
                  y = 0.7,
                  buttons = list(
                    list(label = "A",
                         method = "update",
                         args = list(list(name = paste0("new_trace_name_", 1:7), visible = unlist(Map(rep, x = c(TRUE, FALSE, FALSE, FALSE), each = c(nTracesA, nTracesB, nTracesC, nTracesD)))),
                                     list(title = "title A",
                                          xaxis = list(visible = TRUE),
                                          xaxis2 = list(overlaying = "x", visible = FALSE),
                                          xaxis3 = list(overlaying = "x", visible = FALSE),
                                          xaxis4 = list(overlaying = "x", visible = FALSE),
                                          yaxis = list(visible = TRUE),
                                          yaxis2 = list(overlaying = "y", visible = FALSE),
                                          yaxis3 = list(overlaying = "y", visible = FALSE),
                                          yaxis4 = list(overlaying = "y", visible = FALSE)))
                    ),
                    list(label = "B",
                         method = "update",
                         args = list(list(visible = unlist(Map(rep, x = c(FALSE, TRUE, FALSE, FALSE), each = c(nTracesA, nTracesB, nTracesC, nTracesD)))),
                                     list(title = "title B",
                                          xaxis = list(visible = FALSE),
                                          xaxis2 = list(overlaying = "x", visible = TRUE),
                                          xaxis3 = list(overlaying = "x", visible = FALSE),
                                          xaxis4 = list(overlaying = "x", visible = FALSE),
                                          yaxis = list(visible = FALSE),
                                          yaxis2 = list(overlaying = "y", visible = TRUE),
                                          yaxis3 = list(overlaying = "y", visible = FALSE),
                                          yaxis4 = list(overlaying = "y", visible = FALSE)))),
                    list(label = "C",
                         method = "update",
                         args = list(list(visible = unlist(Map(rep, x = c(FALSE, FALSE, TRUE, FALSE), each = c(nTracesA, nTracesB, nTracesC, nTracesD)))),
                                     list(title = "title C",
                                          xaxis = list(visible = FALSE),
                                          xaxis2 = list(overlaying = "x", visible = FALSE),
                                          xaxis3 = list(overlaying = "x", visible = TRUE),
                                          xaxis4 = list(overlaying = "x", visible = FALSE),
                                          yaxis = list(visible = FALSE),
                                          yaxis2 = list(overlaying = "y", visible = FALSE),
                                          yaxis3 = list(overlaying = "y", visible = TRUE),
                                          yaxis4 = list(overlaying = "y", visible = FALSE)))),
                    list(label = "D",
                         method = "update",
                         args = list(list(visible = unlist(Map(rep, x = c(FALSE, FALSE, FALSE, TRUE), each = c(nTracesA, nTracesB, nTracesC, nTracesD)))),
                                     list(title = "title D",
                                          xaxis = list(visible = FALSE),
                                          xaxis2 = list(overlaying = "x", visible = FALSE),
                                          xaxis3 = list(overlaying = "x", visible = FALSE),
                                          xaxis4 = list(overlaying = "x", visible = TRUE),
                                          yaxis = list(visible = FALSE),
                                          yaxis2 = list(overlaying = "y", visible = FALSE),
                                          yaxis3 = list(overlaying = "y", visible = FALSE),
                                          yaxis4 = list(overlaying = "y", visible = TRUE))))
                  ))))

print(fig)

# htmlwidgets::saveWidget(partial_bundle(fig), file = "fig.html", selfcontained = TRUE)
# utils::browseURL("fig.html")

result

Some related info:
https://plotly.com/r/custom-buttons/
https://plotly.com/r/multiple-axes/

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