One year ago, I published a post titled ‘Some everyday data tasks: a few hints with R’. In that post, I considered four data tasks, that we all need to accomplish daily, i.e.
- subsetting
- sorting
- casting
- melting
In that post, I used the methods I was more familiar with. And, as a long-time R user, I have mainly incorporated in my workflow all the functions from the base R implementation.
But now, the tidyverse is with us! Well, as far as I know, the tidyverse has been around long before my post. However, for a long time, I did not want to surrender to such a new paradygm. I am no longer a young scientist and, therefore, picking up new techniques is becoming more difficult: why should I abandon my effective workflow in favour of new techniques, which I am not familiar with? Yes I know, the young scientists are thinking that I am just an old dinosaur, who is trying to resist to progress by all means… It is a good point! I see that reading the code produced by my younger collegues is becoming difficult, due to the massive use of the tidyverse and the pipes. I still have a few years to go, before retirement and I do not yet fell like being set aside. Therefore, a few weeks ago I finally surrendered and ‘embraced’ the tidyverse. Here is how I revisited my previous post.
Subsetting the data
Subsetting means selecting the records (rows) or the variables (columns) which satisfy certain criteria. Let’s take the ‘students.csv’ dataset, which is available on one of my repositories. It is a database of student’s marks in a series of exams for different subjects and, obviously, I will use the ‘readr’ package to read it.
library(readr)
library(dplyr)
library(tidyr)
students <- read_csv("https://www.casaonofri.it/_datasets/students.csv")
students
## # A tibble: 232 × 6
## Id Subject Date Mark Year HighSchool
## <dbl> <chr> <chr> <dbl> <dbl> <chr>
## 1 1 AGRONOMY 10/06/2002 30 2001 HUMANITIES
## 2 2 AGRONOMY 08/07/2002 24 2001 AGRICULTURE
## 3 3 AGRONOMY 24/06/2002 30 2001 AGRICULTURE
## 4 4 AGRONOMY 24/06/2002 26 2001 HUMANITIES
## 5 5 AGRONOMY 23/01/2003 30 2001 HUMANITIES
## 6 6 AGRONOMY 09/09/2002 28 2001 AGRICULTURE
## 7 7 AGRONOMY 24/02/2003 26 2001 HUMANITIES
## 8 8 AGRONOMY 09/09/2002 26 2001 SCIENTIFIC
## 9 9 AGRONOMY 09/09/2002 23 2001 ACCOUNTING
## 10 10 AGRONOMY 08/07/2002 27 2001 HUMANITIES
## # ℹ 222 more rows
With respect to the usual read.csv
function I saved some typing, as I did not need to specify the ‘header = T’ argument. Furthermore, printing the tibble only shows the first ten rows, which makes the ‘head()’ function no longer needed.
Let’s go ahead and try to subset this tibble: we want to extract the good students, with marks higher than 28. In my previous post, I used the ‘subset()’ function. Now, I will use the ‘filter()’ function in the ‘dplyr’ package:
# subData <- subset(students, Mark >= 28)
subData <- filter(students, Mark >= 28)
subData
## # A tibble: 87 × 6
## Id Subject Date Mark Year HighSchool
## <dbl> <chr> <chr> <dbl> <dbl> <chr>
## 1 1 AGRONOMY 10/06/2002 30 2001 HUMANITIES
## 2 3 AGRONOMY 24/06/2002 30 2001 AGRICULTURE
## 3 5 AGRONOMY 23/01/2003 30 2001 HUMANITIES
## 4 6 AGRONOMY 09/09/2002 28 2001 AGRICULTURE
## 5 11 AGRONOMY 09/09/2002 28 2001 SCIENTIFIC
## 6 17 AGRONOMY 10/06/2002 30 2001 HUMANITIES
## 7 18 AGRONOMY 10/06/2002 30 2001 AGRICULTURE
## 8 19 AGRONOMY 09/09/2002 30 2001 AGRICULTURE
## 9 20 AGRONOMY 09/09/2002 30 2001 OTHER SCHOOL
## 10 22 AGRONOMY 23/01/2003 30 2001 ACCOUNTING
## # ℹ 77 more rows
I have noted that all other subsetting examples in my previous post can be solved by simply replacing ‘subset()’ with ‘filter()’, with no other changes. However, differences appear when I try to select the columns. Indeed, ‘dplyr’ has a specific function ‘select()’, which should be used for this purpose. Therefore, in the case that I want to select the students with marks ranging from 26 to 28 in Maths or Chemistry and, at the same time, I want to report only the three columns ‘Subject’, ‘Mark’ and ‘Date’, I need to split the process in two steps (filter and, then, select):
# subData <- subset(students, Mark <= 28 & Mark >=26 &
# Subject == "MATHS" |
# Subject == "CHEMISTRY",
# select = c(Subject, Mark, HighSchool))
subData1 <- filter(students, Mark <= 28 & Mark >=26 &
Subject == "MATHS" |
Subject == "CHEMISTRY")
subData <- select(subData1, c(Subject, Mark, HighSchool))
Looking at the above two-steps process I could easily understand the meaning of the pipe operator: it simply replaces the word ‘then’ between the two steps (filter
and then select
is translated into filter %>% select
). Here is the resulting code:
subData <- students %>%
filter(Mark <= 28 & Mark >=26 &
Subject == "MATHS" |
Subject == "CHEMISTRY") %>%
select(c(Subject, Mark, HighSchool))
subData
## # A tibble: 50 × 3
## Subject Mark HighSchool
## <chr> <dbl> <chr>
## 1 CHEMISTRY 20 AGRICULTURE
## 2 CHEMISTRY 21 HUMANITIES
## 3 CHEMISTRY 21 HUMANITIES
## 4 CHEMISTRY 18 AGRICULTURE
## 5 CHEMISTRY 28 OTHER SCHOOL
## 6 CHEMISTRY 23 ACCOUNTING
## 7 CHEMISTRY 26 ACCOUNTING
## 8 CHEMISTRY 27 AGRICULTURE
## 9 CHEMISTRY 27 SCIENTIFIC
## 10 CHEMISTRY 23 ACCOUNTING
## # ℹ 40 more rows
In the end: there is not much difference between ‘subset()’ and ‘filter()’. However, I must admit I am seduced by the ‘pipe’ operator… my younger collegues may be right: it should be possible to chain several useful data management steps, producing highly readable code. But… how about debugging?
Sorting the data
In my previous post I showed how to sort a data frame by using the ‘order()’ function. Now, I can use the ‘arrange()’ function:
# sortedData <- students[order(-students$Mark, students$Subject), ]
# head(sortedData)
sortedData <- arrange(students, desc(Mark), Subject)
sortedData
## # A tibble: 232 × 6
## Id Subject Date Mark Year HighSchool
## <dbl> <chr> <chr> <dbl> <dbl> <chr>
## 1 1 AGRONOMY 10/06/2002 30 2001 HUMANITIES
## 2 3 AGRONOMY 24/06/2002 30 2001 AGRICULTURE
## 3 5 AGRONOMY 23/01/2003 30 2001 HUMANITIES
## 4 17 AGRONOMY 10/06/2002 30 2001 HUMANITIES
## 5 18 AGRONOMY 10/06/2002 30 2001 AGRICULTURE
## 6 19 AGRONOMY 09/09/2002 30 2001 AGRICULTURE
## 7 20 AGRONOMY 09/09/2002 30 2001 OTHER SCHOOL
## 8 22 AGRONOMY 23/01/2003 30 2001 ACCOUNTING
## 9 38 BIOLOGY 28/02/2002 30 2001 AGRICULTURE
## 10 42 BIOLOGY 28/02/2002 30 2001 ACCOUNTING
## # ℹ 222 more rows
r
# sortedData <- students[order(-students$Mark, -xtfrm(students$Subject)), ]
# head(sortedData)
sortedData <- arrange(students, desc(Mark), desc(Subject))
sortedData
## # A tibble: 232 × 6
## Id Subject Date Mark Year HighSchool
## <dbl> <chr> <chr> <dbl> <dbl> <chr>
## 1 116 MATHS 01/07/2002 30 2001 OTHER SCHOOL
## 2 117 MATHS 18/06/2002 30 2001 ACCOUNTING
## 3 118 MATHS 09/07/2002 30 2001 AGRICULTURE
## 4 121 MATHS 18/06/2002 30 2001 ACCOUNTING
## 5 123 MATHS 09/07/2002 30 2001 HUMANITIES
## 6 130 MATHS 07/02/2002 30 2001 SCIENTIFIC
## 7 131 MATHS 09/07/2002 30 2001 AGRICULTURE
## 8 134 MATHS 26/02/2002 30 2001 AGRICULTURE
## 9 135 MATHS 11/02/2002 30 2001 AGRICULTURE
## 10 143 MATHS 04/02/2002 30 2001 ACCOUNTING
## # ℹ 222 more rows
As for sorting, there is no competition! The ‘arrange()’ function, together with the ‘desc()’ function for descending order, represents a much clearer way to sort the data, with respect to the traditional ‘order()’ function.
Casting the data
When we have a dataset in the LONG format, we might be interested in reshaping it into the WIDE format. This is the same as what the ‘pivot table’ function in Excel does. For example, take the ‘rimsulfuron.csv’ dataset in my repository. This contains the results of a randomised block experiment, where we have 16 herbicides in four blocks. The dataset is in the LONG format, with one row per plot.
rimsulfuron <- read_csv("https://www.casaonofri.it/_datasets/rimsulfuron.csv")
## Rows: 64 Columns: 7
## ── Column specification ────────────────────────────────────────────────────────
## Delimiter: ","
## chr (1): Herbicide
## dbl (6): Plot, Code, Block, Box, WeedCover, Yield
##
## ℹ Use `spec()` to retrieve the full column specification for this data.
## ℹ Specify the column types or set `show_col_types = FALSE` to quiet this message.
r
rimsulfuron
## # A tibble: 64 × 7
## Herbicide Plot Code Block Box WeedCover Yield
## <chr> <dbl> <dbl> <dbl> <dbl> <dbl> <dbl>
## 1 Rimsulfuron (40) 1 1 1 1 27.8 85.9
## 2 Rimsulfuron (45) 2 2 1 1 27.8 93.0
## 3 Rimsulfuron (50) 3 3 1 1 23 86.9
## 4 Rimsulfuron (60) 4 4 1 1 42.8 53.0
## 5 Rimsulfuron (50+30 split) 5 5 1 2 15.1 71.4
## 6 Rimsulfuron + thyfensulfuron 6 6 1 2 22.9 75.3
## 7 Rimsulfuron + hoeing 7 7 1 2 17.7 73.2
## 8 Pendimethalin (pre) + rimsulfuron (p… 8 8 1 2 10.2 65.5
## 9 Pendimethalin (post) + rimsuulfuron … 9 9 1 1 5.4 94.8
## 10 Rimsulfuron + Atred 10 10 1 1 40.3 94.1
## # ℹ 54 more rows
Let’s put this data frame in the WIDE format, with one row per herbicide and one column per block. In my previous post, I used to the ‘cast()’ function in the ‘reshape’ package. Now I can use the ‘pivot_wider()’ function in the ‘tidyr’ package: the herbicide goes in the first column, the blocks (B1, B2, B3, B4) should go in the next four columns, and each unique level of yield should go in each cell, at the crossing of the correct herbicide row and block column. The ‘Height’ variable is not needed and it should be removed. Again, a two steps process, that is made easier by using the pipe:
# library(reshape)
# castData <- cast(Herbicide ~ Block, data = rimsulfuron,
# value = "Yield")
# head(castData)
castData <- rimsulfuron %>%
select(-Plot, - Code, -Box, - WeedCover) %>%
pivot_wider(names_from = Block, values_from = Yield)
castData
## # A tibble: 16 × 5
## Herbicide `1` `2` `3` `4`
## <chr> <dbl> <dbl> <dbl> <dbl>
## 1 Rimsulfuron (40) 85.9 91.1 111. 93.2
## 2 Rimsulfuron (45) 93.0 105 89.2 79.0
## 3 Rimsulfuron (50) 86.9 106. 110. 89.1
## 4 Rimsulfuron (60) 53.0 103. 101. 97.0
## 5 Rimsulfuron (50+30 split) 71.4 77.6 116. 92.2
## 6 Rimsulfuron + thyfensulfuron 75.3 82.6 95.0 85.8
## 7 Rimsulfuron + hoeing 73.2 86.1 118. 98.3
## 8 Pendimethalin (pre) + rimsulfuron (post) 65.5 88.7 95.5 82.4
## 9 Pendimethalin (post) + rimsuulfuron (post) 94.8 87.7 102. 102.
## 10 Rimsulfuron + Atred 94.1 89.9 104. 99.6
## 11 Thifensulfuron 78.5 42.3 62.5 24.3
## 12 Metolachlor + terbuthylazine (pre) 51.8 52.1 49.5 34.7
## 13 Alachlor + terbuthylazine 12.1 49.6 41.3 16.4
## 14 Hand-Weeded 77.6 92.1 86.6 99.6
## 15 Unweeded 1 10.9 31.8 23.9 20.8
## 16 Unweeded 2 27.6 51.6 25.1 38.6
Here, I am not clear with which it is more advantageous than which. Simply, I do not see much difference: none of the two methods is as clear as I would expect it to be!
Melting the data
In this case we do the reverse: we transform the dataset from WIDE to LONG format. In my previous post I used the ‘melt()’ function in the ‘reshape2’ package; now, I will use the ‘pivot_longer()’ function in ‘tidyr’.
# library(reshape2)
# castData <- as.data.frame(castData)
# mdati <- melt(castData,
# variable.name = "Block",
# value.name = "Yield",
# id=c("Herbicide"))
#
# head(mdati)
#
pivot_longer(castData, names_to = "Block", values_to = "Yield",
cols = c(2:5))
## # A tibble: 64 × 3
## Herbicide Block Yield
## <chr> <chr> <dbl>
## 1 Rimsulfuron (40) 1 85.9
## 2 Rimsulfuron (40) 2 91.1
## 3 Rimsulfuron (40) 3 111.
## 4 Rimsulfuron (40) 4 93.2
## 5 Rimsulfuron (45) 1 93.0
## 6 Rimsulfuron (45) 2 105
## 7 Rimsulfuron (45) 3 89.2
## 8 Rimsulfuron (45) 4 79.0
## 9 Rimsulfuron (50) 1 86.9
## 10 Rimsulfuron (50) 2 106.
## # ℹ 54 more rows
As before with casting, neither ‘melt()’, nor ‘pivot_longer()’ let me completely satisfied.
Tidyverse or not tidyverse?
This post is the result of using some functions coming from the ‘tidyverse’ and related packages, to replace other functions from more traditional packages, which I was more accustomed to, as a long-time R user. What’s my feeling about this change? Let me try to figure it out.
- First of all, it didn’t take much time to adjust. I need to thank the authors of ‘tidyverse’ for being very respectful of tradition.
- In one case (ordering), adjusting to the new paradigm brought to a easier coding. In all other cases, the ease of coding was not affected.
Will I stick to the new paradigm or will I go back to my familiar approaches? Should I only consider the simple tasks above, my answer would be: “I’ll go back!”. However, this would be an unfair answer. Indeed, my data tasks are not as simple as those above. More frequently, my data tasks are made of several different steps. For example:
- Take the ‘students’ dataset
- Filter the marks included between 26 and 28
- Remove the ‘Id’, ‘date’ and ‘high-school’ columns
- Calculate the mean mark for each subject in each year
- Spread those means along Years
- Get the overall mean for each subject across years
Let’s try to accomplish this task by using both a ‘base’ approach and a ‘tidyverse’ approach.
# Traditional approach
library(reshape)
students2 <- subset(students, Mark >= 26 | Mark <= 28,
select = c(-Id, -Date, -HighSchool))
mstudents2 <- cast(Subject ~ Year, data = students2,
value = "Mark", fun.aggregate = mean)
mstudents2$Mean <- apply(mstudents2[,2:3], 1, mean)
mstudents2
## Subject 2001 2002 Mean
## 1 AGRONOMY 26.69565 26.25000 26.47283
## 2 BIOLOGY 26.48000 26.41379 26.44690
## 3 CHEMISTRY 24.21429 22.19048 23.20238
## 4 ECONOMICS 27.73077 27.11111 27.42094
## 5 FRUIT TREES NaN 26.92857 NaN
## 6 MATHS 26.59259 25.00000 25.79630
r
# Tidyverse approach
students %>%
filter(Mark >= 26 | Mark <= 28) %>%
select(c(-Id,-Date,-HighSchool)) %>%
group_by(Subject, Year) %>%
summarise(Mark = mean(Mark)) %>%
pivot_wider(names_from = Year, values_from = Mark) %>%
mutate(Mean = (`2001` + `2002`)/2)
## # A tibble: 6 × 4
## # Groups: Subject [6]
## Subject `2001` `2002` Mean
## <chr> <dbl> <dbl> <dbl>
## 1 AGRONOMY 26.7 26.2 26.5
## 2 BIOLOGY 26.5 26.4 26.4
## 3 CHEMISTRY 24.2 22.2 23.2
## 4 ECONOMICS 27.7 27.1 27.4
## 5 FRUIT TREES NA 26.9 NA
## 6 MATHS 26.6 25 25.8
I must admit the second piece of code flows much more smooothly and it is much closer to my natural way of thinking. A collegue of mine said that, when it comes to operating on big tables and making really complex operations, the tidyverse is currently considered ‘the most powerful tool in the world’. I will have to dedicate another post to such situations. So far, I have started to reconsider my attitute towards the tidyverse.
Thanks for reading!
Andrea Onofri
Department of Agricultural, Food and Environmental Sciences
University of Perugia (Italy)
Borgo XX Giugno 74
I-06121 - PERUGIA