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Basic setup and libraries

In this post I will explain some basics about R and the libraries that I choose to use mainly in this series. This is going to be a small post as going in depth is not in the scope of this series.

1. The variables

Something that doesn’t exist on basic Excel files are variables. In contrast this is the most basic concepts in coding. We define variables for all sort of things, such as numbers, characters, words, sentences, dataframes, files, statistical models, graphs, and even more complicated things.

In R we define a variable by just writing its name and while there some restrictions as to what words we can use, you can basically name your variables anything that doesn’t start with a number. The name 10th_date is not a viable variable name while date_10 is fine.

We can set the name of a variable using the <- or the = operators and you will understand the difference as time goes one. For now stick to the <- operator for setting variable values.

number_variable <- 3
print(number_variable)
## [1] 3
string_variable <- "hello"
string_variable
## [1] "hello"

2. The libraries

In programming languages, more often than not we include libraries or packages in our programs that allow us to extend the functionality of our programs beyond the basic things that we can do with the language itself.

In this series we are mainly going to use two libraries called tidyr and dplyr. This is almost always going to be the first thing that we right down in order to be able to use their functionality in our programs.

library(tidyr)
library(dplyr)

3. The pipe operator

Lastly, I need to introduce the pipe operator or %>%. This operator comes from the dplyr package and it’s why we will always load this library in our programs. It doesn’t add anything new, it just makes everything much more readable and straight forward! While it exist in Python as well, it doesn’t work in exactly the same way and it makes the final product more complicated than it should in my opinion.

Think of it as: Everything on the left hand side is sent to the right hand side. Check this quick demo. There are various preloaded datasets that come with R. One of them is the mtcars dataset that you can see by just typing mtcars.

mtcars
##                      mpg cyl  disp  hp drat    wt  qsec vs am gear carb
## Mazda RX4           21.0   6 160.0 110 3.90 2.620 16.46  0  1    4    4
## Mazda RX4 Wag       21.0   6 160.0 110 3.90 2.875 17.02  0  1    4    4
## Datsun 710          22.8   4 108.0  93 3.85 2.320 18.61  1  1    4    1
## Hornet 4 Drive      21.4   6 258.0 110 3.08 3.215 19.44  1  0    3    1
## Hornet Sportabout   18.7   8 360.0 175 3.15 3.440 17.02  0  0    3    2
## Valiant             18.1   6 225.0 105 2.76 3.460 20.22  1  0    3    1
## Duster 360          14.3   8 360.0 245 3.21 3.570 15.84  0  0    3    4
## Merc 240D           24.4   4 146.7  62 3.69 3.190 20.00  1  0    4    2
## Merc 230            22.8   4 140.8  95 3.92 3.150 22.90  1  0    4    2
## Merc 280            19.2   6 167.6 123 3.92 3.440 18.30  1  0    4    4
## Merc 280C           17.8   6 167.6 123 3.92 3.440 18.90  1  0    4    4
## Merc 450SE          16.4   8 275.8 180 3.07 4.070 17.40  0  0    3    3
## Merc 450SL          17.3   8 275.8 180 3.07 3.730 17.60  0  0    3    3
## Merc 450SLC         15.2   8 275.8 180 3.07 3.780 18.00  0  0    3    3
## Cadillac Fleetwood  10.4   8 472.0 205 2.93 5.250 17.98  0  0    3    4
## Lincoln Continental 10.4   8 460.0 215 3.00 5.424 17.82  0  0    3    4
## Chrysler Imperial   14.7   8 440.0 230 3.23 5.345 17.42  0  0    3    4
## Fiat 128            32.4   4  78.7  66 4.08 2.200 19.47  1  1    4    1
## Honda Civic         30.4   4  75.7  52 4.93 1.615 18.52  1  1    4    2
## Toyota Corolla      33.9   4  71.1  65 4.22 1.835 19.90  1  1    4    1
## Toyota Corona       21.5   4 120.1  97 3.70 2.465 20.01  1  0    3    1
## Dodge Challenger    15.5   8 318.0 150 2.76 3.520 16.87  0  0    3    2
## AMC Javelin         15.2   8 304.0 150 3.15 3.435 17.30  0  0    3    2
## Camaro Z28          13.3   8 350.0 245 3.73 3.840 15.41  0  0    3    4
## Pontiac Firebird    19.2   8 400.0 175 3.08 3.845 17.05  0  0    3    2
## Fiat X1-9           27.3   4  79.0  66 4.08 1.935 18.90  1  1    4    1
## Porsche 914-2       26.0   4 120.3  91 4.43 2.140 16.70  0  1    5    2
## Lotus Europa        30.4   4  95.1 113 3.77 1.513 16.90  1  1    5    2
## Ford Pantera L      15.8   8 351.0 264 4.22 3.170 14.50  0  1    5    4
## Ferrari Dino        19.7   6 145.0 175 3.62 2.770 15.50  0  1    5    6
## Maserati Bora       15.0   8 301.0 335 3.54 3.570 14.60  0  1    5    8
## Volvo 142E          21.4   4 121.0 109 4.11 2.780 18.60  1  1    4    2

I am going to write a quick script that will return us the average miles per galon (column mpg) per cylinder (column cyl) if we have more than 1 entry (column carb), with and without the %>% operator.

With:

mtcars %>% 
  filter(carb > 1) %>% 
  group_by(cyl) %>%
  summarize(Avg_mpg = mean(mpg))
## # A tibble: 3 × 2
##     cyl Avg_mpg
##   <dbl>   <dbl>
## 1     4    25.9
## 2     6    19.7
## 3     8    15.1
Human version:
from mtcars filter the column carb to be bigger than 1 then group the filtered dataset by cylinder and from that grouped dataset create a column called Avg_mpg that calculates the mean of the column mpg

Without:

summarize(
  group_by(
    filter(mtcars, mtcars$carb >1),
    cyl
  ),
  Avg_mpg = mean(mpg)
)
## # A tibble: 3 × 2
##     cyl Avg_mpg
##   <dbl>   <dbl>
## 1     4    25.9
## 2     6    19.7
## 3     8    15.1
Human version
create a column column called Avg_mpg that calculates the mean of mpg on the grouped datasets that is filtered for carb to be bigger than 1 by the cylinders cyl

Why the %>% syntax is better.

Both pieces of code return the same output, so they are completely equivalent in that regard. However I would argue that the first on is much more simple to look at.

This is because the %>% syntax is read from top to bottom, while the syntax without the pipe is read from the inside out!

Conclusion

These are the tools that we need for now. The concept of variables, two external libraries and one extra operator. Now it’s just a matter of learning by example, practicing the examples, and applying them on real tasks. Good luck!

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