(This is an informal and code heavy version of the full tidy data paper. Please refer to that for more details.)
It is often said that 80% of data analysis is spent on the cleaning and preparing data. And it’s not just a first step, but it must be repeated many times over the course of analysis as new problems come to light or new data is collected. To get a handle on the problem, this paper focuses on a small, but important, aspect of data cleaning that I call data tidying: structuring datasets to facilitate analysis.
The principles of tidy data provide a standard way to organise data values within a dataset. A standard makes initial data cleaning easier because you don’t need to start from scratch and reinvent the wheel every time. The tidy data standard has been designed to facilitate initial exploration and analysis of the data, and to simplify the development of data analysis tools that work well together. Current tools often require translation. You have to spend time munging the output from one tool so you can input it into another. Tidy datasets and tidy tools work hand in hand to make data analysis easier, allowing you to focus on the interesting domain problem, not on the uninteresting logistics of data.
Happy families are all alike; every unhappy family is unhappy in its own way — Leo Tolstoy
Like families, tidy datasets are all alike but every messy dataset is messy in its own way. Tidy datasets provide a standardized way to link the structure of a dataset (its physical layout) with its semantics (its meaning). In this section, I’ll provide some standard vocabulary for describing the structure and semantics of a dataset, and then use those definitions to define tidy data.
Most statistical datasets are data frames made up of rows and columns. The columns are almost always labeled and the rows are sometimes labeled. The following code provides some data about an imaginary experiment in a format commonly seen in the wild. The table has two columns and three rows, and both rows and columns are labeled.
preg <- read.csv("preg.csv", stringsAsFactors = FALSE) preg #> name treatmenta treatmentb #> 1 John Smith NA 18 #> 2 Jane Doe 4 1 #> 3 Mary Johnson 6 7
There are many ways to structure the same underlying data. The following table shows the same data as above, but the rows and columns have been transposed.
read.csv("preg2.csv", stringsAsFactors = FALSE) #> treatment John.Smith Jane.Doe Mary.Johnson #> 1 a NA 4 6 #> 2 b 18 1 7
The data is the same, but the layout is different. Our vocabulary of rows and columns is simply not rich enough to describe why the two tables represent the same data. In addition to appearance, we need a way to describe the underlying semantics, or meaning, of the values displayed in the table.
A dataset is a collection of values, usually either numbers (if quantitative) or strings (if qualitative). Values are organised in two ways. Every value belongs to a variable and an observation. A variable contains all values that measure the same underlying attribute (like height, temperature, duration) across units. An observation contains all values measured on the same unit (like a person, or a day, or a race) across attributes.
A tidy version of the pregnancy data looks like this: (you’ll learn how the functions work a little later)
library(tidyr) library(dplyr) preg2 <- preg %>% gather(treatment, n, treatmenta:treatmentb) %>% mutate(treatment = gsub("treatment", "", treatment)) %>% arrange(name, treatment) preg2 #> name treatment n #> 1 Jane Doe a 4 #> 2 Jane Doe b 1 #> 3 John Smith a NA #> 4 John Smith b 18 #> 5 Mary Johnson a 6 #> 6 Mary Johnson b 7
This makes the values, variables and observations more clear. The dataset contains 18 values representing three variables and six observations. The variables are:
name, with three possible values (John, Mary, and Jane).
treatment, with two possible values (a and b).
n, with five or six values depending on how you think of the missing value (1, 4, 6, 7, 18, NA)
The experimental design tells us more about the structure of the observations. In this experiment, every combination of of
treatment was measured, a completely crossed design. The experimental design also determines whether or not missing values can be safely dropped. In this experiment, the missing value represents an observation that should have been made, but wasn’t, so it’s important to keep it. Structural missing values, which represent measurements that can’t be made (e.g., the count of pregnant males) can be safely removed.
For a given dataset, it’s usually easy to figure out what are observations and what are variables, but it is surprisingly difficult to precisely define variables and observations in general. For example, if the columns in the pregnancy data were
weight we would have been happy to call them variables. If the columns were
width, it would be less clear cut, as we might think of height and width as values of a
dimension variable. If the columns were
home phone and
work phone, we could treat these as two variables, but in a fraud detection environment we might want variables
phone number and
number type because the use of one phone number for multiple people might suggest fraud. A general rule of thumb is that it is easier to describe functional relationships between variables (e.g.,
z is a linear combination of
density is the ratio of
volume) than between rows, and it is easier to make comparisons between groups of observations (e.g., average of group a vs. average of group b) than between groups of columns.
In a given analysis, there may be multiple levels of observation. For example, in a trial of new allergy medication we might have three observational types: demographic data collected from each person (
race), medical data collected from each person on each day (
number of sneezes,
redness of eyes), and meteorological data collected on each day (
Variables may change over the course of analysis. Often the variables in the raw data are very fine grained, and may add extra modelling complexity for little explanatory gain. For example, many surveys ask variations on the same question to better get at an underlying trait. In early stages of analysis, variables correspond to questions. In later stages, you change focus to traits, computed by averaging together multiple questions. This considerably simplifies analysis because you don’t need a hierarchical model, and you can often pretend that the data is continuous, not discrete.
Tidy data is a standard way of mapping the meaning of a dataset to its structure. A dataset is messy or tidy depending on how rows, columns and tables are matched up with observations, variables and types. In tidy data:
Each variable forms a column.
Each observation forms a row.
Each type of observational unit forms a table.
This is Codd’s 3rd normal form, but with the constraints framed in statistical language, and the focus put on a single dataset rather than the many connected datasets common in relational databases. Messy data is any other other arrangement of the data.
Tidy data makes it easy for an analyst or a computer to extract needed variables because it provides a standard way of structuring a dataset. Compare the different versions of the pregnancy data: in the messy version you need to use different strategies to extract different variables. This slows analysis and invites errors. If you consider how many data analysis operations involve all of the values in a variable (every aggregation function), you can see how important it is to extract these values in a simple, standard way. Tidy data is particularly well suited for vectorised programming languages like R, because the layout ensures that values of different variables from the same observation are always paired.
While the order of variables and observations does not affect analysis, a good ordering makes it easier to scan the raw values. One way of organising variables is by their role in the analysis: are values fixed by the design of the data collection, or are they measured during the course of the experiment? Fixed variables describe the experimental design and are known in advance. Computer scientists often call fixed variables dimensions, and statisticians usually denote them with subscripts on random variables. Measured variables are what we actually measure in the study. Fixed variables should come first, followed by measured variables, each ordered so that related variables are contiguous. Rows can then be ordered by the first variable, breaking ties with the second and subsequent (fixed) variables. This is the convention adopted by all tabular displays in this paper.
Real datasets can, and often do, violate the three precepts of tidy data in almost every way imaginable. While occasionally you do get a dataset that you can start analysing immediately, this is the exception, not the rule. This section describes the five most common problems with messy datasets, along with their remedies:
Column headers are values, not variable names.
Multiple variables are stored in one column.
Variables are stored in both rows and columns.
Multiple types of observational units are stored in the same table.
A single observational unit is stored in multiple tables.
Surprisingly, most messy datasets, including types of messiness not explicitly described above, can be tidied with a small set of tools: gathering, separating and spreading. The following sections illustrate each problem with a real dataset that I have encountered, and show how to tidy them.
A common type of messy dataset is tabular data designed for presentation, where variables form both the rows and columns, and column headers are values, not variable names. While I would call this arrangement messy, in some cases it can be extremely useful. It provides efficient storage for completely crossed designs, and it can lead to extremely efficient computation if desired operations can be expressed as matrix operations.
The following code shows a subset of a typical dataset of this form. This dataset explores the relationship between income and religion in the US. It comes from a report1 produced by the Pew Research Center, an American think-tank that collects data on attitudes to topics ranging from religion to the internet, and produces many reports that contain datasets in this format.
pew <- tbl_df(read.csv("pew.csv", stringsAsFactors = FALSE, check.names = FALSE)) pew #> # A tibble: 18 × 11 #> religion `<$10k` `$10-20k` `$20-30k` `$30-40k` `$40-50k` #> <chr> <int> <int> <int> <int> <int> #> 1 Agnostic 27 34 60 81 76 #> 2 Atheist 12 27 37 52 35 #> 3 Buddhist 27 21 30 34 33 #> 4 Catholic 418 617 732 670 638 #> 5 Don’t know/refused 15 14 15 11 10 #> 6 Evangelical Prot 575 869 1064 982 881 #> 7 Hindu 1 9 7 9 11 #> 8 Historically Black Prot 228 244 236 238 197 #> 9 Jehovah's Witness 20 27 24 24 21 #> 10 Jewish 19 19 25 25 30 #> # ... with 8 more rows, and 5 more variables: `$50-75k` <int>, #> # `$75-100k` <int>, `$100-150k` <int>, `>150k` <int>, `Don't #> # know/refused` <int>
This dataset has three variables,
frequency. To tidy it, we need to gather the non-variable columns into a two-column key-value pair. This action is often described as making a wide dataset long (or tall), but I’ll avoid those terms because they’re imprecise.
When gathering variables, we need to provide the name of the new key-value columns to create. The first argument, is the name of the key column, which is the name of the variable defined by the values of the column headings. In this case, it’s
income. The second argument is the name of the value column,
frequency. The third argument defines the columns to gather, here, every column except religion.
pew %>% gather(income, frequency, -religion) #> # A tibble: 180 × 3 #> religion income frequency #> <chr> <chr> <int> #> 1 Agnostic <$10k 27 #> 2 Atheist <$10k 12 #> 3 Buddhist <$10k 27 #> 4 Catholic <$10k 418 #> 5 Don’t know/refused <$10k 15 #> 6 Evangelical Prot <$10k 575 #> 7 Hindu <$10k 1 #> 8 Historically Black Prot <$10k 228 #> 9 Jehovah's Witness <$10k 20 #> 10 Jewish <$10k 19 #> # ... with 170 more rows
This form is tidy because each column represents a variable and each row represents an observation, in this case a demographic unit corresponding to a combination of
This format is also used to record regularly spaced observations over time. For example, the Billboard dataset shown below records the date a song first entered the billboard top 100. It has variables for
week. The rank in each week after it enters the top 100 is recorded in 75 columns,
wk75. This form of storage is not tidy, but it is useful for data entry. It reduces duplication since otherwise each song in each week would need its own row, and song metadata like title and artist would need to be repeated. This will be discussed in more depth in (multiple types)[#multiple-types].
billboard <- tbl_df(read.csv("billboard.csv", stringsAsFactors = FALSE)) billboard #> # A tibble: 317 × 81 #> year artist track time date.entered wk1 #> <int> <chr> <chr> <chr> <chr> <int> #> 1 2000 2 Pac Baby Don't Cry (Keep... 4:22 2000-02-26 87 #> 2 2000 2Ge+her The Hardest Part Of ... 3:15 2000-09-02 91 #> 3 2000 3 Doors Down Kryptonite 3:53 2000-04-08 81 #> 4 2000 3 Doors Down Loser 4:24 2000-10-21 76 #> 5 2000 504 Boyz Wobble Wobble 3:35 2000-04-15 57 #> 6 2000 98^0 Give Me Just One Nig... 3:24 2000-08-19 51 #> 7 2000 A*Teens Dancing Queen 3:44 2000-07-08 97 #> 8 2000 Aaliyah I Don't Wanna 4:15 2000-01-29 84 #> 9 2000 Aaliyah Try Again 4:03 2000-03-18 59 #> 10 2000 Adams, Yolanda Open My Heart 5:30 2000-08-26 76 #> # ... with 307 more rows, and 75 more variables: wk2 <int>, wk3 <int>, #> # wk4 <int>, wk5 <int>, wk6 <int>, wk7 <int>, wk8 <int>, wk9 <int>, #> # wk10 <int>, wk11 <int>, wk12 <int>, wk13 <int>, wk14 <int>, #> # wk15 <int>, wk16 <int>, wk17 <int>, wk18 <int>, wk19 <int>, #> # wk20 <int>, wk21 <int>, wk22 <int>, wk23 <int>, wk24 <int>, #> # wk25 <int>, wk26 <int>, wk27 <int>, wk28 <int>, wk29 <int>, #> # wk30 <int>, wk31 <int>, wk32 <int>, wk33 <int>, wk34 <int>, #> # wk35 <int>, wk36 <int>, wk37 <int>, wk38 <int>, wk39 <int>, #> # wk40 <int>, wk41 <int>, wk42 <int>, wk43 <int>, wk44 <int>, #> # wk45 <int>, wk46 <int>, wk47 <int>, wk48 <int>, wk49 <int>, #> # wk50 <int>, wk51 <int>, wk52 <int>, wk53 <int>, wk54 <int>, #> # wk55 <int>, wk56 <int>, wk57 <int>, wk58 <int>, wk59 <int>, #> # wk60 <int>, wk61 <int>, wk62 <int>, wk63 <int>, wk64 <int>, #> # wk65 <int>, wk66 <lgl>, wk67 <lgl>, wk68 <lgl>, wk69 <lgl>, #> # wk70 <lgl>, wk71 <lgl>, wk72 <lgl>, wk73 <lgl>, wk74 <lgl>, #> # wk75 <lgl>, wk76 <lgl>
To tidy this dataset, we first gather together all the
wk columns. The column names give the
week and the values are the
billboard2 <- billboard %>% gather(week, rank, wk1:wk76, na.rm = TRUE) billboard2 #> # A tibble: 5,307 × 7 #> year artist track time date.entered week #> * <int> <chr> <chr> <chr> <chr> <chr> #> 1 2000 2 Pac Baby Don't Cry (Keep... 4:22 2000-02-26 wk1 #> 2 2000 2Ge+her The Hardest Part Of ... 3:15 2000-09-02 wk1 #> 3 2000 3 Doors Down Kryptonite 3:53 2000-04-08 wk1 #> 4 2000 3 Doors Down Loser 4:24 2000-10-21 wk1 #> 5 2000 504 Boyz Wobble Wobble 3:35 2000-04-15 wk1 #> 6 2000 98^0 Give Me Just One Nig... 3:24 2000-08-19 wk1 #> 7 2000 A*Teens Dancing Queen 3:44 2000-07-08 wk1 #> 8 2000 Aaliyah I Don't Wanna 4:15 2000-01-29 wk1 #> 9 2000 Aaliyah Try Again 4:03 2000-03-18 wk1 #> 10 2000 Adams, Yolanda Open My Heart 5:30 2000-08-26 wk1 #> # ... with 5,297 more rows, and 1 more variables: rank <int>
Here we use
na.rm to drop any missing values from the gather columns. In this data, missing values represent weeks that the song wasn’t in the charts, so can be safely dropped.
In this case it’s also nice to do a little cleaning, converting the week variable to a number, and figuring out the date corresponding to each week on the charts:
billboard3 <- billboard2 %>% mutate( week = extract_numeric(week), date = as.Date(date.entered) + 7 * (week - 1)) %>% select(-date.entered) #> extract_numeric() is deprecated: please use readr::parse_number() instead billboard3 #> # A tibble: 5,307 × 7 #> year artist track time week rank #> <int> <chr> <chr> <chr> <dbl> <int> #> 1 2000 2 Pac Baby Don't Cry (Keep... 4:22 1 87 #> 2 2000 2Ge+her The Hardest Part Of ... 3:15 1 91 #> 3 2000 3 Doors Down Kryptonite 3:53 1 81 #> 4 2000 3 Doors Down Loser 4:24 1 76 #> 5 2000 504 Boyz Wobble Wobble 3:35 1 57 #> 6 2000 98^0 Give Me Just One Nig... 3:24 1 51 #> 7 2000 A*Teens Dancing Queen 3:44 1 97 #> 8 2000 Aaliyah I Don't Wanna 4:15 1 84 #> 9 2000 Aaliyah Try Again 4:03 1 59 #> 10 2000 Adams, Yolanda Open My Heart 5:30 1 76 #> # ... with 5,297 more rows, and 1 more variables: date <date>
Finally, it’s always a good idea to sort the data. We could do it by artist, track and week:
billboard3 %>% arrange(artist, track, week) #> # A tibble: 5,307 × 7 #> year artist track time week rank date #> <int> <chr> <chr> <chr> <dbl> <int> <date> #> 1 2000 2 Pac Baby Don't Cry (Keep... 4:22 1 87 2000-02-26 #> 2 2000 2 Pac Baby Don't Cry (Keep... 4:22 2 82 2000-03-04 #> 3 2000 2 Pac Baby Don't Cry (Keep... 4:22 3 72 2000-03-11 #> 4 2000 2 Pac Baby Don't Cry (Keep... 4:22 4 77 2000-03-18 #> 5 2000 2 Pac Baby Don't Cry (Keep... 4:22 5 87 2000-03-25 #> 6 2000 2 Pac Baby Don't Cry (Keep... 4:22 6 94 2000-04-01 #> 7 2000 2 Pac Baby Don't Cry (Keep... 4:22 7 99 2000-04-08 #> 8 2000 2Ge+her The Hardest Part Of ... 3:15 1 91 2000-09-02 #> 9 2000 2Ge+her The Hardest Part Of ... 3:15 2 87 2000-09-09 #> 10 2000 2Ge+her The Hardest Part Of ... 3:15 3 92 2000-09-16 #> # ... with 5,297 more rows
Or by date and rank:
billboard3 %>% arrange(date, rank) #> # A tibble: 5,307 × 7 #> year artist track time week rank date #> <int> <chr> <chr> <chr> <dbl> <int> <date> #> 1 2000 Lonestar Amazed 4:25 1 81 1999-06-05 #> 2 2000 Lonestar Amazed 4:25 2 54 1999-06-12 #> 3 2000 Lonestar Amazed 4:25 3 44 1999-06-19 #> 4 2000 Lonestar Amazed 4:25 4 39 1999-06-26 #> 5 2000 Lonestar Amazed 4:25 5 38 1999-07-03 #> 6 2000 Lonestar Amazed 4:25 6 33 1999-07-10 #> 7 2000 Lonestar Amazed 4:25 7 29 1999-07-17 #> 8 2000 Amber Sexual 4:38 1 99 1999-07-17 #> 9 2000 Lonestar Amazed 4:25 8 29 1999-07-24 #> 10 2000 Amber Sexual 4:38 2 99 1999-07-24 #> # ... with 5,297 more rows
After gathering columns, the key column is sometimes a combination of multiple underlying variable names. This happens in the
tb (tuberculosis) dataset, shown below. This dataset comes from the World Health Organisation, and records the counts of confirmed tuberculosis cases by
year, and demographic group. The demographic groups are broken down by
sex (m, f) and
age (0-14, 15-25, 25-34, 35-44, 45-54, 55-64, unknown).
tb <- tbl_df(read.csv("tb.csv", stringsAsFactors = FALSE)) tb #> # A tibble: 5,769 × 22 #> iso2 year m04 m514 m014 m1524 m2534 m3544 m4554 m5564 m65 mu #> <chr> <int> <int> <int> <int> <int> <int> <int> <int> <int> <int> <int> #> 1 AD 1989 NA NA NA NA NA NA NA NA NA NA #> 2 AD 1990 NA NA NA NA NA NA NA NA NA NA #> 3 AD 1991 NA NA NA NA NA NA NA NA NA NA #> 4 AD 1992 NA NA NA NA NA NA NA NA NA NA #> 5 AD 1993 NA NA NA NA NA NA NA NA NA NA #> 6 AD 1994 NA NA NA NA NA NA NA NA NA NA #> 7 AD 1996 NA NA 0 0 0 4 1 0 0 NA #> 8 AD 1997 NA NA 0 0 1 2 2 1 6 NA #> 9 AD 1998 NA NA 0 0 0 1 0 0 0 NA #> 10 AD 1999 NA NA 0 0 0 1 1 0 0 NA #> # ... with 5,759 more rows, and 10 more variables: f04 <int>, f514 <int>, #> # f014 <int>, f1524 <int>, f2534 <int>, f3544 <int>, f4554 <int>, #> # f5564 <int>, f65 <int>, fu <int>
First we gather up the non-variable columns:
tb2 <- tb %>% gather(demo, n, -iso2, -year, na.rm = TRUE) tb2 #> # A tibble: 35,750 × 4 #> iso2 year demo n #> * <chr> <int> <chr> <int> #> 1 AD 2005 m04 0 #> 2 AD 2006 m04 0 #> 3 AD 2008 m04 0 #> 4 AE 2006 m04 0 #> 5 AE 2007 m04 0 #> 6 AE 2008 m04 0 #> 7 AG 2007 m04 0 #> 8 AL 2005 m04 0 #> 9 AL 2006 m04 1 #> 10 AL 2007 m04 0 #> # ... with 35,740 more rows
Column headers in this format are often separated by a non-alphanumeric character (e.g.
:), or have a fixed width format, like in this dataset.
separate() makes it easy to split a compound variables into individual variables. You can either pass it a regular expression to split on (the default is to split on non-alphanumeric columns), or a vector of character positions. In this case we want to split after the first character:
tb3 <- tb2 %>% separate(demo, c("sex", "age"), 1) tb3 #> # A tibble: 35,750 × 5 #> iso2 year sex age n #> * <chr> <int> <chr> <chr> <int> #> 1 AD 2005 m 04 0 #> 2 AD 2006 m 04 0 #> 3 AD 2008 m 04 0 #> 4 AE 2006 m 04 0 #> 5 AE 2007 m 04 0 #> 6 AE 2008 m 04 0 #> 7 AG 2007 m 04 0 #> 8 AL 2005 m 04 0 #> 9 AL 2006 m 04 1 #> 10 AL 2007 m 04 0 #> # ... with 35,740 more rows
Storing the values in this form resolves a problem in the original data. We want to compare rates, not counts, which means we need to know the population. In the original format, there is no easy way to add a population variable. It has to be stored in a separate table, which makes it hard to correctly match populations to counts. In tidy form, adding variables for population and rate is easy because they’re just additional columns.
The most complicated form of messy data occurs when variables are stored in both rows and columns. The code below loads daily weather data from the Global Historical Climatology Network for one weather station (MX17004) in Mexico for five months in 2010.
weather <- tbl_df(read.csv("weather.csv", stringsAsFactors = FALSE)) weather #> # A tibble: 22 × 35 #> id year month element d1 d2 d3 d4 d5 d6 d7 #> <chr> <int> <int> <chr> <dbl> <dbl> <dbl> <dbl> <dbl> <dbl> <dbl> #> 1 MX17004 2010 1 tmax NA NA NA NA NA NA NA #> 2 MX17004 2010 1 tmin NA NA NA NA NA NA NA #> 3 MX17004 2010 2 tmax NA 27.3 24.1 NA NA NA NA #> 4 MX17004 2010 2 tmin NA 14.4 14.4 NA NA NA NA #> 5 MX17004 2010 3 tmax NA NA NA NA 32.1 NA NA #> 6 MX17004 2010 3 tmin NA NA NA NA 14.2 NA NA #> 7 MX17004 2010 4 tmax NA NA NA NA NA NA NA #> 8 MX17004 2010 4 tmin NA NA NA NA NA NA NA #> 9 MX17004 2010 5 tmax NA NA NA NA NA NA NA #> 10 MX17004 2010 5 tmin NA NA NA NA NA NA NA #> # ... with 12 more rows, and 24 more variables: d8 <dbl>, d9 <lgl>, #> # d10 <dbl>, d11 <dbl>, d12 <lgl>, d13 <dbl>, d14 <dbl>, d15 <dbl>, #> # d16 <dbl>, d17 <dbl>, d18 <lgl>, d19 <lgl>, d20 <lgl>, d21 <lgl>, #> # d22 <lgl>, d23 <dbl>, d24 <lgl>, d25 <dbl>, d26 <dbl>, d27 <dbl>, #> # d28 <dbl>, d29 <dbl>, d30 <dbl>, d31 <dbl>
It has variables in individual columns (
month), spread across columns (
day, d1-d31) and across rows (
tmax) (minimum and maximum temperature). Months with fewer than 31 days have structural missing values for the last day(s) of the month.
To tidy this dataset we first gather the day columns:
weather2 <- weather %>% gather(day, value, d1:d31, na.rm = TRUE) weather2 #> # A tibble: 66 × 6 #> id year month element day value #> * <chr> <int> <int> <chr> <chr> <dbl> #> 1 MX17004 2010 12 tmax d1 29.9 #> 2 MX17004 2010 12 tmin d1 13.8 #> 3 MX17004 2010 2 tmax d2 27.3 #> 4 MX17004 2010 2 tmin d2 14.4 #> 5 MX17004 2010 11 tmax d2 31.3 #> 6 MX17004 2010 11 tmin d2 16.3 #> 7 MX17004 2010 2 tmax d3 24.1 #> 8 MX17004 2010 2 tmin d3 14.4 #> 9 MX17004 2010 7 tmax d3 28.6 #> 10 MX17004 2010 7 tmin d3 17.5 #> # ... with 56 more rows
For presentation, I’ve dropped the missing values, making them implicit rather than explicit. This is ok because we know how many days are in each month and can easily reconstruct the explicit missing values.
We’ll also do a little cleaning:
weather3 <- weather2 %>% mutate(day = extract_numeric(day)) %>% select(id, year, month, day, element, value) %>% arrange(id, year, month, day) #> extract_numeric() is deprecated: please use readr::parse_number() instead weather3 #> # A tibble: 66 × 6 #> id year month day element value #> <chr> <int> <int> <dbl> <chr> <dbl> #> 1 MX17004 2010 1 30 tmax 27.8 #> 2 MX17004 2010 1 30 tmin 14.5 #> 3 MX17004 2010 2 2 tmax 27.3 #> 4 MX17004 2010 2 2 tmin 14.4 #> 5 MX17004 2010 2 3 tmax 24.1 #> 6 MX17004 2010 2 3 tmin 14.4 #> 7 MX17004 2010 2 11 tmax 29.7 #> 8 MX17004 2010 2 11 tmin 13.4 #> 9 MX17004 2010 2 23 tmax 29.9 #> 10 MX17004 2010 2 23 tmin 10.7 #> # ... with 56 more rows
This dataset is mostly tidy, but the
element column is not a variable; it stores the names of variables. (Not shown in this example are the other meteorological variables
prcp (precipitation) and
snow (snowfall)). Fixing this requires the spread operation. This performs the inverse of gathering by spreading the
value columns back out into the columns:
weather3 %>% spread(element, value) #> # A tibble: 33 × 6 #> id year month day tmax tmin #> * <chr> <int> <int> <dbl> <dbl> <dbl> #> 1 MX17004 2010 1 30 27.8 14.5 #> 2 MX17004 2010 2 2 27.3 14.4 #> 3 MX17004 2010 2 3 24.1 14.4 #> 4 MX17004 2010 2 11 29.7 13.4 #> 5 MX17004 2010 2 23 29.9 10.7 #> 6 MX17004 2010 3 5 32.1 14.2 #> 7 MX17004 2010 3 10 34.5 16.8 #> 8 MX17004 2010 3 16 31.1 17.6 #> 9 MX17004 2010 4 27 36.3 16.7 #> 10 MX17004 2010 5 27 33.2 18.2 #> # ... with 23 more rows
This form is tidy: there’s one variable in each column, and each row represents one day.
Datasets often involve values collected at multiple levels, on different types of observational units. During tidying, each type of observational unit should be stored in its own table. This is closely related to the idea of database normalisation, where each fact is expressed in only one place. It’s important because otherwise inconsistencies can arise.
The billboard dataset actually contains observations on two types of observational units: the song and its rank in each week. This manifests itself through the duplication of facts about the song:
time are repeated many times.
This dataset needs to be broken down into two pieces: a song dataset which stores
song name and
time, and a ranking dataset which gives the
rank of the
song in each
week. We first extract a
song <- billboard3 %>% select(artist, track, year, time) %>% unique() %>% mutate(song_id = row_number()) song #> # A tibble: 317 × 5 #> artist track year time song_id #> <chr> <chr> <int> <chr> <int> #> 1 2 Pac Baby Don't Cry (Keep... 2000 4:22 1 #> 2 2Ge+her The Hardest Part Of ... 2000 3:15 2 #> 3 3 Doors Down Kryptonite 2000 3:53 3 #> 4 3 Doors Down Loser 2000 4:24 4 #> 5 504 Boyz Wobble Wobble 2000 3:35 5 #> 6 98^0 Give Me Just One Nig... 2000 3:24 6 #> 7 A*Teens Dancing Queen 2000 3:44 7 #> 8 Aaliyah I Don't Wanna 2000 4:15 8 #> 9 Aaliyah Try Again 2000 4:03 9 #> 10 Adams, Yolanda Open My Heart 2000 5:30 10 #> # ... with 307 more rows
Then use that to make a
rank dataset by replacing repeated song facts with a pointer to song details (a unique song id):
rank <- billboard3 %>% left_join(song, c("artist", "track", "year", "time")) %>% select(song_id, date, week, rank) %>% arrange(song_id, date) rank #> # A tibble: 5,307 × 4 #> song_id date week rank #> <int> <date> <dbl> <int> #> 1 1 2000-02-26 1 87 #> 2 1 2000-03-04 2 82 #> 3 1 2000-03-11 3 72 #> 4 1 2000-03-18 4 77 #> 5 1 2000-03-25 5 87 #> 6 1 2000-04-01 6 94 #> 7 1 2000-04-08 7 99 #> 8 2 2000-09-02 1 91 #> 9 2 2000-09-09 2 87 #> 10 2 2000-09-16 3 92 #> # ... with 5,297 more rows
You could also imagine a
week dataset which would record background information about the week, maybe the total number of songs sold or similar “demographic” information.
Normalisation is useful for tidying and eliminating inconsistencies. However, there are few data analysis tools that work directly with relational data, so analysis usually also requires denormalisation or the merging the datasets back into one table.
It’s also common to find data values about a single type of observational unit spread out over multiple tables or files. These tables and files are often split up by another variable, so that each represents a single year, person, or location. As long as the format for individual records is consistent, this is an easy problem to fix:
Read the files into a list of tables.
For each table, add a new column that records the original file name (the file name is often the value of an important variable).
Combine all tables into a single table.
Plyr makes this straightforward in R. The following code generates a vector of file names in a directory (
data/) which match a regular expression (ends in
.csv). Next we name each element of the vector with the name of the file. We do this because will preserve the names in the following step, ensuring that each row in the final data frame is labeled with its source. Finally,
ldply() loops over each path, reading in the csv file and combining the results into a single data frame.
library(plyr) paths <- dir("data", pattern = "\\.csv$", full.names = TRUE) names(paths) <- basename(paths) ldply(paths, read.csv, stringsAsFactors = FALSE)
Once you have a single table, you can perform additional tidying as needed. An example of this type of cleaning can be found at https://github.com/hadley/data-baby-names which takes 129 yearly baby name tables provided by the US Social Security Administration and combines them into a single file.
A more complicated situation occurs when the dataset structure changes over time. For example, the datasets may contain different variables, the same variables with different names, different file formats, or different conventions for missing values. This may require you to tidy each file to individually (or, if you’re lucky, in small groups) and then combine them once tidied. An example of this type of tidying is illustrated in https://github.com/hadley/data-fuel-economy, which shows the tidying of epa fuel economy data for over 50,000 cars from 1978 to 2008. The raw data is available online, but each year is stored in a separate file and there are four major formats with many minor variations, making tidying this dataset a considerable challenge.