In this chapter, you will learn a consistent way to organise your data in R, an organisation called **tidy data**.
Getting your data into this format requires some upfront work, but that work pays off in the long term.
Once you have tidy data and the tidy tools provided by packages in the tidyverse, you will spend much less time munging data from one representation to another, allowing you to spend more time on the analytic questions at hand.
This chapter will give you a practical introduction to tidy data and the accompanying tools in the **tidyr** package.
If you'd like to learn more about the underlying theory, you might enjoy the *Tidy Data* paper published in the Journal of Statistical Software, <http://www.jstatsoft.org/v59/i10/paper>.
You can represent the same underlying data in multiple ways.
The example below shows the same data organised in four different ways.
Each dataset shows the same values of four variables *country*, *year*, *population*, and *cases*, but each dataset organises the values in a different way.
```{r tidy-structure, echo = FALSE, out.width = "100%", fig.cap = "Following three rules makes a dataset tidy: variables are in columns, observations are in rows, and values are in cells.", fig.alt = "Three panels, each representing a tidy data frame. The first panel shows that each variable has its own column. The second panel shows that each observation has its own row. The third panel shows that each value has its own cell."}
```{r fig.width = 5, fig.alt = "This figure shows the numbers of cases in 1999 and 2000 for Afghanistan, Brazil, and China, with year on the x-axis and number of cases on the y-axis. Each point on the plot represents the number of cases in a given country in a given year. The points for each country are differentiated from others by color and shape and connected with a line, resulting in three, non-parallel, non-intersecting lines. The numbers of cases in China are highest for both 1999 and 2000, with values above 200,000 for both years. The number of cases in Brazil is approximately 40,000 in 1999 and approximately 75,000 in 2000. The numbers of cases in Afghanistan are lowest for both 1999 and 2000, with values that appear to be very close to 0 on this scale."}
The principles of tidy data seem so obvious that you might wonder if you'll ever encounter a dataset that isn't tidy.
Unfortunately, however, most data that you will encounter will be untidy.
There are two main reasons:
1. Most people aren't familiar with the principles of tidy data, and it's hard to derive them yourself unless you spend a *lot* of time working with data.
And you want to create the following visualisation where each line represents a `country`, `year` is on the x-axis, `cases` are on the y-axis, and you automatically get the legend that indicates which line represents which country.
```{r tidy-pivot-longer-plot-lines, fig.width = 5, echo = FALSE, fig.cap = "Number of cases over the years for each country.", fig.alt = "This figure shows the numbers of cases in 1999 and 2000 for Afghanistan, Brazil, and China, with year on the x-axis and number of cases on the y-axis. Each point on the plot represents the number of cases in a given country in a given year. The points for each country are differentiated from others by color and shape and connected with a line, resulting in three, non-parallel, non-intersecting lines. The numbers of cases in China are highest for both 1999 and 2000, with values above 200,000 for both years. The number of cases in Brazil is approximately 40,000 in 1999 and approximately 75,000 in 2000. The numbers of cases in Afghanistan are lowest for both 1999 and 2000, with values that appear to be very close to 0 on this scale."}
It's most straight-forward to do this starting with a data frame where `country`, `year`, and `cases` are the columns and each row represents a record from a country for a particular year.
```{r echo = FALSE}
table4a %>%
pivot_longer(
cols = c(`1999`, `2000`),
names_to = "year",
values_to = "cases"
) %>%
mutate(year = parse_integer(year))
```
However in `table4a` the column names `1999` and `2000` represent values of the `year` variable, the values in the `1999` and `2000` columns represent values of the `cases` variable, and each row represents two observations, not one.
```{r tidy-pivot-longer, echo = FALSE, out.width = "100%", fig.cap = "Pivoting `table4a` into a \"longer\", tidy form.", fig.alt = "Two panels, one with a longer and the other with a wider data frame. Arrows represent how values in the 1999 and 2000 columns of the wider data frame are pivoted to a column named cases in the longer data frame and how column names from the wider data frame (1999 and 2000) are pivoted into column names in the longer data frame."}
```{r ref.label = "tidy-pivot-longer-plot-lines", fig.alt = "Number of cases over the years for each country.", fig.alt = "This figure shows the numbers of cases in 1999 and 2000 for Afghanistan, Brazil, and China, with year on the x-axis and number of cases on the y-axis. Each point on the plot represents the number of cases in a given country in a given year. The points for each country are differentiated from others by color and shape and connected with a line, resulting in three, non-parallel, non-intersecting lines. The numbers of cases in China are highest for both 1999 and 2000, with values above 200,000 for both years. The number of cases in Brazil is approximately 40,000 in 1999 and approximately 75,000 in 2000. The numbers of cases in Afghanistan are lowest for both 1999 and 2000, with values that appear to be very close to 0 on this scale."}
To combine the tidied versions of `table4a` and `table4b` into a single tibble, we need to use `dplyr::left_join()`, which you'll learn about in Chapter \@ref(relational-data).
Suppose you'd like to calculate the `rate` (number of `cases` divided by `population`) for each country in a given year, and record it as a new column, resulting in the following data frame.
This means we need a data frame with `cases` and `population` as separate columns, and in those columns, each cell will hold the values of the relevant `count`s.
Let's analyse the representation in similar way to `pivot_longer()`.
```{r tidy-pivot-wider, echo = FALSE, out.width = "100%", fig.cap = "Pivoting `table2` into a \"wider\", tidy form.", fig.alt = "Two panels, one with a longer and the other with a wider data frame. Arrows represent how values in the count column of the longer data frame are pivoted to two columns named cases and population in the wider data frame as well as how values in the type column of the longer data (cases and population) frame are pivoted into column names in the wider data frame."}
Once we have our data in this wider format, we can create the data frame that motivated this tidying exercise as follows.
```{r ref.label = "tidy-pivot-wider-case-ratio"}
```
Earlier we visualised case counts over the years, and this representation can be useful for visualising case rates, for example.
```{r, fig.alt = "This figure shows the case rate in 1999 and 2000 for Afghanistan, Brazil, and China, with year on the x-axis and number of cases on the y-axis. Each point on the plot represents the case rate in a given country in a given year. The points for each country are differentiated from others by color and shape and connected with a line, resulting in three, non-parallel, non-intersecting lines. The case rates in Brazil are highest for both 1999 and 2000; approximately 0.0002 in 1999 and approximately 0.00045 in 2000. The case rates in China are slightly below 0.0002 in both 1999 and 2000. The case rates in Afghanistan are lowest for both 1999 and 2000; pretty close to 0 in 1999 and approximately 0.0001 in 2000."}
Now let's go one step further and widen the data to record `cases`, `population`, and `rate` for 1999 and 2000 in separate columns, such as the following.
This representation is rarely useful for data analysis but it might be useful as the basis of a table for communication of results in a data analysis report.
To achieve this we need to add year information in column headings for `cases`, `population`, and `rate` as well as distribute the values that are currently under these three columns into six columns (two columns for each year we have data for).
This is represented in Figure \@ref(fig:tidy-pivot-even-wider).
```{r tidy-pivot-even-wider, echo = FALSE, out.width = "100%", fig.cap = "Pivoting `table2` into an even \"wider\" form. Arrows for `cases` and `rate` values are omitted for clarity.", fig.alt = "Two panels, one with a wider and the other with an even wider data frame. Arrows represent how population values for 1999 and 2000 that are stored in a single column in the wide data frame are spread across two columns in the data frame that is even wider. These new columns are called population_1999 and population_2000."}
To do so, we'll take advantage of the fact that the pivot functions can operate on multiple columns at once.
The first three lines of the following code chunk is what we've already done in the previous step and we add on to the pipeline another `pivot_wider()` step where the values for the added columns come from `cases`, `population`, and `rate` and the column names are automatically suffixed with values from the `year` variable.
4. The simple tibble below summarizes information on whether employees at a small company know how to drive and whether they prefer a position where they will need to drive daily for sales calls.
Tidy the table to get it into a format where each observation is an employee.
5. One way of summarising the distribution of one categorical variable based on the levels of another is using `dplyr::count()`, e.g. the following gives the distribution of `drv` (type of drive train) for each level of `cyl` (number of cylinders) for cars in the `mpg` dataset.
It contains redundant columns, odd variable names, and many missing values.
In short, the `who` dataset is messy, and we'll need to be methodical about how we tidy it.
With functions like `pivot_wider()` and `pivot_longer()` this generally means an iterative approach will work well -- aim to accomplish one goal at a time, run the function and examine the resulting data frame, then go back and set more arguments of the function as needed until the resulting data frame is exactly what you need.
The best place to start is to take a good look at the variable names and determine whether they are actually variables or if they contain information that should be captured as values in a new column.
We can break these variables up by specifying multiple column names in `names_to` and then either providing `names_pattern` to specify how we want to break them up with a regular expression containing groups (defined by `()`) and it puts each group in a column.
You'll learn more about regular expressions in Chapter \@ref(strings), but the basic idea is that in a variable name like `new_sp_m014`, we want to capture `sp`, `m`, and `014` as separate groups, so we can think about this variable's name as `new_(sp)_(m)(014)`.
In constructing the appropriate regular expression we need to keep in mind a few messy features of these variable names:
Second, `diagnosis` and `gender` are characters by default, however it's a good idea to convert them to factors since they are categorical variables with a known set of values.
We'll use the `parse_factor()` function from readr to make the conversion in a `mutate()` step we add to the pipeline.
This tidy data frame allows us to explore the data with more ease than the original `who` dataset.
For example, we can easily filter for a particular type of TB for a given country and sum over the number of cases to see how case numbers for this type of TB have evolved over the years.
```{r fig.alt = "A scatterplot of number of smear positive pulmonary TB cases in the US over the years, with year on the x-axis ranging from 1995 to 2013 and yearly total number of cases on the y-axis ranging from 3000 to 8000. The points on the scatterplot are overlaid with a smooth curve, which shows a strong, negative association between the two variables."}
who_tidy %>%
filter(diagnosis == "sp", country == "United States of America") %>%
group_by(year) %>%
summarise(cases_total = sum(cases)) %>%
ggplot(aes(x = year, y = cases_total)) +
geom_point() +
geom_smooth() +
labs(title = "Number of smear positive pulmonary TB cases in the US")
2. I claimed that `iso2` and `iso3` were redundant with `country`.
Confirm this claim and think about situations where we might want to keep this information in the data frame and when we might choose to discard the redundant columns.
If you'd like to learn more about non-tidy data, I'd highly recommend this thoughtful blog post by Jeff Leek: <http://simplystatistics.org/2016/02/17/non-tidy-data>.