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matsbyname
The matsbyname
package provides several functions to
assist renaming and aggregating rows and columns of matrices. This
vignette shows how to use those functions.
aggregate_byname()
By default
(aggregation_map = NULL, margin = c(1,2), pattern_type = "exact"
),
aggregate_byname()
sums all rows and columns with the same
names, with the effect that remaining row and column names are
unique.
m <- matrix(c(1, 2, 3, 4,
5, 6, 7, 8,
9, 10, 11, 12), nrow = 3, ncol = 4, byrow = TRUE,
dimnames = list(c("duck", "duck", "goose"),
c("John", "Paul", "George", "Ringo")))
m
#> John Paul George Ringo
#> duck 1 2 3 4
#> duck 5 6 7 8
#> goose 9 10 11 12
aggregate_byname(m)
#> George John Paul Ringo
#> duck 10 6 8 12
#> goose 11 9 10 12
An aggregation_map
can be provided, giving instructions
for rows or columns to aggregate and the names of the results.
aggregation_map
should be a list of named strings. The
entries in the list give names of rows and columns to be aggregated. The
names of the list entries provide the names of the resulting
aggregates.
m
#> John Paul George Ringo
#> duck 1 2 3 4
#> duck 5 6 7 8
#> goose 9 10 11 12
aggregate_byname(m, aggregation_map = list(birds = c("duck", "goose"),
guitarists = c("John", "Paul", "George")))
#> Ringo guitarists
#> birds 24 54
The margin over which the aggregation is to be performed is given by
the margin
argument (1
for rows,
2
for columns).
m
#> John Paul George Ringo
#> duck 1 2 3 4
#> duck 5 6 7 8
#> goose 9 10 11 12
aggregate_byname(m, aggregation_map = list(Beatles = c("John", "Paul", "George", "Ringo")),
margin = 2)
#> Beatles
#> duck 10
#> duck 26
#> goose 42
aggregation_map
can use regular expressions to identify
rows and columns to aggregate. Use pattern_type = "literal"
for this feature.
m
#> John Paul George Ringo
#> duck 1 2 3 4
#> duck 5 6 7 8
#> goose 9 10 11 12
aggregate_byname(m, aggregation_map = list(guitarists = "^[JPG]"),
margin = 2, pattern_type = "literal")
#> Ringo guitarists
#> duck 4 6
#> duck 8 18
#> goose 12 30
Note that rows and columns of aggregated matrices are always sorted alphabetically.
m
#> John Paul George Ringo
#> duck 1 2 3 4
#> duck 5 6 7 8
#> goose 9 10 11 12
aggregate_byname(m, aggregation_map = list(birds = c("duck", "goose"),
zguitarists = c("John", "Paul", "George")))
#> Ringo zguitarists
#> birds 24 54
It is an error to aggregate over a margin and leave identically named
rows or columns. The following function call will fail, because it
aggregates over both rows and columns (using the default
margin = c(1,2)
) with nothing in the
aggregation_map
to aggregate the two “duck” rows. The error
is informative: “Row names not unique. Duplicated row names are:
duck”.
Commonly, row and column names are complex, carrying information in
prefixes, suffixes, and prepositional phrases. matsbyname
can aggregate by pieces of a name, using the RCLabels
package internally.
We’ll use the following matrix to demonstrate aggregating by pieces.
The rows and columns use different notations for names
(RCLabels::bracket_notation
for rows and
RCLabels::arrow_notation
for columns). The renaming and
aggregation capabilities of matsbyname
still work, despite
the different notations.
m_pieces <- matrix(c(1, 2, 3,
4, 5, 6), nrow = 2, ncol = 3, byrow = TRUE,
dimnames = list(c("Electricity [from Coal]", "Electricity [from Solar]"),
c("Motors -> MD", "Cars -> MD", "LED lamps -> Light")))
m_pieces
#> Motors -> MD Cars -> MD LED lamps -> Light
#> Electricity [from Coal] 1 2 3
#> Electricity [from Solar] 4 5 6
rename_to_piece_byname()
Rows and columns can be renamed to their prefixes, suffixes, or objects of prepositions, as demonstrated below.
m_pieces
#> Motors -> MD Cars -> MD LED lamps -> Light
#> Electricity [from Coal] 1 2 3
#> Electricity [from Solar] 4 5 6
rename_to_piece_byname(m_pieces, piece = "pref", margin = 1,
notation = RCLabels::bracket_notation)
#> Motors -> MD Cars -> MD LED lamps -> Light
#> Electricity 1 2 3
#> Electricity 4 5 6
rename_to_piece_byname(m_pieces, piece = "suff", margin = 1,
notation = RCLabels::bracket_notation)
#> Motors -> MD Cars -> MD LED lamps -> Light
#> from Coal 1 2 3
#> from Solar 4 5 6
rename_to_piece_byname(m_pieces, piece = "from", margin = 1,
notation = RCLabels::bracket_notation)
#> Motors -> MD Cars -> MD LED lamps -> Light
#> Coal 1 2 3
#> Solar 4 5 6
rename_to_piece_byname(m_pieces, piece = "pref", margin = 2,
notation = RCLabels::arrow_notation)
#> Motors Cars LED lamps
#> Electricity [from Coal] 1 2 3
#> Electricity [from Solar] 4 5 6
rename_to_piece_byname(m_pieces, piece = "suff", margin = 2,
notation = RCLabels::arrow_notation)
#> MD MD Light
#> Electricity [from Coal] 1 2 3
#> Electricity [from Solar] 4 5 6
In the examples above, renaming was accomplished by specifying the
notation
for row or column names. But notation for row and
column labels can also be inferred via
RCLabels::infer_notation()
. To infer notation when
renaming, set inf_notation = TRUE
(the default) and give a
list of notations from which the notation can be inferred in the
notation
argument. By default,
notation = list(RCLabels::notations_list)
, because each
notation in RCLabels::notations_list
is a list itself.
m_pieces
#> Motors -> MD Cars -> MD LED lamps -> Light
#> Electricity [from Coal] 1 2 3
#> Electricity [from Solar] 4 5 6
rename_to_piece_byname(m_pieces, piece = "pref", margin = 1)
#> Motors -> MD Cars -> MD LED lamps -> Light
#> Electricity 1 2 3
#> Electricity 4 5 6
When inferring notation, both margins can be renamed at the same time, despite having different notations.
rename_to_piece_byname(m_pieces, piece = "pref", margin = c(1, 2))
#> Motors Cars LED lamps
#> Electricity 1 2 3
#> Electricity 4 5 6
But margin = list(c(1, 2))
is the default, so the code
can be simpler still.
rename_to_piece_byname(m_pieces, piece = "pref")
#> Motors Cars LED lamps
#> Electricity 1 2 3
#> Electricity 4 5 6
rename_to_piece_byname(m_pieces, piece = "suff")
#> MD MD Light
#> from Coal 1 2 3
#> from Solar 4 5 6
Sometimes, a row or column label can match more than one possible
notation
. In the above example, the row names are inferred
to conform to RCLabels::bracket_notation
, the first match
in RCLabels::notations_list
.
To specify the most-specific notation, set
choose_most_specific = TRUE
. With
choose_most_specific = TRUE
,
RCLabels::from_notation
is inferred, the suffixes are
different, and the renamed rows no longer contain “from”.
rename_to_piece_byname(m_pieces, piece = "suff", choose_most_specific = TRUE)
#> MD MD Light
#> Coal 1 2 3
#> Solar 4 5 6
Note that “noun” is a synonym for “pref”.
rename_to_piece_byname(m_pieces, piece = "noun")
#> Motors Cars LED lamps
#> Electricity 1 2 3
#> Electricity 4 5 6
The margin can be specified using row or column types from which the numerical margin is inferred.
m_pieces_with_types <- m_pieces %>%
setrowtype("Product") %>% setcoltype("Industry")
m_pieces_with_types
#> Motors -> MD Cars -> MD LED lamps -> Light
#> Electricity [from Coal] 1 2 3
#> Electricity [from Solar] 4 5 6
#> attr(,"rowtype")
#> [1] "Product"
#> attr(,"coltype")
#> [1] "Industry"
m_pieces_with_types %>%
rename_to_piece_byname(piece = "pref", margin = "Product")
#> Motors -> MD Cars -> MD LED lamps -> Light
#> Electricity 1 2 3
#> Electricity 4 5 6
#> attr(,"rowtype")
#> [1] "Product"
#> attr(,"coltype")
#> [1] "Industry"
m_pieces_with_types %>%
rename_to_piece_byname(piece = "suff", margin = "Product")
#> Motors -> MD Cars -> MD LED lamps -> Light
#> from Coal 1 2 3
#> from Solar 4 5 6
#> attr(,"rowtype")
#> [1] "Product"
#> attr(,"coltype")
#> [1] "Industry"
m_pieces_with_types %>%
rename_to_piece_byname(piece = "from", margin = "Product")
#> Motors -> MD Cars -> MD LED lamps -> Light
#> Coal 1 2 3
#> Solar 4 5 6
#> attr(,"rowtype")
#> [1] "Product"
#> attr(,"coltype")
#> [1] "Industry"
m_pieces_with_types %>%
rename_to_piece_byname(piece = "suff", margin = "Product", choose_most_specific = TRUE)
#> Motors -> MD Cars -> MD LED lamps -> Light
#> Coal 1 2 3
#> Solar 4 5 6
#> attr(,"rowtype")
#> [1] "Product"
#> attr(,"coltype")
#> [1] "Industry"
m_pieces_with_types %>%
rename_to_piece_byname(piece = "suff", margin = "Industry")
#> MD MD Light
#> Electricity [from Coal] 1 2 3
#> Electricity [from Solar] 4 5 6
#> attr(,"rowtype")
#> [1] "Product"
#> attr(,"coltype")
#> [1] "Industry"
Such renamings can be used for aggregations in which identically
named rows and columns are summed with aggregate_byname()
,
as demonstrated in section below.
aggregate_pieces_byname()
aggregate_pieces_byname()
bundles renaming and
aggregating tasks in a single function call. First, rows and/or columns
are renamed to the requested piece
with the
rename_to_piece_byname()
function. Then, aggregation is
performed via aggregate_byname()
, according to an
aggregation_map
and the pattern_type
, if
provided. With the default aggregation_map = NULL
,
identically named pieces are aggregated together.
m_pieces
#> Motors -> MD Cars -> MD LED lamps -> Light
#> Electricity [from Coal] 1 2 3
#> Electricity [from Solar] 4 5 6
# Aggregate Electricity in rows
aggregate_pieces_byname(m_pieces, piece = "pref", margin = 1,
notation = RCLabels::bracket_notation)
#> Motors -> MD Cars -> MD LED lamps -> Light
#> Electricity 5 7 9
# Aggregate useful energy types in columns
aggregate_pieces_byname(m_pieces, piece = "suff", margin = 2,
notation = RCLabels::arrow_notation)
#> Light MD
#> Electricity [from Coal] 3 3
#> Electricity [from Solar] 6 9
When an aggregation_map
is supplied, it applies to the
requested piece
, not to the original row and/or column
names, as shown below.
m_pieces
#> Motors -> MD Cars -> MD LED lamps -> Light
#> Electricity [from Coal] 1 2 3
#> Electricity [from Solar] 4 5 6
# Aggregate by original energy type
aggregate_pieces_byname(m_pieces, piece = "from", margin = 1,
notation = RCLabels::bracket_notation,
aggregation_map = list(`All sources` = c("Coal", "Solar")))
#> Motors -> MD Cars -> MD LED lamps -> Light
#> All sources 5 7 9
aggregate_pieces_byname(m_pieces, piece = "suff", margin = 2,
notation = RCLabels::arrow_notation,
aggregation_map = list(`Transport` = "MD"))
#> Light Transport
#> Electricity [from Coal] 3 3
#> Electricity [from Solar] 6 9
The functions for renaming and aggregating can be used on lists and data frames of matrices.
m_pieces
#> Motors -> MD Cars -> MD LED lamps -> Light
#> Electricity [from Coal] 1 2 3
#> Electricity [from Solar] 4 5 6
res <- rename_to_piece_byname(list(m_pieces, m_pieces),
piece = list("pref", "suff"),
margin = list(1, 2),
notation = list(RCLabels::bracket_notation,
RCLabels::arrow_notation))
res
#> [[1]]
#> Motors -> MD Cars -> MD LED lamps -> Light
#> Electricity 1 2 3
#> Electricity 4 5 6
#>
#> [[2]]
#> MD MD Light
#> Electricity [from Coal] 1 2 3
#> Electricity [from Solar] 4 5 6
df <- tibble::tibble(mats = list(m_pieces, m_pieces),
pce = list("suff", "pref"),
mgn = list(1, 2),
am = list(list(Sources = c("Coal", "Solar")),
list(Transport = c("Motors", "Cars"))),
notn = list(RCLabels::from_notation, RCLabels::arrow_notation))
df
#> # A tibble: 2 × 5
#> mats pce mgn am notn
#> <list> <list> <list> <list> <list>
#> 1 <dbl [2 × 3]> <chr [1]> <dbl [1]> <named list [1]> <chr [4]>
#> 2 <dbl [2 × 3]> <chr [1]> <dbl [1]> <named list [1]> <chr [4]>
res2 <- df %>%
dplyr::mutate(
aggregated = aggregate_pieces_byname(mats, piece = pce, margin = mgn,
aggregation_map = am, notation = notn)
)
res2
#> # A tibble: 2 × 6
#> mats pce mgn am notn aggregated
#> <list> <list> <list> <list> <list> <list>
#> 1 <dbl [2 × 3]> <chr [1]> <dbl [1]> <named list [1]> <chr [4]> <dbl [1 × 3]>
#> 2 <dbl [2 × 3]> <chr [1]> <dbl [1]> <named list [1]> <chr [4]> <dbl [2 × 2]>
res2$aggregated[[1]]
#> Motors -> MD Cars -> MD LED lamps -> Light
#> Sources 5 7 9
res2$aggregated[[2]]
#> LED lamps Transport
#> Electricity [from Coal] 3 3
#> Electricity [from Solar] 6 9
dplyr::summarise()
Another type of aggregation is aided by the metadata columns of a
matsindf
-style data frame. With single numbers, an
aggregation might look like this:
df_simple <- tibble::tribble(~key, ~val,
"A", 1,
"A", 2,
"B", 10)
df_simple
#> # A tibble: 3 × 2
#> key val
#> <chr> <dbl>
#> 1 A 1
#> 2 A 2
#> 3 B 10
df_simple %>%
dplyr::group_by(key) %>%
dplyr::summarise(val = sum(val))
#> # A tibble: 2 × 2
#> key val
#> <chr> <dbl>
#> 1 A 3
#> 2 B 10
The same aggregation gives unexpected results with the default
arguments to the sum_byname()
function (specifically,
.summarise = FALSE
), because sum_byname()
is
ambiguous for a data frame. Should the column be returned unchanged,
because each element is interpreted as the augend for a series of sums
that is missing addends, in which case the length of the returned object
is the same as the length of the input? Or should the list of objects be
summed down the column, returning only a single item (for each group),
as in the dplyr::summarise()
function? (See the vignette
titled “Using summarise in matsbyname” for additional detail about this
ambiguity.) In the example below, the grouping has no effect on the
summarise()
function, because
sum_byname(.summarise = FALSE)
assumes that each row of
val
is an augend without an addend.
# 2 rows are expected. 3 are observed.
df_simple %>%
dplyr::group_by(key) %>%
dplyr::summarise(val = sum_byname(val), .groups = "drop")
#> Warning: Returning more (or less) than 1 row per `summarise()` group was deprecated in
#> dplyr 1.1.0.
#> ℹ Please use `reframe()` instead.
#> ℹ When switching from `summarise()` to `reframe()`, remember that `reframe()`
#> always returns an ungrouped data frame and adjust accordingly.
#> Call `lifecycle::last_lifecycle_warnings()` to see where this warning was
#> generated.
#> # A tibble: 3 × 2
#> key val
#> <chr> <dbl>
#> 1 A 1
#> 2 A 2
#> 3 B 10
To signal intention to summarise down the val
column,
set .summarise = TRUE
in the call to
sum_byname()
. Note that
sum_byname(.summarise = TRUE)
always returns a
list column, because if the summarised column were to contain matrices,
it must be a list column.
res <- df_simple %>%
dplyr::group_by(key) %>%
dplyr::summarise(val = sum_byname(val, .summarise = TRUE))
# res$val is a list column.
res
#> # A tibble: 2 × 2
#> key val
#> <chr> <list>
#> 1 A <dbl [1]>
#> 2 B <dbl [1]>
res$val
#> [[1]]
#> [1] 3
#>
#> [[2]]
#> [1] 10
The .summarise = TRUE
argument works when there are
matrices in a matsindf
data frame, too.
m <- matrix(c(11, 12, 13,
21, 22, 23), nrow = 2, ncol = 3, byrow = TRUE,
dimnames = list(c("r1", "r2"), c("c1", "c2", "c3")))
df <- tibble::tibble(key = c("A", "A", "B"), m = list(m, m, m))
unexpected <- df %>%
dplyr::group_by(key) %>%
dplyr::summarise(m = sum_byname(m), .groups = "drop")
#> Warning: Returning more (or less) than 1 row per `summarise()` group was deprecated in
#> dplyr 1.1.0.
#> ℹ Please use `reframe()` instead.
#> ℹ When switching from `summarise()` to `reframe()`, remember that `reframe()`
#> always returns an ungrouped data frame and adjust accordingly.
#> Call `lifecycle::last_lifecycle_warnings()` to see where this warning was
#> generated.
# 2 rows are expected. 3 are observed.
unexpected
#> # A tibble: 3 × 2
#> key m
#> <chr> <list>
#> 1 A <dbl [2 × 3]>
#> 2 A <dbl [2 × 3]>
#> 3 B <dbl [2 × 3]>
res <- df %>%
dplyr::group_by(key) %>%
dplyr::summarise(m = sum_byname(m, .summarise = TRUE))
res
#> # A tibble: 2 × 2
#> key m
#> <chr> <list>
#> 1 A <dbl [2 × 3]>
#> 2 B <dbl [2 × 3]>
res$m[[1]]
#> c1 c2 c3
#> r1 22 24 26
#> r2 42 44 46
res$m[[2]]
#> c1 c2 c3
#> r1 11 12 13
#> r2 21 22 23
An aggregation map is defined to be a named list. But the source of
that named list is often a data frame in which many-to-one relationships
are defined. agg_table_to_agg_map()
assists converting from
a two-column data frame to an aggregation map.
df <- tibble::tribble(~member, ~role, ~band,
"John", "guitarists", "The Beatles",
"Paul", "guitarists", "The Beatles",
"George", "guitarists", "The Beatles",
"Ringo", "drummers", "The Beatles",
"Mick", "singers", "Rolling Stones",
"Keith", "guitarists", "Rolling Stones",
"Ronnie", "guitarists", "Rolling Stones",
"Bill", "guitarists", "Rolling Stones",
"Charlie", "drummers", "Rolling Stones")
df
#> # A tibble: 9 × 3
#> member role band
#> <chr> <chr> <chr>
#> 1 John guitarists The Beatles
#> 2 Paul guitarists The Beatles
#> 3 George guitarists The Beatles
#> 4 Ringo drummers The Beatles
#> 5 Mick singers Rolling Stones
#> 6 Keith guitarists Rolling Stones
#> 7 Ronnie guitarists Rolling Stones
#> 8 Bill guitarists Rolling Stones
#> 9 Charlie drummers Rolling Stones
bands_membs_agg_map <- agg_table_to_agg_map(df, few_colname = "band", many_colname = "member")
bands_membs_agg_map
#> $`Rolling Stones`
#> [1] "Mick" "Keith" "Ronnie" "Bill" "Charlie"
#>
#> $`The Beatles`
#> [1] "John" "Paul" "George" "Ringo"
agg_table_to_agg_map(df, few_colname = "role", many_colname = "member")
#> $drummers
#> [1] "Ringo" "Charlie"
#>
#> $guitarists
#> [1] "John" "Paul" "George" "Keith" "Ronnie" "Bill"
#>
#> $singers
#> [1] "Mick"
In a similar manner, an aggregation map can be converted to a data frame to assist with join operations with data frames.
agg_map_to_agg_table(bands_membs_agg_map,
few_colname = "bands",
many_colname = "members")
#> # A tibble: 9 × 2
#> bands members
#> <chr> <chr>
#> 1 Rolling Stones Mick
#> 2 Rolling Stones Keith
#> 3 Rolling Stones Ronnie
#> 4 Rolling Stones Bill
#> 5 Rolling Stones Charlie
#> 6 The Beatles John
#> 7 The Beatles Paul
#> 8 The Beatles George
#> 9 The Beatles Ringo
The matsbyname
package simplifies aggregation of matrix
rows and columns based on row and column names or pieces of row and
column names. In particular the functions
aggregate_byname()
, rename_to_piece_byname()
,
and aggregate_pieces_byname()
provide flexibility in how
renaming and aggregation can be accomplished. When working with
aggregation maps, the functions agg_table_to_agg_map()
and
agg_map_to_agg_table()
assist conversion from one data
shape to another.
These binaries (installable software) and packages are in development.
They may not be fully stable and should be used with caution. We make no claims about them.
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