Use Cases and Examples for matsbyname

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Use Cases and Examples for matsbyname

Matthew Kuperus Heun

2024-02-12

Introduction

Matrices are important mathematical objects, and they often describe networks of flows among nodes. Example networks are given in the following table.

System type	Flows	Nodes
Ecological	nutrients	organisms
Manufacturing	materials	factories
Economic	money	economic sectors
Energy	energy carriers	energy conversion steps

The power of matrices lies in their ability to organize network-wide calculations, thereby simplifying the work of analysts who study entire systems. However, three problems arise when performing matrix operations in R and other languages.

Problem 1

Although built-in matrix functions ensure size conformity of matrix operands, they do not respect the names of rows and columns (known as dimnames in R). In the following example, U represents a use matrix that contains the quantity of each product used by each industry, and Y represents a final demand matrix that contains the quantity of each product consumed by final demand industries. If the rows and columns are not in the same order, the sum of the matrices is nonsensical.

productnames <- c("p1", "p2")
industrynames <- c("i1", "i2")
U <- matrix(1:4, ncol = 2, dimnames = list(productnames, industrynames))
U
#>    i1 i2
#> p1  1  3
#> p2  2  4
Y <- matrix(1:4, ncol = 2, dimnames = list(rev(productnames), rev(industrynames)))
Y
#>    i2 i1
#> p2  1  3
#> p1  2  4
# This sum is nonsensical.  Neither row nor column names are respected.
U + Y 
#>    i1 i2
#> p1  2  6
#> p2  4  8

As a result, analysts performing matrix operations must maintain strict order of rows and columns across all calculations.

# Make a new version of Y (Y2), this time with dimnames in same order as U
Y2 <- matrix(4:1, ncol = 2, dimnames = list(productnames, industrynames))
Y2
#>    i1 i2
#> p1  4  2
#> p2  3  1
# Now the sum is sensible. Both row and column names are respected.
U + Y2
#>    i1 i2
#> p1  5  5
#> p2  5  5

Problem 2

In many cases, operand matrices may have different numbers or different names of rows or columns. This situation can occur when, for example, products or industries changes across time periods. When performing matrix operations, rows or columns of zeros must be added to ensure name conformity.

Y3 <- matrix(5:8, ncol = 2, dimnames = list(c("p1", "p3"), c("i1", "i3")))
Y3
#>    i1 i3
#> p1  5  7
#> p3  6  8
# Nonsensical because neither row names nor column names are respected. 
# The "p3" rows and "i3" columns of Y3 have been added to 
# "p2" rows and "i2" columns of U.
# Row and column names for the sum are taken from the first operand (U).
U + Y3
#>    i1 i2
#> p1  6 10
#> p2  8 12
# Rather, need to insert missing rows in both U and Y before summing.
U_2000 <- matrix(c(1, 3, 0,
                   2, 4, 0,
                   0, 0, 0),
                 ncol = 3, byrow = TRUE, 
                 dimnames = list(c("p1", "p2", "p3"), c("i1", "i2", "i3")))
Y_2000 <- matrix(c(5, 0, 7,
                   0, 0, 0, 
                   6, 0, 8),
                 ncol = 3, byrow = TRUE,
                 dimnames = list(c("p1", "p2", "p3"), c("i1", "i2", "i3")))
U_2000
#>    i1 i2 i3
#> p1  1  3  0
#> p2  2  4  0
#> p3  0  0  0
Y_2000
#>    i1 i2 i3
#> p1  5  0  7
#> p2  0  0  0
#> p3  6  0  8
U_2000 + Y_2000
#>    i1 i2 i3
#> p1  6  3  7
#> p2  2  4  0
#> p3  6  0  8

The analyst’s burden is cumbersome. But worse problems await.

Respecting names (and adding rows and columns of zeroes) can lead to an inability to invert matrices downstream, as shown in the following example.

# The original U matrix is invertible.
solve(U)
#>    p1   p2
#> i1 -2  1.5
#> i2  1 -0.5
# The version of U that contains zero rows and columns (U_2000)
# is singular and cannot be inverted.
tryCatch(solve(U_2000), error = function(err){print(err)})
#> <simpleError in solve.default(U_2000): Lapack routine dgesv: system is exactly singular: U[3,3] = 0>

Problem 3

Matrix functions provided by R and other languages do not ensure type conformity for matrix operands to matrix algebra functions. In the example of matrix multiplication, columns of the multiplicand must contain the same type of information as the as the rows of the multiplier. If the columns of A are countries, then the rows of B must also be countries (and in the same order) if A %*% B is to make sense.

`matsbyname`

The matsbyname package automatically addresses all three problems above. It performs smart matrix operations that

respect row and column names
- by inserting rows and columns of zeroes as necessary and
- by re-ordering rows and columns to ensure conformity of the names of operand rows and columns, and
respect row and column types, enforcing conformity as appropriate.

These features are available without analyst intervention, as shown in the following example.

# Same as U + Y2, without needing to create Y2.
sum_byname(U, Y)
#>    i1 i2
#> p1  5  5
#> p2  5  5
# Same as U_2000 + Y_2000, but U and Y3 are unmodified.
sum_byname(U, Y3)
#>    i1 i2 i3
#> p1  6  3  7
#> p2  2  4  0
#> p3  6  0  8
# Eliminate zero-filled rows and columns. Same result as solve(U).
U_2000 %>% clean_byname(margin = c(1,2), clean_value = 0) %>% solve()
#>    p1   p2
#> i1 -2  1.5
#> i2  1 -0.5

In addition to sum_byname() and clean_byname(), the matsbyname package contains many additional matrix algebra functions that respect the names of rows and columns. Commonly-used functions are:

sum_byname()
difference_byname()
hadamardproduct_byname()
matrixproduct_byname()
quotient_byname()
rowsums_byname()
colsums_byname()
invert_byname(), and
transpose_byname().

The full list of functions can be found with ?matsbyname and clicking the Index link.

Furthermore, matsbyname works well with its sister package, matsindf. matsindf creates data frames whose entries are not numbers but entire matrices, thereby enabling the use of matsbyname functions in tidyverse functional programming.

When used together, matsbyname and matsindf allow analysts to wield simultaneously the power of both matrix mathematics and tidyverse functional programming.

This vignette demonstrates the power of matrix mathematics performed byname.

`matsbyname` features

The matsbyname package has several features that both simplify analyses and ensure their correctness.

Setting row and column names

In the preceding examples, row and column names were provided by the dimnames argument to the matrix() function. However, matsbyname provides the setcolnames_byname() and setrownames_byname() functions to perform the same tasks using the pipe operator (%>% or |>).

U_2 <- matrix(1:4, ncol = 2) %>% 
  setrownames_byname(productnames) %>% setcolnames_byname(industrynames)
U_2
#>    i1 i2
#> p1  1  3
#> p2  2  4

Setting row and column types

Row and column types can be understood by analogy: row and column types are to matrices in matrix algebra as units are to scalars in scalar algebra. Just as careful tracking of units is necessary in scalar calculations, careful tracking of row and column types is necessary in matrix operations. Because matsbyname keeps track of row and column types automatically, much of the burden of dealing with row and column types is removed from the analyst.

Row and column types are character strings stored as attributes of the matrix object, and matsbyname functions ensure correctness of matrix operations by checking row and column types, throwing errors if needed. Row and column types can be set by the functions setrowtype() and setcoltype() and retrieved by the functions rowtype() and coltype(). Consider matrices A, B, and C:

A <- matrix(1:4, ncol = 2) %>% 
  setrownames_byname(productnames) %>% setcolnames_byname(industrynames) %>% 
  setrowtype("Products") %>% setcoltype("Industries")
A
#>    i1 i2
#> p1  1  3
#> p2  2  4
#> attr(,"rowtype")
#> [1] "Products"
#> attr(,"coltype")
#> [1] "Industries"
B <- matrix(8:5, ncol = 2) %>% 
  setrownames_byname(productnames) %>% setcolnames_byname(industrynames) %>% 
  setrowtype("Products") %>% setcoltype("Industries")
B
#>    i1 i2
#> p1  8  6
#> p2  7  5
#> attr(,"rowtype")
#> [1] "Products"
#> attr(,"coltype")
#> [1] "Industries"
C <- matrix(1:4, ncol = 2) %>% 
  setrownames_byname(industrynames) %>% setcolnames_byname(productnames) %>% 
  setrowtype("Industries") %>% setcoltype("Products")
C
#>    p1 p2
#> i1  1  3
#> i2  2  4
#> attr(,"rowtype")
#> [1] "Industries"
#> attr(,"coltype")
#> [1] "Products"

B can be added to A, because row and column types are identical.

sum_byname(A, B)
#>    i1 i2
#> p1  9  9
#> p2  9  9
#> attr(,"rowtype")
#> [1] "Products"
#> attr(,"coltype")
#> [1] "Industries"

However, C cannot be added to A (or B), because row and column types disagree.

tryCatch(sum_byname(A, C), error = function(err){print(err)})
#> <simpleError in organize_args(a, b, fill = 0, match_type = match_type): rowtype(a) (Products) != rowtype(b) (Industries).>

In this case, a sum is possible if C is transposed prior to adding to A, because row and column types of A and C^T agree.

sum_byname(A, transpose_byname(C))
#>    i1 i2
#> p1  2  5
#> p2  5  8
#> attr(,"rowtype")
#> [1] "Products"
#> attr(,"coltype")
#> [1] "Industries"

Matrices A and B can be element-multiplied and element-divided for the same reason they can be summed: row and column types agree.

hadamardproduct_byname(A, B)
#>    i1 i2
#> p1  8 18
#> p2 14 20
#> attr(,"rowtype")
#> [1] "Products"
#> attr(,"coltype")
#> [1] "Industries"
quotient_byname(A, B)
#>           i1  i2
#> p1 0.1250000 0.5
#> p2 0.2857143 0.8
#> attr(,"rowtype")
#> [1] "Products"
#> attr(,"coltype")
#> [1] "Industries"

Note that A and C can be matrix-multiplied, because the column type of A and the row type of C are identical (Industries). The result is a Products-by-Products matrix.

matrixproduct_byname(A, C)
#>    p1 p2
#> p1  7 15
#> p2 10 22
#> attr(,"rowtype")
#> [1] "Products"
#> attr(,"coltype")
#> [1] "Products"

However, A and B cannot be matrix-multiplied, because the column type of A (Industries) and the row type of B (Products) are different.

tryCatch(matrixproduct_byname(A, B), error = function(err){print(err)})
#> <simpleError in organize_args(a, b, fill = 0, match_type = match_type): coltype(a) != rowtype(b): Industries != Products.>

Analysts are encouraged to set row and column types on matrices, thereby taking advantage of matsbyname’s type-tracking feature to improve their matrix-based analyses.

`*_byname` functions work well with lists

Another feature of the matsbyname package is that it works when arguments to functions are lists of matrices, returning lists as appropriate.

sum_byname(A, list(B, B))
#> [[1]]
#>    i1 i2
#> p1  9  9
#> p2  9  9
#> attr(,"rowtype")
#> [1] "Products"
#> attr(,"coltype")
#> [1] "Industries"
#> 
#> [[2]]
#>    i1 i2
#> p1  9  9
#> p2  9  9
#> attr(,"rowtype")
#> [1] "Products"
#> attr(,"coltype")
#> [1] "Industries"
hadamardproduct_byname(list(A, A), B)
#> [[1]]
#>    i1 i2
#> p1  8 18
#> p2 14 20
#> attr(,"rowtype")
#> [1] "Products"
#> attr(,"coltype")
#> [1] "Industries"
#> 
#> [[2]]
#>    i1 i2
#> p1  8 18
#> p2 14 20
#> attr(,"rowtype")
#> [1] "Products"
#> attr(,"coltype")
#> [1] "Industries"
matrixproduct_byname(list(A, A), list(C, C))
#> [[1]]
#>    p1 p2
#> p1  7 15
#> p2 10 22
#> attr(,"rowtype")
#> [1] "Products"
#> attr(,"coltype")
#> [1] "Products"
#> 
#> [[2]]
#>    p1 p2
#> p1  7 15
#> p2 10 22
#> attr(,"rowtype")
#> [1] "Products"
#> attr(,"coltype")
#> [1] "Products"

`matsbyname` works well with `matsindf`

The matsindf package provides functions that collapse tidy data frames of matrix elements into data frames of matrices. Data frames of matrices, such as those created by matsindf, are like magic spreadsheets in which single cells contain entire matrices.

The following example demonstrates an approach to creating a data frame of matrices.

tidy <- data.frame(
  matrix = c("A", "A", "A", "A", "B", "B", "B", "B"),
  row = c("p1", "p1", "p2", "p2", "p1", "p1", "p2", "p2"),
  col = c("i1", "i2", "i1", "i2", "i1", "i2", "i1", "i2"),
  vals = c(1, 3, 2, 4, 8, 6, 7, 5)
) %>%
  mutate(
    rowtype = "Industries",
    coltype  = "Products"
  )
tidy
#>   matrix row col vals    rowtype  coltype
#> 1      A  p1  i1    1 Industries Products
#> 2      A  p1  i2    3 Industries Products
#> 3      A  p2  i1    2 Industries Products
#> 4      A  p2  i2    4 Industries Products
#> 5      B  p1  i1    8 Industries Products
#> 6      B  p1  i2    6 Industries Products
#> 7      B  p2  i1    7 Industries Products
#> 8      B  p2  i2    5 Industries Products
mats <- tidy %>%
  group_by(matrix) %>%
  matsindf::collapse_to_matrices(matnames = "matrix", matvals = "vals",
                                 rownames = "row", colnames = "col",
                                 rowtypes = "rowtype", coltypes = "coltype") %>%
  rename(
    matrix.name = matrix,
    matrix = vals
  )
mats
#>   matrix.name     matrix
#> 1           A 1, 2, 3, 4
#> 2           B 8, 7, 6, 5
mats$matrix[[1]]
#>    i1 i2
#> p1  1  3
#> p2  2  4
#> attr(,"rowtype")
#> [1] "Industries"
#> attr(,"coltype")
#> [1] "Products"
mats$matrix[[2]]
#>    i1 i2
#> p1  8  6
#> p2  7  5
#> attr(,"rowtype")
#> [1] "Industries"
#> attr(,"coltype")
#> [1] "Products"

Using `matsbyname` with `matsindf`

Because

matsbyname works well with lists, and
data frame columns are implemented as lists, and
the matsindf package can create data frames of matrices, and
the tidyr and dplyr packages work with data frames,

matsbyname functions can be used with tidyr and dplyr functions (such as spread and mutate) to perform matrix algebra within data frames of matrices. A single matsbyname instruction performs the same operation on all rows of a matsindf data frame. Loops begone!

result <- mats %>%
  tidyr::spread(key = matrix.name, value = matrix) %>%
  # Duplicate the row to demonstrate byname operating simultaneously
  # on all rows of the data frame.
  dplyr::bind_rows(., .) %>%
  dplyr::mutate(
    # Create a column of constants.
    c = RCLabels::make_list(x = 1:2, n = 2, lenx = 2),
    # Sum all rows of the data frame with a single instruction.
    sum = sum_byname(A, B),
    # Multiply matrices in the sum column by corresponding constants in the c column.
    product = hadamardproduct_byname(c, sum)
  )
result
#>            A          B c        sum        product
#> 1 1, 2, 3, 4 8, 7, 6, 5 1 9, 9, 9, 9     9, 9, 9, 9
#> 2 1, 2, 3, 4 8, 7, 6, 5 2 9, 9, 9, 9 18, 18, 18, 18
result$sum[[1]]
#>    i1 i2
#> p1  9  9
#> p2  9  9
#> attr(,"rowtype")
#> [1] "Industries"
#> attr(,"coltype")
#> [1] "Products"
result$sum[[2]]
#>    i1 i2
#> p1  9  9
#> p2  9  9
#> attr(,"rowtype")
#> [1] "Industries"
#> attr(,"coltype")
#> [1] "Products"
result$product[[1]]
#>    i1 i2
#> p1  9  9
#> p2  9  9
#> attr(,"rowtype")
#> [1] "Industries"
#> attr(,"coltype")
#> [1] "Products"
result$product[[2]]
#>    i1 i2
#> p1 18 18
#> p2 18 18
#> attr(,"rowtype")
#> [1] "Industries"
#> attr(,"coltype")
#> [1] "Products"

Suggested workflow using `matsbyname` and `matsindf`

A suggested analysis workflow is as follows:

Munge data into tidy data frame with columns for matrix name, element value, row name, column name, row type, and column type, similar to tidy above.
Use matsindf::collapse_to_matrices() to create a data frame of matrices with columns for matrix names and matrices themselves, similar to mats above.
tidyr::pivot_wider() the matrices to obtain a data frame with columns for each matrix, similar to result above.
Perform matrix algebra operations on the columns of matrices using *_byname functions.
tidyr::pivot_longer() the columns into a data frame with a single column of matrices.
Use matsindf::expand_to_tidy() to create a tidy data frame of matrix elements.
tidyr::pivot_wider() the data as necessary.
Graph or perform other manipulations of the data.

For more information and a detailed example of this workflow, see the vignette for the matsindf package.

Summary

The matsbyname package simplifies analyses in which row and column names ought to be respected. It provides optional row and column types, thereby ensuring that only valid matrix operations are performed. Finally, matsbyname functions work equally well with lists to allow use of *_byname functions with tidyr and dplyr approaches to manipulating data.

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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Use Cases and Examples for matsbyname

Matthew Kuperus Heun

2024-02-12

Introduction

Problem 1

Problem 2

Problem 3

matsbyname

matsbyname features

Setting row and column names

Setting row and column types

*_byname functions work well with lists

matsbyname works well with matsindf

Using matsbyname with matsindf

Suggested workflow using matsbyname and matsindf