The goal of this lab is to introduce you to R and RStudio, which you’ll be using throughout the course both to learn the statistical concepts discussed in the course and to analyze real data and come to informed conclusions. To clarify which is which: R is the name of the programming language itself and RStudio is a convenient interface.
As the labs progress, you are encouraged to explore beyond what the labs dictate; a willingness to experiment will make you a much better programmer. Before we get to that stage, however, you need to build some basic fluency in R. Today we begin with the fundamental building blocks of R and RStudio: the interface, reading in data, and basic commands.
Go ahead and launch RStudio. You should see a window that looks like the image shown below.
The panel on the lower left is where the action happens. It’s called the console. Everytime you launch RStudio, it will have the same text at the top of the console telling you the version of R that you’re running. Below that information is the prompt. As its name suggests, this prompt is really a request: a request for a command. Initially, interacting with R is all about typing commands and interpreting the output. These commands and their syntax have evolved over decades (literally) and now provide what many users feel is a fairly natural way to access data and organize, describe, and invoke statistical computations.
The panel in the upper right contains your workspace as well as a history of the commands that you’ve previously entered.
Any plots that you generate will show up in the panel in the lower right corner. This is also where you can browse your files, access help, manage packages, etc.
There are 5 steps to getting this lab loaded into R Studio:
Download the .Rmd file from the course website, and save it on your laptop in a place where you’ll be able to find it.
In RStudio, go to the Files panel in the lower right (you may already be there).
Click the “New Folder” button to make a folder for this lab. You could call it “lab1”. Then click on the folder name to go into it.
Click the “Upload” button to upload the .Rmd file you downloaded in step 1 from your laptop to the RStudio server.
Click on the file in the RStudio to open it.
R is an open-source programming language, meaning that users can contribute packages that make our lives easier, and we can use them for free. For this lab, and many others in the future, we will use the following R packages:
In order to use the functions and data provided by these packages, you need to load them in your working environment. We do this with the library
function. Run the following three lines:
library(dplyr)
library(ggplot2)
library(oilabs)
You can do this by
From now on, it’s best to use the Run button to run code that is entered in an R chunk in the R Markdown document. That way, you’ll always have a record of everything you’ve done.
Note that dplyr and ggplot2 are part of a collection of R packages called the tidyverse. These packages share common philosophies and are designed to work together. You can find more about the packages in the tidyverse at http://tidyverse.org/ (but this is not critical reading for today’s lab).
To get you started, run the following command to load the data.
data(arbuthnot)
This command instructs R to load some data: the Arbuthnot baptism counts for boys and girls (note that all babies were classified as either a boy or a girl – this is a limitation of the data). You should see that the workspace area in the upper righthand corner of the RStudio window now lists a data set called arbuthnot
that has 82 observations on 3 variables. As you interact with R, you will create a series of objects. Sometimes you load them as we have done here, and sometimes you create them yourself as the byproduct of a computation or some analysis you have performed.
The Arbuthnot data set refers to Dr. John Arbuthnot, an 18th century physician, writer, and mathematician. He was interested in the ratio of newborn boys to newborn girls, so he gathered the baptism records for children born in London for every year from 1629 to 1710. We can view the data by typing its name into the console.
arbuthnot
## year boys girls
## 1 1629 5218 4683
## 2 1630 4858 4457
## 3 1631 4422 4102
## 4 1632 4994 4590
## 5 1633 5158 4839
## 6 1634 5035 4820
## 7 1635 5106 4928
## 8 1636 4917 4605
## 9 1637 4703 4457
## 10 1638 5359 4952
## 11 1639 5366 4784
## 12 1640 5518 5332
## 13 1641 5470 5200
## 14 1642 5460 4910
## 15 1643 4793 4617
## 16 1644 4107 3997
## 17 1645 4047 3919
## 18 1646 3768 3395
## 19 1647 3796 3536
## 20 1648 3363 3181
## 21 1649 3079 2746
## 22 1650 2890 2722
## 23 1651 3231 2840
## 24 1652 3220 2908
## 25 1653 3196 2959
## 26 1654 3441 3179
## 27 1655 3655 3349
## 28 1656 3668 3382
## 29 1657 3396 3289
## 30 1658 3157 3013
## 31 1659 3209 2781
## 32 1660 3724 3247
## 33 1661 4748 4107
## 34 1662 5216 4803
## 35 1663 5411 4881
## 36 1664 6041 5681
## 37 1665 5114 4858
## 38 1666 4678 4319
## 39 1667 5616 5322
## 40 1668 6073 5560
## 41 1669 6506 5829
## 42 1670 6278 5719
## 43 1671 6449 6061
## 44 1672 6443 6120
## 45 1673 6073 5822
## 46 1674 6113 5738
## 47 1675 6058 5717
## 48 1676 6552 5847
## 49 1677 6423 6203
## 50 1678 6568 6033
## 51 1679 6247 6041
## 52 1680 6548 6299
## 53 1681 6822 6533
## 54 1682 6909 6744
## 55 1683 7577 7158
## 56 1684 7575 7127
## 57 1685 7484 7246
## 58 1686 7575 7119
## 59 1687 7737 7214
## 60 1688 7487 7101
## 61 1689 7604 7167
## 62 1690 7909 7302
## 63 1691 7662 7392
## 64 1692 7602 7316
## 65 1693 7676 7483
## 66 1694 6985 6647
## 67 1695 7263 6713
## 68 1696 7632 7229
## 69 1697 8062 7767
## 70 1698 8426 7626
## 71 1699 7911 7452
## 72 1700 7578 7061
## 73 1701 8102 7514
## 74 1702 8031 7656
## 75 1703 7765 7683
## 76 1704 6113 5738
## 77 1705 8366 7779
## 78 1706 7952 7417
## 79 1707 8379 7687
## 80 1708 8239 7623
## 81 1709 7840 7380
## 82 1710 7640 7288
However printing the whole dataset in the console is not that useful. One advantage of RStudio is that it comes with a built-in data viewer. Click on the name arbuthnot
in the Environment pane (upper right window) that lists the objects in your workspace. This will bring up an alternative display of the data set in the Data Viewer (upper left window). You can close the data viewer by clicking on the x
in the upper lefthand corner.
What you should see are four columns of numbers, each row representing a different year: the first entry in each row is simply the row number (an index we can use to access the data from individual years if we want), the second is the year, and the third and fourth are the numbers of boys and girls baptized that year, respectively. Use the scrollbar on the right side of the console window to examine the complete data set.
Note that the row numbers in the first column are not part of Arbuthnot’s data. R adds them as part of its printout to help you make visual comparisons. You can think of them as the index that you see on the left side of a spreadsheet. In fact, the comparison to a spreadsheet will generally be helpful. R has stored Arbuthnot’s data in a kind of spreadsheet or table called a data frame.
You can see the dimensions of this data frame as well as the names of the variables and the first few observations by running the following command:
str(arbuthnot)
## 'data.frame': 82 obs. of 3 variables:
## $ year : int 1629 1630 1631 1632 1633 1634 1635 1636 1637 1638 ...
## $ boys : int 5218 4858 4422 4994 5158 5035 5106 4917 4703 5359 ...
## $ girls: int 4683 4457 4102 4590 4839 4820 4928 4605 4457 4952 ...
We can see that there are 82 observations and 3 variables in this dataset. The variable names are year
, boys
, and girls
. At this point, you might notice that many of the commands in R look a lot like functions from math class; that is, invoking R commands means supplying a function with some number of arguments. The str
command, for example, took a single argument, the name of a data frame.
Let’s start to examine the data a little more closely. We can access the data in a single column of a data frame separately using a command like
arbuthnot$boys
## [1] 5218 4858 4422 4994 5158 5035 5106 4917 4703 5359 5366 5518 5470 5460
## [15] 4793 4107 4047 3768 3796 3363 3079 2890 3231 3220 3196 3441 3655 3668
## [29] 3396 3157 3209 3724 4748 5216 5411 6041 5114 4678 5616 6073 6506 6278
## [43] 6449 6443 6073 6113 6058 6552 6423 6568 6247 6548 6822 6909 7577 7575
## [57] 7484 7575 7737 7487 7604 7909 7662 7602 7676 6985 7263 7632 8062 8426
## [71] 7911 7578 8102 8031 7765 6113 8366 7952 8379 8239 7840 7640
This command will only show the number of boys baptized each year. The dollar sign basically says “go to the data frame that comes before me, and find the variable that comes after me”.
SOLUTION: Enter your R code in the chunk below, then run the code.
arbuthnot$girls
## [1] 4683 4457 4102 4590 4839 4820 4928 4605 4457 4952 4784 5332 5200 4910
## [15] 4617 3997 3919 3395 3536 3181 2746 2722 2840 2908 2959 3179 3349 3382
## [29] 3289 3013 2781 3247 4107 4803 4881 5681 4858 4319 5322 5560 5829 5719
## [43] 6061 6120 5822 5738 5717 5847 6203 6033 6041 6299 6533 6744 7158 7127
## [57] 7246 7119 7214 7101 7167 7302 7392 7316 7483 6647 6713 7229 7767 7626
## [71] 7452 7061 7514 7656 7683 5738 7779 7417 7687 7623 7380 7288
Notice that the way R has printed these data is different. When we looked at the complete data frame, we saw 82 rows, one on each line of the display. These data are no longer structured in a table with other variables, so they are displayed one right after another. Objects that print out in this way are called vectors; they represent a set of numbers. R has added numbers in [brackets] along the left side of the printout to indicate locations within the vector. For example, 5218 follows [1], indicating that 5218 is the first entry in the vector. And if [43] starts a line, then that would mean the first number on that line would represent the 43rd entry in the vector.
R has some powerful functions for making graphics. We can create a simple plot of the number of girls baptized per year with the command
ggplot() +
geom_line(mapping = aes(x = year, y = girls), data = arbuthnot)
The plot should appear under the Plots tab of the lower right panel of RStudio. We’re going to really dive into understanding how to make plots next week. For now, notice four things about the command to make the plot:
We use ggplot() +
to start a new plot. The +
at the end of the line signals that we’re going to add a layer to the plot.
We use the geom_line()
function to plot the data using a line
The first argument to geom_line()
tells R
to map the year variable to the horizontal (x) axis and the girls variable to the vertical (y) axis.
The second argument to geom_line()
tells R
that it can find those variables in the arbuthnot
data frame.
SOLUTION: Overall, there was an increasing trend in the number of girls baptized, with a noticeable dip for about 15 years between roughly 1645 and 1660.
Now, suppose we want to plot the total number of baptisms. To compute this, we could use the fact that R is really just a big calculator. We can type in mathematical expressions like
5218 + 4683
## [1] 9901
to see the total number of baptisms in 1629. We could repeat this once for each year, but there is a faster way. If we add the vector for baptisms for boys to that of girls, R will compute all sums simultaneously.
arbuthnot$boys + arbuthnot$girls
## [1] 9901 9315 8524 9584 9997 9855 10034 9522 9160 10311 10150
## [12] 10850 10670 10370 9410 8104 7966 7163 7332 6544 5825 5612
## [23] 6071 6128 6155 6620 7004 7050 6685 6170 5990 6971 8855
## [34] 10019 10292 11722 9972 8997 10938 11633 12335 11997 12510 12563
## [45] 11895 11851 11775 12399 12626 12601 12288 12847 13355 13653 14735
## [56] 14702 14730 14694 14951 14588 14771 15211 15054 14918 15159 13632
## [67] 13976 14861 15829 16052 15363 14639 15616 15687 15448 11851 16145
## [78] 15369 16066 15862 15220 14928
What you will see are 82 numbers (in that packed display, because we aren’t looking at a data frame here), each one representing the sum we’re after. Take a look at a few of them and verify that they are right.
We’ll be using this new vector to generate some plots, so we’ll want to save it as a permanent column in our data frame.
arbuthnot <- arbuthnot %>%
mutate(total = boys + girls)
The %>%
operator is called the piping operator. It takes the output of the previous expression and pipes it into the first argument of the function in the following one. To continue our analogy with mathematical functions, x %>% f(y)
is equivalent to f(x, y)
.
A note on piping: Note that we can read these three lines of code as the following:
“Take the arbuthnot
dataset and pipe it into the mutate
function. Mutate the arbuthnot
data set by creating a new variable called total
that is the sum of the variables called boys
and girls
. Then assign the resulting dataset to the object called arbuthnot
, i.e. overwrite the old arbuthnot
dataset with the new one containing the new variable.”
This is equivalent to going through each row and adding up the boys
and girls
counts for that year and recording that value in a new column called total
.
Where is the new variable? When you make changes to variables in your dataset, click on the name of the dataset again to update it in the data viewer.
You’ll see that there is now a new column called total
that has been tacked on to the data frame. The special symbol <-
performs an assignment, taking the output of one line of code and saving it into an object in your workspace. In this case, you already have an object called arbuthnot
, so this command updates that data set with the new mutated column.
We can make a plot of the total number of baptisms per year with the command
ggplot() +
geom_line(mapping = aes(x = year, y = total), data = arbuthnot)
Similarly to how we computed the total number of births, we can compute the ratio of the number of boys to the number of girls baptized in 1629 with
5218 / 4683
## [1] 1.114243
or we can act on the complete columns with the expression
arbuthnot <- arbuthnot %>%
mutate(boy_to_girl_ratio = boys / girls)
We can also compute the proportion of newborns that are boys in 1629
5218 / (5218 + 4683)
## [1] 0.5270175
or this may also be computed for all years simultaneously and append it to the dataset:
arbuthnot <- arbuthnot %>%
mutate(boy_ratio = boys / total)
Note that we are using the new total
variable we created earlier in our calculations.
SOLUTION: Enter your R code in the chunk below, then run the code, and describe in words the trend you see.
ggplot() +
geom_line(mapping = aes(x = year, y = boy_ratio), data = arbuthnot)
The trend in the proportion of babies who are baptized who are boys is basically flat or perhaps decreasing very slightly. In most years, between about 51% and 53% of baptisms were boys.
Finally, in addition to simple mathematical operators like subtraction and division, you can ask R to make comparisons like greater than, >
, less than, <
, and equality, ==
. For example, we can ask if boys outnumber girls in each year with the expression
arbuthnot <- arbuthnot %>%
mutate(more_boys = boys > girls)
This command add a new variable to the arbuthnot
dataframe containing the values of either TRUE
if that year had more boys than girls, or FALSE
if that year did not (the answer may surprise you). This variable contains a different kind of data than we have encountered so far. All other columns in the arbuthnot
data frame have values that are numerical (the year, the number of boys and girls). Here, we’ve asked R to create logical data, data where the values are either TRUE
or FALSE
. In general, data analysis will involve many different kinds of data types, and one reason for using R is that it is able to represent and compute with many of them.
In the previous few pages, you recreated some of the displays and preliminary analysis of Arbuthnot’s baptism data. Your assignment involves repeating these steps, but for present day birth records in the United States. Load the present day data with the following command.
data(present)
The data are stored in a data frame called present
.
SOLUTION: This data set covers the years from 1940 - 2002 (I checked this by typing View(present)
into the console). The data frame has 63 rows and 3 columns (from View(present)
or dim(present)
). The variable names are “year”, “boys”, and “girls” (from View(present)
or names(present)
)
SOLUTION: The counts for the present
data frame are much larger than the counts for the arbuthnot
data frame. For the arbuthnot data, the counts are generally less than about 10,000 for each of boys and girls. For the present data, the counts are closer to 1 or 2 million.
Hint: First calculate the totals and save it as a new variable. You can do this by copying the code we used to calculate the totals for Arbuthnot’s data above, and modifying the data frame that is used in the calculation. Then, sort your dataset in descending order based on the total column. You can do this interactively in the data viewer by clicking on the arrows next to the variable names. To include the sorted result in your report you will need to use two new functions: arrange
(for sorting). We can arrange the data in a descending order with another function: desc
(for descending order). Sample code for this second step is provided below.
present %>%
arrange(desc(total))
SOLUTION:
present <- present %>%
mutate(total = boys + girls)
present <- present %>%
arrange(desc(total))
head(present)
## year boys girls total
## 1 1961 2186274 2082052 4268326
## 2 1960 2179708 2078142 4257850
## 3 1957 2179960 2074824 4254784
## 4 1959 2173638 2071158 4244796
## 5 1958 2152546 2051266 4203812
## 6 1962 2132466 2034896 4167362
The highest total number of births in the US was in 1961.
Hint: You can base your code on the code above that calculated the boy_ratio variable. Copy the code above that we used to perform these calculations for the arbuthnot
data set. Then, replace the dataframe name. Similarly, you should be able to modify the code you used for Exercise 3 to make the plot.
SOLUTION:
present <- present %>%
mutate(boy_ratio = boys / total)
ggplot() +
geom_line(mapping = aes(x = year, y = boy_ratio), data = present)
In this plot, we see a decreasing trend in the proportion of births who are boys. This proportion is generally just over 51%. This is consistent with the ratio we saw in Arbuthnot’s data.
That was a short introduction to R and RStudio, but we will provide you with more functions and a more complete sense of the language as the course progresses.
In this course we will be using R packages called dplyr for data wrangling and ggplot2 for data visualization. If you are googling for R code, make sure to also include these package names in your search query. For example, instead of googling “scatterplot in R”, google “scatterplot in R with ggplot2”.
These cheatsheets may come in handy throughout the semester:
Note that some of the code on these cheatsheets may be too advanced for this course, however the majority of it will become useful throughout the semester.