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 environment 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.
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:
If these packages are not already available in your R environment, install them by typing the following three lines of code into the console of your RStudio session, pressing the enter/return key after each one.
Note that you can check to see which packages (and which versions) are installed by inspecting the Packages tab in the lower right panel of RStudio.
You may need to select a server from which to download; any of them
will work. Next, you need to load these packages in your working
environment. We do this with the library
function. Run the
following three lines in your console.
You only need to install packages once, but you need to load them each time you relaunch RStudio.
The Tidyverse packages share common philosophies and are designed to work together. You can find more about the packages in the tidyverse at tidyverse.org.
We will be using R Markdown to create reproducible lab reports. See the following videos describing why and how:
Why use R Markdown for Lab Reports?
Using R Markdown for Lab Reports in RStudio
This file (with the .Rmd
file extension) will serve as
the lab report. You can just type your answers in this document instead
of creating a separate document.
Going forward you should refrain from typing your code directly in the console, and instead type any code (final correct answer, or anything you’re just trying out) in the R Markdown file and run the chunk using either the Run button on the chunk (green sideways triangle) or by highlighting the code and clicking Run on the top right corner of the R Markdown editor. If at any point you need to start over, you can Run All Chunks above the chunk you’re working in by clicking on the down arrow in the code chunk.
To get started, let’s take a peek at the data.
You can run the command by
Ctrl-Shift-Enter
, orThis command instructs R to load some data: the Arbuthnot baptism
counts for boys and girls. You should see that the environment 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 the work of 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. Once again, we can view the data by typing its name into the console.
## # A tibble: 82 × 3
## year boys girls
## <int> <int> <int>
## 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
## # ℹ 72 more rows
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 environment. 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 left hand
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 typing:
## Rows: 82
## Columns: 3
## $ year <int> 1629, 1630, 1631, 1632, 1633, 1634, 1635, 1636, 1637, 1638, 1639…
## $ boys <int> 5218, 4858, 4422, 4994, 5158, 5035, 5106, 4917, 4703, 5359, 5366…
## $ girls <int> 4683, 4457, 4102, 4590, 4839, 4820, 4928, 4605, 4457, 4952, 4784…
It is better practice to type this command into your console, since it is not necessary code to include in your solution file.
This command should output the following
Rows: 82 Columns: 3 $ year
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 glimpse
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
## [1] 5218 4858 4422 4994 5158 5035 5106 4917 4703 5359 5366 5518 5470 5460 4793
## [16] 4107 4047 3768 3796 3363 3079 2890 3231 3220 3196 3441 3655 3668 3396 3157
## [31] 3209 3724 4748 5216 5411 6041 5114 4678 5616 6073 6506 6278 6449 6443 6073
## [46] 6113 6058 6552 6423 6568 6247 6548 6822 6909 7577 7575 7484 7575 7737 7487
## [61] 7604 7909 7662 7602 7676 6985 7263 7632 8062 8426 7911 7578 8102 8031 7765
## [76] 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”.
## [1] 4683 4457 4102 4590 4839 4820 4928 4605 4457 4952 4784 5332 5200 4910 4617
## [16] 3997 3919 3395 3536 3181 2746 2722 2840 2908 2959 3179 3349 3382 3289 3013
## [31] 2781 3247 4107 4803 4881 5681 4858 4319 5322 5560 5829 5719 6061 6120 5822
## [46] 5738 5717 5847 6203 6033 6041 6299 6533 6744 7158 7127 7246 7119 7214 7101
## [61] 7167 7302 7392 7316 7483 6647 6713 7229 7767 7626 7452 7061 7514 7656 7683
## [76] 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
We use the ggplot()
function to build plots. If you run
the plotting code in your console, you should see the plot appear under
the Plots tab of the lower right panel of RStudio. Notice that
the command above again looks like a function, this time with arguments
separated by commas.
With ggplot()
:
aes
thetic elements of the plot, e.g. the x and the y
axes.+
to
specify the geom
etric object for the plot. Since we want to
scatterplot, we use geom_point()
.For instance, if you wanted to visualize the above plot using a line
graph, you would replace geom_point()
with
geom_line()
.
You might wonder how you are supposed to know the syntax for the
ggplot
function. Thankfully, R documents all of its
functions extensively. To learn what a function does and its arguments
that are available to you, just type in a question mark followed by the
name of the function that you’re interested in.
Try the following in your console:
Notice that the help file replaces the plot in the lower right panel. You can toggle between plots and help files using the tabs at the top of that panel.
ggplot(data = arbuthnot, aes(x = year, y = girls)) + geom_point() + labs(title = “Number of Girls Baptized Over the Years”, x = “Year”, y = “Number of Girls”)
ggplot(data = arbuthnot, aes(x = year, y = girls)) + geom_line() + labs(title = “Number of Girls Baptized Over the Years”, x = “Year”, y = “Number of Girls”)
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
## [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.
## [1] 9901 9315 8524 9584 9997 9855 10034 9522 9160 10311 10150 10850
## [13] 10670 10370 9410 8104 7966 7163 7332 6544 5825 5612 6071 6128
## [25] 6155 6620 7004 7050 6685 6170 5990 6971 8855 10019 10292 11722
## [37] 9972 8997 10938 11633 12335 11997 12510 12563 11895 11851 11775 12399
## [49] 12626 12601 12288 12847 13355 13653 14735 14702 14730 14694 14951 14588
## [61] 14771 15211 15054 14918 15159 13632 13976 14861 15829 16052 15363 14639
## [73] 15616 15687 15448 11851 16145 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.
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 two 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 onto 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 environment. In
this case, you already have an object called arbuthnot
, so
this command updatesthat data set with the new mutated column.
You can make a line plot of the total number of baptisms per year with the command
Similarly to you we computed the total number of births, you can compute the ratio of the number of boys to the number of girls baptized in 1629 with
## [1] 1.114243
or you can act on the complete columns with the expression
You can also compute the proportion of newborns that are boys in 1629
## [1] 0.5270175
or you can compute this for all years simultaneously and append it to the dataset
Note that we are using the new total
variable we created
earlier in our calculations.
ggplot(data = arbuthnot, aes(x = year, y = boy_ratio)) + geom_line() + labs(title = “Proportion of Boys Born Over Time”, x = “Year”, y = “Proportion of Boys”)
Tip: If you use the up and down arrow keys, you can scroll through your previous commands, your so-called command history. You can also access it by clicking on the history tab in the upper right panel. This will save you a lot of typing in the future.
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 the number of births of boys
outnumber that of girls in each year with the expression
This command adds a new variable to the arbuthnot
data
frame 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. The data are stored in a data frame called
present
.
To find the minimum and maximum values of columns, you can use the
functions min
and max
within a
summarize()
call, which you will learn more about in the
following lab. Here’s an example of how to find the minimum and maximum
amount of boy births in a year:
## # A tibble: 1 × 2
## min max
## <int> <int>
## 1 2890 8426
data(‘present’, package=‘openintro’)
dim(present)
names(present)
range(present$year)
arbuthnot_summary <- arbuthnot %>% summarize(min_boys = min(boys), max_boys = max(boys), min_girls = min(girls), max_girls = max(girls))
present_summary <- present %>% summarize(min_boys = min(boys), max_boys = max(boys), min_girls = min(girls), max_girls = max(girls))
arbuthnot_summary present_summary
The present-day birth counts are much larger than those in Arbuthnot’s dataset. This is primarily due to population growth over the centuries
present <- present %>% mutate(total = boys + girls, boy_ratio = boys / total)
ggplot(data = present, aes(x = year, y = boy_ratio)) + geom_line() + labs(title = “Proportion of Boys Born Over Time”, x = “Year”, y = “Proportion of Boys”)
Interpretation:a)If the plot shows the proportion of boys consistently around 0.51 to 0.52: This confirms that Arbuthnot’s observation still holds in modern datasets. Any significant deviations: If the proportion is significantly different, this might indicate changes over time or regional differences in birth ratios, although such deviations are less common.
arrange
(for
sorting). We can arrange the data in a descending order with another
function: desc
(for descending order). The sample code is
provided below.year_most_births <- present %>% arrange(desc(total)) %>% slice(1) # Get the top row with the highest total
print(year_most_births)
Response: Year 1961 with a total of 4268326 births-
These data come from reports by the Centers for Disease Control. You
can learn more about them by bringing up the help file using the command
?present
.
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 the suite of R packages from the tidyverse. The book R For Data Science by Grolemund and Wickham is a fantastic resource for data analysis in R with the tidyverse. If you are googling for R code, make sureto also include these package names in your search query. For example, instead of googling “scatterplot in R”, google “scatterplot in R with the tidyverse”.
These cheatsheets may come in handy throughout the semester: