The goal of the forcats package is to provide a suite of useful tools that solve common problems with factors. Factors are useful when you have categorical data, variables that have a fixed and known set of values, and when you want to display character vectors in non-alphabetical order. If you want to learn more, the best place to start is the chapter on factors in R for Data Science.
Let’s try answering the question, “what are the most common hair colors of star wars characters?” Let’s start off by making a bar plot:
That’s okay, but it would be more helpful the graph was ordered by count. This is a case of an unordered categorical variable where we want it ordered by its frequency. To do so, we can use the function fct_infreq()
:
Note that fct_infreq()
it automatically puts NA at the top, even though that doesn’t have the smallest number of entries.
Let’s take a look at skin color now:
starwars %>%
count(skin_color, sort = TRUE)
#> # A tibble: 31 x 2
#> skin_color n
#> <chr> <int>
#> 1 fair 17
#> 2 light 11
#> 3 dark 6
#> 4 green 6
#> 5 grey 6
#> 6 pale 5
#> 7 brown 4
#> 8 blue 2
#> 9 blue, grey 2
#> 10 orange 2
#> # … with 21 more rows
We see that there’s 31 different skin colors - if we want to make a plot this would be way too many to display! Let’s reduce it to only be the top 5. We can use fct_lump()
to “lump” all the infrequent colors into one factor, “other.” The argument n
is the number of levels we want to keep.
starwars %>%
mutate(skin_color = fct_lump(skin_color, n = 5)) %>%
count(skin_color, sort = TRUE)
#> # A tibble: 6 x 2
#> skin_color n
#> <fct> <int>
#> 1 Other 41
#> 2 fair 17
#> 3 light 11
#> 4 dark 6
#> 5 green 6
#> 6 grey 6
We could also have used prop
instead, which keeps all the levels that appear at least prop
of the time. For example, let’s keep skin colors that at least 10% of the characters have:
starwars %>%
mutate(skin_color = fct_lump(skin_color, prop = .1)) %>%
count(skin_color, sort = TRUE)
#> # A tibble: 3 x 2
#> skin_color n
#> <fct> <int>
#> 1 Other 59
#> 2 fair 17
#> 3 light 11
Only light and fair remain; everything else is other.
If you wanted to call it something than “other”, you can change it with the argument other_level
:
starwars %>%
mutate(skin_color = fct_lump(skin_color, prop = .1, other_level = "extra")) %>%
count(skin_color, sort = TRUE)
#> # A tibble: 3 x 2
#> skin_color n
#> <fct> <int>
#> 1 extra 59
#> 2 fair 17
#> 3 light 11
What if we wanted to see if the average mass differed by eye color? We’ll only look at the 6 most popular eye colors and remove NA
s.
avg_mass_eye_color <- starwars %>%
mutate(eye_color = fct_lump(eye_color, n = 6)) %>%
group_by(eye_color) %>%
summarise(mean_mass = mean(mass, na.rm = TRUE))
avg_mass_eye_color
#> # A tibble: 7 x 2
#> eye_color mean_mass
#> <fct> <dbl>
#> 1 black 76.3
#> 2 blue 86.5
#> 3 brown 66.1
#> 4 orange 282.
#> 5 red 81.4
#> 6 yellow 81.1
#> 7 Other 68.4
It looks like people (or at least one person) with orange eyes are definitely heavier! If we wanted to make a graph, it would be nice if it was ordered by mean_mass
. We can do this with fct_reorder()
, which reorders one variable by another.
Let’s switch to using another dataset, gss_cat
, the general social survey. What is the income distribution among the respondents?
gss_cat %>%
count(rincome)
#> # A tibble: 16 x 2
#> rincome n
#> <fct> <int>
#> 1 No answer 183
#> 2 Don't know 267
#> 3 Refused 975
#> 4 $25000 or more 7363
#> 5 $20000 - 24999 1283
#> 6 $15000 - 19999 1048
#> 7 $10000 - 14999 1168
#> 8 $8000 to 9999 340
#> 9 $7000 to 7999 188
#> 10 $6000 to 6999 215
#> 11 $5000 to 5999 227
#> 12 $4000 to 4999 226
#> 13 $3000 to 3999 276
#> 14 $1000 to 2999 395
#> 15 Lt $1000 286
#> 16 Not applicable 7043
Notice that the income levels are in the correct order - they start with the non-answers and then go from highest to lowest. This is the same order you’d see if you plotted it as a bar chart. This is not a coincidence. When you’re working with ordinal data, where there is an order, you can have an ordered factor. You can examine them with the base function levels()
, which prints them in order:
levels(gss_cat$rincome)
#> [1] "No answer" "Don't know" "Refused" "$25000 or more"
#> [5] "$20000 - 24999" "$15000 - 19999" "$10000 - 14999" "$8000 to 9999"
#> [9] "$7000 to 7999" "$6000 to 6999" "$5000 to 5999" "$4000 to 4999"
#> [13] "$3000 to 3999" "$1000 to 2999" "Lt $1000" "Not applicable"
But what if your factor came in the wrong order? Let’s simulate that by reordering the levels of rincome
randomly with fct_shuffle()
:
reshuffled_income <- gss_cat$rincome %>%
fct_shuffle()
levels(reshuffled_income)
#> [1] "$10000 - 14999" "$5000 to 5999" "Not applicable" "$15000 - 19999"
#> [5] "No answer" "$20000 - 24999" "$4000 to 4999" "Lt $1000"
#> [9] "$25000 or more" "$7000 to 7999" "$1000 to 2999" "Refused"
#> [13] "$8000 to 9999" "Don't know" "$3000 to 3999" "$6000 to 6999"
Now if we plotted it, it would show in this order, which is all over the place! How can we fix this and put it in the right order?
We can use the function fct_relevel()
when we need to manually reorder our factor levels. In addition to the factor, you give it a character vector of level names, and specify where you want to move them. It defaults to moving them to the front, but you can move them after another level with the argument after
. If you want to move it to the end, you set after
equal to Inf
.
For example, let’s say we wanted to move Lt $1000
and $1000 to 2999
to the front. We would write:
fct_relevel(reshuffled_income, c("Lt $1000", "$1000 to 2999")) %>%
levels()
#> [1] "Lt $1000" "$1000 to 2999" "$10000 - 14999" "$5000 to 5999"
#> [5] "Not applicable" "$15000 - 19999" "No answer" "$20000 - 24999"
#> [9] "$4000 to 4999" "$25000 or more" "$7000 to 7999" "Refused"
#> [13] "$8000 to 9999" "Don't know" "$3000 to 3999" "$6000 to 6999"
What if we want to move them to the second and third place?
fct_relevel(reshuffled_income, c("Lt $1000", "$1000 to 2999"), after = 1) %>%
levels()
#> [1] "$10000 - 14999" "Lt $1000" "$1000 to 2999" "$5000 to 5999"
#> [5] "Not applicable" "$15000 - 19999" "No answer" "$20000 - 24999"
#> [9] "$4000 to 4999" "$25000 or more" "$7000 to 7999" "Refused"
#> [13] "$8000 to 9999" "Don't know" "$3000 to 3999" "$6000 to 6999"