an educator’s
perspective of
the tidyverse
mine çetinkaya-rundel
duke university + rstudio
Assumption 1:
Teach authentic tools
Assumption 2:
Teach R as the authentic tool
The tidyverse provides an effective and efficient pathway for undergraduate students at all levels and majors to gain computational skills and thinking needed throughout the data science cycle.
Data: Thousands of loans made through the Lending Club, a peer-to-peer lending platform available in the openintro package, with a few modifications.
library(tidyverse)
library(openintro)
loans <- loans_full_schema |>
mutate(
homeownership = str_to_title(homeownership),
bankruptcy = if_else(public_record_bankrupt >= 1, "Yes", "No")
) |>
filter(annual_income >= 10) |>
select(
loan_amount, homeownership, bankruptcy,
application_type, annual_income, interest_rate
)
# A tibble: 9,976 × 6
loan_amount homeownership bankruptcy application_type annual_income interest…¹
<int> <chr> <chr> <fct> <dbl> <dbl>
1 28000 Mortgage No individual 90000 14.1
2 5000 Rent Yes individual 40000 12.6
3 2000 Rent No individual 40000 17.1
4 21600 Rent No individual 30000 6.72
5 23000 Rent No joint 35000 14.1
6 5000 Own No individual 34000 6.72
# … with 9,970 more rows, and abbreviated variable name ¹interest_rate
Calculate the mean loan amount.
# A tibble: 9,976 × 6
loan_amount homeownership bankruptcy application_type annual_income interest…¹
<int> <chr> <chr> <fct> <dbl> <dbl>
1 28000 Mortgage No individual 90000 14.1
2 5000 Rent Yes individual 40000 12.6
3 2000 Rent No individual 40000 17.1
4 21600 Rent No individual 30000 6.72
5 23000 Rent No joint 35000 14.1
6 5000 Own No individual 34000 6.72
# … with 9,970 more rows, and abbreviated variable name ¹interest_rate
Error in mean(loan_amount): object 'loan_amount' not found
Approach 1: With attach()
:
Not recommended. What if you had another data frame you’re working with concurrently called car_loans
that also had a variable called loan_amount
in it?
Approach 2: Using $
:
Approach 4: The tidyverse approach:
# A tibble: 1 × 1
mean_loan_amount
<dbl>
1 16358.
tidyverse functions take a data
argument that allows them to localize computations inside the specified data frame
does not muddy the concept of what is in the current environment: variables always accessed from within in a data frame without the use of an additional function (like with()
) or quotation marks, never as a vector
Based on the applicants’ home ownership status, compute the average loan amount and the number of applicants. Display the results in descending order of average loan amount.
Homeownership | Average loan amount | Number of applicants |
---|---|---|
Mortgage | $18,132 | 4,778 |
Own | $15,665 | 1,350 |
Rent | $14,396 | 3,848 |
Based on the applicants’ home ownership status, compute the average loan amount and the number of applicants. Display the results in descending order of average loan amount.
# A tibble: 9,976 × 6
loan_amount homeownership bankruptcy application_type annual_income interest…¹
<int> <chr> <chr> <fct> <dbl> <dbl>
1 28000 Mortgage No individual 90000 14.1
2 5000 Rent Yes individual 40000 12.6
3 2000 Rent No individual 40000 17.1
4 21600 Rent No individual 30000 6.72
5 23000 Rent No joint 35000 14.1
6 5000 Own No individual 34000 6.72
# … with 9,970 more rows, and abbreviated variable name ¹interest_rate
Based on the applicants’ home ownership status, compute the average loan amount and the number of applicants. Display the results in descending order of average loan amount.
[input] data frame
# A tibble: 9,976 × 6
# Groups: homeownership [3]
loan_amount homeownership bankruptcy application_type annual_income interest…¹
<int> <chr> <chr> <fct> <dbl> <dbl>
1 28000 Mortgage No individual 90000 14.1
2 5000 Rent Yes individual 40000 12.6
3 2000 Rent No individual 40000 17.1
4 21600 Rent No individual 30000 6.72
5 23000 Rent No joint 35000 14.1
6 5000 Own No individual 34000 6.72
# … with 9,970 more rows, and abbreviated variable name ¹interest_rate
data frame [output]
Based on the applicants’ home ownership status, compute the average loan amount and the number of applicants. Display the results in descending order of average loan amount.
Based on the applicants’ home ownership status, compute the average loan amount and the number of applicants. Display the results in descending order of average loan amount.
Based on the applicants’ home ownership status, compute the average loan amount and the number of applicants. Display the results in descending order of average loan amount.
[input] data frame
loans |>
group_by(homeownership) |>
summarize(
avg_loan_amount = mean(loan_amount),
n_applicants = n()
) |>
arrange(desc(avg_loan_amount))
# A tibble: 3 × 3
homeownership avg_loan_amount n_applicants
<chr> <dbl> <int>
1 Mortgage 18132. 4778
2 Own 15665. 1350
3 Rent 14396. 3848
[output] data frame
aggregate()
aggregate()
aggregate()
formula syntax
passing functions as arguments
merging datasets
square bracket notation for accessing rows
tapply()
Mortgage Own Rent
18132.45 15665.44 14396.44
Not so good:
apply()
functionsarray
)Create side-by-side box plots that shows the relationship between loan amount and application type, faceted by homeownership.
ggplot()
boxplot()
boxplot()
Visualize the relationship between interest rate and annual income, conditioned on whether the applicant had a bankruptcy.
ggplot()
ggplot()
ggplot(loans,
aes(y = interest_rate, x = annual_income,
color = bankruptcy)) +
geom_point(alpha = 0.1) +
geom_smooth(method = "lm", size = 2, se = FALSE) +
scale_x_log10(labels = scales::label_dollar()) +
scale_y_continuous(labels = scales::label_percent(scale = 1)) +
scale_color_colorblind() +
labs(x = "Annual Income", y = "Interest Rate",
color = "Previous\nBankruptcy") +
theme_minimal(base_size = 18)
plot()
# From the colorblind palette
cols = c(No = "#000000", Yes = "#E69F00")
plot(
loans$annual_income,
loans$interest_rate,
pch = 16,
col = adjustcolor(cols[loans$bankruptcy], alpha.f = 0.1),
log = "x",
xlab = "Annual Income ($)",
ylab = "Interest Rate (%)",
xaxp = c(1000, 10000000, 1)
)
lm_b_no = lm(
interest_rate ~ log10(annual_income),
data = loans[loans$bankruptcy == "No",]
)
lm_b_yes = lm(
interest_rate ~ log10(annual_income),
data = loans[loans$bankruptcy == "Yes",]
)
abline(lm_b_no, col = cols["No"], lwd = 3)
abline(lm_b_yes, col = cols["Yes"], lwd = 3)
legend(
"topright",
legend = c("Yes", "No"),
title = "Previous\nBankruptcy",
col = cols[c("Yes", "No")],
pch = 16, lwd = 1
)
plot()
Modeling and inference with tidymodels:
A unified interface to modeling functions available in a large variety of packages
Sticking to the data frame in / data frame out paradigm
Guardrails for methodology
No matter which approach or tool you use, you should strive to be consistent in the classroom whenever possible
tidyverse offers consistency, something we believe to be of the utmost importance, allowing students to move knowledge about function arguments to their long-term memory
Challenge: Google and Stack Overflow can be less useful – demo problem solving
Counter-proposition: teach all (or multiple) syntaxes at once – trying to teach two (or more!) syntaxes at once will slow the pace of the course, introduce unnecessary syntactic confusion, and make it harder for students to complete their work.
“Disciplined in what we teach, liberal in what we accept”
Interfaces designed with user experience (and learning) in mind
Continuous feedback collection and iterative improvements based on user experiences improve functions’ and packages’ usability (and learnability)
Get SQL for free with dplyr verbs!
dplyr:
SQL:
Blog posts highlight updates, along with the reasoning behind them and worked examples
Lifecycle stages and badges
Start with library(tidyverse)
Teach by learning goals, not packages
STA 199: Introduction to Data Science
STA 198: Introduction to Global Health Data Science
STA 210: Regression Analysis
STA 323: Statistical Computing
STA 440: Case Studies
Inter-departmental major in Data Science (with CS)
Data Science concentration for the StatSci major
learn the tidyverse
teach the tidyverse