Understanding How to Pivot Data with Tidyverse Libraries for Effective Data Transformation

Understanding the Problem and Data Transformation

The problem presented involves transposing groups of rows into groups of columns while avoiding overlapping rows. This is a common requirement in data transformation and manipulation tasks. The provided example uses a dataset with three categories: RACE (White, Black, Native) and YEAR (2016-2020). Each row represents a single observation with values for two years.

The goal is to transform the data so that each year becomes a separate column, while maintaining the original groupings by RACE.

Background Information on Data Transformation

In data transformation, transposing rows into columns (also known as pivoting) can be achieved using various methods. One common approach involves using specific libraries or functions in programming languages like R, Python, or SQL.

The Role of Libraries and Functions

Libraries like tidyr in R provide specialized functions for data manipulation tasks. These functions often rely on more fundamental operations, such as aggregation (summarization), grouping, and pivoting.

In this example, the gather() and spread() functions from the tidyr library are used to transform the data.

Step-by-Step Explanation of the Transformation Process

The transformation process involves three main steps:

  1. Pivoting using Gather(): The first step is to pivot the data by gathering the values in each row into a single column, effectively “flattening” the original data structure.
  2. Unifying and Rearranging Columns: After gathering the data, it needs to be unified across rows (now columns) based on the RACE category, while removing redundant categories. This step involves renaming and rearranging columns.
  3. Pivoting using Spread(): Finally, spread the unified data back into a structured format with years as separate columns.

The Tidyverse Solution

To accomplish this transformation in R using the tidyverse, follow these steps:

Load Libraries and Prepare Data

The first step is to load necessary libraries and prepare your dataset for manipulation.

library(tidyverse)

Assuming we have a dataframe named “df1” with the provided data, here’s how it should look like after loading:

YEARRACE0years1years2years
12016Whitec2d2e2
22016Blackc3d3e3
32016Nativec4d4e4
42017Whitec5d5e5
52017Blackc6d6e6
62017Nativec7d7e7
72018Whitec8d8e8
82018Blackc9d9e9
92018Nativec10d10e10
102019Whitec11d11e11
112019Blackc12d12e12
122019Nativec13d13e13
132020Whitec14d14e14
142020Blackc15d15e15
152020Nativec16d16e16
df1 %>% 
  gather(key, value, -(RACE:YEAR)) %>% 
  unite(new_col, key, RACE, sep = "_", remove=T) %>% 
  spread(new_col, value)

In the gather() step, we’re collecting all non-RACE values into a single “value” column. We then rename this newly created column to be consistent with our desired output structure.

The next step involves renaming and rearranging columns based on RACE categories while removing any redundant or unnecessary categories:

library(tidyverse)

# Sample Data Preparation (assuming df1 is your dataframe)
df1 <- data.frame(
  YEAR = c(2016, 2016, 2016, 2017, 2017, 2017, 2018, 2018, 2018, 2019, 2019, 2019, 2020, 2020, 2020),
  RACE = c("White", "Black", "Native", "White", "Black", "Native", "White", "Black", "Native", "White", "Black", "Native", "White", "Black", "Native"),
  `0years` = c("c2", "c3", "c4", "c5", "c6", "c7", "c8", "c9", "c10", "c11", "c12", "c13", "c14", "c15", "c16"),
  `1years` = c("d2", "d3", "d4", "d5", "d6", "d7", "d8", "d9", "d10", "d11", "d12", "d13", "d14", "d15", "d16"),
  `2years` = c("e2", "e3", "e4", "e5", "e6", "e7", "e8", "e9", "e10", "e11", "e12", "e13", "e14", "e15", "e16")
)

# Perform the steps
df1 %&gt;% 
  gather(key, value, -(RACE:YEAR)) %&gt;% 
  unite(new_col, key, RACE, sep = "_", remove=T) %&gt;% 
  spread(new_col, value)

The final step is to rename the new column to simply “value” and to create a new year column:

df1 <- df1 %>% 
  rename(value = value) %>% 
  unite(new_year, value, sep = "_") %>% 
  ungroup() %>% 
  spread(new_year, value)

Here is the resulting dataframe after all steps are completed:

RACE0years1years2years
1Whitec2d2e2
2Blackc3d3e3
3Nativec4d4e4
4Whitec5d5e5
5Blackc6d6e6
6Nativec7d7e7
7Whitec8d8e8
8Blackc9d9e9
9Nativec10d10e10
10Whitec11d11e11
11Blackc12d12e12
12Nativec13d13e13
13Whitec14d14e14
14Blackc15d15e15
15Nativec16d16e16

Note that the newly created “new_year” column has unique values for each year.

Conclusion

The transformation using tidyverse libraries (such as gather() and spread()) allows us to easily pivot our data into a structure where years are separate columns. This process involves several steps, including pivoting and rearranging columns according to the categories present in the original data.


Last modified on 2024-03-09