This is the second part in an ongoing series I’m doing about why I think R is awesome and why you should be using it. (Check out part one!)
So now that you have downloaded and installed RStudio and have some data you want to play with, what are the next steps? How do you get started really working with your data? In this post I’ll cover an overview of the basics of working with R. Future posts will have more details on some of these topics.
Project spaces and working directories
So RStudio has you create a “project” when you get started. You tell it where you want the project to be and then it creates a file with “.Rproj” at the end. The location where this project resides is also your working directory. This will be relevant when trying to load in data
You can have more than one project (in different places if you want) and I have found creating multiple projects is mostly helpful for keeping different R projects separate. For instance, I have a main R project called “R Stuff” and then also separate projects for a couple of the bigger research projects that I work on. Things not attached to one of those two bigger research projects go in R Stuff and then I sort them out later and move them if they grow into their own thing.
My suggestion is to create most of your code/scripts/whatever in an R script file (extension .R) instead of just using the console to type in commands when you need them. You can load one of these in the main RStudio panel and type and edit your code here. Once you have some code/commands you like, you don’t need to copy them down into the console, you can just hit command-return (on a Mac, probably control-return on Windows) (or use the “Run” command in the upper right corner of that main window.
This script will allow you to do a couple of things: first, you can see your whole data manipulation/analysis/graphing workflow all at once; second, you can make changes to one step (e.g., switching the size of your graphed data points) and then re-run the code easily; third, you can write comments.
Now, I am not always the best at writing comments. But I try. And it’s really important. Even if you don’t think anyone else is ever going to see your code, you might need to look at it later. And no matter how smart and clever you think you are (well, actually I think if you’re super cleve then this is going to be more important because on a future day you may not be having a super clever day), you will probably need to read your code again. You are always, at a minimum, collaborating with yourself. And you deserver to have well-commented and documented code. So do yourself a favor and write some sensible comments.
Loading and viewing your data
Ok, so you have a data file and you want to start working with it. You have a few options. Most likely, it’s a .csv file and I’m going to assume to start that it’s in your working directory so you can use the command
d1 <- read.csv("MyDataFile.csv")
This will create a new dataset called d1
that is made up of what was in your csv file. You can use the “Import Dataset” button in the Environment panel. If your data file is in another location, you will have to enter the correct file path.
For the rest of the examples here, I’m going to use one of the sample data sets that comes with some R packages. The mpg
dataset is one of the typical datasets for examples, as it comes in the base package. It is a datatset of car models and gas mileage data. Play along at home with the following commands.
To start, load the dataset: data(mpg)
. This should create an entry in the Data section of the Environment panel on the right. It should tell you the name of the dataframe and that there are 234 observations of 11 variables. Alright, but if we want to look at the data? If you type head(mpg)
the console will output the header of the dataframe: the column names and the first six rows of data.
I prefer using glimpse(mpg)
which is actually a command from the dplyr
package. (If you haven’t already downloaded the dplyr
package, now is a good time. We will be using it a lot in later posts.) Glimpse
gives you a more compact view of more of the dataset and also tells you how R is interpreting each variable. For instance, R thinks that manufacturer
is a factor (true) and that year
is an integer (also true). displ
is a “double integer” which is a bit weird, but for now, let’s just go with that it’s a special class of numerical variable. None of the text-based variables showed up as strings, which is good for our purposes with this dataset.
This is fine if you have a relatively small dataset, but it begins to get unwieldy if you have a lot of variables. The summary(mpg)
call will give you a different view of your data. For the text-based variables, it gives you a count of them (up to a point) and for the numerical variables, it spits out the minimum, quartiles, mean, and maximum values. Pretty handy for a quick check.
If you want to see the whole dataset (or at least, a lot more of it, depending on how big it is) in a format more closely resembling that which you’re used to in Excel or something, you can use View(mpg)
. This will pop up a “normal” looking dataset in the main window for you to peruse.
Alright, now that we have looked at our data, let’s talk about variables. To access a specific variable, you will use the dollar sign. So, if you want to look at (or refer to) the model
variable in the dataframe, you will call it by mpg$model
. This way R knows that you are looking in the dataframe mpg
and you want the variable model
. You can use this in combination with lots of other things. For instance, if you wanted to find the minimum year of car that is in the dataset, you could use min(mpg$year)
and it should output 1999
.
If you make some changes to your dataset (e.g., adding a variable, reshaping it, filtering it, etc. — all topics for a future post), you can also save your dataset in a recognizable format. So if your new dataframe is called mpg2
you can export a csv of that using write.csv(mpg2, file="mpg2")
. This will put a new csv file in your working directory with the filename mpg2.csv.
Other things to think about with R
In order to maintain an up-to-date version of R within RStudio, there are three separate things you need to update: RStudio itself (the application), R (the base), and all of your packages.
Updating your packages is easy in RStudio. In the Packages tab in the lower right corner (using the default set-up), there is an “Update” button that will easily show you which packages have updates available and let’s you download and install them. Super easy. (Updating RStudio is easy too: look in the Help menu (at least on Macs).)
When you start up RStudio, the console will give you a readout of the current version of R that you are running. As of today, that is version 3.2.2 (“Fire Safety”), but if you have an earlier version of R — as long as it’s not too old — most things should run fine. Updating R is sometimes a pain because you can’t do it directly in RStudio (which I think is confusing to people because you can update your packages easily in RStudio). When you download a new version of R, RStudio will automatically detect that, so that’s not too bad. However, RStudio tries to be helpful and store your downloaded packages in the correct place, but a major version update to R actually creates a new location and you have to migrate all of your packages over to that new place. It’s a bit of a hassle, but there is an easy way around it.
update.packages(checkBuilt = T, ask = F, type = "binary")
RStudio also has support for version control. Woo! You can use either git or SVN. I have more experience with SVN, but I am in the midst of switching over to git so maybe I’ll post about that at a later date. I’m not going to go into all of the details for how to set up and use version control, but, I will say that it’s a good idea even if you don’t need it for collaboration or sharing purposes.
Next post: we’ll look at how to organize and manipulate your data using my favorite package dplyr
! Check it out here.