20  Exploratory Data Analysis

Published

June 18, 2025

Objectives

  • Understand the main goals of exploratory data analysis
  • Generate and answer questions about a new dataset using charts, tables, and numerical summaries

20.1 Package Installation

You will need the seaborn and matplotlib (python) and ggplot2 (R) packages for this section.

install.packages("ggplot2")

To install python graphing libraries, pick one of the following methods (you can read more about them and decide which is appropriate for you in Section 10.3.2.1)

pip3 install matplotlib seaborn

This package installation method requires that you have a virtual environment set up (that is, if you are on Windows, don’t try to install packages this way).

reticulate::py_install(c("matplotlib", "seaborn"))

In a python chunk (or the python terminal), you can run the following command. This depends on something called “IPython magic” commands, so if it doesn’t work for you, try the System Terminal method instead.

%pip install matplotlib seaborn

Once you have run this command, please comment it out so that you don’t reinstall the same packages every time.

Extra Reading

The EDA chapter in R for Data Science [1] is very good at explaining what the goals of EDA are, and what types of questions you will typically need to answer in EDA. Much of the material in this chapter is based at least in part on the R4DS chapter.

(Image from https://www.mrdbourke.com) The EDA lifecycle starts with data collection and is primarily a cycle between checking data types, assessing distributions, feature engineering, and model iteration. These tasks are supported by summary statistics, visualization, and modeling.

Major components of Exploratory Data Analysis (EDA):

EDA is an iterative process. It is like brainstorming - you start with an idea or question you might have about the data, investigate, and then generate new ideas. EDA is useful even when you are relatively familiar with the type of data you’re working with: in any dataset, it is good to make sure that you know the quality of the data as well as the relationships between the variables in the dataset.

EDA is important because it helps us to know what challenges a particular data set might bring, what we might do with it. Real data is often messy, with large amounts of cleaning that must be done before statistical analysis can commence.

While in many classes you’ll be given mostly clean data, you do need to know how to clean your own data up so that you can use more interesting data sets for projects (and for fun!). EDA is an important component to learning how to work with messy data.

In this section, I will mostly be using the plot commands that come with base R/python and require no extra packages. The R for Data Science book [1] shows plot commands which use the ggplot2 library. I’ll show you some plots from ggplot here as well, but you don’t have to understand how to generate them yet. We will learn more about ggplot2 later, though if you want to start using it now, you may.

20.2 A Note on Language Philosophies

It is usually relatively easy to get summary statistics from a dataset, but the “flow” of EDA is somewhat different depending on the language patterns.

You must realize that R is written by experts in statistics and statistical computing who, despite popular opinion, do not believe that everything in SAS and SPSS is worth copying. Some things done in such packages, which trace their roots back to the days of punched cards and magnetic tape when fitting a single linear model may take several days because your first 5 attempts failed due to syntax errors in the JCL or the SAS code, still reflect the approach of “give me every possible statistic that could be calculated from this model, whether or not it makes sense”. The approach taken in R is different. The underlying assumption is that the useR is thinking about the analysis while doing it. – Douglas Bates

I provide this as a historical artifact, but it does explain the difference between the approach to EDA and model output in R and Python, and the approach in SAS, which you may see in your other statistics classes. This is not (at least, in my opinion) a criticism – the SAS philosophy dates back to the mainframe and punch card days, and the syntax and output still bear evidence of that – but it is worth noting.

In R and in Python, you will have to specify each piece of output you want, but in SAS you will get more than you ever wanted with a single command. Neither approach is wrong, but sometimes one is preferable over the other for a given problem.

20.3 Generating EDA Questions

I very much like the two quotes in the [1] section on EDA Questions:

There are no routine statistical questions, only questionable statistical routines. — Sir David Cox

Far better an approximate answer to the right question, which is often vague, than an exact answer to the wrong question, which can always be made precise. — John Tukey

As statisticians, we are concerned with variability by default. This is also true during EDA: we are interested in variability (or sometimes, lack thereof) in the variables in our dataset, including the co-variability between multiple variables.

We may assess variability using pictures or numerical summaries:

  • histograms or density plots (continuous variables)
  • column plots (categorical variables)
  • boxplots
  • 5 number summaries (min, 25%, mean, 75%, max)
  • tabular data summaries (for categorical variables)

In many cases, this gives us a picture of both variability and the “typical” value of our variable.

Sometimes we may also be interested in identifying unusual values: outliers, data entry errors, and other points which don’t conform to our expectations. These unusual values may show up when we generate pictures and the axis limits are much larger than expected.

We also are usually concerned with missing values - in many cases, not all observations are complete, and this missingness can interfere with statistical analyses. It can be helpful to keep track of how much missingness there is in any particular variable and any patterns of missingness that would impact the eventual data analysis1.

If you are having trouble getting started on EDA, [3] provides a nice checklist to get you thinking:

  1. What question(s) are you trying to solve (or prove wrong)?
  2. What kind of data do you have and how do you treat different types?
  3. What’s missing from the data and how do you deal with it?
  4. Where are the outliers and why should you care about them?
  5. How can you add, change or remove features to get more out of your data?

20.4 Useful EDA Techniques

Pokemon logo

Nintendo, Creatures, Game Freak, The Pokémon Company, Public domain, via Wikimedia Commons
Example: Generations of Pokemon

Suppose we want to explore Pokemon. There’s not just the original 150 (gotta catch ’em all!) - now there are over 1000! Let’s start out by looking at the proportion of Pokemon added in each of the 9 generations.

library(readr)
library(dplyr)
library(tidyr)
library(stringr)

# Setup the data
poke <- read_csv("https://raw.githubusercontent.com/srvanderplas/datasets/main/clean/pokemon_gen_1-9.csv", na = '.') %>%
  mutate(generation = factor(gen))
import pandas as pd
poke = pd.read_csv("https://raw.githubusercontent.com/srvanderplas/datasets/main/clean/pokemon_gen_1-9.csv")
poke['generation'] = pd.Categorical(poke.gen)

This data has several categorical and continuous variables that should allow for a reasonable demonstration of a number of techniques for exploring data.

20.4.1 Numerical Summary Statistics

The first, and most basic EDA command in R is summary().

For numeric variables, summary provides 5-number summaries plus the mean. For categorical variables, summary provides the length of the variable and the Class and Mode. For factors, summary provides a table of the most common values, as well as a catch-all “other” category.

# Make types into factors to demonstrate the difference
poke <- tidyr::separate(poke, type, into = c("type_1", "type_2"), sep = ",")
poke$type_1 <- factor(poke$type_1)
poke$type_2 <- factor(poke$type_2)

summary(poke)
##       gen          pokedex_no       img_link             name          
##  Min.   :1.000   Min.   :   1.0   Length:1526        Length:1526       
##  1st Qu.:2.000   1st Qu.: 226.2   Class :character   Class :character  
##  Median :4.000   Median : 484.0   Mode  :character   Mode  :character  
##  Mean   :4.478   Mean   : 487.9                                        
##  3rd Qu.:7.000   3rd Qu.: 726.8                                        
##  Max.   :9.000   Max.   :1008.0                                        
##                                                                        
##    variant               type_1        type_2        total       
##  Length:1526        Water   :179   Flying :157   Min.   : 175.0  
##  Class :character   Normal  :156   Psychic: 61   1st Qu.: 345.8  
##  Mode  :character   Psychic :123   Ghost  : 57   Median : 475.0  
##                     Electric:119   Ground : 57   Mean   : 450.3  
##                     Grass   :113   Steel  : 55   3rd Qu.: 525.0  
##                     Bug     :107   (Other):466   Max.   :1125.0  
##                     (Other) :729   NA's   :673                   
##        hp             attack          defense         sp_attack     
##  Min.   :  1.00   Min.   :  5.00   Min.   :  5.00   Min.   : 10.00  
##  1st Qu.: 50.25   1st Qu.: 60.00   1st Qu.: 55.00   1st Qu.: 50.00  
##  Median : 70.00   Median : 80.00   Median : 70.00   Median : 70.00  
##  Mean   : 71.18   Mean   : 82.05   Mean   : 75.66   Mean   : 75.05  
##  3rd Qu.: 85.00   3rd Qu.:100.00   3rd Qu.: 95.00   3rd Qu.: 98.00  
##  Max.   :255.00   Max.   :190.00   Max.   :250.00   Max.   :194.00  
##                                                                     
##    sp_defense         speed         species             height_m     
##  Min.   : 20.00   Min.   :  5.0   Length:1526        Min.   : 0.100  
##  1st Qu.: 55.00   1st Qu.: 50.0   Class :character   1st Qu.: 0.500  
##  Median : 70.00   Median : 70.0   Mode  :character   Median : 1.000  
##  Mean   : 73.84   Mean   : 72.5                      Mean   : 1.233  
##  3rd Qu.: 90.00   3rd Qu.: 95.0                      3rd Qu.: 1.500  
##  Max.   :250.00   Max.   :200.0                      Max.   :20.000  
##                                                                      
##    weight_kg        generation 
##  Min.   :  0.10   1      :285  
##  1st Qu.:  8.00   5      :237  
##  Median : 29.25   3      :193  
##  Mean   : 68.25   4      :178  
##  3rd Qu.: 78.50   8      :134  
##  Max.   :999.90   7      :133  
##                   (Other):366

One common question in EDA is whether there are missing values or other inconsistencies that need to be handled. summary() provides you with the NA count for each variable, making it easy to identify what variables are likely to cause problems in an analysis. We can see in this summary that 673 pokemon don’t have a second type.

We also look for extreme values. There is at least one pokemon who appears to have a weight of 999.90 kg. Let’s investigate further:

poke[poke$weight_kg > 999,] 
## # A tibble: 2 × 18
##     gen pokedex_no img_link       name  variant type_1 type_2 total    hp attack
##   <dbl>      <dbl> <chr>          <chr> <chr>   <fct>  <fct>  <dbl> <dbl>  <dbl>
## 1     7        790 https://img.p… Cosm… NA      Psych… <NA>     400    43     29
## 2     7        797 https://img.p… Cele… NA      Steel  Flying   570    97    101
## # ℹ 8 more variables: defense <dbl>, sp_attack <dbl>, sp_defense <dbl>,
## #   speed <dbl>, species <chr>, height_m <dbl>, weight_kg <dbl>,
## #   generation <fct>
# Show any rows where weight_kg is extreme

This is the last row of our data frame, and this pokemon appears to have many missing values.

The most basic EDA command in pandas is df.describe() (which operates on a DataFrame named df). Like summary() in R, describe() provides a 5-number summary for numeric variables. For categorical variables, describe() provides the number of unique values, the most common value, and the frequency of that common value.

# Split types into two columns
poke[['type_1', 'type_2']] = poke.type.str.split(",", expand = True)
# Make each one categorical
poke['type_1'] = pd.Categorical(poke.type_1)
poke['type_2'] = pd.Categorical(poke.type_2)

poke.iloc[:,:].describe() # describe only shows numeric variables by default
##                gen   pokedex_no  ...     height_m    weight_kg
## count  1526.000000  1526.000000  ...  1526.000000  1526.000000
## mean      4.477720   487.863041  ...     1.232962    68.249607
## std       2.565182   290.328644  ...     1.289446   121.828015
## min       1.000000     1.000000  ...     0.100000     0.100000
## 25%       2.000000   226.250000  ...     0.500000     8.000000
## 50%       4.000000   484.000000  ...     1.000000    29.250000
## 75%       7.000000   726.750000  ...     1.500000    78.500000
## max       9.000000  1008.000000  ...    20.000000   999.900000
## 
## [8 rows x 11 columns]

# You can get categorical variables too if that's all you give it to show
poke['type_1'].describe()
## count      1526
## unique       18
## top       Water
## freq        179
## Name: type_1, dtype: object
poke['type_2'].describe()
## count        853
## unique        18
## top       Flying
## freq         157
## Name: type_2, dtype: object

An R package that is incredibly useful for this type of dataset exploration is skimr.

Data summary
Name poke
Number of rows 1526
Number of columns 18
_______________________
Column type frequency:
character 4
factor 3
numeric 11
________________________
Group variables None

Variable type: character

skim_variable n_missing complete_rate min max empty n_unique whitespace
img_link 0 1 59 84 0 1192 0
name 0 1 3 12 0 1008 0
variant 0 1 2 22 0 105 0
species 0 1 11 21 0 708 0

Variable type: factor

skim_variable n_missing complete_rate ordered n_unique top_counts
type_1 0 1.00 FALSE 18 Wat: 179, Nor: 156, Psy: 123, Ele: 119
type_2 673 0.56 FALSE 18 Fly: 157, Psy: 61, Gho: 57, Gro: 57
generation 0 1.00 FALSE 9 1: 285, 5: 237, 3: 193, 4: 178

Variable type: numeric

skim_variable n_missing complete_rate mean sd p0 p25 p50 p75 p100 hist
gen 0 1 4.48 2.57 1.0 2.00 4.00 7.00 9.0 ▇▇▅▅▅
pokedex_no 0 1 487.86 290.33 1.0 226.25 484.00 726.75 1008.0 ▇▆▇▇▆
total 0 1 450.29 120.59 175.0 345.75 475.00 525.00 1125.0 ▅▇▂▁▁
hp 0 1 71.18 26.53 1.0 50.25 70.00 85.00 255.0 ▃▇▁▁▁
attack 0 1 82.05 32.41 5.0 60.00 80.00 100.00 190.0 ▂▇▇▂▁
defense 0 1 75.66 30.21 5.0 55.00 70.00 95.00 250.0 ▃▇▂▁▁
sp_attack 0 1 75.05 33.88 10.0 50.00 70.00 98.00 194.0 ▅▇▅▂▁
sp_defense 0 1 73.84 27.72 20.0 55.00 70.00 90.00 250.0 ▇▇▁▁▁
speed 0 1 72.50 30.74 5.0 50.00 70.00 95.00 200.0 ▃▇▆▁▁
height_m 0 1 1.23 1.29 0.1 0.50 1.00 1.50 20.0 ▇▁▁▁▁
weight_kg 0 1 68.25 121.83 0.1 8.00 29.25 78.50 999.9 ▇▁▁▁▁

skim provides a beautiful table of summary statistics along with a sparklines-style histogram of values, giving you a sneak peek at the distribution.

There is a similar package to skimr in R called skimpy in Python.

from skimpy import skim
skim(poke)
## ╭─────────────────────────────── skimpy summary ───────────────────────────────╮
## │          Data Summary                Data Types                              │
## │ ┏━━━━━━━━━━━━━━━━━━━┳━━━━━━━━┓ ┏━━━━━━━━━━━━━┳━━━━━━━┓                       │
## │ ┃ Dataframe         ┃ Values ┃ ┃ Column Type ┃ Count ┃                       │
## │ ┡━━━━━━━━━━━━━━━━━━━╇━━━━━━━━┩ ┡━━━━━━━━━━━━━╇━━━━━━━┩                       │
## │ │ Number of rows    │ 1526   │ │ int64       │ 9     │                       │
## │ │ Number of columns │ 19     │ │ string      │ 5     │                       │
## │ └───────────────────┴────────┘ │ category    │ 3     │                       │
## │                                │ float64     │ 2     │                       │
## │                                └─────────────┴───────┘                       │
## │        Categories                                                            │
## │ ┏━━━━━━━━━━━━━━━━━━━━━━━┓                                                    │
## │ ┃ Categorical Variables ┃                                                    │
## │ ┡━━━━━━━━━━━━━━━━━━━━━━━┩                                                    │
## │ │ generation            │                                                    │
## │ │ type_1                │                                                    │
## │ │ type_2                │                                                    │
## │ └───────────────────────┘                                                    │
## │                                   number                                     │
## │ ┏━━━━━━┳━━━━┳━━━━━━┳━━━━━━┳━━━━━━┳━━━━━┳━━━━━━┳━━━━━━┳━━━━━━┳━━━━━━┳━━━━━━┓  │
## │ ┃ colu ┃    ┃      ┃      ┃      ┃     ┃      ┃      ┃      ┃      ┃      ┃  │
## │ ┃ mn   ┃ NA ┃ NA % ┃ mean ┃ sd   ┃ p0  ┃ p25  ┃ p50  ┃ p75  ┃ p100 ┃ hist ┃  │
## │ ┡━━━━━━╇━━━━╇━━━━━━╇━━━━━━╇━━━━━━╇━━━━━╇━━━━━━╇━━━━━━╇━━━━━━╇━━━━━━╇━━━━━━┩  │
## │ │ gen  │  0 │    0 │ 4.47 │ 2.56 │   1 │    2 │    4 │    7 │    9 │ █▄▃▇ │  │
## │ │      │    │      │    8 │    5 │     │      │      │      │      │  ▃▅  │  │
## │ │ poke │  0 │    0 │ 487. │ 290. │   1 │ 226. │  484 │ 726. │ 1008 │ █▅▇▇ │  │
## │ │ dex_ │    │      │    9 │    3 │     │    2 │      │    8 │      │  ▆▆  │  │
## │ │ no   │    │      │      │      │     │      │      │      │      │      │  │
## │ │ tota │  0 │    0 │ 450. │ 120. │ 175 │ 345. │  475 │  525 │ 1125 │ ▅█▇▁ │  │
## │ │ l    │    │      │    3 │    6 │     │    8 │      │      │      │      │  │
## │ │ hp   │  0 │    0 │ 71.1 │ 26.5 │   1 │ 50.2 │   70 │   85 │  255 │ ▁█▃  │  │
## │ │      │    │      │    8 │    3 │     │    5 │      │      │      │      │  │
## │ │ atta │  0 │    0 │ 82.0 │ 32.4 │   5 │   60 │   80 │  100 │  190 │ ▂▇█▆ │  │
## │ │ ck   │    │      │    5 │    1 │     │      │      │      │      │  ▂▁  │  │
## │ │ defe │  0 │    0 │ 75.6 │ 30.2 │   5 │   55 │   70 │   95 │  250 │ ▂█▄▁ │  │
## │ │ nse  │    │      │    6 │    1 │     │      │      │      │      │      │  │
## │ │ sp_a │  0 │    0 │ 75.0 │ 33.8 │  10 │   50 │   70 │   98 │  194 │ ▄█▆▃ │  │
## │ │ ttac │    │      │    5 │    8 │     │      │      │      │      │  ▁   │  │
## │ │ k    │    │      │      │      │     │      │      │      │      │      │  │
## │ │ sp_d │  0 │    0 │ 73.8 │ 27.7 │  20 │   55 │   70 │   90 │  250 │ ▅█▃  │  │
## │ │ efen │    │      │    4 │    2 │     │      │      │      │      │      │  │
## │ │ se   │    │      │      │      │     │      │      │      │      │      │  │
## │ │ spee │  0 │    0 │ 72.5 │ 30.7 │   5 │   50 │   70 │   95 │  200 │ ▃▆█▂ │  │
## │ │ d    │    │      │      │    4 │     │      │      │      │      │  ▁   │  │
## │ │ heig │  0 │    0 │ 1.23 │ 1.28 │ 0.1 │  0.5 │    1 │  1.5 │   20 │  █   │  │
## │ │ ht_m │    │      │    3 │    9 │     │      │      │      │      │      │  │
## │ │ weig │  0 │    0 │ 68.2 │ 121. │ 0.1 │    8 │ 29.2 │ 78.5 │ 999. │  █▁  │  │
## │ │ ht_k │    │      │    5 │    8 │     │      │    5 │      │    9 │      │  │
## │ │ g    │    │      │      │      │     │      │      │      │      │      │  │
## │ └──────┴────┴──────┴──────┴──────┴─────┴──────┴──────┴──────┴──────┴──────┘  │
## │                                  category                                    │
## │ ┏━━━━━━━━━━━━━━━━┳━━━━━━━┳━━━━━━━━━━━━━━━━━━━━━━━━━┳━━━━━━━━━━━━┳━━━━━━━━━┓  │
## │ ┃ column         ┃ NA    ┃ NA %                    ┃ ordered    ┃ unique  ┃  │
## │ ┡━━━━━━━━━━━━━━━━╇━━━━━━━╇━━━━━━━━━━━━━━━━━━━━━━━━━╇━━━━━━━━━━━━╇━━━━━━━━━┩  │
## │ │ generation     │     0 │                       0 │ False      │       9 │  │
## │ │ type_1         │     0 │                       0 │ False      │      18 │  │
## │ │ type_2         │   673 │       44.10222804718217 │ False      │      19 │  │
## │ └────────────────┴───────┴─────────────────────────┴────────────┴─────────┘  │
## │                                   string                                     │
## │ ┏━━━━━━┳━━━━━━┳━━━━━━┳━━━━━━━┳━━━━━━┳━━━━━━━┳━━━━━━┳━━━━━━━┳━━━━━━┳━━━━━━━┓  │
## │ ┃      ┃      ┃      ┃       ┃      ┃       ┃      ┃       ┃ word ┃       ┃  │
## │ ┃      ┃      ┃      ┃       ┃      ┃       ┃      ┃ chars ┃ s    ┃       ┃  │
## │ ┃ colu ┃      ┃      ┃ short ┃ long ┃       ┃      ┃ per   ┃ per  ┃ total ┃  │
## │ ┃ mn   ┃ NA   ┃ NA % ┃ est   ┃ est  ┃ min   ┃ max  ┃ row   ┃ row  ┃ words ┃  │
## │ ┡━━━━━━╇━━━━━━╇━━━━━━╇━━━━━━━╇━━━━━━╇━━━━━━━╇━━━━━━╇━━━━━━━╇━━━━━━╇━━━━━━━┩  │
## │ │ img_ │    0 │    0 │ https │ http │ https │ http │  65.9 │    1 │  1526 │  │
## │ │ link │      │      │ ://im │ s:// │ ://im │ s:// │       │      │       │  │
## │ │      │      │      │ g.pok │ img. │ g.pok │ img. │       │      │       │  │
## │ │      │      │      │ emond │ poke │ emond │ poke │       │      │       │  │
## │ │      │      │      │ b.net │ mond │ b.net │ mond │       │      │       │  │
## │ │      │      │      │ /spri │ b.ne │ /spri │ b.ne │       │      │       │  │
## │ │      │      │      │ tes/s │ t/sp │ tes/s │ t/sp │       │      │       │  │
## │ │      │      │      │ word- │ rite │ carle │ rite │       │      │       │  │
## │ │      │      │      │ shiel │ s/sw │ t-vio │ s/sw │       │      │       │  │
## │ │      │      │      │ d/ico │ ord- │ let/i │ ord- │       │      │       │  │
## │ │      │      │      │ n/muk │ shie │ con/a │ shie │       │      │       │  │
## │ │      │      │      │ .png  │ ld/i │ nnihi │ ld/i │       │      │       │  │
## │ │      │      │      │       │ con/ │ lape. │ con/ │       │      │       │  │
## │ │      │      │      │       │ darm │ png   │ zyga │       │      │       │  │
## │ │      │      │      │       │ anit │       │ rde- │       │      │       │  │
## │ │      │      │      │       │ an-g │       │ comp │       │      │       │  │
## │ │      │      │      │       │ alar │       │ lete │       │      │       │  │
## │ │      │      │      │       │ ian- │       │ .png │       │      │       │  │
## │ │      │      │      │       │ stan │       │      │       │      │       │  │
## │ │      │      │      │       │ dard │       │      │       │      │       │  │
## │ │      │      │      │       │ .png │       │      │       │      │       │  │
## │ │ name │    0 │    0 │ Muk   │ Crab │ Aboma │ Zyga │  7.55 │    1 │  1551 │  │
## │ │      │      │      │       │ omin │ snow  │ rde  │       │      │       │  │
## │ │      │      │      │       │ able │       │      │       │      │       │  │
## │ │ vari │ 1071 │ 70.1 │ Fan   │ Gala │ 10%   │ Zero │  7.51 │ 0.39 │   598 │  │
## │ │ ant  │      │ 8348 │       │ rian │       │      │       │      │       │  │
## │ │      │      │ 6238 │       │      │       │      │       │      │       │  │
## │ │      │      │ 5321 │       │ Stan │       │      │       │      │       │  │
## │ │      │      │    1 │       │ dard │       │      │       │      │       │  │
## │ │      │      │      │       │      │       │      │       │      │       │  │
## │ │      │      │      │       │ Mode │       │      │       │      │       │  │
## │ │ type │    0 │    0 │ Bug   │ Elec │ Bug   │ Wate │  9.03 │    1 │  1526 │  │
## │ │      │      │      │       │ tric │       │ r,St │       │      │       │  │
## │ │      │      │      │       │ ,Fig │       │ eel  │       │      │       │  │
## │ │      │      │      │       │ htin │       │      │       │      │       │  │
## │ │      │      │      │       │ g    │       │      │       │      │       │  │
## │ │ spec │    0 │    0 │ Fox   │ Mega │ Abund │ Zen  │  15.4 │  2.3 │  3469 │  │
## │ │ ies  │      │      │ Pokém │ Fire │ ance  │ Char │       │      │       │  │
## │ │      │      │      │ on    │ Pig  │ Pokém │ m    │       │      │       │  │
## │ │      │      │      │       │ Poké │ on    │ Poké │       │      │       │  │
## │ │      │      │      │       │ mon  │       │ mon  │       │      │       │  │
## │ └──────┴──────┴──────┴───────┴──────┴───────┴──────┴───────┴──────┴───────┘  │
## ╰──────────────────────────────────── End ─────────────────────────────────────╯

20.4.2 Assessing Distributions

We are often also interested in the distribution of values.

20.4.2.1 Categorical Variables

One useful way to assess the distribution of values is to generate a cross-tabular view of the data. This is mostly important for variables with a relatively low number of categories - otherwise, it is usually easier to use a graphical summary method.

Tabular Summaries

We can generate cross-tabs for variables that we know are discrete (such as generation, which will always be a whole number). We can even generate cross-tabular views for a combination of two variables (or theoretically more, but this gets hard to read and track).

table(poke$generation)
## 
##   1   2   3   4   5   6   7   8   9 
## 285 124 193 178 237 119 133 134 123

table(poke$type_1, poke$type_2)
##           
##            Bug Dark Dragon Electric Fairy Fighting Fire Flying Ghost Grass
##   Bug        0    1      0        4     2        5    2     14     1     8
##   Dark       0    0      4        0     3        2    4      8     2     2
##   Dragon     0    1      0        1     1        2    1      6     3     0
##   Electric   0    4      3        0     2        2    6     19     6    10
##   Fairy      0    0      0        0     0        1    0      6     0     0
##   Fighting   0    3      1        1     0        0    4      3     2     0
##   Fire       2    1      2        0     0        7    0     11     7     0
##   Flying     0    1      2        0     0        1    0      0     0     0
##   Ghost      0    1      4        0     3        0    3      6     0    11
##   Grass      0    5      6        0     5        7    1      8     4     0
##   Ground     0    3      2        2     0        1    1      6     5     2
##   Ice        2    0      0        0     2        0    4      3     1     0
##   Normal     0    0      1        0     5        5    0     33     4     8
##   Poison     1    7      4        0     2        3    2      3     0     0
##   Psychic    0    2      3        0    11        3    1     14     9     4
##   Rock       2    2      2        7     3        1    2      8     0     2
##   Steel      0    0      9        0     4        1    0      2     7     0
##   Water      2    9      6        2     4        6    0      7     6     3
##           
##            Ground Ice Normal Poison Psychic Rock Steel Water
##   Bug           4   0      0     12       3    4    13     3
##   Dark          1   4      9      3       2    0     3     0
##   Dragon       13  12      1      0       4    0     0     9
##   Electric      1   7      2      5       2    0     4     6
##   Fairy         0   0      0      0       1    0     5     0
##   Fighting      0   1      0      2       3    0     4     6
##   Fire          3   0      2      1       6    5     1     1
##   Flying        0   0      0      0       0    0     1     3
##   Ghost         2   0      0      4       0    0     0     0
##   Grass         1   3      3     15       3    0     3     0
##   Ground        0   0      1      0       2    3     8     0
##   Ice           3   0      0      0       5    2     4     4
##   Normal        1   0      0      0       6    0     0     1
##   Poison        5   0      2      0       4    0     0     3
##   Psychic       0   3      4      0       0    0     4     0
##   Rock          9   2      0      3       2    0     4     6
##   Steel         2   0      0      2       7    3     0     0
##   Water        12   4      0      4      11    6     1     0
import numpy as np
# For only one factor, use .groupby('colname')['colname'].count()
poke.groupby(['generation'])['generation'].count()
## generation
## 1    285
## 2    124
## 3    193
## 4    178
## 5    237
## 6    119
## 7    133
## 8    134
## 9    123
## Name: generation, dtype: int64

# for two or more factors, use pd.crosstab
pd.crosstab(index = poke['type_1'], columns = poke['type_2'])
## type_2    Bug  Dark  Dragon  Electric  ...  Psychic  Rock  Steel  Water
## type_1                                 ...                             
## Bug         0     1       0         4  ...        3     4     13      3
## Dark        0     0       4         0  ...        2     0      3      0
## Dragon      0     1       0         1  ...        4     0      0      9
## Electric    0     4       3         0  ...        2     0      4      6
## Fairy       0     0       0         0  ...        1     0      5      0
## Fighting    0     3       1         1  ...        3     0      4      6
## Fire        2     1       2         0  ...        6     5      1      1
## Flying      0     1       2         0  ...        0     0      1      3
## Ghost       0     1       4         0  ...        0     0      0      0
## Grass       0     5       6         0  ...        3     0      3      0
## Ground      0     3       2         2  ...        2     3      8      0
## Ice         2     0       0         0  ...        5     2      4      4
## Normal      0     0       1         0  ...        6     0      0      1
## Poison      1     7       4         0  ...        4     0      0      3
## Psychic     0     2       3         0  ...        0     0      4      0
## Rock        2     2       2         7  ...        2     0      4      6
## Steel       0     0       9         0  ...        7     3      0      0
## Water       2     9       6         2  ...       11     6      1      0
## 
## [18 rows x 18 columns]
Frequency Plots
plot(table(poke$generation)) # bar plot

We generate a bar chart using geom_bar. It helps to tell R that generation (despite appearances) is categorical by declaring it a factor variable. This ensures that we get a break on the x-axis at each generation.

library(ggplot2)

ggplot(poke, aes(x = factor(generation))) +
  geom_bar() +
  xlab("Generation") + ylab("# Pokemon")

We generate a bar chart using the contingency table we generated earlier combined with matplotlib’s plt.bar().

import matplotlib.pyplot as plt

tab = poke.groupby(['generation'])['generation'].count()

plt.bar(tab.keys(), tab.values, color = 'grey')
plt.xlabel("Generation")
plt.ylabel("# Pokemon")
plt.show()

20.4.2.2 Quantitative Variables

We covered some numerical summary statistics in the numerical summary statistic section above. In this section, we will primarily focus on visualization methods for assessing the distribution of quantitative variables.

Note: R pipe

The code in this section uses the R pipe, %>%. The left side of the pipe is passed as an argument to the right side. This makes code easier to read because it becomes a step-wise “recipe” instead of a nested mess of functions and parentheses.

In each step, the left hand side of the pipe is put into the first argument of the function. Source: Arthur Welle (Github)

We can generate histograms2 or kernel density plots (a continuous version of the histogram) to show us the distribution of a continuous variable.

By default, R uses ranges of \((a, b]\) in histograms, so we specify which breaks will give us a desirable result. If we do not specify breaks, R will pick them for us.

hist(poke$hp)

For continuous variables, we can use histograms, or we can examine kernel density plots.

library(magrittr) # This provides the pipe command, %>%

hist(poke$weight_kg)

poke$weight_kg %>%
  log10() %>% # Take the log - will transformation be useful w/ modeling?
  hist(main = "Histogram of Log10 Weight (Kg)") # create a histogram

poke$weight_kg %>%
  density(na.rm = T) %>% # First, we compute the kernel density
  # (na.rm = T says to ignore NA values)
  plot(main = "Density of Weight (Kg)") # Then, we plot the result


poke$weight_kg %>%
  log10() %>% # Transform the variable
  density(na.rm = T) %>% # Compute the density ignoring missing values
  plot(main = "Density of Log10 pokemon weight in Kg") # Plot the result,
    # changing the title of the plot to a meaningful value

Histogram of Pokemon Height (m)

Histogram of Pokemon Height (m, log 10)

Density of Pokemon Height (m)

Density of Pokemon Height (m, log 10)

Histogram and density plots of weight and log10 weight of different pokemon. The untransformed data are highly skewed, the transformed data are significantly less skewed.

import matplotlib.pyplot as plt

# Create a 2x2 grid of plots with separate axes
# This uses python multi-assignment to assign figures, axes
# variables all in one go
fig, ((ax1, ax2), (ax3, ax4)) = plt.subplots(2, 2)

poke.weight_kg.plot.hist(ax = ax1) # first plot
ax1.set_title("Histogram of Weight (kg)")


np.log10(poke.weight_kg).plot.hist(ax = ax2)
ax2.set_title("Histogram of Log10 Weight (kg)")

poke.weight_kg.plot.density(ax = ax3)
ax3.set_title("Density of Weight (kg)")

np.log10(poke.weight_kg).plot.density(ax = ax4)
ax4.set_title("Density of Log10 Weight (kg)")

plt.tight_layout()
plt.show()

Histogram and density plots of weight and log10 weight of different pokemon. The untransformed data are highly skewed, the transformed data are significantly less skewed.
library(ggplot2)
ggplot(poke, aes(x = height_m)) +
  geom_histogram(bins = 30)
ggplot(poke, aes(x = height_m)) +
  geom_histogram(bins = 30) +
  scale_x_log10()
ggplot(poke, aes(x = height_m)) +
  geom_density()
ggplot(poke, aes(x = height_m)) +
  geom_density() +
  scale_x_log10()

Histogram of Pokemon Height (m)

Histogram of Pokemon Height (m, log 10)

Density of Pokemon Height (m)

Density of Pokemon Height (m, log 10)

Histogram and density plots of height and log10 height of different pokemon. The untransformed data are highly skewed, the transformed data are significantly less skewed.

Notice that in ggplot2, we transform the axes instead of the data. This means that the units on the axis are true to the original, unlike in base R and matplotlib.

import seaborn as sns
import matplotlib.pyplot as plt

# Create a 2x2 grid of plots with separate axes
# This uses python multi-assignment to assign figures, axes
# variables all in one go
fig, ((ax1, ax2), (ax3, ax4)) = plt.subplots(2, 2)

sns.histplot(poke, x = "height_m", bins = 30, ax = ax1)
sns.histplot(poke, x = "height_m", bins = 30, log_scale = True, ax = ax2)
sns.kdeplot(poke, x = "height_m", bw_adjust = 1, ax = ax3)
sns.kdeplot(poke, x = "height_m", bw_adjust = 1, log_scale = True, ax = ax4)

plt.show()

20.4.3 Relationships Between Variables

20.4.3.1 Categorical - Categorical Relationships

We can generate a (simple) mosaic plot (the equivalent of a 2-dimensional cross-tabular view) using geom_bar with position = 'fill', which scales each bar so that it ends at 1. I’ve flipped the axes using coord_flip so that you can read the labels more easily.

library(ggplot2)

ggplot(poke, aes(x = factor(type_1), fill = factor(type_2))) +
  geom_bar(color = "black", position = "fill") +
  xlab("Type 1") + ylab("Proportion of Pokemon w/ Type 2") +
  coord_flip()

Another way to look at this data is to bin it in x and y and shade the resulting bins by the number of data points in each bin. We can even add in labels so that this is at least as clear as the tabular view!

ggplot(poke, aes(x = factor(type_1), y = factor(type_2))) +
  # Shade tiles according to the number of things in the bin
  geom_tile(aes(fill = after_stat(count)), stat = "bin2d") +
  # Add the number of things in the bin to the top of the tile as text
  geom_text(aes(label = after_stat(count)), stat = 'bin2d') +
  # Scale the tile fill
  scale_fill_gradient2(limits = c(0, 100), low = "white", high = "blue", na.value = "white") + 
  theme(axis.text.x = element_text(angle = 90, hjust = 1, vjust = 0.5))

Base R mosaic plots aren’t nearly as pretty as the ggplot version, but I will at least show you how to create them.

plot(table(poke$type_1, poke$type_2)) 

# mosaic plot - hard to read b/c too many categories

To get a mosaicplot, we need an additional library, called statsmodels, which we install with pip install statsmodels in the terminal.

import matplotlib.pyplot as plt
from statsmodels.graphics.mosaicplot import mosaic

mosaic(poke, ['type_1', 'type_2'], title = "Pokemon Types")
plt.show()

This obviously needs a bit of cleaning up to remove extra labels, but it’s easy to get to and relatively functional. Notice that it does not, by default, show NA values.

Seaborn doesn’t appear to have built-in mosaic plots; the example I found used the statsmodels function shown in the maptlotlib example and used seaborn to create facets. As the point here isn’t to display facets, borrowing the code from that example doesn’t add any value here.

20.4.3.2 Categorical - Continuous Relationships

In R, most models are specified as y ~ x1 + x2 + x3, where the information on the left side of the tilde is the dependent variable, and the information on the right side are any explanatory variables. Interactions are specified using x1*x2 to get all combinations of x1 and x2 (x1, x2, x1*x2); single interaction terms are specified as e.g. x1:x2 and do not include any component terms.

To examine the relationship between a categorical variable and a continuous variable, we might look at box plots:

par(mfrow = c(1, 2)) # put figures in same row
boxplot(log10(height_m) ~ type_1, data = poke)
boxplot(total ~ generation, data = poke)

In the second box plot, there are far too many categories to be able to resolve the relationship clearly, but the plot is still effective in that we can identify that there are one or two species which have a much higher point range than other species. EDA isn’t usually about creating pretty plots (or we’d be using ggplot right now) but rather about identifying things which may come up in the analysis later.

ggplot(data = poke, aes(x = type_1, y = height_m)) + 
  geom_boxplot() + 
  scale_y_log10()

ggplot(data = poke, aes(x = factor(generation), y = total)) + 
  geom_boxplot()

import matplotlib.pyplot as plt
import numpy as np

plt.figure()

# Create a list of vectors of height_m by type_1
poke['height_m_log'] = np.log(poke.height_m)
height_by_type = poke.groupby('type_1', group_keys = True).height_m_log.apply(list)

# Plot each object in the list
plt.boxplot(height_by_type, labels = height_by_type.index)
## {'whiskers': [<matplotlib.lines.Line2D object at 0x7fcaf9972410>, <matplotlib.lines.Line2D object at 0x7fcaf83e9e50>, <matplotlib.lines.Line2D object at 0x7fcaf83fd250>, <matplotlib.lines.Line2D object at 0x7fcaf83fda50>, <matplotlib.lines.Line2D object at 0x7fcaf8410e90>, <matplotlib.lines.Line2D object at 0x7fcaf8411790>, <matplotlib.lines.Line2D object at 0x7fcaf8420cd0>, <matplotlib.lines.Line2D object at 0x7fcaf84215d0>, <matplotlib.lines.Line2D object at 0x7fcaf842cad0>, <matplotlib.lines.Line2D object at 0x7fcaf842d390>, <matplotlib.lines.Line2D object at 0x7fcaf8238490>, <matplotlib.lines.Line2D object at 0x7fcaf8238f10>, <matplotlib.lines.Line2D object at 0x7fcaf824c250>, <matplotlib.lines.Line2D object at 0x7fcaf824cad0>, <matplotlib.lines.Line2D object at 0x7fcaf824fbd0>, <matplotlib.lines.Line2D object at 0x7fcaf825c450>, <matplotlib.lines.Line2D object at 0x7fcaf825f650>, <matplotlib.lines.Line2D object at 0x7fcaf825fed0>, <matplotlib.lines.Line2D object at 0x7fcaf826b290>, <matplotlib.lines.Line2D object at 0x7fcaf826bb10>, <matplotlib.lines.Line2D object at 0x7fcaf827ef50>, <matplotlib.lines.Line2D object at 0x7fcaf827f7d0>, <matplotlib.lines.Line2D object at 0x7fcb0337df90>, <matplotlib.lines.Line2D object at 0x7fcaf828b390>, <matplotlib.lines.Line2D object at 0x7fcaf829a610>, <matplotlib.lines.Line2D object at 0x7fcaf829ae90>, <matplotlib.lines.Line2D object at 0x7fcaf9a75510>, <matplotlib.lines.Line2D object at 0x7fcaf8871910>, <matplotlib.lines.Line2D object at 0x7fcaf8816410>, <matplotlib.lines.Line2D object at 0x7fcaf8814f90>, <matplotlib.lines.Line2D object at 0x7fcaf8882b90>, <matplotlib.lines.Line2D object at 0x7fcaf8883a50>, <matplotlib.lines.Line2D object at 0x7fcaf88f0f50>, <matplotlib.lines.Line2D object at 0x7fcaf88c0d10>, <matplotlib.lines.Line2D object at 0x7fcaf88fe0d0>, <matplotlib.lines.Line2D object at 0x7fcaf88fce50>], 'caps': [<matplotlib.lines.Line2D object at 0x7fcaf83ea810>, <matplotlib.lines.Line2D object at 0x7fcaf83eb1d0>, <matplotlib.lines.Line2D object at 0x7fcaf83fe350>, <matplotlib.lines.Line2D object at 0x7fcaf83fec90>, <matplotlib.lines.Line2D object at 0x7fcaf8412050>, <matplotlib.lines.Line2D object at 0x7fcaf8412990>, <matplotlib.lines.Line2D object at 0x7fcaf8421e50>, <matplotlib.lines.Line2D object at 0x7fcaf84226d0>, <matplotlib.lines.Line2D object at 0x7fcaf842dc10>, <matplotlib.lines.Line2D object at 0x7fcaf842e4d0>, <matplotlib.lines.Line2D object at 0x7fcaf8239810>, <matplotlib.lines.Line2D object at 0x7fcaf823a050>, <matplotlib.lines.Line2D object at 0x7fcaf824d310>, <matplotlib.lines.Line2D object at 0x7fcaf824db10>, <matplotlib.lines.Line2D object at 0x7fcaf825ccd0>, <matplotlib.lines.Line2D object at 0x7fcaf825d4d0>, <matplotlib.lines.Line2D object at 0x7fcaf8268810>, <matplotlib.lines.Line2D object at 0x7fcaf8269050>, <matplotlib.lines.Line2D object at 0x7fcaf827c390>, <matplotlib.lines.Line2D object at 0x7fcaf827cc50>, <matplotlib.lines.Line2D object at 0x7fcaf8288110>, <matplotlib.lines.Line2D object at 0x7fcaf82889d0>, <matplotlib.lines.Line2D object at 0x7fcaf828bb90>, <matplotlib.lines.Line2D object at 0x7fcaf8298490>, <matplotlib.lines.Line2D object at 0x7fcaf829b750>, <matplotlib.lines.Line2D object at 0x7fcaf82a0090>, <matplotlib.lines.Line2D object at 0x7fcaf8870710>, <matplotlib.lines.Line2D object at 0x7fcaf8871b50>, <matplotlib.lines.Line2D object at 0x7fcaf88167d0>, <matplotlib.lines.Line2D object at 0x7fcaf8817c90>, <matplotlib.lines.Line2D object at 0x7fcaf88f3410>, <matplotlib.lines.Line2D object at 0x7fcaf88f3550>, <matplotlib.lines.Line2D object at 0x7fcaf88c0990>, <matplotlib.lines.Line2D object at 0x7fcaf88c1450>, <matplotlib.lines.Line2D object at 0x7fcaf88fc990>, <matplotlib.lines.Line2D object at 0x7fcaf88fe750>], 'boxes': [<matplotlib.lines.Line2D object at 0x7fcaf9976b10>, <matplotlib.lines.Line2D object at 0x7fcaf83fc9d0>, <matplotlib.lines.Line2D object at 0x7fcaf84105d0>, <matplotlib.lines.Line2D object at 0x7fcaf84204d0>, <matplotlib.lines.Line2D object at 0x7fcaf842c190>, <matplotlib.lines.Line2D object at 0x7fcaf842fed0>, <matplotlib.lines.Line2D object at 0x7fcaf823b950>, <matplotlib.lines.Line2D object at 0x7fcaf824f390>, <matplotlib.lines.Line2D object at 0x7fcaf825ee10>, <matplotlib.lines.Line2D object at 0x7fcaf826a9d0>, <matplotlib.lines.Line2D object at 0x7fcaf827e690>, <matplotlib.lines.Line2D object at 0x7fcaf828a490>, <matplotlib.lines.Line2D object at 0x7fcaf8299dd0>, <matplotlib.lines.Line2D object at 0x7fcb029f9c90>, <matplotlib.lines.Line2D object at 0x7fcaf88179d0>, <matplotlib.lines.Line2D object at 0x7fcaf88817d0>, <matplotlib.lines.Line2D object at 0x7fcaf88f3490>, <matplotlib.lines.Line2D object at 0x7fcaf88fd710>], 'medians': [<matplotlib.lines.Line2D object at 0x7fcaf83eb9d0>, <matplotlib.lines.Line2D object at 0x7fcaf83ff550>, <matplotlib.lines.Line2D object at 0x7fcaf8413290>, <matplotlib.lines.Line2D object at 0x7fcaf8422f90>, <matplotlib.lines.Line2D object at 0x7fcaf842ed90>, <matplotlib.lines.Line2D object at 0x7fcaf823a850>, <matplotlib.lines.Line2D object at 0x7fcaf824e350>, <matplotlib.lines.Line2D object at 0x7fcaf825dd90>, <matplotlib.lines.Line2D object at 0x7fcaf8269910>, <matplotlib.lines.Line2D object at 0x7fcaf827d4d0>, <matplotlib.lines.Line2D object at 0x7fcaf8289350>, <matplotlib.lines.Line2D object at 0x7fcaf8298cd0>, <matplotlib.lines.Line2D object at 0x7fcaf82a0950>, <matplotlib.lines.Line2D object at 0x7fcaf8872dd0>, <matplotlib.lines.Line2D object at 0x7fcaf8883810>, <matplotlib.lines.Line2D object at 0x7fcaf88f0750>, <matplotlib.lines.Line2D object at 0x7fcaf88c2850>, <matplotlib.lines.Line2D object at 0x7fcaf88ff0d0>], 'fliers': [<matplotlib.lines.Line2D object at 0x7fcaf83fc210>, <matplotlib.lines.Line2D object at 0x7fcaf83ffcd0>, <matplotlib.lines.Line2D object at 0x7fcaf8413b90>, <matplotlib.lines.Line2D object at 0x7fcaf8423850>, <matplotlib.lines.Line2D object at 0x7fcaf842f5d0>, <matplotlib.lines.Line2D object at 0x7fcaf823b0d0>, <matplotlib.lines.Line2D object at 0x7fcaf824ead0>, <matplotlib.lines.Line2D object at 0x7fcaf825e590>, <matplotlib.lines.Line2D object at 0x7fcaf826a150>, <matplotlib.lines.Line2D object at 0x7fcaf827dd90>, <matplotlib.lines.Line2D object at 0x7fcaf8289bd0>, <matplotlib.lines.Line2D object at 0x7fcaf8299510>, <matplotlib.lines.Line2D object at 0x7fcaf82a11d0>, <matplotlib.lines.Line2D object at 0x7fcaf8873fd0>, <matplotlib.lines.Line2D object at 0x7fcaf8880290>, <matplotlib.lines.Line2D object at 0x7fcaf88f0290>, <matplotlib.lines.Line2D object at 0x7fcaf88c3c10>, <matplotlib.lines.Line2D object at 0x7fcaf876e910>], 'means': []}

plt.show()


plt.figure()

# Create a list of vectors of total by generation
total_by_gen = poke.groupby('generation', group_keys = True).total.apply(list)

# Plot each object in the list
plt.boxplot(total_by_gen, labels = total_by_gen.index)
## {'whiskers': [<matplotlib.lines.Line2D object at 0x7fcaf86e7ed0>, <matplotlib.lines.Line2D object at 0x7fcaf87f2d10>, <matplotlib.lines.Line2D object at 0x7fcaf87f3810>, <matplotlib.lines.Line2D object at 0x7fcaf87f1c50>, <matplotlib.lines.Line2D object at 0x7fcaf86b7750>, <matplotlib.lines.Line2D object at 0x7fcaf86b41d0>, <matplotlib.lines.Line2D object at 0x7fcab5ed5490>, <matplotlib.lines.Line2D object at 0x7fcaf888c6d0>, <matplotlib.lines.Line2D object at 0x7fcaf87c8e90>, <matplotlib.lines.Line2D object at 0x7fcaf87c8510>, <matplotlib.lines.Line2D object at 0x7fcaf85e8110>, <matplotlib.lines.Line2D object at 0x7fcaf85e9c10>, <matplotlib.lines.Line2D object at 0x7fcaf9a2ee90>, <matplotlib.lines.Line2D object at 0x7fcaf9a2e8d0>, <matplotlib.lines.Line2D object at 0x7fcaf861fad0>, <matplotlib.lines.Line2D object at 0x7fcaf8553b90>, <matplotlib.lines.Line2D object at 0x7fcaf8726950>, <matplotlib.lines.Line2D object at 0x7fcaf8725690>], 'caps': [<matplotlib.lines.Line2D object at 0x7fcaf87f2e50>, <matplotlib.lines.Line2D object at 0x7fcaf87f3290>, <matplotlib.lines.Line2D object at 0x7fcaf86b7310>, <matplotlib.lines.Line2D object at 0x7fcaf86b7e90>, <matplotlib.lines.Line2D object at 0x7fcaf860c490>, <matplotlib.lines.Line2D object at 0x7fcaf860f990>, <matplotlib.lines.Line2D object at 0x7fcaf888ca90>, <matplotlib.lines.Line2D object at 0x7fcaf888db90>, <matplotlib.lines.Line2D object at 0x7fcaf87c9a50>, <matplotlib.lines.Line2D object at 0x7fcaf87cad50>, <matplotlib.lines.Line2D object at 0x7fcaf85eafd0>, <matplotlib.lines.Line2D object at 0x7fcaf9a2d090>, <matplotlib.lines.Line2D object at 0x7fcaf861c150>, <matplotlib.lines.Line2D object at 0x7fcaf861de10>, <matplotlib.lines.Line2D object at 0x7fcaf8550410>, <matplotlib.lines.Line2D object at 0x7fcaf8550150>, <matplotlib.lines.Line2D object at 0x7fcaf8724490>, <matplotlib.lines.Line2D object at 0x7fcaf8725bd0>], 'boxes': [<matplotlib.lines.Line2D object at 0x7fcaf86e6e50>, <matplotlib.lines.Line2D object at 0x7fcaf87f2b50>, <matplotlib.lines.Line2D object at 0x7fcaf86b6250>, <matplotlib.lines.Line2D object at 0x7fcaf860f450>, <matplotlib.lines.Line2D object at 0x7fcaf87c8a50>, <matplotlib.lines.Line2D object at 0x7fcaf85ea910>, <matplotlib.lines.Line2D object at 0x7fcaf9a2cb50>, <matplotlib.lines.Line2D object at 0x7fcaf861e7d0>, <matplotlib.lines.Line2D object at 0x7fcaf85528d0>], 'medians': [<matplotlib.lines.Line2D object at 0x7fcaf87f0a50>, <matplotlib.lines.Line2D object at 0x7fcaf86b4850>, <matplotlib.lines.Line2D object at 0x7fcaf860c550>, <matplotlib.lines.Line2D object at 0x7fcaf888ea90>, <matplotlib.lines.Line2D object at 0x7fcaf87ca890>, <matplotlib.lines.Line2D object at 0x7fcaf9a2c110>, <matplotlib.lines.Line2D object at 0x7fcaf861d710>, <matplotlib.lines.Line2D object at 0x7fcaf8551850>, <matplotlib.lines.Line2D object at 0x7fcaf8726d90>], 'fliers': [<matplotlib.lines.Line2D object at 0x7fcaf87f1a10>, <matplotlib.lines.Line2D object at 0x7fcaf86b55d0>, <matplotlib.lines.Line2D object at 0x7fcaf860d950>, <matplotlib.lines.Line2D object at 0x7fcaf888f910>, <matplotlib.lines.Line2D object at 0x7fcaf85eaf10>, <matplotlib.lines.Line2D object at 0x7fcaf9a2c8d0>, <matplotlib.lines.Line2D object at 0x7fcaf861d590>, <matplotlib.lines.Line2D object at 0x7fcaf8552290>, <matplotlib.lines.Line2D object at 0x7fcaf8727b90>], 'means': []}

plt.show()

import seaborn as sns
plt.figure()
sns.boxplot(poke, x = "generation", y = "height_m", log_scale = True)
plt.show()

As a higher-level graphics library, seaborn allows you to transform the scale shown on the axes instead of having to manually transform the data. This is a more natural presentation, as the values on the scale are (at least in theory) a bit easier to read. In practice, I’d still probably customize the labels on the y-axis if I were hoping to use this for publication.

import seaborn as sns
plt.figure()
sns.boxplot(poke, x = "generation", y = "total")
plt.show()

You can find more on boxplots and ways to customize boxplots in the Graphics chapter.

20.4.3.3 Continuous - Continuous Relationships

To look at the relationship between numeric variables, we could compute a numeric correlation, but a plot may be more useful, because it allows us to see outliers as well.

plot(defense ~ attack, data = poke, type = "p")


cor(poke$defense, poke$attack)
## [1] 0.4259168

Sometimes, we discover that a numeric variable which may seem to be continuous is actually relatively quantized. In other cases, like in the plot below, we may discover an interesting correlation that sticks out - the identity line \(y=x\) seems to stand out from the cloud here.

plot(x = poke$sp_attack, y = poke$attack, type = "p")

A scatterplot matrix can also be a useful way to visualize relationships between several variables.

pairs(poke[,c("hp", "attack", "defense", "sp_attack", "sp_defense")]) # hp - sp_defense columns

A scatterplot matrix of hit points, attack, defense, special attack, and special defense characteristics for all generation 1-8 Pokemon.

To look at the relationship between numeric variables, we could compute a numeric correlation, but a plot may be more useful, because it allows us to see outliers as well.

library(ggplot2)
ggplot(poke, aes(x = attack, y = defense)) + geom_point()

Sometimes, we discover that a numeric variable which may seem to be continuous is actually relatively quantized. When this happens, it can be a good idea to use geom_jitter to provide some “wiggle” in the data so that you can still see the point density. Changing the point transparency (alpha = .5) can also help with overplotting.

In other cases, we might find that there is a prominent feature of a scatterplot (in this case, the line \(y=x\) seems to stand out a bit from the overall point cloud). We can highlight this feature by adding a line at \(y=x\) in red behind the points.

ggplot(poke, aes(x = attack, y = sp_attack)) + geom_point()


ggplot(poke, aes(x = attack, y = sp_attack)) + 
  geom_abline(slope = 1, color = "red") + 
  geom_jitter(alpha = 0.5)

library(GGally) # an extension to ggplot2
ggpairs(poke[,c("hp", "attack", "defense", "sp_attack", "sp_defense")], 
        # hp - sp_defense columns
        lower = list(continuous = wrap("points", alpha = .15)),
        progress = F) 

A scatterplot matrix of hit points, attack, defense, special attack, and special defense characteristics for all generation 1-8 Pokemon.

ggpairs can also handle continuous variables, if you want to explore the options available.

Believe it or not, you don’t have to go to matplotlib to get plots in python - you can get some plots from pandas directly, even if you are still using matplotlib under the hood (this is why you have to run plt.show() to get the plot to appear if you’re working in markdown).

import matplotlib.pyplot as plt

poke.plot.scatter(x = 'attack', y = 'defense')
plt.show()

Pandas also includes a nice scatterplot matrix method.

from pandas.plotting import scatter_matrix
import matplotlib.pyplot as plt

vars = [6, 7,14,15]
scatter_matrix(poke.iloc[:,vars], alpha = 0.2, figsize = (6, 6), diagonal = 'kde')
## array([[<Axes: xlabel='total', ylabel='total'>,
##         <Axes: xlabel='hp', ylabel='total'>,
##         <Axes: xlabel='height_m', ylabel='total'>,
##         <Axes: xlabel='weight_kg', ylabel='total'>],
##        [<Axes: xlabel='total', ylabel='hp'>,
##         <Axes: xlabel='hp', ylabel='hp'>,
##         <Axes: xlabel='height_m', ylabel='hp'>,
##         <Axes: xlabel='weight_kg', ylabel='hp'>],
##        [<Axes: xlabel='total', ylabel='height_m'>,
##         <Axes: xlabel='hp', ylabel='height_m'>,
##         <Axes: xlabel='height_m', ylabel='height_m'>,
##         <Axes: xlabel='weight_kg', ylabel='height_m'>],
##        [<Axes: xlabel='total', ylabel='weight_kg'>,
##         <Axes: xlabel='hp', ylabel='weight_kg'>,
##         <Axes: xlabel='height_m', ylabel='weight_kg'>,
##         <Axes: xlabel='weight_kg', ylabel='weight_kg'>]], dtype=object)
plt.show()


vars = [6, 7,14,15]

plt.figure()
sns.set_theme(style="ticks")
sns.pairplot(data = poke.iloc[:,vars])

plt.show()

If you want summary statistics by group, you can get that using the dplyr package functions select and group_by, which we will learn more about in the next section. (I’m cheating a bit by mentioning it now, but it’s just so useful!)

Try it out: EDA

Explore the variables present in the Lancaster County Assessor Housing Sales Data Documentation.

Note that some variables may be too messy to handle with the things that you have seen thus far - that is ok. As you find irregularities, document them - these are things you may need to clean up in the dataset before you conduct a formal analysis.

if (!"readxl" %in% installed.packages()) install.packages("readxl")
library(readxl)
download.file("https://github.com/srvanderplas/datasets/blob/main/raw/Lancaster%20County,%20NE%20-%20Assessor.xlsx?raw=true", destfile = "../data/lancaster-housing.xlsx")
housing_lincoln <- read_xlsx("../data/lancaster-housing.xlsx", sheet = 1, guess_max = 7000)
import pandas as pd
housing_lincoln = pd.read_excel("../data/lancaster-housing.xlsx")
## ImportError: Missing optional dependency 'openpyxl'.  Use pip or conda to install openpyxl.
housing_lincoln$TLA <- readr::parse_number(housing_lincoln$`TLA (Sqft)`)
housing_lincoln$Assd_Value <- readr::parse_number(housing_lincoln$Assd_Value)

skim(housing_lincoln)
Data summary
Name housing_lincoln
Number of rows 6918
Number of columns 9
_______________________
Column type frequency:
character 6
numeric 3
________________________
Group variables None

Variable type: character

skim_variable n_missing complete_rate min max empty n_unique whitespace
Parcel_ID 0 1 17 17 0 6740 0
Address 0 1 29 50 0 6740 0
Owner 0 1 6 67 0 6435 0
Owner Address 0 1 25 93 0 6184 0
Imp_Type 0 1 2 3 0 39 0
TLA (Sqft) 0 1 3 5 0 1767 0

Variable type: numeric

skim_variable n_missing complete_rate mean sd p0 p25 p50 p75 p100 hist
Yr_Blt 0 1 1950.85 22.55 1900 1933 1954.0 1963 2023 ▂▃▇▂▁
Assd_Value 0 1 229956.23 96272.53 36500 174925 214500.0 259175 1404800 ▇▁▁▁▁
TLA 0 1 1379.08 599.09 400 966 1235.5 1612 6819 ▇▂▁▁▁

Let’s examine the numeric variables first:

hist(housing_lincoln$Assd_Value)


hist(housing_lincoln$Yr_Blt)

Let’s look at the years the houses were built and the Imp_Types. We can find more data on what the Improvement Types mean here, where the various abbreviations are defined.

housing_lincoln$decade <- 10*floor(housing_lincoln$Yr_Blt/10)

table(housing_lincoln$decade, useNA = 'ifany')
## 
## 1900 1910 1920 1930 1940 1950 1960 1970 1980 1990 2000 2010 2020 
##  245  295  885  414  647 1949 1429  282  550  116   72   24   10
table(housing_lincoln$Imp_Type)
## 
##   BL   BN   C1   C2   CA   CB  CXF  CXU  CYF  CYU   D1   D2   D3   D4   D5   D6 
##  163  764   11   39   48   17    4    3    7   25    2   40    9  232   45   10 
##   DA   HC   M1   R1   R2   RA   RB   RR   RS  RXF  RXU  RYF  RYU   T1   T2   T3 
##    2  132    1 3165  492  628   23   15  218  257   79   31   73  160    9   14 
##   T4   T5   T6   T7   TA   TS  TYF 
##   17   37    5   21  110    9    1
table(housing_lincoln$Imp_Type, housing_lincoln$decade)
##      
##       1900 1910 1920 1930 1940 1950 1960 1970 1980 1990 2000 2010 2020
##   BL     0    0    0    0    0    0  119   42    0    1    1    0    0
##   BN    77   84  413  176   14    0    0    0    0    0    0    0    0
##   C1     1    0    8    0    1    0    0    0    1    0    0    0    0
##   C2    14    9   12    1    1    2    0    0    0    0    0    0    0
##   CA     7   14   17    5    4    1    0    0    0    0    0    0    0
##   CB     5   11    0    0    0    1    0    0    0    0    0    0    0
##   CXF    0    1    2    0    1    0    0    0    0    0    0    0    0
##   CXU    0    0    1    2    0    0    0    0    0    0    0    0    0
##   CYF    0    5    2    0    0    0    0    0    0    0    0    0    0
##   CYU    7    9    7    2    0    0    0    0    0    0    0    0    0
##   D1     0    0    0    0    0    0    1    1    0    0    0    0    0
##   D2     0    0    0    0    0    5   26    8    1    0    0    0    0
##   D3     0    0    0    0    0    0    1    1    2    3    2    0    0
##   D4     0    0    1    3   29   91   87    8    5    5    1    2    0
##   D5     0    2    1   10    9   12    0    5    1    2    3    0    0
##   D6     0    0    0    0    0    2    0    2    0    6    0    0    0
##   DA     0    0    1    0    0    1    0    0    0    0    0    0    0
##   HC     0    0    0    0    0    0   83    8   41    0    0    0    0
##   M1     0    0    0    1    0    0    0    0    0    0    0    0    0
##   R1     3    1   10    8  382 1641  902  133   52   10    3   10   10
##   R2    33   46   76   42   19   11   48   25  163   27    0    2    0
##   RA    47   51  165   87  115  104   13    7   26    6    4    3    0
##   RB     4    5    8    5    1    0    0    0    0    0    0    0    0
##   RR     0    0    0    0    1    9    3    0    0    1    1    0    0
##   RS     0    0    2    0    4   33  145   26    8    0    0    0    0
##   RXF   16   13  101   53   45   28    1    0    0    0    0    0    0
##   RXU    3    8   31   12   18    7    0    0    0    0    0    0    0
##   RYF   12   11    6    0    1    1    0    0    0    0    0    0    0
##   RYU   16   25   21    7    2    0    0    0    2    0    0    0    0
##   T1     0    0    0    0    0    0    0    6  124    8   22    0    0
##   T2     0    0    0    0    0    0    0    0    3    0    0    6    0
##   T3     0    0    0    0    0    0    0    4   10    0    0    0    0
##   T4     0    0    0    0    0    0    0    0   16    0    0    1    0
##   T5     0    0    0    0    0    0    0    0    8   29    0    0    0
##   T6     0    0    0    0    0    0    0    0    4    1    0    0    0
##   T7     0    0    0    0    0    0    0    0    5   13    3    0    0
##   TA     0    0    0    0    0    0    0    0   74    4   32    0    0
##   TS     0    0    0    0    0    0    0    6    3    0    0    0    0
##   TYF    0    0    0    0    0    0    0    0    1    0    0    0    0

plot(table(housing_lincoln$decade, housing_lincoln$Imp_Type),
     main = "Year Built and Improvement Type")

We can also look at the square footage for each improvement type:

housing_lincoln %>%
  subset(Imp_Type %in% c("BN", "R1", "R2", "RA")) %>%
  boxplot(TLA ~ Imp_Type, data = .)

This makes sense - there are relatively few bungalows (BN), but R1 means 1 story house, R2 means 2 story house, and RA is a so-called 1.5 story house.

housing_lincoln["TLA"] = housing_lincoln["TLA (Sqft)"].str.replace("[,\$]", "", regex = True)
## NameError: name 'housing_lincoln' is not defined
# For some reason, things without a comma just get NaN'd, so fix that
housing_lincoln.loc[housing_lincoln["TLA"].isna(), "TLA"] = housing_lincoln.loc[housing_lincoln["TLA"].isna(), "TLA (Sqft)"]
## NameError: name 'housing_lincoln' is not defined
housing_lincoln["TLA"] = pd.to_numeric(housing_lincoln["TLA"], errors = 'coerce')
## NameError: name 'housing_lincoln' is not defined

housing_lincoln["Assessed"] = housing_lincoln["Assd_Value"].str.replace("[,\$]", "", regex = True)
## NameError: name 'housing_lincoln' is not defined
# For some reason, things without a comma just get NaN'd, so fix that
housing_lincoln.loc[housing_lincoln["Assessed"].isna(), "Assessed"] = housing_lincoln.loc[housing_lincoln["Assessed"].isna(), "Assd_Value"]
## NameError: name 'housing_lincoln' is not defined
housing_lincoln["Assessed"] = pd.to_numeric(housing_lincoln["Assessed"], errors = 'coerce')
## NameError: name 'housing_lincoln' is not defined

housing_lincoln = housing_lincoln.drop(["TLA (Sqft)", "Assd_Value"], axis = 1)
## NameError: name 'housing_lincoln' is not defined

# housing_lincoln.describe()
skim(housing_lincoln)
## NameError: name 'housing_lincoln' is not defined

Let’s examine the numeric and date variables first:

housing_lincoln["TLA"].plot.hist()
## NameError: name 'housing_lincoln' is not defined
plt.show()


housing_lincoln["Yr_Blt"].plot.hist()
## NameError: name 'housing_lincoln' is not defined
plt.show()

Let’s look at the years the houses were built and the Imp_Types. We can find more data on what the Improvement Types mean here, where the various abbreviations are defined.

import numpy as np
housing_lincoln['decade'] = 10*np.floor(housing_lincoln.Yr_Blt/10)
## NameError: name 'housing_lincoln' is not defined

housing_lincoln["decade"].groupby(housing_lincoln["decade"]).count()
## NameError: name 'housing_lincoln' is not defined
housing_lincoln["Imp_Type"].groupby(housing_lincoln["Imp_Type"]).count()
## NameError: name 'housing_lincoln' is not defined

pd.crosstab(index = housing_lincoln["decade"], columns = housing_lincoln["Imp_Type"])
## NameError: name 'housing_lincoln' is not defined

import matplotlib.pyplot as plt
from statsmodels.graphics.mosaicplot import mosaic

mosaic(housing_lincoln, ["decade", "Imp_Type"], title = "Housing Built by Type, Decade")
## NameError: name 'housing_lincoln' is not defined
plt.show()

We can also look at the square footage for each improvement type:

housing_subcat = ["BN", "R1", "RA", "R2"]

housing_sub = housing_lincoln.loc[housing_lincoln["Imp_Type"].isin(housing_subcat)]
## NameError: name 'housing_lincoln' is not defined
housing_sub = housing_sub.assign(Imp_cat = pd.Categorical(housing_sub["Imp_Type"], categories = housing_subcat))
## NameError: name 'housing_sub' is not defined

housing_sub.boxplot("TLA", by = "Imp_cat")
## NameError: name 'housing_sub' is not defined
plt.show()

This makes sense - there are relatively few bungalows (BN), but R1 means 1 story house, R2 means 2 story house, and RA is a so-called 1.5 story house; we would expect an increase in square footage with each additional floor of the house (broadly speaking).

Learn More: Janitor R package

The janitor package [4] has some very convenient functions for cleaning up messy data. One of its best features is the clean_names() function, which creates names based on a capitalization/separation scheme of your choosing.

A cartoon beaver putting shapes with long, messy column names (pulled from a bin labeled “MESS” and “not so awesome column names”) into a contraption that converts them to lower snake case. The output has stylized text reading “Way more deal-withable column names.” Title text reads “janitor::clean_names(): convert all column names to *_case!”

janitor and clean_names() by Allison Horst

20.5 References

[1]
G. Grolemund and H. Wickham, R for Data Science, 1st ed. O’Reilly Media, 2017 [Online]. Available: https://r4ds.had.co.nz/. [Accessed: May 09, 2022]
[2]
N. Tierney, D. Cook, M. McBain, and C. Fay, Naniar: Data structures, summaries, and visualisations for missing data. 2021 [Online]. Available: https://CRAN.R-project.org/package=naniar
[3]
Daniel Bourke, “A Gentle Introduction to Exploratory Data Analysis,” Daniel Bourke. Jan. 2019 [Online]. Available: https://www.mrdbourke.com/a-gentle-introduction-to-exploratory-data-analysis/. [Accessed: Jun. 13, 2022]
[4]
S. Firke, Janitor: Simple tools for examining and cleaning dirty data. 2021 [Online]. Available: https://CRAN.R-project.org/package=janitor

  1. One package for this process in R is naniar [2].↩︎

  2. A histogram is a chart which breaks up a continuous variable into ranges, where the height of the bar is proportional to the number of items in the range. A bar chart is similar, but shows the number of occurrences of a discrete variable.↩︎