Grouping functions (tapply, by, aggregate) and the *apply family

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Whenever I want to do something "map"py in R, I usually try to use a function in the apply family.

However, I've never quite understood the differences between them -- how {sapply, lapply, etc.} apply the function to the input/grouped input, what the output will look like, or even what the input can be -- so I often just go through them all until I get what I want.

Can someone explain how to use which one when?

My current (probably incorrect/incomplete) understanding is...

  1. sapply(vec, f): input is a vector. output is a vector/matrix, where element i is f(vec[i]), giving you a matrix if f has a multi-element output

  2. lapply(vec, f): same as sapply, but output is a list?

  3. apply(matrix, 1/2, f): input is a matrix. output is a vector, where element i is f(row/col i of the matrix)
  4. tapply(vector, grouping, f): output is a matrix/array, where an element in the matrix/array is the value of f at a grouping g of the vector, and g gets pushed to the row/col names
  5. by(dataframe, grouping, f): let g be a grouping. apply f to each column of the group/dataframe. pretty print the grouping and the value of f at each column.
  6. aggregate(matrix, grouping, f): similar to by, but instead of pretty printing the output, aggregate sticks everything into a dataframe.

Side question: I still haven't learned plyr or reshape -- would plyr or reshape replace all of these entirely?

10 Answers

In the collapse package recently released on CRAN, I have attempted to compress most of the common apply functionality into just 2 functions:

  1. dapply (Data-Apply) applies functions to rows or (default) columns of matrices and data.frames and (default) returns an object of the same type and with the same attributes (unless the result of each computation is atomic and drop = TRUE). The performance is comparable to lapply for data.frame columns, and about 2x faster than apply for matrix rows or columns. Parallelism is available via mclapply (only for MAC).

Syntax:

dapply(X, FUN, ..., MARGIN = 2, parallel = FALSE, mc.cores = 1L, 
       return = c("same", "matrix", "data.frame"), drop = TRUE)

Examples:

# Apply to columns:
dapply(mtcars, log)
dapply(mtcars, sum)
dapply(mtcars, quantile)
# Apply to rows:
dapply(mtcars, sum, MARGIN = 1)
dapply(mtcars, quantile, MARGIN = 1)
# Return as matrix:
dapply(mtcars, quantile, return = "matrix")
dapply(mtcars, quantile, MARGIN = 1, return = "matrix")
# Same for matrices ...
  1. BY is a S3 generic for split-apply-combine computing with vector, matrix and data.frame method. It is significantly faster than tapply, by and aggregate (an also faster than plyr, on large data dplyr is faster though).

Syntax:

BY(X, g, FUN, ..., use.g.names = TRUE, sort = TRUE,
   expand.wide = FALSE, parallel = FALSE, mc.cores = 1L,
   return = c("same", "matrix", "data.frame", "list"))

Examples:

# Vectors:
BY(iris$Sepal.Length, iris$Species, sum)
BY(iris$Sepal.Length, iris$Species, quantile)
BY(iris$Sepal.Length, iris$Species, quantile, expand.wide = TRUE) # This returns a matrix 
# Data.frames
BY(iris[-5], iris$Species, sum)
BY(iris[-5], iris$Species, quantile)
BY(iris[-5], iris$Species, quantile, expand.wide = TRUE) # This returns a wider data.frame
BY(iris[-5], iris$Species, quantile, return = "matrix") # This returns a matrix
# Same for matrices ...

Lists of grouping variables can also be supplied to g.

Talking about performance: A main goal of collapse is to foster high-performance programming in R and to move beyond split-apply-combine alltogether. For this purpose the package has a full set of C++ based fast generic functions: fmean, fmedian, fmode, fsum, fprod, fsd, fvar, fmin, fmax, ffirst, flast, fNobs, fNdistinct, fscale, fbetween, fwithin, fHDbetween, fHDwithin, flag, fdiff and fgrowth. They perform grouped computations in a single pass through the data (i.e. no splitting and recombining).

Syntax:

fFUN(x, g = NULL, [w = NULL,] TRA = NULL, [na.rm = TRUE,] use.g.names = TRUE, drop = TRUE)

Examples:

v <- iris$Sepal.Length
f <- iris$Species

# Vectors
fmean(v)             # mean
fmean(v, f)          # grouped mean
fsd(v, f)            # grouped standard deviation
fsd(v, f, TRA = "/") # grouped scaling
fscale(v, f)         # grouped standardizing (scaling and centering)
fwithin(v, f)        # grouped demeaning

w <- abs(rnorm(nrow(iris)))
fmean(v, w = w)      # Weighted mean
fmean(v, f, w)       # Weighted grouped mean
fsd(v, f, w)         # Weighted grouped standard-deviation
fsd(v, f, w, "/")    # Weighted grouped scaling
fscale(v, f, w)      # Weighted grouped standardizing
fwithin(v, f, w)     # Weighted grouped demeaning

# Same using data.frames...
fmean(iris[-5], f)                # grouped mean
fscale(iris[-5], f)               # grouped standardizing
fwithin(iris[-5], f)              # grouped demeaning

# Same with matrices ...

In the package vignettes I provide benchmarks. Programming with the fast functions is significantly faster than programming with dplyr or data.table, especially on smaller data, but also on large data.

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