9  Manejo de factores

El objetivo del paquete forcats es proporcionar una serie de herramientas útiles que resuelven problemas comunes con los factores. Los factores son útiles cuando se tiene datos categóricos, variables que tienen un conjunto fijo y conocido de valores, y cuando se desea mostrar vectores de caracteres en un orden no alfabético.

9.1 Ordenando por frecuencia

library(dplyr)
library(ggplot2)
library(forcats)
library(knitr)
library(tidyverse)

ggplot(starwars, aes(y = hair_color)) +
  geom_bar()

Este gráfico muestra los colores de cabello de los personajes de Star Wars, pero sería más útil si el gráfico estuviera ordenado por frecuencia. Para hacerlo, podemos usar la función fct_infreq():

ggplot(starwars, aes(y = fct_infreq(hair_color))) +
  geom_bar()

9.2 NA en niveles y valores

Existen dos formas de representar un valor faltante en un factor:

  • Puedes incluirlo en los valores del factor; no aparece en los niveles y is.na() lo reporta como faltante.
f <- factor(c("x", "y", NA))
levels(f)
[1] "x" "y"
is.na(f)
[1] FALSE FALSE  TRUE
  • Puedes incluirlo en los niveles del factor y is.na() no lo reporta como faltante. Esto requiere un poco más de trabajo para crear, porque por defecto factor() usa exclude = NA.
f <- factor(c("x", "y", NA), exclude = NULL)
levels(f)
[1] "x" "y" NA 
is.na(f)
[1] FALSE FALSE FALSE

Para corregir el problema, podemos usar fct_na_value_to_level() para convertir el NA en el valor a un NA en los niveles:

ggplot(starwars, aes(y = fct_infreq(fct_na_value_to_level(hair_color)))) +
  geom_bar() +
  labs(y = "Color de Cabello")

En caso de requerir la operación inversa, podemos usar fct_na_level_to_value().

9.3 Combinando niveles

Revisemos el color de piel de los personajes de Star Wars:

starwars |>
  count(skin_color, sort = TRUE)
# A tibble: 31 × 2
   skin_color     n
   <chr>      <int>
 1 fair          17
 2 light         11
 3 dark           6
 4 green          6
 5 grey           6
 6 pale           5
 7 brown          4
 8 blue           2
 9 blue, grey     2
10 none           2
# ℹ 21 more rows

Hagamos un gráfico de barras con los todos los colores de piel:

starwars |>
  count(skin_color, sort = TRUE) |>
  ggplot(aes(x = skin_color, y = n, fill = skin_color)) +
  geom_col()

Si observamos los colores de piel, podríamos querer reducir los niveles a solo los cinco más comunes:

starwars |>
  mutate(skin_color = fct_lump(skin_color, n = 5)) |>
  count(skin_color, sort = TRUE)
# A tibble: 6 × 2
  skin_color     n
  <fct>      <int>
1 Other         41
2 fair          17
3 light         11
4 dark           6
5 green          6
6 grey           6

Podemos usar prop para agrupar los niveles en función de la proporción de observaciones:

starwars |>
  mutate(skin_color = fct_lump(skin_color, prop = .1)) |>
  count(skin_color, sort = TRUE)
# A tibble: 3 × 2
  skin_color     n
  <fct>      <int>
1 Other         59
2 fair          17
3 light         11

Esta función es útil cuando se quiere aplicar junto con otras funciones de dplyr. Por ejemplo, podemos calcular la masa promedio de los personajes de Star Wars por color de ojos. Eso si solo queremos los seis colores de ojos más comunes.

avg_mass_eye_color <- starwars |>
  mutate(eye_color = fct_lump(eye_color, n = 6)) |>
  group_by(eye_color) |>
  summarise(mean_mass = mean(mass, na.rm = TRUE))

kable(avg_mass_eye_color)
eye_color mean_mass
black 76.28571
blue 86.51667
brown 66.09231
orange 282.33333
red 81.40000
yellow 81.11111
Other 68.42857

Otra forma de hacer esto es con fct_other():

starwars |>
  mutate(skin_color = fct_other(skin_color,
    keep = c("fair", "dark", "green", "light")
  )) |>
  pull(skin_color)
 [1] fair  Other Other Other light light light Other light fair  fair  fair 
[13] Other fair  green Other fair  fair  green Other fair  Other green dark 
[25] light Other fair  fair  Other Other fair  Other fair  light Other Other
[37] green fair  Other Other dark  fair  Other Other Other Other Other Other
[49] Other dark  Other green Other dark  Other Other Other Other dark  light
[61] fair  green Other Other light fair  Other Other Other Other Other Other
[73] fair  Other Other Other Other Other Other light Other Other dark  light
[85] light Other Other
Levels: dark fair green light Other
starwars |>
  mutate(skin_color = fct_collapse(skin_color,
    "green" = c("green", "green-tan, brown", "mottled green")
  )) |>
  pull(skin_color)
 [1] fair                gold                white, blue        
 [4] white               light               light              
 [7] light               white, red          light              
[10] fair                fair                fair               
[13] unknown             fair                green              
[16] green               fair                fair               
[19] green               pale                fair               
[22] metal               green               dark               
[25] light               brown mottle        fair               
[28] fair                brown               grey               
[31] fair                green               fair               
[34] light               orange              grey               
[37] green               fair                blue, grey         
[40] grey, red           dark                fair               
[43] red                 pale                blue               
[46] grey, blue          blue, grey          white, blue        
[49] grey, green, yellow dark                pale               
[52] green               brown               dark               
[55] pale                white               orange             
[58] blue                dark                light              
[61] fair                green               yellow             
[64] yellow              light               fair               
[67] tan                 tan                 fair, green, yellow
[70] brown               grey                grey               
[73] fair                silver, red         green, grey        
[76] grey                red, blue, white    brown, white       
[79] brown               light               pale               
[82] grey                dark                light              
[85] light               none                none               
29 Levels: blue blue, grey brown brown mottle brown, white dark ... yellow
starwars |>
  mutate(
    skin_color = factor(skin_color),
    skin_color = fct_collapse(
      skin_color,
      "multicolor" = levels(skin_color)[str_detect(levels(skin_color), ",\\s")],
      "green" = levels(skin_color)[str_detect(levels(skin_color), "green")],
      "brown" = levels(skin_color)[str_detect(levels(skin_color), "brown")],
      "blue" = levels(skin_color)[str_detect(levels(skin_color), "blue")],
    )
  ) |>
  pull(skin_color)
 [1] fair       gold       blue       white      light      light     
 [7] light      multicolor light      fair       fair       fair      
[13] unknown    fair       green      brown      fair       fair      
[19] green      pale       fair       metal      green      dark      
[25] light      brown      fair       fair       brown      grey      
[31] fair       green      fair       light      orange     grey      
[37] green      fair       blue       multicolor dark       fair      
[43] red        pale       blue       blue       blue       blue      
[49] green      dark       pale       green      brown      dark      
[55] pale       white      orange     blue       dark       light     
[61] fair       green      yellow     yellow     light      fair      
[67] tan        tan        green      brown      grey       grey      
[73] fair       multicolor green      grey       blue       brown     
[79] brown      light      pale       grey       dark       light     
[85] light      none       none      
18 Levels: blue brown dark fair green gold grey multicolor light metal ... yellow
levels(factor(starwars$skin_color))
 [1] "blue"                "blue, grey"          "brown"              
 [4] "brown mottle"        "brown, white"        "dark"               
 [7] "fair"                "fair, green, yellow" "gold"               
[10] "green"               "green-tan, brown"    "green, grey"        
[13] "grey"                "grey, blue"          "grey, green, yellow"
[16] "grey, red"           "light"               "metal"              
[19] "mottled green"       "none"                "orange"             
[22] "pale"                "red"                 "red, blue, white"   
[25] "silver, red"         "tan"                 "unknown"            
[28] "white"               "white, blue"         "white, red"         
[31] "yellow"             

9.4 Ordenando por otra variable

Podemos usar fct_reorder() para reordenar una variable por otra, como ordenar por masa promedio:

avg_mass_eye_color |>
  pull(eye_color)
[1] black  blue   brown  orange red    yellow Other 
Levels: black blue brown orange red yellow Other
avg_mass_eye_color |>
  ggplot(aes(x = eye_color, y = mean_mass)) +
  geom_col()

avg_mass_eye_color |>
  mutate(eye_color = fct_reorder(eye_color, mean_mass)) |>
  pull(eye_color)
[1] black  blue   brown  orange red    yellow Other 
Levels: brown Other black yellow red blue orange
avg_mass_eye_color |>
  mutate(eye_color = fct_reorder(eye_color, mean_mass)) |>
  ggplot(aes(x = eye_color, y = mean_mass)) +
  geom_col()

Otro ejemplo concreto

ggplot(starwars, aes(x = species, y = height)) +
  geom_boxplot() +
  coord_flip()
Warning: Removed 6 rows containing non-finite outside the scale range
(`stat_boxplot()`).

ggplot(starwars, aes(
  x = fct_reorder(species, height, median),
  y = height
)) +
  geom_boxplot() +
  coord_flip()
Warning: `fct_reorder()` removing 6 missing values.
ℹ Use `.na_rm = TRUE` to silence this message.
ℹ Use `.na_rm = FALSE` to preserve NAs.
Warning: Removed 6 rows containing non-finite outside the scale range
(`stat_boxplot()`).

ggplot(starwars, aes(
  x = fct_reorder(species, height, median, .desc = TRUE),
  y = height
)) +
  geom_boxplot() +
  coord_flip()
Warning: `fct_reorder()` removing 6 missing values.
ℹ Use `.na_rm = TRUE` to silence this message.
ℹ Use `.na_rm = FALSE` to preserve NAs.
Warning: Removed 6 rows containing non-finite outside the scale range
(`stat_boxplot()`).

9.5 Reordenamiento manual

Podemos usar fct_relevel() cuando necesitamos reordenar manualmente los niveles de un factor:

reshuffled_income <- gss_cat$rincome |>
  fct_shuffle()

fct_relevel(reshuffled_income, c("Lt $1000", "$1000 to 2999")) |>
  levels()
 [1] "Lt $1000"       "$1000 to 2999"  "Refused"        "$8000 to 9999" 
 [5] "$6000 to 6999"  "Don't know"     "$7000 to 7999"  "$10000 - 14999"
 [9] "$5000 to 5999"  "$4000 to 4999"  "Not applicable" "No answer"     
[13] "$25000 or more" "$20000 - 24999" "$15000 - 19999" "$3000 to 3999"