import numpy as npimport pandas as pdimport matplotlib.pyplot as pltimport seaborn as sns#%matplotlib inlineplt.rcParams['figure.figsize'] = (12, 9)sns.set()sns.set_context('talk')np.set_printoptions(threshold=20, precision=2, suppress=True)pd.set_option('display.max_rows', 30)pd.set_option('display.max_columns', None)pd.set_option('display.precision', 2)# This option stops scientific notation for pandaspd.set_option('display.float_format', '{:.2f}'.format)# Silence some spurious seaborn warningsimport warningswarnings.filterwarnings("ignore", category=FutureWarning)
Learning Outcomes
Recognize common file formats
Categorize data by its variable type
Build awareness of issues with data faithfulness and develop targeted solutions
In the past few lectures, we’ve learned that pandas is a toolkit to restructure, modify, and explore a dataset. What we haven’t yet touched on is how to make these data transformation decisions. When we receive a new set of data from the “real world,” how do we know what processing we should do to convert this data into a usable form?
Data cleaning, also called data wrangling, is the process of transforming raw data to facilitate subsequent analysis. It is often used to address issues like:
Unclear structure or formatting
Missing or corrupted values
Unit conversions
…and so on
Exploratory Data Analysis (EDA) is the process of understanding a new dataset. It is an open-ended, informal analysis that involves familiarizing ourselves with the variables present in the data, discovering potential hypotheses, and identifying possible issues with the data. This last point can often motivate further data cleaning to address any problems with the dataset’s format; because of this, EDA and data cleaning are often thought of as an “infinite loop,” with each process driving the other.
In this lecture, we will consider the key properties of data to consider when performing data cleaning and EDA. In doing so, we’ll develop a “checklist” of sorts for you to consider when approaching a new dataset. Throughout this process, we’ll build a deeper understanding of this early (but very important!) stage of the data science lifecycle.
5.1 Structure
We often prefer rectangular data for data analysis. Rectangular structures are easy to manipulate and analyze. A key element of data cleaning is about transforming data to be more rectangular.
There are two kinds of rectangular data: tables and matrices. Tables have named columns with different data types and are manipulated using data transformation languages. Matrices contain numeric data of the same type and are manipulated using linear algebra.
5.1.1 File Formats
There are many file types for storing structured data: TSV, JSON, XML, ASCII, SAS, etc. We’ll only cover CSV, TSV, and JSON in lecture, but you’ll likely encounter other formats as you work with different datasets. Reading documentation is your best bet for understanding how to process the multitude of different file types.
5.1.1.1 CSV
CSVs, which stand for Comma-Separated Values, are a common tabular data format. In the past two pandas lectures, we briefly touched on the idea of file format: the way data is encoded in a file for storage. Specifically, our elections and babynames datasets were stored and loaded as CSVs:
pd.read_csv("data/elections.csv").head(5)
Year
Candidate
Party
Popular vote
Result
%
0
1824
Andrew Jackson
Democratic-Republican
151271
loss
57.21
1
1824
John Quincy Adams
Democratic-Republican
113142
win
42.79
2
1828
Andrew Jackson
Democratic
642806
win
56.20
3
1828
John Quincy Adams
National Republican
500897
loss
43.80
4
1832
Andrew Jackson
Democratic
702735
win
54.57
To better understand the properties of a CSV, let’s take a look at the first few rows of the raw data file to see what it looks like before being loaded into a DataFrame. We’ll use the repr() function to return the raw string with its special characters:
withopen("data/elections.csv", "r") as table: i =0for row in table:print(repr(row)) i +=1if i >3:break
Each row, or record, in the data is delimited by a newline \n. Each column, or field, in the data is delimited by a comma , (hence, comma-separated!).
5.1.1.2 TSV
Another common file type is TSV (Tab-Separated Values). In a TSV, records are still delimited by a newline \n, while fields are delimited by \t tab character.
Let’s check out the first few rows of the raw TSV file. Again, we’ll use the repr() function so that print shows the special characters.
withopen("data/elections.txt", "r") as table: i =0for row in table:print(repr(row)) i +=1if i >3:break
An issue with CSVs and TSVs comes up whenever there are commas or tabs within the records. How does pandas differentiate between a comma delimiter vs. a comma within the field itself, for example 8,900? To remedy this, check out the quotechar parameter.
5.1.1.3 JSON
JSON (JavaScript Object Notation) files behave similarly to Python dictionaries. A raw JSON is shown below.
withopen("data/elections.json", "r") as table: i =0for row in table:print(row) i +=1if i >8:break
JSON files can be loaded into pandas using pd.read_json.
pd.read_json('data/elections.json').head(3)
Year
Candidate
Party
Popular vote
Result
%
0
1824
Andrew Jackson
Democratic-Republican
151271
loss
57.21
1
1824
John Quincy Adams
Democratic-Republican
113142
win
42.79
2
1828
Andrew Jackson
Democratic
642806
win
56.20
5.1.1.3.1 EDA with JSON: Berkeley COVID-19 Data
The City of Berkeley Open Data website has a dataset with COVID-19 Confirmed Cases among Berkeley residents by date. Let’s download the file and save it as a JSON (note the source URL file type is also a JSON). In the interest of reproducible data science, we will download the data programatically. We have defined some helper functions in the ds100_utils.py file that we can reuse these helper functions in many different notebooks.
from ds100_utils import fetch_and_cachecovid_file = fetch_and_cache("https://data.cityofberkeley.info/api/views/xn6j-b766/rows.json?accessType=DOWNLOAD","confirmed-cases.json", force=False)covid_file # a file path wrapper object
Using cached version that was downloaded (UTC): Tue Feb 13 00:01:04 2024
PosixPath('data/confirmed-cases.json')
5.1.1.3.1.1 File Size
Let’s start our analysis by getting a rough estimate of the size of the dataset to inform the tools we use to view the data. For relatively small datasets, we can use a text editor or spreadsheet. For larger datasets, more programmatic exploration or distributed computing tools may be more fitting. Here we will use Python tools to probe the file.
Since there seem to be text files, let’s investigate the number of lines, which often corresponds to the number of records
import osprint(covid_file, "is", os.path.getsize(covid_file) /1e6, "MB")withopen(covid_file, "r") as f:print(covid_file, "is", sum(1for l in f), "lines.")
data/confirmed-cases.json is 0.116367 MB
data/confirmed-cases.json is 1110 lines.
5.1.1.3.1.2 Unix Commands
As part of the EDA workflow, Unix commands can come in very handy. In fact, there’s an entire book called “Data Science at the Command Line” that explores this idea in depth! In Jupyter/IPython, you can prefix lines with ! to execute arbitrary Unix commands, and within those lines, you can refer to Python variables and expressions with the syntax {expr}.
Here, we use the ls command to list files, using the -lh flags, which request “long format with information in human-readable form.” We also use the wc command for “word count,” but with the -l flag, which asks for line counts instead of words.
These two give us the same information as the code above, albeit in a slightly different form:
In order to load the JSON file into pandas, Let’s first do some EDA with Oython’s json package to understand the particular structure of this JSON file so that we can decide what (if anything) to load into pandas. Python has relatively good support for JSON data since it closely matches the internal python object model. In the following cell we import the entire JSON datafile into a python dictionary using the json package.
import jsonwithopen(covid_file, "rb") as f: covid_json = json.load(f)
The covid_json variable is now a dictionary encoding the data in the file:
type(covid_json)
dict
We can examine what keys are in the top level JSON object by listing out the keys.
covid_json.keys()
dict_keys(['meta', 'data'])
Observation: The JSON dictionary contains a meta key which likely refers to metadata (data about the data). Metadata is often maintained with the data and can be a good source of additional information.
We can investigate the metadata further by examining the keys associated with the metadata.
covid_json['meta'].keys()
dict_keys(['view'])
The meta key contains another dictionary called view. This likely refers to metadata about a particular “view” of some underlying database. We will learn more about views when we study SQL later in the class.
Observations: * These look like equal-length records, so maybe data is a table! * But what do each of values in the record mean? Where can we find column headers?
For that, we’ll need the columns key in the metadata dictionary. This returns a list:
type(covid_json['meta']['view']['columns'])
list
5.1.1.3.1.5 Summary of exploring the JSON file
The above metadata tells us a lot about the columns in the data including column names, potential data anomalies, and a basic statistic.
Because of its non-tabular structure, JSON makes it easier (than CSV) to create self-documenting data, meaning that information about the data is stored in the same file as the data.
Self-documenting data can be helpful since it maintains its own description and these descriptions are more likely to be updated as data changes.
5.1.1.3.1.6 Loading COVID Data into pandas
Finally, let’s load the data (not the metadata) into a pandasDataFrame. In the following block of code we:
Translate the JSON records into a DataFrame:
fields: covid_json['meta']['view']['columns']
records: covid_json['data']
Remove columns that have no metadata description. This would be a bad idea in general, but here we remove these columns since the above analysis suggests they are unlikely to contain useful information.
Examine the tail of the table.
# Load the data from JSON and assign column titlescovid = pd.DataFrame( covid_json['data'], columns=[c['name'] for c in covid_json['meta']['view']['columns']])covid.tail()
sid
id
position
created_at
created_meta
updated_at
updated_meta
meta
Date
New Cases
Cumulative Cases
699
row-49b6_x8zv.gyum
00000000-0000-0000-A18C-9174A6D05774
0
1643733903
None
1643733903
None
{ }
2022-01-27T00:00:00
106
10694
700
row-gs55-p5em.y4v9
00000000-0000-0000-F41D-5724AEABB4D6
0
1643733903
None
1643733903
None
{ }
2022-01-28T00:00:00
223
10917
701
row-3pyj.tf95-qu67
00000000-0000-0000-BEE3-B0188D2518BD
0
1643733903
None
1643733903
None
{ }
2022-01-29T00:00:00
139
11056
702
row-cgnd.8syv.jvjn
00000000-0000-0000-C318-63CF75F7F740
0
1643733903
None
1643733903
None
{ }
2022-01-30T00:00:00
33
11089
703
row-qywv_24x6-237y
00000000-0000-0000-FE92-9789FED3AA20
0
1643733903
None
1643733903
None
{ }
2022-01-31T00:00:00
42
11131
5.1.2 Primary and Foreign Keys
Last time, we introduced .merge as the pandas method for joining multiple DataFrames together. In our discussion of joins, we touched on the idea of using a “key” to determine what rows should be merged from each table. Let’s take a moment to examine this idea more closely.
The primary key is the column or set of columns in a table that uniquely determine the values of the remaining columns. It can be thought of as the unique identifier for each individual row in the table. For example, a table of Data 100 students might use each student’s Cal ID as the primary key.
Cal ID
Name
Major
0
3034619471
Oski
Data Science
1
3035619472
Ollie
Computer Science
2
3025619473
Orrie
Data Science
3
3046789372
Ollie
Economics
The foreign key is the column or set of columns in a table that reference primary keys in other tables. Knowing a dataset’s foreign keys can be useful when assigning the left_on and right_on parameters of .merge. In the table of office hour tickets below, "Cal ID" is a foreign key referencing the previous table.
OH Request
Cal ID
Question
0
1
3034619471
HW 2 Q1
1
2
3035619472
HW 2 Q3
2
3
3025619473
Lab 3 Q4
3
4
3035619472
HW 2 Q7
5.1.3 Variable Types
Variables are columns. A variable is a measurement of a particular concept. Variables have two common properties: data type/storage type and variable type/feature type. The data type of a variable indicates how each variable value is stored in memory (integer, floating point, boolean, etc.) and affects which pandas functions are used. The variable type is a conceptualized measurement of information (and therefore indicates what values a variable can take on). Variable type is identified through expert knowledge, exploring the data itself, or consulting the data codebook. The variable type affects how one visualizes and inteprets the data. In this class, “variable types” are conceptual.
After loading data into a file, it’s a good idea to take the time to understand what pieces of information are encoded in the dataset. In particular, we want to identify what variable types are present in our data. Broadly speaking, we can categorize variables into one of two overarching types.
Quantitative variables describe some numeric quantity or amount. We can divide quantitative data further into:
Continuous quantitative variables: numeric data that can be measured on a continuous scale to arbitrary precision. Continuous variables do not have a strict set of possible values – they can be recorded to any number of decimal places. For example, weights, GPA, or CO2 concentrations.
Discrete quantitative variables: numeric data that can only take on a finite set of possible values. For example, someone’s age or the number of siblings they have.
Qualitative variables, also known as categorical variables, describe data that isn’t measuring some quantity or amount. The sub-categories of categorical data are:
Ordinal qualitative variables: categories with ordered levels. Specifically, ordinal variables are those where the difference between levels has no consistent, quantifiable meaning. Some examples include levels of education (high school, undergrad, grad, etc.), income bracket (low, medium, high), or Yelp rating.
Nominal qualitative variables: categories with no specific order. For example, someone’s political affiliation or Cal ID number.
Note that many variables don’t sit neatly in just one of these categories. Qualitative variables could have numeric levels, and conversely, quantitative variables could be stored as strings.
5.2 Granularity, Scope, and Temporality
After understanding the structure of the dataset, the next task is to determine what exactly the data represents. We’ll do so by considering the data’s granularity, scope, and temporality.
5.2.1 Granularity
The granularity of a dataset is what a single row represents. You can also think of it as the level of detail included in the data. To determine the data’s granularity, ask: what does each row in the dataset represent? Fine-grained data contains a high level of detail, with a single row representing a small individual unit. For example, each record may represent one person. Coarse-grained data is encoded such that a single row represents a large individual unit – for example, each record may represent a group of people.
5.2.2 Scope
The scope of a dataset is the subset of the population covered by the data. If we were investigating student performance in Data Science courses, a dataset with a narrow scope might encompass all students enrolled in Data 100 whereas a dataset with an expansive scope might encompass all students in California.
5.2.3 Temporality
The temporality of a dataset describes the periodicity over which the data was collected as well as when the data was most recently collected or updated.
Time and date fields of a dataset could represent a few things:
when the “event” happened
when the data was collected, or when it was entered into the system
when the data was copied into the database
To fully understand the temporality of the data, it also may be necessary to standardize time zones or inspect recurring time-based trends in the data (do patterns recur in 24-hour periods? Over the course of a month? Seasonally?). The convention for standardizing time is the Coordinated Universal Time (UTC), an international time standard measured at 0 degrees latitude that stays consistent throughout the year (no daylight savings). We can represent Berkeley’s time zone, Pacific Standard Time (PST), as UTC-7 (with daylight savings).
5.2.3.1 Temporality with pandas’ dt accessors
Let’s briefly look at how we can use pandas’ dt accessors to work with dates/times in a dataset using the dataset you’ll see in Lab 3: the Berkeley PD Calls for Service dataset.
Looks like there are three columns with dates/times: EVENTDT, EVENTTM, and InDbDate.
Most likely, EVENTDT stands for the date when the event took place, EVENTTM stands for the time of day the event took place (in 24-hr format), and InDbDate is the date this call is recorded onto the database.
If we check the data type of these columns, we will see they are stored as strings. We can convert them to datetime objects using pandas to_datetime function.
/var/folders/ks/dgd81q6j5b7ghm1zc_4483vr0000gn/T/ipykernel_19236/874729699.py:1: UserWarning:
Could not infer format, so each element will be parsed individually, falling back to `dateutil`. To ensure parsing is consistent and as-expected, please specify a format.
CASENO
OFFENSE
EVENTDT
EVENTTM
CVLEGEND
CVDOW
InDbDate
Block_Location
BLKADDR
City
State
0
21014296
THEFT MISD. (UNDER $950)
2021-04-01
10:58
LARCENY
4
06/15/2021 12:00:00 AM
Berkeley, CA\n(37.869058, -122.270455)
NaN
Berkeley
CA
1
21014391
THEFT MISD. (UNDER $950)
2021-04-01
10:38
LARCENY
4
06/15/2021 12:00:00 AM
Berkeley, CA\n(37.869058, -122.270455)
NaN
Berkeley
CA
2
21090494
THEFT MISD. (UNDER $950)
2021-04-19
12:15
LARCENY
1
06/15/2021 12:00:00 AM
2100 BLOCK HASTE ST\nBerkeley, CA\n(37.864908,...
2100 BLOCK HASTE ST
Berkeley
CA
3
21090204
THEFT FELONY (OVER $950)
2021-02-13
17:00
LARCENY
6
06/15/2021 12:00:00 AM
2600 BLOCK WARRING ST\nBerkeley, CA\n(37.86393...
2600 BLOCK WARRING ST
Berkeley
CA
4
21090179
BURGLARY AUTO
2021-02-08
6:20
BURGLARY - VEHICLE
1
06/15/2021 12:00:00 AM
2700 BLOCK GARBER ST\nBerkeley, CA\n(37.86066,...
2700 BLOCK GARBER ST
Berkeley
CA
Now, we can use the dt accessor on this column.
We can get the month:
calls["EVENTDT"].dt.month.head()
0 4
1 4
2 4
3 2
4 2
Name: EVENTDT, dtype: int32
Which day of the week the date is on:
calls["EVENTDT"].dt.dayofweek.head()
0 3
1 3
2 0
3 5
4 0
Name: EVENTDT, dtype: int32
Check the mimimum values to see if there are any suspicious-looking, 70s dates:
calls.sort_values("EVENTDT").head()
CASENO
OFFENSE
EVENTDT
EVENTTM
CVLEGEND
CVDOW
InDbDate
Block_Location
BLKADDR
City
State
2513
20057398
BURGLARY COMMERCIAL
2020-12-17
16:05
BURGLARY - COMMERCIAL
4
06/15/2021 12:00:00 AM
600 BLOCK GILMAN ST\nBerkeley, CA\n(37.878405,...
600 BLOCK GILMAN ST
Berkeley
CA
624
20057207
ASSAULT/BATTERY MISD.
2020-12-17
16:50
ASSAULT
4
06/15/2021 12:00:00 AM
2100 BLOCK SHATTUCK AVE\nBerkeley, CA\n(37.871...
2100 BLOCK SHATTUCK AVE
Berkeley
CA
154
20092214
THEFT FROM AUTO
2020-12-17
18:30
LARCENY - FROM VEHICLE
4
06/15/2021 12:00:00 AM
800 BLOCK SHATTUCK AVE\nBerkeley, CA\n(37.8918...
800 BLOCK SHATTUCK AVE
Berkeley
CA
659
20057324
THEFT MISD. (UNDER $950)
2020-12-17
15:44
LARCENY
4
06/15/2021 12:00:00 AM
1800 BLOCK 4TH ST\nBerkeley, CA\n(37.869888, -...
1800 BLOCK 4TH ST
Berkeley
CA
993
20057573
BURGLARY RESIDENTIAL
2020-12-17
22:15
BURGLARY - RESIDENTIAL
4
06/15/2021 12:00:00 AM
1700 BLOCK STUART ST\nBerkeley, CA\n(37.857495...
1700 BLOCK STUART ST
Berkeley
CA
Doesn’t look like it! We are good!
We can also do many things with the dt accessor like switching time zones and converting time back to UNIX/POSIX time. Check out the documentation on .dt accessor and time series/date functionality.
5.3 Faithfulness
At this stage in our data cleaning and EDA workflow, we’ve achieved quite a lot: we’ve identified how our data is structured, come to terms with what information it encodes, and gained insight as to how it was generated. Throughout this process, we should always recall the original intent of our work in Data Science – to use data to better understand and model the real world. To achieve this goal, we need to ensure that the data we use is faithful to reality; that is, that our data accurately captures the “real world.”
Data used in research or industry is often “messy” – there may be errors or inaccuracies that impact the faithfulness of the dataset. Signs that data may not be faithful include:
Unrealistic or “incorrect” values, such as negative counts, locations that don’t exist, or dates set in the future
Violations of obvious dependencies, like an age that does not match a birthday
Clear signs that data was entered by hand, which can lead to spelling errors or fields that are incorrectly shifted
Signs of data falsification, such as fake email addresses or repeated use of the same names
Duplicated records or fields containing the same information
Truncated data, e.g. Microsoft Excel would limit the number of rows to 655536 and the number of columns to 255
We often solve some of these more common issues in the following ways:
Spelling errors: apply corrections or drop records that aren’t in a dictionary
Time zone inconsistencies: convert to a common time zone (e.g. UTC)
Duplicated records or fields: identify and eliminate duplicates (using primary keys)
Unspecified or inconsistent units: infer the units and check that values are in reasonable ranges in the data
5.3.1 Missing Values
Another common issue encountered with real-world datasets is that of missing data. One strategy to resolve this is to simply drop any records with missing values from the dataset. This does, however, introduce the risk of inducing biases – it is possible that the missing or corrupt records may be systemically related to some feature of interest in the data. Another solution is to keep the data as NaN values.
A third method to address missing data is to perform imputation: infer the missing values using other data available in the dataset. There is a wide variety of imputation techniques that can be implemented; some of the most common are listed below.
Average imputation: replace missing values with the average value for that field
Hot deck imputation: replace missing values with some random value
Regression imputation: develop a model to predict missing values and replace with the predicted value from the model.
Multiple imputation: replace missing values with multiple random values
Regardless of the strategy used to deal with missing data, we should think carefully about why particular records or fields may be missing – this can help inform whether or not the absence of these values is significant or meaningful.
5.4 EDA Demo 1: Tuberculosis in the United States
Now, let’s walk through the data-cleaning and EDA workflow to see what can we learn about the presence of Tuberculosis in the United States!
We will examine the data included in the original CDC article published in 2021.
5.4.1 CSVs and Field Names
Suppose Table 1 was saved as a CSV file located in data/cdc_tuberculosis.csv.
We can then explore the CSV (which is a text file, and does not contain binary-encoded data) in many ways: 1. Using a text editor like emacs, vim, VSCode, etc. 2. Opening the CSV directly in DataHub (read-only), Excel, Google Sheets, etc. 3. The Python file object 4. pandas, using pd.read_csv()
To try out options 1 and 2, you can view or download the Tuberculosis from the lecture demo notebook under the data folder in the left hand menu. Notice how the CSV file is a type of rectangular data (i.e., tabular data) stored as comma-separated values.
Next, let’s try out option 3 using the Python file object. We’ll look at the first four lines:
Code
withopen("data/cdc_tuberculosis.csv", "r") as f: i =0for row in f:print(row) i +=1if i >3:break
,No. of TB cases,,,TB incidence,,
U.S. jurisdiction,2019,2020,2021,2019,2020,2021
Total,"8,900","7,173","7,860",2.71,2.16,2.37
Alabama,87,72,92,1.77,1.43,1.83
Whoa, why are there blank lines interspaced between the lines of the CSV?
You may recall that all line breaks in text files are encoded as the special newline character \n. Python’s print() prints each string (including the newline), and an additional newline on top of that.
If you’re curious, we can use the repr() function to return the raw string with all special characters:
Code
withopen("data/cdc_tuberculosis.csv", "r") as f: i =0for row in f:print(repr(row)) # print raw strings i +=1if i >3:break
',No. of TB cases,,,TB incidence,,\n'
'U.S. jurisdiction,2019,2020,2021,2019,2020,2021\n'
'Total,"8,900","7,173","7,860",2.71,2.16,2.37\n'
'Alabama,87,72,92,1.77,1.43,1.83\n'
Finally, let’s try option 4 and use the tried-and-true Data 100 approach: pandas.
You may notice some strange things about this table: what’s up with the “Unnamed” column names and the first row?
Congratulations — you’re ready to wrangle your data! Because of how things are stored, we’ll need to clean the data a bit to name our columns better.
A reasonable first step is to identify the row with the right header. The pd.read_csv() function (documentation) has the convenient header parameter that we can set to use the elements in row 1 as the appropriate columns:
Wait…but now we can’t differentiate betwen the “Number of TB cases” and “TB incidence” year columns. pandas has tried to make our lives easier by automatically adding “.1” to the latter columns, but this doesn’t help us, as humans, understand the data.
We can do this manually with df.rename() (documentation):
You might already be wondering: what’s up with that first record?
Row 0 is what we call a rollup record, or summary record. It’s often useful when displaying tables to humans. The granularity of record 0 (Totals) vs the rest of the records (States) is different.
Okay, EDA step two. How was the rollup record aggregated?
Let’s check if Total TB cases is the sum of all state TB cases. If we sum over all rows, we should get 2x the total cases in each of our TB cases by year (why do you think this is?).
Since there are commas in the values for TB cases, the numbers are read as the object datatype, or storage type (close to the Python string datatype), so pandas is concatenating strings instead of adding integers (recall that Python can “sum”, or concatenate, strings together: "data" + "100" evaluates to "data100").
Fortunately read_csv also has a thousands parameter (documentation):
Let’s just look at the records with state-level granularity:
Code
state_tb_df = tb_df[1:]state_tb_df.head(5)
U.S. jurisdiction
TB cases 2019
TB cases 2020
TB cases 2021
TB incidence 2019
TB incidence 2020
TB incidence 2021
1
Alabama
87
72
92
1.77
1.43
1.83
2
Alaska
58
58
58
7.91
7.92
7.92
3
Arizona
183
136
129
2.51
1.89
1.77
4
Arkansas
64
59
69
2.12
1.96
2.28
5
California
2111
1706
1750
5.35
4.32
4.46
5.4.3 Gather Census Data
U.S. Census population estimates source (2019), source (2020-2021).
Running the below cells cleans the data. There are a few new methods here: * df.convert_dtypes() (documentation) conveniently converts all float dtypes into ints and is out of scope for the class. * df.drop_na() (documentation) will be explained in more detail next time.
Code
# 2010s census datacensus_2010s_df = pd.read_csv("data/nst-est2019-01.csv", header=3, thousands=",")census_2010s_df = ( census_2010s_df .reset_index() .drop(columns=["index", "Census", "Estimates Base"]) .rename(columns={"Unnamed: 0": "Geographic Area"}) .convert_dtypes() # "smart" converting of columns, use at your own risk .dropna() # we'll introduce this next time)census_2010s_df['Geographic Area'] = census_2010s_df['Geographic Area'].str.strip('.')# with pd.option_context('display.min_rows', 30): # shows more rows# display(census_2010s_df)census_2010s_df.head(5)
Geographic Area
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
0
United States
309321666
311556874
313830990
315993715
318301008
320635163
322941311
324985539
326687501
328239523
1
Northeast
55380134
55604223
55775216
55901806
56006011
56034684
56042330
56059240
56046620
55982803
2
Midwest
66974416
67157800
67336743
67560379
67745167
67860583
67987540
68126781
68236628
68329004
3
South
114866680
116006522
117241208
118364400
119624037
120997341
122351760
123542189
124569433
125580448
4
West
72100436
72788329
73477823
74167130
74925793
75742555
76559681
77257329
77834820
78347268
Occasionally, you will want to modify code that you have imported. To reimport those modifications you can either use python’s importlib library:
from importlib importreloadreload(utils)
or use iPython magic which will intelligently import code when files change:
%load_ext autoreload%autoreload 2
Code
# census 2020s datacensus_2020s_df = pd.read_csv("data/NST-EST2022-POP.csv", header=3, thousands=",")census_2020s_df = ( census_2020s_df .reset_index() .drop(columns=["index", "Unnamed: 1"]) .rename(columns={"Unnamed: 0": "Geographic Area"}) .convert_dtypes() # "smart" converting of columns, use at your own risk .dropna() # we'll introduce this next time)census_2020s_df['Geographic Area'] = census_2020s_df['Geographic Area'].str.strip('.')census_2020s_df.head(5)
Geographic Area
2020
2021
2022
0
United States
331511512
332031554
333287557
1
Northeast
57448898
57259257
57040406
2
Midwest
68961043
68836505
68787595
3
South
126450613
127346029
128716192
4
West
78650958
78589763
78743364
5.4.4 Joining Data (Merging DataFrames)
Time to merge! Here we use the DataFrame method df1.merge(right=df2, ...) on DataFramedf1 (documentation). Contrast this with the function pd.merge(left=df1, right=df2, ...) (documentation). Feel free to use either.
# merge TB DataFrame with two US census DataFramestb_census_df = ( tb_df .merge(right=census_2010s_df, left_on="U.S. jurisdiction", right_on="Geographic Area") .merge(right=census_2020s_df, left_on="U.S. jurisdiction", right_on="Geographic Area"))tb_census_df.head(5)
U.S. jurisdiction
TB cases 2019
TB cases 2020
TB cases 2021
TB incidence 2019
TB incidence 2020
TB incidence 2021
Geographic Area_x
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
Geographic Area_y
2020
2021
2022
0
Alabama
87
72
92
1.77
1.43
1.83
Alabama
4785437
4799069
4815588
4830081
4841799
4852347
4863525
4874486
4887681
4903185
Alabama
5031362
5049846
5074296
1
Alaska
58
58
58
7.91
7.92
7.92
Alaska
713910
722128
730443
737068
736283
737498
741456
739700
735139
731545
Alaska
732923
734182
733583
2
Arizona
183
136
129
2.51
1.89
1.77
Arizona
6407172
6472643
6554978
6632764
6730413
6829676
6941072
7044008
7158024
7278717
Arizona
7179943
7264877
7359197
3
Arkansas
64
59
69
2.12
1.96
2.28
Arkansas
2921964
2940667
2952164
2959400
2967392
2978048
2989918
3001345
3009733
3017804
Arkansas
3014195
3028122
3045637
4
California
2111
1706
1750
5.35
4.32
4.46
California
37319502
37638369
37948800
38260787
38596972
38918045
39167117
39358497
39461588
39512223
California
39501653
39142991
39029342
Having all of these columns is a little unwieldy. We could either drop the unneeded columns now, or just merge on smaller census DataFrames. Let’s do the latter.
Let’s recompute incidence to make sure we know where the original CDC numbers came from.
From the CDC report: TB incidence is computed as “Cases per 100,000 persons using mid-year population estimates from the U.S. Census Bureau.”
If we define a group as 100,000 people, then we can compute the TB incidence for a given state population as
\[\text{TB incidence} = \frac{\text{TB cases in population}}{\text{groups in population}} = \frac{\text{TB cases in population}}{\text{population}/100000} \]
\[= \frac{\text{TB cases in population}}{\text{population}} \times 100000\]
Let’s use a for-loop and Python format strings to compute TB incidence for all years. Python f-strings are just used for the purposes of this demo, but they’re handy to know when you explore data beyond this course (documentation).
# recompute incidence for all yearsfor year in [2019, 2020, 2021]: tb_census_df[f"recompute incidence {year}"] = tb_census_df[f"TB cases {year}"]/tb_census_df[f"{year}"]*100000tb_census_df.head(5)
U.S. jurisdiction
TB cases 2019
TB cases 2020
TB cases 2021
TB incidence 2019
TB incidence 2020
TB incidence 2021
2019
2020
2021
recompute incidence 2019
recompute incidence 2020
recompute incidence 2021
0
Alabama
87
72
92
1.77
1.43
1.83
4903185
5031362
5049846
1.77
1.43
1.82
1
Alaska
58
58
58
7.91
7.92
7.92
731545
732923
734182
7.93
7.91
7.90
2
Arizona
183
136
129
2.51
1.89
1.77
7278717
7179943
7264877
2.51
1.89
1.78
3
Arkansas
64
59
69
2.12
1.96
2.28
3017804
3014195
3028122
2.12
1.96
2.28
4
California
2111
1706
1750
5.35
4.32
4.46
39512223
39501653
39142991
5.34
4.32
4.47
These numbers look pretty close!!! There are a few errors in the hundredths place, particularly in 2021. It may be useful to further explore reasons behind this discrepancy.
tb_census_df.describe()
TB cases 2019
TB cases 2020
TB cases 2021
TB incidence 2019
TB incidence 2020
TB incidence 2021
2019
2020
2021
recompute incidence 2019
recompute incidence 2020
recompute incidence 2021
count
51.00
51.00
51.00
51.00
51.00
51.00
51.00
51.00
51.00
51.00
51.00
51.00
mean
174.51
140.65
154.12
2.10
1.78
1.97
6436069.08
6500225.73
6510422.63
2.10
1.78
1.97
std
341.74
271.06
286.78
1.50
1.34
1.48
7360660.47
7408168.46
7394300.08
1.50
1.34
1.47
min
1.00
0.00
2.00
0.17
0.00
0.21
578759.00
577605.00
579483.00
0.17
0.00
0.21
25%
25.50
29.00
23.00
1.29
1.21
1.23
1789606.00
1820311.00
1844920.00
1.30
1.21
1.23
50%
70.00
67.00
69.00
1.80
1.52
1.70
4467673.00
4507445.00
4506589.00
1.81
1.52
1.69
75%
180.50
139.00
150.00
2.58
1.99
2.22
7446805.00
7451987.00
7502811.00
2.58
1.99
2.22
max
2111.00
1706.00
1750.00
7.91
7.92
7.92
39512223.00
39501653.00
39142991.00
7.93
7.91
7.90
5.4.6 Bonus EDA: Reproducing the Reported Statistic
How do we reproduce that reported statistic in the original CDC report?
Reported TB incidence (cases per 100,000 persons) increased 9.4%, from 2.2 during 2020 to 2.4 during 2021 but was lower than incidence during 2019 (2.7). Increases occurred among both U.S.-born and non–U.S.-born persons.
This is TB incidence computed across the entire U.S. population! How do we reproduce this? * We need to reproduce the “Total” TB incidences in our rolled record. * But our current tb_census_df only has 51 entries (50 states plus Washington, D.C.). There is no rolled record. * What happened…?
Let’s get exploring!
Before we keep exploring, we’ll set all indexes to more meaningful values, instead of just numbers that pertain to some row at some point. This will make our cleaning slightly easier.
It turns out that our merge above only kept state records, even though our original tb_df had the “Total” rolled record:
tb_df.head()
TB cases 2019
TB cases 2020
TB cases 2021
TB incidence 2019
TB incidence 2020
TB incidence 2021
U.S. jurisdiction
Total
8900
7173
7860
2.71
2.16
2.37
Alabama
87
72
92
1.77
1.43
1.83
Alaska
58
58
58
7.91
7.92
7.92
Arizona
183
136
129
2.51
1.89
1.77
Arkansas
64
59
69
2.12
1.96
2.28
Recall that merge by default does an inner merge by default, meaning that it only preserves keys that are present in bothDataFrames.
The rolled records in our census DataFrame have different Geographic Area fields, which was the key we merged on:
census_2010s_df.head(5)
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
Geographic Area
United States
309321666
311556874
313830990
315993715
318301008
320635163
322941311
324985539
326687501
328239523
Northeast
55380134
55604223
55775216
55901806
56006011
56034684
56042330
56059240
56046620
55982803
Midwest
66974416
67157800
67336743
67560379
67745167
67860583
67987540
68126781
68236628
68329004
South
114866680
116006522
117241208
118364400
119624037
120997341
122351760
123542189
124569433
125580448
West
72100436
72788329
73477823
74167130
74925793
75742555
76559681
77257329
77834820
78347268
The Census DataFrame has several rolled records. The aggregate record we are looking for actually has the Geographic Area named “United States”.
One straightforward way to get the right merge is to rename the value itself. Because we now have the Geographic Area index, we’ll use df.rename() (documentation):
# rename rolled record for 2010scensus_2010s_df.rename(index={'United States':'Total'}, inplace=True)census_2010s_df.head(5)
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
Geographic Area
Total
309321666
311556874
313830990
315993715
318301008
320635163
322941311
324985539
326687501
328239523
Northeast
55380134
55604223
55775216
55901806
56006011
56034684
56042330
56059240
56046620
55982803
Midwest
66974416
67157800
67336743
67560379
67745167
67860583
67987540
68126781
68236628
68329004
South
114866680
116006522
117241208
118364400
119624037
120997341
122351760
123542189
124569433
125580448
West
72100436
72788329
73477823
74167130
74925793
75742555
76559681
77257329
77834820
78347268
# same, but for 2020s rename rolled recordcensus_2020s_df.rename(index={'United States':'Total'}, inplace=True)census_2020s_df.head(5)
2020
2021
2022
Geographic Area
Total
331511512
332031554
333287557
Northeast
57448898
57259257
57040406
Midwest
68961043
68836505
68787595
South
126450613
127346029
128716192
West
78650958
78589763
78743364
Next let’s rerun our merge. Note the different chaining, because we are now merging on indexes (df.merge()documentation).
# recompute incidence for all yearsfor year in [2019, 2020, 2021]: tb_census_df[f"recompute incidence {year}"] = tb_census_df[f"TB cases {year}"]/tb_census_df[f"{year}"]*100000tb_census_df.head(5)
TB cases 2019
TB cases 2020
TB cases 2021
TB incidence 2019
TB incidence 2020
TB incidence 2021
2019
2020
2021
recompute incidence 2019
recompute incidence 2020
recompute incidence 2021
Total
8900
7173
7860
2.71
2.16
2.37
328239523
331511512
332031554
2.71
2.16
2.37
Alabama
87
72
92
1.77
1.43
1.83
4903185
5031362
5049846
1.77
1.43
1.82
Alaska
58
58
58
7.91
7.92
7.92
731545
732923
734182
7.93
7.91
7.90
Arizona
183
136
129
2.51
1.89
1.77
7278717
7179943
7264877
2.51
1.89
1.78
Arkansas
64
59
69
2.12
1.96
2.28
3017804
3014195
3028122
2.12
1.96
2.28
We reproduced the total U.S. incidences correctly!
We’re almost there. Let’s revisit the quote:
Reported TB incidence (cases per 100,000 persons) increased 9.4%, from 2.2 during 2020 to 2.4 during 2021 but was lower than incidence during 2019 (2.7). Increases occurred among both U.S.-born and non–U.S.-born persons.
Recall that percent change from \(A\) to \(B\) is computed as \(\text{percent change} = \frac{B - A}{A} \times 100\).
The values are separated by white space, possibly tabs.
The data line up down the rows. For example, the month appears in 7th to 8th position of each line.
The 71st and 72nd lines in the file contain column headings split over two lines.
We can use read_csv to read the data into a pandasDataFrame, and we provide several arguments to specify that the separators are white space, there is no header (we will set our own column names), and to skip the first 72 rows of the file.
co2 = pd.read_csv( co2_file, header =None, skiprows =72, sep =r'\s+'#delimiter for continuous whitespace (stay tuned for regex next lecture)))co2.head()
0
1
2
3
4
5
6
0
1958
3
1958.21
315.71
315.71
314.62
-1
1
1958
4
1958.29
317.45
317.45
315.29
-1
2
1958
5
1958.38
317.50
317.50
314.71
-1
3
1958
6
1958.46
-99.99
317.10
314.85
-1
4
1958
7
1958.54
315.86
315.86
314.98
-1
Congratulations! You’ve wrangled the data!
…But our columns aren’t named. We need to do more EDA.
5.5.2 Exploring Variable Feature Types
The NOAA webpage might have some useful tidbits (in this case it doesn’t).
Using this information, we’ll rerun pd.read_csv, but this time with some custom column names.
Scientific studies tend to have very clean data, right…? Let’s jump right in and make a time series plot of CO2 monthly averages.
Code
sns.lineplot(x='DecDate', y='Avg', data=co2);
The code above uses the seaborn plotting library (abbreviated sns). We will cover this in the Visualization lecture, but now you don’t need to worry about how it works!
Yikes! Plotting the data uncovered a problem. The sharp vertical lines suggest that we have some missing values. What happened here?
co2.head()
Yr
Mo
DecDate
Avg
Int
Trend
Days
0
1958
3
1958.21
315.71
315.71
314.62
-1
1
1958
4
1958.29
317.45
317.45
315.29
-1
2
1958
5
1958.38
317.50
317.50
314.71
-1
3
1958
6
1958.46
-99.99
317.10
314.85
-1
4
1958
7
1958.54
315.86
315.86
314.98
-1
co2.tail()
Yr
Mo
DecDate
Avg
Int
Trend
Days
733
2019
4
2019.29
413.32
413.32
410.49
26
734
2019
5
2019.38
414.66
414.66
411.20
28
735
2019
6
2019.46
413.92
413.92
411.58
27
736
2019
7
2019.54
411.77
411.77
411.43
23
737
2019
8
2019.62
409.95
409.95
411.84
29
Some data have unusual values like -1 and -99.99.
Let’s check the description at the top of the file again.
-1 signifies a missing value for the number of days Days the equipment was in operation that month.
-99.99 denotes a missing monthly average Avg
How can we fix this? First, let’s explore other aspects of our data. Understanding our data will help us decide what to do with the missing values.
5.5.4 Sanity Checks: Reasoning about the data
First, we consider the shape of the data. How many rows should we have?
If chronological order, we should have one record per month.
Data from March 1958 to August 2019.
We should have $ 12 (2019-1957) - 2 - 4 = 738 $ records.
co2.shape
(738, 7)
Nice!! The number of rows (i.e. records) match our expectations.
Let’s now check the quality of each feature.
5.5.5 Understanding Missing Value 1: Days
Days is a time field, so let’s analyze other time fields to see if there is an explanation for missing values of days of operation.
Let’s start with months, Mo.
Are we missing any records? The number of months should have 62 or 61 instances (March 1957-August 2019).
As expected Jan, Feb, Sep, Oct, Nov, and Dec have 61 occurrences and the rest 62.
Next let’s explore daysDays itself, which is the number of days that the measurement equipment worked.
Code
sns.displot(co2['Days']);plt.title("Distribution of days feature");# suppresses unneeded plotting output
In terms of data quality, a handful of months have averages based on measurements taken on fewer than half the days. In addition, there are nearly 200 missing values–that’s about 27% of the data!
Finally, let’s check the last time feature, yearYr.
Let’s check to see if there is any connection between missing-ness and the year of the recording.
Code
sns.scatterplot(x="Yr", y="Days", data=co2);plt.title("Day field by Year");# the ; suppresses output
Observations:
All of the missing data are in the early years of operation.
It appears there may have been problems with equipment in the mid to late 80s.
Potential Next Steps:
Confirm these explanations through documentation about the historical readings.
Maybe drop the earliest recordings? However, we would want to delay such action until after we have examined the time trends and assess whether there are any potential problems.
5.5.6 Understanding Missing Value 2: Avg
Next, let’s return to the -99.99 values in Avg to analyze the overall quality of the CO2 measurements. We’ll plot a histogram of the average CO2 measurements
Code
# Histograms of average CO2 measurementssns.displot(co2['Avg']);
The non-missing values are in the 300-400 range (a regular range of CO2 levels).
We also see that there are only a few missing Avg values (<1% of values). Let’s examine all of them:
co2[co2["Avg"] <0]
Yr
Mo
DecDate
Avg
Int
Trend
Days
3
1958
6
1958.46
-99.99
317.10
314.85
-1
7
1958
10
1958.79
-99.99
312.66
315.61
-1
71
1964
2
1964.12
-99.99
320.07
319.61
-1
72
1964
3
1964.21
-99.99
320.73
319.55
-1
73
1964
4
1964.29
-99.99
321.77
319.48
-1
213
1975
12
1975.96
-99.99
330.59
331.60
0
313
1984
4
1984.29
-99.99
346.84
344.27
2
There doesn’t seem to be a pattern to these values, other than that most records also were missing Days data.
5.5.7 Drop, NaN, or Impute Missing Avg Data?
How should we address the invalid Avg data?
Drop records
Set to NaN
Impute using some strategy
Remember we want to fix the following plot:
Code
sns.lineplot(x='DecDate', y='Avg', data=co2)plt.title("CO2 Average By Month");
Since we are plotting Avg vs DecDate, we should just focus on dealing with missing values for Avg.
Let’s consider a few options: 1. Drop those records 2. Replace -99.99 with NaN 3. Substitute it with a likely value for the average CO2?
What do you think are the pros and cons of each possible action?
Let’s examine each of these three options.
# 1. Drop missing valuesco2_drop = co2[co2['Avg'] >0]co2_drop.head()
Yr
Mo
DecDate
Avg
Int
Trend
Days
0
1958
3
1958.21
315.71
315.71
314.62
-1
1
1958
4
1958.29
317.45
317.45
315.29
-1
2
1958
5
1958.38
317.50
317.50
314.71
-1
4
1958
7
1958.54
315.86
315.86
314.98
-1
5
1958
8
1958.62
314.93
314.93
315.94
-1
# 2. Replace NaN with -99.99co2_NA = co2.replace(-99.99, np.nan)co2_NA.head()
Yr
Mo
DecDate
Avg
Int
Trend
Days
0
1958
3
1958.21
315.71
315.71
314.62
-1
1
1958
4
1958.29
317.45
317.45
315.29
-1
2
1958
5
1958.38
317.50
317.50
314.71
-1
3
1958
6
1958.46
NaN
317.10
314.85
-1
4
1958
7
1958.54
315.86
315.86
314.98
-1
We’ll also use a third version of the data.
First, we note that the dataset already comes with a substitute value for the -99.99.
From the file description:
The interpolated column includes average values from the preceding column (average) and interpolated values where data are missing. Interpolated values are computed in two steps…
The Int feature has values that exactly match those in Avg, except when Avg is -99.99, and then a reasonable estimate is used instead.
So, the third version of our data will use the Int feature instead of Avg.
# 3. Use interpolated column which estimates missing Avg valuesco2_impute = co2.copy()co2_impute['Avg'] = co2['Int']co2_impute.head()
Yr
Mo
DecDate
Avg
Int
Trend
Days
0
1958
3
1958.21
315.71
315.71
314.62
-1
1
1958
4
1958.29
317.45
317.45
315.29
-1
2
1958
5
1958.38
317.50
317.50
314.71
-1
3
1958
6
1958.46
317.10
317.10
314.85
-1
4
1958
7
1958.54
315.86
315.86
314.98
-1
What’s a reasonable estimate?
To answer this question, let’s zoom in on a short time period, say the measurements in 1958 (where we know we have two missing values).
Code
# results of plotting data in 1958def line_and_points(data, ax, title):# assumes single year, hence Mo ax.plot('Mo', 'Avg', data=data) ax.scatter('Mo', 'Avg', data=data) ax.set_xlim(2, 13) ax.set_title(title) ax.set_xticks(np.arange(3, 13))def data_year(data, year):return data[data["Yr"] ==1958]# uses matplotlib subplots# you may see more next week; focus on output for nowfig, axes = plt.subplots(ncols =3, figsize=(12, 4), sharey=True)year =1958line_and_points(data_year(co2_drop, year), axes[0], title="1. Drop Missing")line_and_points(data_year(co2_NA, year), axes[1], title="2. Missing Set to NaN")line_and_points(data_year(co2_impute, year), axes[2], title="3. Missing Interpolated")fig.suptitle(f"Monthly Averages for {year}")plt.tight_layout()
In the big picture since there are only 7 Avg values missing (<1% of 738 months), any of these approaches would work.
However there is some appeal to option C, Imputing:
Shows seasonal trends for CO2
We are plotting all months in our data as a line plot
Let’s replot our original figure with option 3:
Code
sns.lineplot(x='DecDate', y='Avg', data=co2_impute)plt.title("CO2 Average By Month, Imputed");
Looks pretty close to what we see on the NOAA website!
5.5.8 Presenting the Data: A Discussion on Data Granularity
From the description:
Monthly measurements are averages of average day measurements.
The NOAA GML website has datasets for daily/hourly measurements too.
The data you present depends on your research question.
How do CO2 levels vary by season?
You might want to keep average monthly data.
Are CO2 levels rising over the past 50+ years, consistent with global warming predictions?
You might be happier with a coarser granularity of average year data!
Code
co2_year = co2_impute.groupby('Yr').mean()sns.lineplot(x='Yr', y='Avg', data=co2_year)plt.title("CO2 Average By Year");
Indeed, we see a rise by nearly 100 ppm of CO2 since Mauna Loa began recording in 1958.
5.6 Summary
We went over a lot of content this lecture; let’s summarize the most important points:
5.6.1 Dealing with Missing Values
There are a few options we can take to deal with missing data:
Drop missing records
Keep NaN missing values
Impute using an interpolated column
5.6.2 EDA and Data Wrangling
There are several ways to approach EDA and Data Wrangling:
Examine the data and metadata: what is the date, size, organization, and structure of the data?
Examine each field/attribute/dimension individually.
Examine pairs of related dimensions (e.g. breaking down grades by major).
Along the way, we can:
Visualize or summarize the data.
Validate assumptions about data and its collection process. Pay particular attention to when the data was collected.
Identify and address anomalies.
Apply data transformations and corrections (we’ll cover this in the upcoming lecture).
Record everything you do! Developing in Jupyter Notebook promotes reproducibility of your own work!
---title: Data Cleaning and EDAexecute: echo: trueformat: html: code-fold: true code-tools: true toc: true toc-title: Data Cleaning and EDA page-layout: full theme: - cosmo - cerulean callout-icon: falsejupyter: jupytext: text_representation: extension: .qmd format_name: quarto format_version: '1.0' jupytext_version: 1.16.1 kernelspec: display_name: Python 3 (ipykernel) language: python name: python3---```{python}#| code-fold: trueimport numpy as npimport pandas as pdimport matplotlib.pyplot as pltimport seaborn as sns#%matplotlib inlineplt.rcParams['figure.figsize'] = (12, 9)sns.set()sns.set_context('talk')np.set_printoptions(threshold=20, precision=2, suppress=True)pd.set_option('display.max_rows', 30)pd.set_option('display.max_columns', None)pd.set_option('display.precision', 2)# This option stops scientific notation for pandaspd.set_option('display.float_format', '{:.2f}'.format)# Silence some spurious seaborn warningsimport warningswarnings.filterwarnings("ignore", category=FutureWarning)```::: {.callout-note collapse="false"}## Learning Outcomes* Recognize common file formats* Categorize data by its variable type* Build awareness of issues with data faithfulness and develop targeted solutions:::In the past few lectures, we've learned that `pandas` is a toolkit to restructure, modify, and explore a dataset. What we haven't yet touched on is *how* to make these data transformation decisions. When we receive a new set of data from the "real world," how do we know what processing we should do to convert this data into a usable form?**Data cleaning**, also called **data wrangling**, is the process of transforming raw data to facilitate subsequent analysis. It is often used to address issues like:* Unclear structure or formatting* Missing or corrupted values* Unit conversions* ...and so on**Exploratory Data Analysis (EDA)** is the process of understanding a new dataset. It is an open-ended, informal analysis that involves familiarizing ourselves with the variables present in the data, discovering potential hypotheses, and identifying possible issues with the data. This last point can often motivate further data cleaning to address any problems with the dataset's format; because of this, EDA and data cleaning are often thought of as an "infinite loop," with each process driving the other.In this lecture, we will consider the key properties of data to consider when performing data cleaning and EDA. In doing so, we'll develop a "checklist" of sorts for you to consider when approaching a new dataset. Throughout this process, we'll build a deeper understanding of this early (but very important!) stage of the data science lifecycle.## StructureWe often prefer rectangular data for data analysis. Rectangular structures are easy to manipulate and analyze. A key element of data cleaning is about transforming data to be more rectangular. There are two kinds of rectangular data: tables and matrices. Tables have named columns with different data types and are manipulated using data transformation languages. Matrices contain numeric data of the same type and are manipulated using linear algebra.### File FormatsThere are many file types for storing structured data: TSV, JSON, XML, ASCII, SAS, etc. We'll only cover CSV, TSV, and JSON in lecture, but you'll likely encounter other formats as you work with different datasets. Reading documentation is your best bet for understanding how to process the multitude of different file types. #### CSVCSVs, which stand for **Comma-Separated Values**, are a common tabular data format. In the past two `pandas` lectures, we briefly touched on the idea of file format: the way data is encoded in a file for storage. Specifically, our `elections` and `babynames` datasets were stored and loaded as CSVs:```{python}#| code-fold: falsepd.read_csv("data/elections.csv").head(5)```To better understand the properties of a CSV, let's take a look at the first few rows of the raw data file to see what it looks like before being loaded into a `DataFrame`. We'll use the `repr()` function to return the raw string with its special characters: ```{python}#| code-fold: falsewithopen("data/elections.csv", "r") as table: i =0for row in table:print(repr(row)) i +=1if i >3:break```Each row, or **record**, in the data is delimited by a newline `\n`. Each column, or **field**, in the data is delimited by a comma `,` (hence, comma-separated!). #### TSVAnother common file type is **TSV (Tab-Separated Values)**. In a TSV, records are still delimited by a newline `\n`, while fields are delimited by `\t` tab character. Let's check out the first few rows of the raw TSV file. Again, we'll use the `repr()` function so that `print` shows the special characters.```{python}#| code-fold: falsewithopen("data/elections.txt", "r") as table: i =0for row in table:print(repr(row)) i +=1if i >3:break```TSVs can be loaded into `pandas` using `pd.read_csv`. We'll need to specify the **delimiter** with parameter` sep='\t'`[(documentation)](https://pandas.pydata.org/docs/reference/api/pandas.read_csv.html).```{python}#| code-fold: falsepd.read_csv("data/elections.txt", sep='\t').head(3)```An issue with CSVs and TSVs comes up whenever there are commas or tabs within the records. How does `pandas` differentiate between a comma delimiter vs. a comma within the field itself, for example `8,900`? To remedy this, check out the [`quotechar` parameter](https://pandas.pydata.org/docs/reference/api/pandas.read_csv.html). #### JSON**JSON (JavaScript Object Notation)** files behave similarly to Python dictionaries. A raw JSON is shown below.```{python}#| code-fold: falsewithopen("data/elections.json", "r") as table: i =0for row in table:print(row) i +=1if i >8:break```JSON files can be loaded into `pandas` using `pd.read_json`. ```{python}#| code-fold: falsepd.read_json('data/elections.json').head(3)```##### EDA with JSON: Berkeley COVID-19 DataThe City of Berkeley Open Data [website](https://data.cityofberkeley.info/Health/COVID-19-Confirmed-Cases/xn6j-b766) has a dataset with COVID-19 Confirmed Cases among Berkeley residents by date. Let's download the file and save it as a JSON (note the source URL file type is also a JSON). In the interest of reproducible data science, we will download the data programatically. We have defined some helper functions in the [`ds100_utils.py`](https://ds100.org/fa23/resources/assets/lectures/lec05/lec05-eda.html) file that we can reuse these helper functions in many different notebooks.```{python}#| code-fold: falsefrom ds100_utils import fetch_and_cachecovid_file = fetch_and_cache("https://data.cityofberkeley.info/api/views/xn6j-b766/rows.json?accessType=DOWNLOAD","confirmed-cases.json", force=False)covid_file # a file path wrapper object```###### File SizeLet's start our analysis by getting a rough estimate of the size of the dataset to inform the tools we use to view the data. For relatively small datasets, we can use a text editor or spreadsheet. For larger datasets, more programmatic exploration or distributed computing tools may be more fitting. Here we will use `Python` tools to probe the file.Since there seem to be text files, let's investigate the number of lines, which often corresponds to the number of records```{python}#| code-fold: falseimport osprint(covid_file, "is", os.path.getsize(covid_file) /1e6, "MB")withopen(covid_file, "r") as f:print(covid_file, "is", sum(1for l in f), "lines.")```###### Unix CommandsAs part of the EDA workflow, Unix commands can come in very handy. In fact, there's an entire book called ["Data Science at the Command Line"](https://datascienceatthecommandline.com/) that explores this idea in depth! In Jupyter/IPython, you can prefix lines with `!` to execute arbitrary Unix commands, and within those lines, you can refer to Python variables and expressions with the syntax `{expr}`.Here, we use the `ls` command to list files, using the `-lh` flags, which request "long format with information in human-readable form." We also use the `wc` command for "word count," but with the `-l` flag, which asks for line counts instead of words.These two give us the same information as the code above, albeit in a slightly different form:```{python}#| code-fold: false!ls -lh {covid_file}!wc -l {covid_file}```###### File ContentsLet's explore the data format using `Python`. ```{python}#| code-fold: falsewithopen(covid_file, "r") as f:for i, row inenumerate(f):print(repr(row)) # print raw stringsif i >=4: break```We can use the `head` Unix command (which is where `pandas`' `head` method comes from!) to see the first few lines of the file:```{python}#| code-fold: false!head -5 {covid_file}```In order to load the JSON file into `pandas`, Let's first do some EDA with Oython's `json` package to understand the particular structure of this JSON file so that we can decide what (if anything) to load into `pandas`. Python has relatively good support for JSON data since it closely matches the internal python object model. In the following cell we import the entire JSON datafile into a python dictionary using the `json` package.```{python}#| code-fold: falseimport jsonwithopen(covid_file, "rb") as f: covid_json = json.load(f)```The `covid_json` variable is now a dictionary encoding the data in the file:```{python}#| code-fold: falsetype(covid_json)```We can examine what keys are in the top level JSON object by listing out the keys. ```{python}#| code-fold: falsecovid_json.keys()```**Observation**: The JSON dictionary contains a `meta` key which likely refers to metadata (data about the data). Metadata is often maintained with the data and can be a good source of additional information.We can investigate the metadata further by examining the keys associated with the metadata.```{python}#| code-fold: falsecovid_json['meta'].keys()```The `meta` key contains another dictionary called `view`. This likely refers to metadata about a particular "view" of some underlying database. We will learn more about views when we study SQL later in the class. ```{python}#| code-fold: falsecovid_json['meta']['view'].keys()```Notice that this a nested/recursive data structure. As we dig deeper we reveal more and more keys and the corresponding data:```meta|-> data | ... (haven't explored yet)|-> view | -> id | -> name | -> attribution ... | -> description ... | -> columns ...```There is a key called description in the view sub dictionary. This likely contains a description of the data:```{python}#| code-fold: falseprint(covid_json['meta']['view']['description'])```###### Examining the Data Field for RecordsWe can look at a few entries in the `data` field. This is what we'll load into `pandas`.```{python}#| code-fold: falsefor i inrange(3):print(f"{i:03} | {covid_json['data'][i]}")```Observations:* These look like equal-length records, so maybe `data` is a table!* But what do each of values in the record mean? Where can we find column headers?For that, we'll need the `columns` key in the metadata dictionary. This returns a list: ```{python}#| code-fold: falsetype(covid_json['meta']['view']['columns'])```###### Summary of exploring the JSON file1. The above **metadata** tells us a lot about the columns in the data including column names, potential data anomalies, and a basic statistic. 1. Because of its non-tabular structure, JSON makes it easier (than CSV) to create **self-documenting data**, meaning that information about the data is stored in the same file as the data.1. Self-documenting data can be helpful since it maintains its own description and these descriptions are more likely to be updated as data changes. ###### Loading COVID Data into `pandas`Finally, let's load the data (not the metadata) into a `pandas``DataFrame`. In the following block of code we:1. Translate the JSON records into a `DataFrame`: * fields: `covid_json['meta']['view']['columns']` * records: `covid_json['data']`1. Remove columns that have no metadata description. This would be a bad idea in general, but here we remove these columns since the above analysis suggests they are unlikely to contain useful information.1. Examine the `tail` of the table.```{python}#| code-fold: false# Load the data from JSON and assign column titlescovid = pd.DataFrame( covid_json['data'], columns=[c['name'] for c in covid_json['meta']['view']['columns']])covid.tail()```### Primary and Foreign KeysLast time, we introduced `.merge` as the `pandas` method for joining multiple `DataFrame`s together. In our discussion of joins, we touched on the idea of using a "key" to determine what rows should be merged from each table. Let's take a moment to examine this idea more closely.The **primary key** is the column or set of columns in a table that *uniquely* determine the values of the remaining columns. It can be thought of as the unique identifier for each individual row in the table. For example, a table of Data 100 students might use each student's Cal ID as the primary key. ```{python}#| echo: falsepd.DataFrame({"Cal ID":[3034619471, 3035619472, 3025619473, 3046789372], \"Name":["Oski", "Ollie", "Orrie", "Ollie"], \"Major":["Data Science", "Computer Science", "Data Science", "Economics"]})```The **foreign key** is the column or set of columns in a table that reference primary keys in other tables. Knowing a dataset's foreign keys can be useful when assigning the `left_on` and `right_on` parameters of `.merge`. In the table of office hour tickets below, `"Cal ID"` is a foreign key referencing the previous table.```{python}#| echo: falsepd.DataFrame({"OH Request":[1, 2, 3, 4], \"Cal ID":[3034619471, 3035619472, 3025619473, 3035619472], \"Question":["HW 2 Q1", "HW 2 Q3", "Lab 3 Q4", "HW 2 Q7"]})```### Variable TypesVariables are columns. A variable is a measurement of a particular concept. Variables have two common properties: data type/storage type and variable type/feature type. The data type of a variable indicates how each variable value is stored in memory (integer, floating point, boolean, etc.) and affects which `pandas` functions are used. The variable type is a conceptualized measurement of information (and therefore indicates what values a variable can take on). Variable type is identified through expert knowledge, exploring the data itself, or consulting the data codebook. The variable type affects how one visualizes and inteprets the data. In this class, "variable types" are conceptual.After loading data into a file, it's a good idea to take the time to understand what pieces of information are encoded in the dataset. In particular, we want to identify what variable types are present in our data. Broadly speaking, we can categorize variables into one of two overarching types. **Quantitative variables** describe some numeric quantity or amount. We can divide quantitative data further into:* **Continuous quantitative variables**: numeric data that can be measured on a continuous scale to arbitrary precision. Continuous variables do not have a strict set of possible values – they can be recorded to any number of decimal places. For example, weights, GPA, or CO<sub>2</sub> concentrations.* **Discrete quantitative variables**: numeric data that can only take on a finite set of possible values. For example, someone's age or the number of siblings they have.**Qualitative variables**, also known as **categorical variables**, describe data that isn't measuring some quantity or amount. The sub-categories of categorical data are:* **Ordinal qualitative variables**: categories with ordered levels. Specifically, ordinal variables are those where the difference between levels has no consistent, quantifiable meaning. Some examples include levels of education (high school, undergrad, grad, etc.), income bracket (low, medium, high), or Yelp rating. * **Nominal qualitative variables**: categories with no specific order. For example, someone's political affiliation or Cal ID number.![Classification of variable types](images/variable.png)Note that many variables don't sit neatly in just one of these categories. Qualitative variables could have numeric levels, and conversely, quantitative variables could be stored as strings. ## Granularity, Scope, and TemporalityAfter understanding the structure of the dataset, the next task is to determine what exactly the data represents. We'll do so by considering the data's granularity, scope, and temporality.### GranularityThe **granularity** of a dataset is what a single row represents. You can also think of it as the level of detail included in the data. To determine the data's granularity, ask: what does each row in the dataset represent? Fine-grained data contains a high level of detail, with a single row representing a small individual unit. For example, each record may represent one person. Coarse-grained data is encoded such that a single row represents a large individual unit – for example, each record may represent a group of people.### ScopeThe **scope** of a dataset is the subset of the population covered by the data. If we were investigating student performance in Data Science courses, a dataset with a narrow scope might encompass all students enrolled in Data 100 whereas a dataset with an expansive scope might encompass all students in California. ### TemporalityThe **temporality** of a dataset describes the periodicity over which the data was collected as well as when the data was most recently collected or updated. Time and date fields of a dataset could represent a few things:1. when the "event" happened2. when the data was collected, or when it was entered into the system3. when the data was copied into the database To fully understand the temporality of the data, it also may be necessary to standardize time zones or inspect recurring time-based trends in the data (do patterns recur in 24-hour periods? Over the course of a month? Seasonally?). The convention for standardizing time is the Coordinated Universal Time (UTC), an international time standard measured at 0 degrees latitude that stays consistent throughout the year (no daylight savings). We can represent Berkeley's time zone, Pacific Standard Time (PST), as UTC-7 (with daylight savings). #### Temporality with `pandas`' `dt` accessors Let's briefly look at how we can use `pandas`' `dt` accessors to work with dates/times in a dataset using the dataset you'll see in Lab 3: the Berkeley PD Calls for Service dataset.```{python}#| code-fold: truecalls = pd.read_csv("data/Berkeley_PD_-_Calls_for_Service.csv")calls.head()```Looks like there are three columns with dates/times: `EVENTDT`, `EVENTTM`, and `InDbDate`. Most likely, `EVENTDT` stands for the date when the event took place, `EVENTTM` stands for the time of day the event took place (in 24-hr format), and `InDbDate` is the date this call is recorded onto the database.If we check the data type of these columns, we will see they are stored as strings. We can convert them to `datetime` objects using pandas `to_datetime` function.```{python}#| code-fold: falsecalls["EVENTDT"] = pd.to_datetime(calls["EVENTDT"])calls.head()```Now, we can use the `dt` accessor on this column.We can get the month: ```{python}#| code-fold: falsecalls["EVENTDT"].dt.month.head()```Which day of the week the date is on:```{python}#| code-fold: falsecalls["EVENTDT"].dt.dayofweek.head()```Check the mimimum values to see if there are any suspicious-looking, 70s dates:```{python}#| code-fold: falsecalls.sort_values("EVENTDT").head()```Doesn't look like it! We are good!We can also do many things with the `dt` accessor like switching time zones and converting time back to UNIX/POSIX time. Check out the documentation on [`.dt` accessor](https://pandas.pydata.org/docs/user_guide/basics.html#basics-dt-accessors) and [time series/date functionality](https://pandas.pydata.org/docs/user_guide/timeseries.html#).## FaithfulnessAt this stage in our data cleaning and EDA workflow, we've achieved quite a lot: we've identified how our data is structured, come to terms with what information it encodes, and gained insight as to how it was generated. Throughout this process, we should always recall the original intent of our work in Data Science – to use data to better understand and model the real world. To achieve this goal, we need to ensure that the data we use is faithful to reality; that is, that our data accurately captures the "real world."Data used in research or industry is often "messy" – there may be errors or inaccuracies that impact the faithfulness of the dataset. Signs that data may not be faithful include:* Unrealistic or "incorrect" values, such as negative counts, locations that don't exist, or dates set in the future* Violations of obvious dependencies, like an age that does not match a birthday* Clear signs that data was entered by hand, which can lead to spelling errors or fields that are incorrectly shifted* Signs of data falsification, such as fake email addresses or repeated use of the same names* Duplicated records or fields containing the same information* Truncated data, e.g. Microsoft Excel would limit the number of rows to 655536 and the number of columns to 255We often solve some of these more common issues in the following ways: * Spelling errors: apply corrections or drop records that aren't in a dictionary* Time zone inconsistencies: convert to a common time zone (e.g. UTC) * Duplicated records or fields: identify and eliminate duplicates (using primary keys)* Unspecified or inconsistent units: infer the units and check that values are in reasonable ranges in the data### Missing ValuesAnother common issue encountered with real-world datasets is that of missing data. One strategy to resolve this is to simply drop any records with missing values from the dataset. This does, however, introduce the risk of inducing biases – it is possible that the missing or corrupt records may be systemically related to some feature of interest in the data. Another solution is to keep the data as `NaN` values. A third method to address missing data is to perform **imputation**: infer the missing values using other data available in the dataset. There is a wide variety of imputation techniques that can be implemented; some of the most common are listed below.* Average imputation: replace missing values with the average value for that field* Hot deck imputation: replace missing values with some random value* Regression imputation: develop a model to predict missing values and replace with the predicted value from the model.* Multiple imputation: replace missing values with multiple random valuesRegardless of the strategy used to deal with missing data, we should think carefully about *why* particular records or fields may be missing – this can help inform whether or not the absence of these values is significant or meaningful.## EDA Demo 1: Tuberculosis in the United StatesNow, let's walk through the data-cleaning and EDA workflow to see what can we learn about the presence of Tuberculosis in the United States!We will examine the data included in the [original CDC article](https://www.cdc.gov/mmwr/volumes/71/wr/mm7112a1.htm?s_cid=mm7112a1_w#T1_down) published in 2021.### CSVs and Field NamesSuppose Table 1 was saved as a CSV file located in `data/cdc_tuberculosis.csv`.We can then explore the CSV (which is a text file, and does not contain binary-encoded data) in many ways:1. Using a text editor like emacs, vim, VSCode, etc.2. Opening the CSV directly in DataHub (read-only), Excel, Google Sheets, etc.3. The `Python` file object4. `pandas`, using `pd.read_csv()`To try out options 1 and 2, you can view or download the Tuberculosis from the [lecture demo notebook](https://data100.datahub.berkeley.edu/hub/user-redirect/git-pull?repo=https%3A%2F%2Fgithub.com%2FDS-100%2Ffa23-student&urlpath=lab%2Ftree%2Ffa23-student%2Flecture%2Flec05%2Flec04-eda.ipynb&branch=main) under the `data` folder in the left hand menu. Notice how the CSV file is a type of **rectangular data (i.e., tabular data) stored as comma-separated values**.Next, let's try out option 3 using the `Python` file object. We'll look at the first four lines:```{python}#| code-fold: truewithopen("data/cdc_tuberculosis.csv", "r") as f: i =0for row in f:print(row) i +=1if i >3:break```Whoa, why are there blank lines interspaced between the lines of the CSV?You may recall that all line breaks in text files are encoded as the special newline character `\n`. Python's `print()` prints each string (including the newline), and an additional newline on top of that.If you're curious, we can use the `repr()` function to return the raw string with all special characters:```{python}#| code-fold: truewithopen("data/cdc_tuberculosis.csv", "r") as f: i =0for row in f:print(repr(row)) # print raw strings i +=1if i >3:break```Finally, let's try option 4 and use the tried-and-true Data 100 approach: `pandas`.```{python}#| code-fold: falsetb_df = pd.read_csv("data/cdc_tuberculosis.csv")tb_df.head()```You may notice some strange things about this table: what's up with the "Unnamed" column names and the first row? Congratulations — you're ready to wrangle your data! Because of how things are stored, we'll need to clean the data a bit to name our columns better.A reasonable first step is to identify the row with the right header. The `pd.read_csv()` function ([documentation](https://pandas.pydata.org/docs/reference/api/pandas.read_csv.html)) has the convenient `header` parameter that we can set to use the elements in row 1 as the appropriate columns:```{python}#| code-fold: falsetb_df = pd.read_csv("data/cdc_tuberculosis.csv", header=1) # row indextb_df.head(5)```Wait...but now we can't differentiate betwen the "Number of TB cases" and "TB incidence" year columns. `pandas` has tried to make our lives easier by automatically adding ".1" to the latter columns, but this doesn't help us, as humans, understand the data.We can do this manually with `df.rename()` ([documentation](https://pandas.pydata.org/docs/reference/api/pandas.DataFrame.rename.html?highlight=rename#pandas.DataFrame.rename)):```{python}#| code-fold: falserename_dict = {'2019': 'TB cases 2019','2020': 'TB cases 2020','2021': 'TB cases 2021','2019.1': 'TB incidence 2019','2020.1': 'TB incidence 2020','2021.1': 'TB incidence 2021'}tb_df = tb_df.rename(columns=rename_dict)tb_df.head(5)```### Record GranularityYou might already be wondering: what's up with that first record?Row 0 is what we call a **rollup record**, or summary record. It's often useful when displaying tables to humans. The **granularity** of record 0 (Totals) vs the rest of the records (States) is different.Okay, EDA step two. How was the rollup record aggregated?Let's check if Total TB cases is the sum of all state TB cases. If we sum over all rows, we should get **2x** the total cases in each of our TB cases by year (why do you think this is?).```{python}#| code-fold: truetb_df.sum(axis=0)```Whoa, what's going on with the TB cases in 2019, 2020, and 2021? Check out the column types:```{python}#| code-fold: truetb_df.dtypes```Since there are commas in the values for TB cases, the numbers are read as the `object` datatype, or **storage type** (close to the `Python` string datatype), so `pandas` is concatenating strings instead of adding integers (recall that Python can "sum", or concatenate, strings together: `"data" + "100"` evaluates to `"data100"`). Fortunately `read_csv` also has a `thousands` parameter ([documentation](https://pandas.pydata.org/docs/reference/api/pandas.read_csv.html)):```{python}#| code-fold: false# improve readability: chaining method calls with outer parentheses/line breakstb_df = ( pd.read_csv("data/cdc_tuberculosis.csv", header=1, thousands=',') .rename(columns=rename_dict))tb_df.head(5)``````{python}#| code-fold: falsetb_df.sum()```The total TB cases look right. Phew!Let's just look at the records with **state-level granularity**:```{python}#| code-fold: truestate_tb_df = tb_df[1:]state_tb_df.head(5)```### Gather Census DataU.S. Census population estimates [source](https://www.census.gov/data/tables/time-series/demo/popest/2010s-state-total.html) (2019), [source](https://www.census.gov/data/tables/time-series/demo/popest/2020s-state-total.html) (2020-2021).Running the below cells cleans the data.There are a few new methods here:* `df.convert_dtypes()` ([documentation](https://pandas.pydata.org/docs/reference/api/pandas.DataFrame.convert_dtypes.html)) conveniently converts all float dtypes into ints and is out of scope for the class.* `df.drop_na()` ([documentation](https://pandas.pydata.org/docs/reference/api/pandas.DataFrame.dropna.html)) will be explained in more detail next time.```{python}#| code-fold: true# 2010s census datacensus_2010s_df = pd.read_csv("data/nst-est2019-01.csv", header=3, thousands=",")census_2010s_df = ( census_2010s_df .reset_index() .drop(columns=["index", "Census", "Estimates Base"]) .rename(columns={"Unnamed: 0": "Geographic Area"}) .convert_dtypes() # "smart" converting of columns, use at your own risk .dropna() # we'll introduce this next time)census_2010s_df['Geographic Area'] = census_2010s_df['Geographic Area'].str.strip('.')# with pd.option_context('display.min_rows', 30): # shows more rows# display(census_2010s_df)census_2010s_df.head(5)```Occasionally, you will want to modify code that you have imported. To reimport those modifications you can either use `python`'s `importlib` library:```pythonfrom importlib importreloadreload(utils)```or use `iPython` magic which will intelligently import code when files change:```python%load_ext autoreload%autoreload 2``````{python}#| code-fold: true# census 2020s datacensus_2020s_df = pd.read_csv("data/NST-EST2022-POP.csv", header=3, thousands=",")census_2020s_df = ( census_2020s_df .reset_index() .drop(columns=["index", "Unnamed: 1"]) .rename(columns={"Unnamed: 0": "Geographic Area"}) .convert_dtypes() # "smart" converting of columns, use at your own risk .dropna() # we'll introduce this next time)census_2020s_df['Geographic Area'] = census_2020s_df['Geographic Area'].str.strip('.')census_2020s_df.head(5)```### Joining Data (Merging `DataFrame`s)Time to `merge`! Here we use the `DataFrame` method `df1.merge(right=df2, ...)` on `DataFrame``df1` ([documentation](https://pandas.pydata.org/docs/reference/api/pandas.DataFrame.merge.html)). Contrast this with the function `pd.merge(left=df1, right=df2, ...)` ([documentation](https://pandas.pydata.org/docs/reference/api/pandas.merge.html?highlight=pandas%20merge#pandas.merge)). Feel free to use either.```{python}#| code-fold: false# merge TB DataFrame with two US census DataFramestb_census_df = ( tb_df .merge(right=census_2010s_df, left_on="U.S. jurisdiction", right_on="Geographic Area") .merge(right=census_2020s_df, left_on="U.S. jurisdiction", right_on="Geographic Area"))tb_census_df.head(5)```Having all of these columns is a little unwieldy. We could either drop the unneeded columns now, or just merge on smaller census `DataFrame`s. Let's do the latter.```{python}#| code-fold: false# try merging again, but cleaner this timetb_census_df = ( tb_df .merge(right=census_2010s_df[["Geographic Area", "2019"]], left_on="U.S. jurisdiction", right_on="Geographic Area") .drop(columns="Geographic Area") .merge(right=census_2020s_df[["Geographic Area", "2020", "2021"]], left_on="U.S. jurisdiction", right_on="Geographic Area") .drop(columns="Geographic Area"))tb_census_df.head(5)```### Reproducing Data: Compute IncidenceLet's recompute incidence to make sure we know where the original CDC numbers came from.From the [CDC report](https://www.cdc.gov/mmwr/volumes/71/wr/mm7112a1.htm?s_cid=mm7112a1_w#T1_down): TB incidence is computed as “Cases per 100,000 persons using mid-year population estimates from the U.S. Census Bureau.”If we define a group as 100,000 people, then we can compute the TB incidence for a given state population as$$\text{TB incidence} = \frac{\text{TB cases in population}}{\text{groups in population}} = \frac{\text{TB cases in population}}{\text{population}/100000} $$$$= \frac{\text{TB cases in population}}{\text{population}} \times 100000$$Let's try this for 2019:```{python}#| code-fold: falsetb_census_df["recompute incidence 2019"] = tb_census_df["TB cases 2019"]/tb_census_df["2019"]*100000tb_census_df.head(5)```Awesome!!!Let's use a for-loop and Python format strings to compute TB incidence for all years. Python f-strings are just used for the purposes of this demo, but they're handy to know when you explore data beyond this course ([documentation](https://docs.python.org/3/tutorial/inputoutput.html)).```{python}#| code-fold: false# recompute incidence for all yearsfor year in [2019, 2020, 2021]: tb_census_df[f"recompute incidence {year}"] = tb_census_df[f"TB cases {year}"]/tb_census_df[f"{year}"]*100000tb_census_df.head(5)```These numbers look pretty close!!! There are a few errors in the hundredths place, particularly in 2021. It may be useful to further explore reasons behind this discrepancy. ```{python}#| code-fold: falsetb_census_df.describe()```### Bonus EDA: Reproducing the Reported Statistic**How do we reproduce that reported statistic in the original [CDC report](https://www.cdc.gov/mmwr/volumes/71/wr/mm7112a1.htm?s_cid=mm7112a1_w)?**> Reported TB incidence (cases per 100,000 persons) increased **9.4%**, from **2.2** during 2020 to **2.4** during 2021 but was lower than incidence during 2019 (2.7). Increases occurred among both U.S.-born and non–U.S.-born persons.This is TB incidence computed across the entire U.S. population! How do we reproduce this?* We need to reproduce the "Total" TB incidences in our rolled record.* But our current `tb_census_df` only has 51 entries (50 states plus Washington, D.C.). There is no rolled record.* What happened...?Let's get exploring!Before we keep exploring, we'll set all indexes to more meaningful values, instead of just numbers that pertain to some row at some point. This will make our cleaning slightly easier.```{python}#| code-fold: truetb_df = tb_df.set_index("U.S. jurisdiction")tb_df.head(5)``````{python}#| code-fold: falsecensus_2010s_df = census_2010s_df.set_index("Geographic Area")census_2010s_df.head(5)``````{python}#| code-fold: falsecensus_2020s_df = census_2020s_df.set_index("Geographic Area")census_2020s_df.head(5)```It turns out that our merge above only kept state records, even though our original `tb_df` had the "Total" rolled record:```{python}#| code-fold: falsetb_df.head()```Recall that `merge` by default does an **inner** merge by default, meaning that it only preserves keys that are present in **both** `DataFrame`s.The rolled records in our census `DataFrame` have different `Geographic Area` fields, which was the key we merged on:```{python}#| code-fold: falsecensus_2010s_df.head(5)```The Census `DataFrame` has several rolled records. The aggregate record we are looking for actually has the Geographic Area named "United States".One straightforward way to get the right merge is to rename the value itself. Because we now have the Geographic Area index, we'll use `df.rename()` ([documentation](https://pandas.pydata.org/docs/reference/api/pandas.DataFrame.rename.html)):```{python}#| code-fold: false# rename rolled record for 2010scensus_2010s_df.rename(index={'United States':'Total'}, inplace=True)census_2010s_df.head(5)``````{python}#| code-fold: false# same, but for 2020s rename rolled recordcensus_2020s_df.rename(index={'United States':'Total'}, inplace=True)census_2020s_df.head(5)```<br/>Next let's rerun our merge. Note the different chaining, because we are now merging on indexes (`df.merge()`[documentation](https://pandas.pydata.org/docs/reference/api/pandas.DataFrame.merge.html)).```{python}#| code-fold: falsetb_census_df = ( tb_df .merge(right=census_2010s_df[["2019"]], left_index=True, right_index=True) .merge(right=census_2020s_df[["2020", "2021"]], left_index=True, right_index=True))tb_census_df.head(5)```<br/>Finally, let's recompute our incidences:```{python}#| code-fold: false# recompute incidence for all yearsfor year in [2019, 2020, 2021]: tb_census_df[f"recompute incidence {year}"] = tb_census_df[f"TB cases {year}"]/tb_census_df[f"{year}"]*100000tb_census_df.head(5)```We reproduced the total U.S. incidences correctly!We're almost there. Let's revisit the quote:> Reported TB incidence (cases per 100,000 persons) increased **9.4%**, from **2.2** during 2020 to **2.4** during 2021 but was lower than incidence during 2019 (2.7). Increases occurred among both U.S.-born and non–U.S.-born persons.Recall that percent change from $A$ to $B$ is computed as$\text{percent change} = \frac{B - A}{A} \times 100$.```{python}#| code-fold: falseincidence_2020 = tb_census_df.loc['Total', 'recompute incidence 2020']incidence_2020``````{python}#| code-fold: falseincidence_2021 = tb_census_df.loc['Total', 'recompute incidence 2021']incidence_2021``````{python}#| code-fold: falsedifference = (incidence_2021 - incidence_2020)/incidence_2020 *100difference```## EDA Demo 2: Mauna Loa CO<sub>2</sub> Data -- A Lesson in Data Faithfulness[Mauna Loa Observatory](https://gml.noaa.gov/ccgg/trends/data.html) has been monitoring CO<sub>2</sub> concentrations since 1958.```{python}#| code-fold: falseco2_file ="data/co2_mm_mlo.txt"```Let's do some **EDA**!!### Reading this file into `Pandas`?Let's instead check out this `.txt` file. Some questions to keep in mind: Do we trust this file extension? What structure is it? Lines 71-78 (inclusive) are shown below: line number | file contents 71 | # decimal average interpolated trend #days 72 | # date (season corr) 73 | 1958 3 1958.208 315.71 315.71 314.62 -1 74 | 1958 4 1958.292 317.45 317.45 315.29 -1 75 | 1958 5 1958.375 317.50 317.50 314.71 -1 76 | 1958 6 1958.458 -99.99 317.10 314.85 -1 77 | 1958 7 1958.542 315.86 315.86 314.98 -1 78 | 1958 8 1958.625 314.93 314.93 315.94 -1Notice how: - The values are separated by white space, possibly tabs.- The data line up down the rows. For example, the month appears in 7th to 8th position of each line.- The 71st and 72nd lines in the file contain column headings split over two lines.We can use `read_csv` to read the data into a `pandas``DataFrame`, and we provide several arguments to specify that the separators are white space, there is no header (**we will set our own column names**), and to skip the first 72 rows of the file.```{python}#| code-fold: falseco2 = pd.read_csv( co2_file, header =None, skiprows =72, sep =r'\s+'#delimiter for continuous whitespace (stay tuned for regex next lecture)))co2.head()```Congratulations! You've wrangled the data!<br/>...But our columns aren't named.**We need to do more EDA.**### Exploring Variable Feature TypesThe NOAA [webpage](https://gml.noaa.gov/ccgg/trends/) might have some useful tidbits (in this case it doesn't).Using this information, we'll rerun `pd.read_csv`, but this time with some **custom column names.**```{python}#| code-fold: falseco2 = pd.read_csv( co2_file, header =None, skiprows =72, sep ='\s+', #regex for continuous whitespace (next lecture) names = ['Yr', 'Mo', 'DecDate', 'Avg', 'Int', 'Trend', 'Days'])co2.head()```### Visualizing CO<sub>2</sub>Scientific studies tend to have very clean data, right...? Let's jump right in and make a time series plot of CO<sub>2</sub> monthly averages.```{python}#| code-fold: truesns.lineplot(x='DecDate', y='Avg', data=co2);```The code above uses the `seaborn` plotting library (abbreviated `sns`). We will cover this in the Visualization lecture, but now you don't need to worry about how it works!Yikes! Plotting the data uncovered a problem. The sharp vertical lines suggest that we have some **missing values**. What happened here?```{python}#| code-fold: falseco2.head()``````{python}#| code-fold: falseco2.tail()```Some data have unusual values like -1 and -99.99.Let's check the description at the top of the file again.* -1 signifies a missing value for the number of days `Days` the equipment was in operation that month.* -99.99 denotes a missing monthly average `Avg`How can we fix this? First, let's explore other aspects of our data. Understanding our data will help us decide what to do with the missing values.<br/>### Sanity Checks: Reasoning about the dataFirst, we consider the shape of the data. How many rows should we have?* If chronological order, we should have one record per month.* Data from March 1958 to August 2019.* We should have $ 12 \times (2019-1957) - 2 - 4 = 738 $ records.```{python}#| code-fold: falseco2.shape```Nice!! The number of rows (i.e. records) match our expectations.Let's now check the quality of each feature.### Understanding Missing Value 1: `Days``Days` is a time field, so let's analyze other time fields to see if there is an explanation for missing values of days of operation.Let's start with **months**, `Mo`.Are we missing any records? The number of months should have 62 or 61 instances (March 1957-August 2019).```{python}#| code-fold: falseco2["Mo"].value_counts().sort_index()```As expected Jan, Feb, Sep, Oct, Nov, and Dec have 61 occurrences and the rest 62.<br/>Next let's explore **days** `Days` itself, which is the number of days that the measurement equipment worked.```{python}#| code-fold: truesns.displot(co2['Days']);plt.title("Distribution of days feature");# suppresses unneeded plotting output```In terms of data quality, a handful of months have averages based on measurements taken on fewer than half the days. In addition, there are nearly 200 missing values--**that's about 27% of the data**!<br/>Finally, let's check the last time feature, **year** `Yr`.Let's check to see if there is any connection between missing-ness and the year of the recording.```{python}#| code-fold: truesns.scatterplot(x="Yr", y="Days", data=co2);plt.title("Day field by Year");# the ; suppresses output```**Observations**:* All of the missing data are in the early years of operation.* It appears there may have been problems with equipment in the mid to late 80s.**Potential Next Steps**:* Confirm these explanations through documentation about the historical readings.* Maybe drop the earliest recordings? However, we would want to delay such action until after we have examined the time trends and assess whether there are any potential problems.<br/>### Understanding Missing Value 2: `Avg`Next, let's return to the -99.99 values in `Avg` to analyze the overall quality of the CO<sub>2</sub> measurements. We'll plot a histogram of the average CO<sub>2</sub> measurements```{python}#| code-fold: true# Histograms of average CO2 measurementssns.displot(co2['Avg']);```The non-missing values are in the 300-400 range (a regular range of CO<sub>2</sub> levels).We also see that there are only a few missing `Avg` values (**<1% of values**). Let's examine all of them:```{python}#| code-fold: falseco2[co2["Avg"] <0]```There doesn't seem to be a pattern to these values, other than that most records also were missing `Days` data.### Drop, `NaN`, or Impute Missing `Avg` Data?How should we address the invalid `Avg` data?1. Drop records2. Set to NaN3. Impute using some strategyRemember we want to fix the following plot:```{python}#| code-fold: truesns.lineplot(x='DecDate', y='Avg', data=co2)plt.title("CO2 Average By Month");```Since we are plotting `Avg` vs `DecDate`, we should just focus on dealing with missing values for `Avg`.Let's consider a few options:1. Drop those records2. Replace -99.99 with NaN3. Substitute it with a likely value for the average CO<sub>2</sub>?What do you think are the pros and cons of each possible action?Let's examine each of these three options.```{python}#| code-fold: false# 1. Drop missing valuesco2_drop = co2[co2['Avg'] >0]co2_drop.head()``````{python}#| code-fold: false# 2. Replace NaN with -99.99co2_NA = co2.replace(-99.99, np.nan)co2_NA.head()```We'll also use a third version of the data.First, we note that the dataset already comes with a **substitute value** for the -99.99.From the file description:> The `interpolated` column includes average values from the preceding column (`average`)and **interpolated values** where data are missing. Interpolated values arecomputed in two steps...The `Int` feature has values that exactly match those in `Avg`, except when `Avg` is -99.99, and then a **reasonable** estimate is used instead.So, the third version of our data will use the `Int` feature instead of `Avg`.```{python}#| code-fold: false# 3. Use interpolated column which estimates missing Avg valuesco2_impute = co2.copy()co2_impute['Avg'] = co2['Int']co2_impute.head()```What's a **reasonable** estimate?To answer this question, let's zoom in on a short time period, say the measurements in 1958 (where we know we have two missing values).```{python}#| code-fold: true# results of plotting data in 1958def line_and_points(data, ax, title):# assumes single year, hence Mo ax.plot('Mo', 'Avg', data=data) ax.scatter('Mo', 'Avg', data=data) ax.set_xlim(2, 13) ax.set_title(title) ax.set_xticks(np.arange(3, 13))def data_year(data, year):return data[data["Yr"] ==1958]# uses matplotlib subplots# you may see more next week; focus on output for nowfig, axes = plt.subplots(ncols =3, figsize=(12, 4), sharey=True)year =1958line_and_points(data_year(co2_drop, year), axes[0], title="1. Drop Missing")line_and_points(data_year(co2_NA, year), axes[1], title="2. Missing Set to NaN")line_and_points(data_year(co2_impute, year), axes[2], title="3. Missing Interpolated")fig.suptitle(f"Monthly Averages for {year}")plt.tight_layout()```In the big picture since there are only 7 `Avg` values missing (**<1%** of 738 months), any of these approaches would work.However there is some appeal to **option C, Imputing**:* Shows seasonal trends for CO<sub>2</sub>* We are plotting all months in our data as a line plotLet's replot our original figure with option 3:```{python}#| code-fold: truesns.lineplot(x='DecDate', y='Avg', data=co2_impute)plt.title("CO2 Average By Month, Imputed");```Looks pretty close to what we see on the NOAA [website](https://gml.noaa.gov/ccgg/trends/)!### Presenting the Data: A Discussion on Data GranularityFrom the description:* Monthly measurements are averages of average day measurements.* The NOAA GML website has datasets for daily/hourly measurements too.The data you present depends on your research question.**How do CO<sub>2</sub> levels vary by season?*** You might want to keep average monthly data.**Are CO<sub>2</sub> levels rising over the past 50+ years, consistent with global warming predictions?*** You might be happier with a **coarser granularity** of average year data!```{python}#| code-fold: trueco2_year = co2_impute.groupby('Yr').mean()sns.lineplot(x='Yr', y='Avg', data=co2_year)plt.title("CO2 Average By Year");```Indeed, we see a rise by nearly 100 ppm of CO<sub>2</sub> since Mauna Loa began recording in 1958.## SummaryWe went over a lot of content this lecture; let's summarize the most important points: ### Dealing with Missing ValuesThere are a few options we can take to deal with missing data:* Drop missing records* Keep `NaN` missing values* Impute using an interpolated column### EDA and Data WranglingThere are several ways to approach EDA and Data Wrangling: * Examine the **data and metadata**: what is the date, size, organization, and structure of the data? * Examine each **field/attribute/dimension** individually.* Examine pairs of related dimensions (e.g. breaking down grades by major).* Along the way, we can: * **Visualize** or summarize the data. * **Validate assumptions** about data and its collection process. Pay particular attention to when the data was collected. * Identify and **address anomalies**. * Apply data transformations and corrections (we'll cover this in the upcoming lecture). * **Record everything you do!** Developing in Jupyter Notebook promotes *reproducibility* of your own work!