Write your own R functions, part 3

Where were we? Where are we going?

In part 2 we generalized our first R function so it could take the difference between any two quantiles of a numeric vector. We also set default values for the underlying probabilities, so that, by default, we compute the max minus the min.

In this part, we tackle NAs, the special argument ... and formal testing.

Load the Gapminder data

As usual, load the Gapminder excerpt.

gDat <- read.delim("gapminderDataFiveYear.txt")
str(gDat)
## 'data.frame':    1704 obs. of  6 variables:
##  $ country  : Factor w/ 142 levels "Afghanistan",..: 1 1 1 1 1 1 1 1 1 1 ...
##  $ year     : int  1952 1957 1962 1967 1972 1977 1982 1987 1992 1997 ...
##  $ pop      : num  8425333 9240934 10267083 11537966 13079460 ...
##  $ continent: Factor w/ 5 levels "Africa","Americas",..: 3 3 3 3 3 3 3 3 3 3 ...
##  $ lifeExp  : num  28.8 30.3 32 34 36.1 ...
##  $ gdpPercap: num  779 821 853 836 740 ...
## or do this if the file isn't lying around already
## gd_url <- "http://tiny.cc/gapminder"
## gDat <- read.delim(gd_url)

Load assertthat and our qdiff function

We'll keep using assert_that() to check that x is numeric and we'll want our previous function around as a baseline.

library(assertthat)
qdiff4 <- function(x, probs = c(0, 1)) {
  assert_that(is.numeric(x))
  the_quantiles <- quantile(x, probs)
  return(max(the_quantiles) - min(the_quantiles))
}

Be proactive about NAs

I am being gentle by letting you practice with the Gapminder data. In real life, you will be plagued by missing data. If you are lucky, it will be properly indicated by the special value NA. Many built-in R functions have an na.rm = argument through which you can specify how you want to handle NAs. Typically the default value is na.rm = FALSE and typical default behavior is to either let NAs propagate or to raise an error. Let's see how quantile() handles NAs:

z <- gDat$lifeExp
z[3] <- NA
quantile(gDat$lifeExp)
##      0%     25%     50%     75%    100% 
## 23.5990 48.1980 60.7125 70.8455 82.6030
quantile(z)
## Error: missing values and NaN's not allowed if 'na.rm' is FALSE
quantile(z, na.rm = TRUE)
##     0%    25%    50%    75%   100% 
## 23.599 48.228 60.765 70.846 82.603

So quantile() simply will not operate in the presence of NAs unless na.rm = TRUE. How shall we modify our function?

If we wanted to hardwire na.rm = TRUE, we could. Focus on our call to quantile() inside our function definition.

qdiff5 <- function(x, probs = c(0, 1)) {
  assert_that(is.numeric(x))
  the_quantiles <- quantile(x, probs, na.rm = TRUE)
  return(max(the_quantiles) - min(the_quantiles))
}
qdiff5(gDat$lifeExp)
## [1] 59.004
qdiff5(z)
## [1] 59.004

This works but it is dangerous to invert the default behavior of a well-known built-in function and to provide the user with no way to override this.

We could add an na.rm = argument to our own function. We might even enforce our preferred default -- but at least we're giving the user a way to control the behavior around NAs.

qdiff6 <- function(x, probs = c(0, 1), na.rm = TRUE) {
  assert_that(is.numeric(x))
  the_quantiles <- quantile(x, probs, na.rm = na.rm)
  return(max(the_quantiles) - min(the_quantiles))
}
qdiff6(gDat$lifeExp)
## [1] 59.004
qdiff6(z)
## [1] 59.004
qdiff6(z, na.rm = FALSE)
## Error: missing values and NaN's not allowed if 'na.rm' is FALSE

The useful but mysterious ... argument

You probably could have lived a long and happy life without knowing there are at least 9 different algorithms for computing quantiles. Go read about the type argument of quantile(). TLDR: If a quantile is not unambiguously equal to an observed data point, you must somehow average two data points. You can weight this average different ways, depending on the rest of the data, and type = controls this.

Let's say we want to give the user of our function the ability to specify how the quantiles are computed, but we want to accomplish with as little fuss as possible. In fact, we don't even want to clutter our function's interface with this! This calls for the very special ... argument.

qdiff7 <- function(x, probs = c(0, 1), na.rm = TRUE, ...) {
  the_quantiles <- quantile(x = x, probs = probs, na.rm = na.rm, ...)
  return(max(the_quantiles) - min(the_quantiles))
}

The practical significance of the type = argument is virtually nonexistent, so we can't demo with the Gapminder data. Thanks to \@wrathematics, here's a small example where we can (barely) detect a difference due to type.

set.seed(1234)
z <- rnorm(10)
quantile(z, type = 1)
##         0%        25%        50%        75%       100% 
## -2.3456977 -0.8900378 -0.5644520  0.4291247  1.0844412
quantile(z, type = 4)
##        0%       25%       50%       75%      100% 
## -2.345698 -1.048552 -0.564452  0.353277  1.084441
all.equal(quantile(z, type = 1), quantile(z, type = 4))
## [1] "Mean relative difference: 0.1776594"

Now we can call our function, requesting that quantiles be computed in different ways.

qdiff7(z, probs = c(0.25, 0.75), type = 1)
## [1] 1.319163
qdiff7(z, probs = c(0.25, 0.75), type = 4)
## [1] 1.401829

While the difference may be subtle, it's there. Marvel at the fact that we have passed type = 1 through to quantile() even though it was not a formal argument of our own function.

The special argument ... is very useful when you want the ability to pass arbitrary arguments down to another function, but without constantly expanding the formal arguments to your function. This leaves you with a less cluttered function definition and gives you future flexibility to specify these arguments only when you need to.

You will also encounter the ... argument in many built-in functions -- read up on c() or list() -- and now you have a better sense of what it means. It is not a breezy "and so on and so forth."

Use testthat for formal unit tests

Until now, we've relied on informal tests of our evolving function. If you are going to use a function alot, especially if it is part of a package, it is wise to use formal unit tests.

The testthat package provides excellent facilities for this, with a distinct emphasis on automated unit testing of entire packages. However, we can take it out for a test drive even with our one measly function.

We will construct a test with test_that() and, within it, we put one or more expectations that check actual against expected results. You simply harden your informal, interactive tests into formal unit tests. Here are some examples of tests and indicative expectations.

library(testthat)
test_that('invalid args are detected', {
  expect_error(qdiff7("eggplants are purple"))
  expect_error(qdiff7(iris))
  })
test_that('NA handling works', {
  expect_error(qdiff7(c(1:5, NA), na.rm = FALSE))
  expect_equal(qdiff7(c(1:5, NA)), 4)
})

No news is good news! Let's see what test failure would look like. Let's revert to a version of our function that does no NA handling, then test for proper NA handling. We can watch it fail.

qdiff_no_NA <- function(x, probs = c(0, 1)) {
  the_quantiles <- quantile(x = x, probs = probs)
  return(max(the_quantiles) - min(the_quantiles))
}
test_that('NA handling works', {
  expect_that(qdiff_no_NA(c(1:5, NA)), equals(4))
})
## Error: Test failed: 'NA handling works'
## Not expected: missing values and NaN's not allowed if 'na.rm' is FALSE
## 1: withCallingHandlers(eval(code, new_test_environment), error = capture_calls)
## 2: eval(code, new_test_environment)
## 3: eval(expr, envir, enclos)
## 4: expect_that(qdiff_no_NA(c(1:5, NA)), equals(4)) at <text>:6
## 5: condition(object)
## 6: compare(expected, actual, ...)
## 7: compare.default(expected, actual, ...)
## 8: all.equal(x, y, ...)
## 9: all.equal.numeric(x, y, ...)
## 10: attr.all.equal(target, current, tolerance = tolerance, scale = scale, ...)
## 11: mode(current)
## 12: qdiff_no_NA(c(1:5, NA))
## 13: quantile(x = x, probs = probs) at <text>:2
## 14: quantile.default(x = x, probs = probs)
## 15: stop("missing values and NaN's not allowed if 'na.rm' is FALSE").

Similar to the advice to use assertthat in data analytical scripts, I recommend you use testthat to monitor the behavior of functions you (or others) will use often. If your tests cover the function's important behavior, then you can edit the internals freely. You'll rest easy in the knowledge that, if you broke anything important, the tests will fail and alert you to the problem.

Resources

Packages

Hadley Wickham's forthcoming book Advanced R

Hadley Wickham's forthcoming book R packages