# Grouped data

dplyr verbs are particularly powerful when you apply them to grouped data frames (`grouped_df` objects). This vignette shows you:

- How to group, inspect, and ungroup with `group_by()` and friends.

- How individual dplyr verbs changes their behaviour when applied to grouped data frame.

- How to access data about the “current” group from within a verb.

We’ll start by loading dplyr:

    library(dplyr)

## `group_by()`

The most important grouping verb is `group_by()`: it takes a data frame and one or more variables to group by:

    by_species <- starwars |> group_by(species)
    by_sex_gender <- starwars |> group_by(sex, gender)

You can see the grouping when you print the data:

    by_species
    #> # A tibble: 87 × 14
    #> # Groups:   species [38]
    #>   name      height  mass hair_color skin_color eye_color birth_year sex   gender
    #>   <chr>      <int> <dbl> <chr>      <chr>      <chr>          <dbl> <chr> <chr>
    #> 1 Luke Sky…    172    77 blond      fair       blue            19   male  mascu…
    #> 2 C-3PO        167    75 <NA>       gold       yellow         112   none  mascu…
    #> 3 R2-D2         96    32 <NA>       white, bl… red             33   none  mascu…
    #> 4 Darth Va…    202   136 none       white      yellow          41.9 male  mascu…
    #> # ℹ 83 more rows
    #> # ℹ 5 more variables: homeworld <chr>, species <chr>, films <list>,
    #> #   vehicles <list>, starships <list>
    by_sex_gender
    #> # A tibble: 87 × 14
    #> # Groups:   sex, gender [6]
    #>   name      height  mass hair_color skin_color eye_color birth_year sex   gender
    #>   <chr>      <int> <dbl> <chr>      <chr>      <chr>          <dbl> <chr> <chr>
    #> 1 Luke Sky…    172    77 blond      fair       blue            19   male  mascu…
    #> 2 C-3PO        167    75 <NA>       gold       yellow         112   none  mascu…
    #> 3 R2-D2         96    32 <NA>       white, bl… red             33   none  mascu…
    #> 4 Darth Va…    202   136 none       white      yellow          41.9 male  mascu…
    #> # ℹ 83 more rows
    #> # ℹ 5 more variables: homeworld <chr>, species <chr>, films <list>,
    #> #   vehicles <list>, starships <list>

Or use `tally()` to count the number of rows in each group. The `sort` argument is useful if you want to see the largest groups up front.

    by_species |> tally()
    #> # A tibble: 38 × 2
    #>   species      n
    #>   <chr>    <int>
    #> 1 Aleena       1
    #> 2 Besalisk     1
    #> 3 Cerean       1
    #> 4 Chagrian     1
    #> # ℹ 34 more rows

    by_sex_gender |> tally(sort = TRUE)
    #> # A tibble: 6 × 3
    #> # Groups:   sex [5]
    #>   sex    gender        n
    #>   <chr>  <chr>     <int>
    #> 1 male   masculine    60
    #> 2 female feminine     16
    #> 3 none   masculine     5
    #> 4 <NA>   <NA>          4
    #> # ℹ 2 more rows

As well as grouping by existing variables, you can group by any function of existing variables. This is equivalent to performing a `mutate()` before the `group_by()`:

    bmi_breaks <- c(0, 18.5, 25, 30, Inf)

    starwars |>
      group_by(bmi_cat = cut(mass/(height/100)^2, breaks=bmi_breaks)) |>
      tally()
    #> # A tibble: 5 × 2
    #>   bmi_cat       n
    #>   <fct>     <int>
    #> 1 (0,18.5]     10
    #> 2 (18.5,25]    24
    #> 3 (25,30]      13
    #> 4 (30,Inf]     12
    #> # ℹ 1 more row

## Group metadata

You can see underlying group data with `group_keys()`. It has one row for each group and one column for each grouping variable:

    by_species |> group_keys()
    #> # A tibble: 38 × 1
    #>   species
    #>   <chr>
    #> 1 Aleena
    #> 2 Besalisk
    #> 3 Cerean
    #> 4 Chagrian
    #> # ℹ 34 more rows

    by_sex_gender |> group_keys()
    #> # A tibble: 6 × 2
    #>   sex            gender
    #>   <chr>          <chr>
    #> 1 female         feminine
    #> 2 hermaphroditic masculine
    #> 3 male           masculine
    #> 4 none           feminine
    #> # ℹ 2 more rows

You can see which group each row belongs to with `group_indices()`:

    by_species |> group_indices()
    #>  [1] 11  6  6 11 11 11 11  6 11 11 11 11 34 11 24 12 11 38 36 11 11  6 31 11 11
    #> [26] 18 11 11  8 26 11 21 11 11 10 10 10 11 30  7 11 11 37 32 32  1 33 35 29 11
    #> [51]  3 20 37 27 13 23 16  4 38 38 11  9 17 17 11 11 11 11  5  2 15 15 11  6 25
    #> [76] 19 28 14 34 11 38 22 11 11 11  6 11

And which rows each group contains with `group_rows()`:

    by_species |> group_rows() |> head()
    #> <list_of<integer>[6]>
    #> [[1]]
    #> [1] 46
    #>
    #> [[2]]
    #> [1] 70
    #>
    #> [[3]]
    #> [1] 51
    #>
    #> [[4]]
    #> [1] 58
    #>
    #> [[5]]
    #> [1] 69
    #>
    #> [[6]]
    #> [1]  2  3  8 22 74 86

Use `group_vars()` if you just want the names of the grouping variables:

    by_species |> group_vars()
    #> [1] "species"
    by_sex_gender |> group_vars()
    #> [1] "sex"    "gender"

### Changing and adding to grouping variables

If you apply `group_by()` to an already grouped dataset, will overwrite the existing grouping variables. For example, the following code groups by `homeworld` instead of `species`:

    by_species |>
      group_by(homeworld) |>
      tally()
    #> # A tibble: 49 × 2
    #>   homeworld       n
    #>   <chr>       <int>
    #> 1 Alderaan        3
    #> 2 Aleen Minor     1
    #> 3 Bespin          1
    #> 4 Bestine IV      1
    #> # ℹ 45 more rows

To augment the grouping, using `.add = TRUE` 1. For example, the following code groups by species and homeworld:

    by_species |>
      group_by(homeworld, .add = TRUE) |>
      tally()
    #> # A tibble: 57 × 3
    #> # Groups:   species [38]
    #>   species  homeworld       n
    #>   <chr>    <chr>       <int>
    #> 1 Aleena   Aleen Minor     1
    #> 2 Besalisk Ojom            1
    #> 3 Cerean   Cerea           1
    #> 4 Chagrian Champala        1
    #> # ℹ 53 more rows

### Removing grouping variables

To remove all grouping variables, use `ungroup()`:

    by_species |>
      ungroup() |>
      tally()
    #> # A tibble: 1 × 1
    #>       n
    #>   <int>
    #> 1    87

You can also choose to selectively ungroup by listing the variables you want to remove:

    by_sex_gender |>
      ungroup(sex) |>
      tally()
    #> # A tibble: 3 × 2
    #>   gender        n
    #>   <chr>     <int>
    #> 1 feminine     17
    #> 2 masculine    66
    #> 3 <NA>          4

## Verbs

The following sections describe how grouping affects the main dplyr verbs.

### `summarise()`

`summarise()` computes a summary for each group. This means that it starts from `group_keys()`, adding summary variables to the right hand side:

    by_species |>
      summarise(
        n = n(),
        height = mean(height, na.rm = TRUE)
      )
    #> # A tibble: 38 × 3
    #>   species      n height
    #>   <chr>    <int>  <dbl>
    #> 1 Aleena       1     79
    #> 2 Besalisk     1    198
    #> 3 Cerean       1    198
    #> 4 Chagrian     1    196
    #> # ℹ 34 more rows

The `.groups=` argument controls the grouping structure of the output. The historical behaviour of removing the right hand side grouping variable corresponds to `.groups = "drop_last"` without a message or `.groups = NULL` with a message (the default).

    by_sex_gender |>
      summarise(n = n()) |>
      group_vars()
    #> `summarise()` has regrouped the output.
    #> ℹ Summaries were computed grouped by sex and gender.
    #> ℹ Output is grouped by sex.
    #> ℹ Use `summarise(.groups = "drop_last")` to silence this message.
    #> ℹ Use `summarise(.by = c(sex, gender))` for per-operation grouping
    #>   (`?dplyr::dplyr_by`) instead.
    #> [1] "sex"

    by_sex_gender |>
      summarise(n = n(), .groups = "drop_last") |>
      group_vars()
    #> [1] "sex"

Since version 1.0.0 the groups may also be kept (`.groups = "keep"`) or dropped (`.groups = "drop"`).

    by_sex_gender |>
      summarise(n = n(), .groups = "keep") |>
      group_vars()
    #> [1] "sex"    "gender"

    by_sex_gender |>
      summarise(n = n(), .groups = "drop") |>
      group_vars()
    #> character(0)

When the output no longer have grouping variables, it becomes ungrouped (i.e. a regular tibble).

### `select()`, `rename()`, and `relocate()`

`rename()` and `relocate()` behave identically with grouped and ungrouped data because they only affect the name or position of existing columns. Grouped `select()` is almost identical to ungrouped select, except that it always includes the grouping variables:

    by_species |> select(mass)
    #> Adding missing grouping variables: `species`
    #> # A tibble: 87 × 2
    #> # Groups:   species [38]
    #>   species  mass
    #>   <chr>   <dbl>
    #> 1 Human      77
    #> 2 Droid      75
    #> 3 Droid      32
    #> 4 Human     136
    #> # ℹ 83 more rows

If you don’t want the grouping variables, you’ll have to first `ungroup()`. (This design is possibly a mistake, but we’re stuck with it for now.)

### `arrange()`

Grouped `arrange()` is the same as ungrouped `arrange()`, unless you set `.by_group = TRUE`, in which case it will order first by the grouping variables.

    by_species |>
      arrange(desc(mass)) |>
      relocate(species, mass)
    #> # A tibble: 87 × 14
    #> # Groups:   species [38]
    #>   species  mass name     height hair_color skin_color eye_color birth_year sex
    #>   <chr>   <dbl> <chr>     <int> <chr>      <chr>      <chr>          <dbl> <chr>
    #> 1 Hutt     1358 Jabba D…    175 <NA>       green-tan… orange         600   herm…
    #> 2 Kaleesh   159 Grievous    216 none       brown, wh… green, y…       NA   male
    #> 3 Droid     140 IG-88       200 none       metal      red             15   none
    #> 4 Human     136 Darth V…    202 none       white      yellow          41.9 male
    #> # ℹ 83 more rows
    #> # ℹ 5 more variables: gender <chr>, homeworld <chr>, films <list>,
    #> #   vehicles <list>, starships <list>

    by_species |>
      arrange(desc(mass), .by_group = TRUE) |>
      relocate(species, mass)
    #> # A tibble: 87 × 14
    #> # Groups:   species [38]
    #>   species   mass name    height hair_color skin_color eye_color birth_year sex
    #>   <chr>    <dbl> <chr>    <int> <chr>      <chr>      <chr>          <dbl> <chr>
    #> 1 Aleena      15 Ratts …     79 none       grey, blue unknown           NA male
    #> 2 Besalisk   102 Dexter…    198 none       brown      yellow            NA male
    #> 3 Cerean      82 Ki-Adi…    198 white      pale       yellow            92 male
    #> 4 Chagrian    NA Mas Am…    196 none       blue       blue              NA male
    #> # ℹ 83 more rows
    #> # ℹ 5 more variables: gender <chr>, homeworld <chr>, films <list>,
    #> #   vehicles <list>, starships <list>

Note that second example is sorted by `species` (from the `group_by()` statement) and then by `mass` (within species).

### `mutate()`

In simple cases with vectorised functions, grouped and ungrouped `mutate()` give the same results. They differ when used with summary functions:

    # Subtract off global mean
    starwars |>
      select(name, homeworld, mass) |>
      mutate(standard_mass = mass - mean(mass, na.rm = TRUE))
    #> # A tibble: 87 × 4
    #>   name           homeworld  mass standard_mass
    #>   <chr>          <chr>     <dbl>         <dbl>
    #> 1 Luke Skywalker Tatooine     77         -20.3
    #> 2 C-3PO          Tatooine     75         -22.3
    #> 3 R2-D2          Naboo        32         -65.3
    #> 4 Darth Vader    Tatooine    136          38.7
    #> # ℹ 83 more rows

    # Subtract off homeworld mean
    starwars |>
      select(name, homeworld, mass) |>
      group_by(homeworld) |>
      mutate(standard_mass = mass - mean(mass, na.rm = TRUE))
    #> # A tibble: 87 × 4
    #> # Groups:   homeworld [49]
    #>   name           homeworld  mass standard_mass
    #>   <chr>          <chr>     <dbl>         <dbl>
    #> 1 Luke Skywalker Tatooine     77         -8.38
    #> 2 C-3PO          Tatooine     75        -10.4
    #> 3 R2-D2          Naboo        32        -32.2
    #> 4 Darth Vader    Tatooine    136         50.6
    #> # ℹ 83 more rows

Or with window functions like `min_rank()`:

    # Overall rank
    starwars |>
      select(name, homeworld, height) |>
      mutate(rank = min_rank(height))
    #> # A tibble: 87 × 4
    #>   name           homeworld height  rank
    #>   <chr>          <chr>      <int> <int>
    #> 1 Luke Skywalker Tatooine     172    28
    #> 2 C-3PO          Tatooine     167    20
    #> 3 R2-D2          Naboo         96     5
    #> 4 Darth Vader    Tatooine     202    72
    #> # ℹ 83 more rows

    # Rank per homeworld
    starwars |>
      select(name, homeworld, height) |>
      group_by(homeworld) |>
      mutate(rank = min_rank(height))
    #> # A tibble: 87 × 4
    #> # Groups:   homeworld [49]
    #>   name           homeworld height  rank
    #>   <chr>          <chr>      <int> <int>
    #> 1 Luke Skywalker Tatooine     172     5
    #> 2 C-3PO          Tatooine     167     4
    #> 3 R2-D2          Naboo         96     1
    #> 4 Darth Vader    Tatooine     202    10
    #> # ℹ 83 more rows

### `filter()`

A grouped `filter()` effectively does a `mutate()` to generate a logical variable, and then only keeps the rows where the variable is `TRUE`. This means that grouped filters can be used with summary functions. For example, we can find the tallest character of each species:

    by_species |>
      select(name, species, height) |>
      filter(height == max(height))
    #> # A tibble: 36 × 3
    #> # Groups:   species [36]
    #>   name                  species        height
    #>   <chr>                 <chr>           <int>
    #> 1 Greedo                Rodian            173
    #> 2 Jabba Desilijic Tiure Hutt              175
    #> 3 Yoda                  Yoda's species     66
    #> 4 Bossk                 Trandoshan        190
    #> # ℹ 32 more rows

You can also use `filter_out()` to remove entire groups. For example, the following code eliminates all groups that only have a single member:

    by_species |>
      filter_out(n() == 1) |>
      tally()
    #> # A tibble: 9 × 2
    #>   species      n
    #>   <chr>    <int>
    #> 1 Droid        6
    #> 2 Gungan       3
    #> 3 Human       35
    #> 4 Kaminoan     2
    #> # ℹ 5 more rows

### `slice()` and friends

`slice()` and friends (`slice_head()`, `slice_tail()`, `slice_sample()`, `slice_min()` and `slice_max()`) select rows within a group. For example, we can select the first observation within each species:

    by_species |>
      relocate(species) |>
      slice(1)
    #> # A tibble: 38 × 14
    #> # Groups:   species [38]
    #>   species  name    height  mass hair_color skin_color eye_color birth_year sex
    #>   <chr>    <chr>    <int> <dbl> <chr>      <chr>      <chr>          <dbl> <chr>
    #> 1 Aleena   Ratts …     79    15 none       grey, blue unknown           NA male
    #> 2 Besalisk Dexter…    198   102 none       brown      yellow            NA male
    #> 3 Cerean   Ki-Adi…    198    82 white      pale       yellow            92 male
    #> 4 Chagrian Mas Am…    196    NA none       blue       blue              NA male
    #> # ℹ 34 more rows
    #> # ℹ 5 more variables: gender <chr>, homeworld <chr>, films <list>,
    #> #   vehicles <list>, starships <list>

Similarly, we can use `slice_min()` to select the smallest `n` values of a variable:

    by_species |>
      filter_out(is.na(height)) |>
      slice_min(height, n = 2)
    #> # A tibble: 47 × 14
    #> # Groups:   species [38]
    #>   name      height  mass hair_color skin_color eye_color birth_year sex   gender
    #>   <chr>      <int> <dbl> <chr>      <chr>      <chr>          <dbl> <chr> <chr>
    #> 1 Ratts Ty…     79    15 none       grey, blue unknown           NA male  mascu…
    #> 2 Dexter J…    198   102 none       brown      yellow            NA male  mascu…
    #> 3 Ki-Adi-M…    198    82 white      pale       yellow            92 male  mascu…
    #> 4 Mas Amed…    196    NA none       blue       blue              NA male  mascu…
    #> # ℹ 43 more rows
    #> # ℹ 5 more variables: homeworld <chr>, species <chr>, films <list>,
    #> #   vehicles <list>, starships <list>

1. Note that the argument changed from `add = TRUE` to `.add = TRUE` in dplyr 1.0.0.↩︎