My Blog: Data Manipulation

Load the R packages we will use.

library(tidyverse)

Read the data in the file, drug_cos.csv in to R and assign it to drug_cos.

drug_cos <- read_csv("https://estanny.com/static/week5/drug_cos.csv")

Use glimpse() to get a glimpse of your data.

glimpse(drug_cos)

Rows: 104
Columns: 9
$ ticker       <chr> "ZTS", "ZTS", "ZTS", "ZTS", "ZTS", "ZTS", "ZTS"…
$ name         <chr> "Zoetis Inc", "Zoetis Inc", "Zoetis Inc", "Zoet…
$ location     <chr> "New Jersey; U.S.A", "New Jersey; U.S.A", "New …
$ ebitdamargin <dbl> 0.149, 0.217, 0.222, 0.238, 0.182, 0.335, 0.366…
$ grossmargin  <dbl> 0.610, 0.640, 0.634, 0.641, 0.635, 0.659, 0.666…
$ netmargin    <dbl> 0.058, 0.101, 0.111, 0.122, 0.071, 0.168, 0.163…
$ ros          <dbl> 0.101, 0.171, 0.176, 0.195, 0.140, 0.286, 0.321…
$ roe          <dbl> 0.069, 0.113, 0.612, 0.465, 0.285, 0.587, 0.488…
$ year         <dbl> 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018,…

Use distinct() to subset distinct rows

drug_cos %>% 
  distinct(year)

# A tibble: 8 × 1
   year
  <dbl>
1  2011
2  2012
3  2013
4  2014
5  2015
6  2016
7  2017
8  2018

Use count() to count observations by group

drug_cos %>% 
  count(year)

# A tibble: 8 × 2
   year     n
  <dbl> <int>
1  2011    13
2  2012    13
3  2013    13
4  2014    13
5  2015    13
6  2016    13
7  2017    13
8  2018    13

drug_cos %>% 
  count(name)

# A tibble: 13 × 2
   name                        n
   <chr>                   <int>
 1 AbbVie Inc                  8
 2 Allergan plc                8
 3 Amgen Inc                   8
 4 Biogen Inc                  8
 5 Bristol Myers Squibb Co     8
 6 ELI LILLY & Co              8
 7 Gilead Sciences Inc         8
 8 Johnson & Johnson           8
 9 Merck & Co Inc              8
10 Mylan NV                    8
11 PERRIGO Co plc              8
12 Pfizer Inc                  8
13 Zoetis Inc                  8

drug_cos %>% 
  count(ticker, name)

# A tibble: 13 × 3
   ticker name                        n
   <chr>  <chr>                   <int>
 1 ABBV   AbbVie Inc                  8
 2 AGN    Allergan plc                8
 3 AMGN   Amgen Inc                   8
 4 BIIB   Biogen Inc                  8
 5 BMY    Bristol Myers Squibb Co     8
 6 GILD   Gilead Sciences Inc         8
 7 JNJ    Johnson & Johnson           8
 8 LLY    ELI LILLY & Co              8
 9 MRK    Merck & Co Inc              8
10 MYL    Mylan NV                    8
11 PFE    Pfizer Inc                  8
12 PRGO   PERRIGO Co plc              8
13 ZTS    Zoetis Inc                  8

Use `filter()` to extract rows that meet criteria

Extract rows in non-consecutive years

drug_cos %>% 
  filter(year %in% c(2013,2018))

# A tibble: 26 × 9
   ticker name       location ebitdamargin grossmargin netmargin   ros
   <chr>  <chr>      <chr>           <dbl>       <dbl>     <dbl> <dbl>
 1 ZTS    Zoetis Inc New Jer…        0.222       0.634     0.111 0.176
 2 ZTS    Zoetis Inc New Jer…        0.379       0.672     0.245 0.326
 3 PRGO   PERRIGO C… Ireland         0.236       0.362     0.125 0.19 
 4 PRGO   PERRIGO C… Ireland         0.178       0.387     0.028 0.088
 5 PFE    Pfizer Inc New Yor…        0.634       0.814     0.427 0.51 
 6 PFE    Pfizer Inc New Yor…        0.34        0.79      0.208 0.221
 7 MYL    Mylan NV   United …        0.228       0.44      0.09  0.153
 8 MYL    Mylan NV   United …        0.258       0.35      0.031 0.074
 9 MRK    Merck & C… New Jer…        0.282       0.615     0.1   0.123
10 MRK    Merck & C… New Jer…        0.313       0.681     0.147 0.206
# … with 16 more rows, and 2 more variables: roe <dbl>, year <dbl>

7 Extract every other year from 2012 to 2018

drug_cos %>% 
  filter(year %in% seq(2012,2018, by = 2))

# A tibble: 52 × 9
   ticker name      location ebitdamargin grossmargin netmargin    ros
   <chr>  <chr>     <chr>           <dbl>       <dbl>     <dbl>  <dbl>
 1 ZTS    Zoetis I… New Jer…        0.217       0.64      0.101  0.171
 2 ZTS    Zoetis I… New Jer…        0.238       0.641     0.122  0.195
 3 ZTS    Zoetis I… New Jer…        0.335       0.659     0.168  0.286
 4 ZTS    Zoetis I… New Jer…        0.379       0.672     0.245  0.326
 5 PRGO   PERRIGO … Ireland         0.226       0.345     0.127  0.183
 6 PRGO   PERRIGO … Ireland         0.157       0.371     0.059  0.104
 7 PRGO   PERRIGO … Ireland        -0.791       0.389    -0.76  -0.877
 8 PRGO   PERRIGO … Ireland         0.178       0.387     0.028  0.088
 9 PFE    Pfizer I… New Yor…        0.447       0.82      0.267  0.307
10 PFE    Pfizer I… New Yor…        0.359       0.807     0.184  0.247
# … with 42 more rows, and 2 more variables: roe <dbl>, year <dbl>

Extract the tickers “PFE” and “MYL”

drug_cos %>% 
  filter(ticker %in% c("PFE", "MYL"))

# A tibble: 16 × 9
   ticker name       location ebitdamargin grossmargin netmargin   ros
   <chr>  <chr>      <chr>           <dbl>       <dbl>     <dbl> <dbl>
 1 PFE    Pfizer Inc New Yor…        0.371       0.795     0.164 0.223
 2 PFE    Pfizer Inc New Yor…        0.447       0.82      0.267 0.307
 3 PFE    Pfizer Inc New Yor…        0.634       0.814     0.427 0.51 
 4 PFE    Pfizer Inc New Yor…        0.359       0.807     0.184 0.247
 5 PFE    Pfizer Inc New Yor…        0.289       0.803     0.142 0.183
 6 PFE    Pfizer Inc New Yor…        0.267       0.767     0.137 0.158
 7 PFE    Pfizer Inc New Yor…        0.353       0.786     0.406 0.233
 8 PFE    Pfizer Inc New Yor…        0.34        0.79      0.208 0.221
 9 MYL    Mylan NV   United …        0.245       0.418     0.088 0.161
10 MYL    Mylan NV   United …        0.244       0.428     0.094 0.163
11 MYL    Mylan NV   United …        0.228       0.44      0.09  0.153
12 MYL    Mylan NV   United …        0.242       0.457     0.12  0.169
13 MYL    Mylan NV   United …        0.243       0.447     0.09  0.133
14 MYL    Mylan NV   United …        0.19        0.424     0.043 0.052
15 MYL    Mylan NV   United …        0.272       0.402     0.058 0.121
16 MYL    Mylan NV   United …        0.258       0.35      0.031 0.074
# … with 2 more variables: roe <dbl>, year <dbl>

Use `select()` to select, rename and reorder colums

Select colums ticker, name and ros

drug_cos %>% 
  select(ticker, name, ros)

# A tibble: 104 × 3
   ticker name             ros
   <chr>  <chr>          <dbl>
 1 ZTS    Zoetis Inc     0.101
 2 ZTS    Zoetis Inc     0.171
 3 ZTS    Zoetis Inc     0.176
 4 ZTS    Zoetis Inc     0.195
 5 ZTS    Zoetis Inc     0.14 
 6 ZTS    Zoetis Inc     0.286
 7 ZTS    Zoetis Inc     0.321
 8 ZTS    Zoetis Inc     0.326
 9 PRGO   PERRIGO Co plc 0.178
10 PRGO   PERRIGO Co plc 0.183
# … with 94 more rows

Use ’selectto exclude columsticker,nameand 'ros

drug_cos %>% 
  select(-ticker, -name, -ros)

# A tibble: 104 × 6
   location          ebitdamargin grossmargin netmargin   roe  year
   <chr>                    <dbl>       <dbl>     <dbl> <dbl> <dbl>
 1 New Jersey; U.S.A        0.149       0.61      0.058 0.069  2011
 2 New Jersey; U.S.A        0.217       0.64      0.101 0.113  2012
 3 New Jersey; U.S.A        0.222       0.634     0.111 0.612  2013
 4 New Jersey; U.S.A        0.238       0.641     0.122 0.465  2014
 5 New Jersey; U.S.A        0.182       0.635     0.071 0.285  2015
 6 New Jersey; U.S.A        0.335       0.659     0.168 0.587  2016
 7 New Jersey; U.S.A        0.366       0.666     0.163 0.488  2017
 8 New Jersey; U.S.A        0.379       0.672     0.245 0.694  2018
 9 Ireland                  0.216       0.343     0.123 0.248  2011
10 Ireland                  0.226       0.345     0.127 0.236  2012
# … with 94 more rows

Rename and reorder colums with select

start with drug_cos THEN

change the name of location to headquarter

put the colums in this order year, ticker, headquarter, netmargin, roe

drug_cos %>% 
  select(year, ticker, headquarter =location, netmargin, roe)

# A tibble: 104 × 5
    year ticker headquarter       netmargin   roe
   <dbl> <chr>  <chr>                 <dbl> <dbl>
 1  2011 ZTS    New Jersey; U.S.A     0.058 0.069
 2  2012 ZTS    New Jersey; U.S.A     0.101 0.113
 3  2013 ZTS    New Jersey; U.S.A     0.111 0.612
 4  2014 ZTS    New Jersey; U.S.A     0.122 0.465
 5  2015 ZTS    New Jersey; U.S.A     0.071 0.285
 6  2016 ZTS    New Jersey; U.S.A     0.168 0.587
 7  2017 ZTS    New Jersey; U.S.A     0.163 0.488
 8  2018 ZTS    New Jersey; U.S.A     0.245 0.694
 9  2011 PRGO   Ireland               0.123 0.248
10  2012 PRGO   Ireland               0.127 0.236
# … with 94 more rows

Question: filter and select

Use inputs from your quiz question filter and select and replace SEE QUIZ with inputs from your quiz and replace ??? in the code

start with drug_cos THEN extract information for the tickers “AMGN”, “ABBV”, “JNJ”

drug_cos %>% 
  filter(ticker %in% c("AMGN", "ABBV", "JNJ")) %>% 
  select(ticker, year, ros)

# A tibble: 24 × 3
   ticker  year   ros
   <chr>  <dbl> <dbl>
 1 JNJ     2011 0.199
 2 JNJ     2012 0.218
 3 JNJ     2013 0.224
 4 JNJ     2014 0.284
 5 JNJ     2015 0.282
 6 JNJ     2016 0.286
 7 JNJ     2017 0.243
 8 JNJ     2018 0.233
 9 AMGN    2011 0.305
10 AMGN    2012 0.351
# … with 14 more rows

Question rename

start with drug_cos THEN extract information for the tickers “AMGN”, “JNJ” THEN select the variables ticker, ros and roe. Change the name of roe to return_on_equity

drug_cos %>% 
  filter(ticker %in% c("AMGN", "JNJ")) %>% 
  select(ticker, ros, return_on_equity = roe)

# A tibble: 16 × 3
   ticker   ros return_on_equity
   <chr>  <dbl>            <dbl>
 1 JNJ    0.199            0.161
 2 JNJ    0.218            0.173
 3 JNJ    0.224            0.197
 4 JNJ    0.284            0.217
 5 JNJ    0.282            0.219
 6 JNJ    0.286            0.229
 7 JNJ    0.243            0.019
 8 JNJ    0.233            0.244
 9 AMGN   0.305            0.158
10 AMGN   0.351            0.225
11 AMGN   0.337            0.242
12 AMGN   0.332            0.21 
13 AMGN   0.419            0.252
14 AMGN   0.453            0.259
15 AMGN   0.477            0.066
16 AMGN   0.461            0.585

select ranges of colums

by name

drug_cos %>% 
  select(ebitdamargin:netmargin)

# A tibble: 104 × 3
   ebitdamargin grossmargin netmargin
          <dbl>       <dbl>     <dbl>
 1        0.149       0.61      0.058
 2        0.217       0.64      0.101
 3        0.222       0.634     0.111
 4        0.238       0.641     0.122
 5        0.182       0.635     0.071
 6        0.335       0.659     0.168
 7        0.366       0.666     0.163
 8        0.379       0.672     0.245
 9        0.216       0.343     0.123
10        0.226       0.345     0.127
# … with 94 more rows

by position

drug_cos %>% 
  select(4:6)

# A tibble: 104 × 3
   ebitdamargin grossmargin netmargin
          <dbl>       <dbl>     <dbl>
 1        0.149       0.61      0.058
 2        0.217       0.64      0.101
 3        0.222       0.634     0.111
 4        0.238       0.641     0.122
 5        0.182       0.635     0.071
 6        0.335       0.659     0.168
 7        0.366       0.666     0.163
 8        0.379       0.672     0.245
 9        0.216       0.343     0.123
10        0.226       0.345     0.127
# … with 94 more rows

select helper functions

starts_with("abc") matches columns start with “abc”
ends_with("abc") matches columns end with “abc”
contains("abc") matches columns contain “abc”

drug_cos %>% 
  select(ticker, contains("locat"))

# A tibble: 104 × 2
   ticker location         
   <chr>  <chr>            
 1 ZTS    New Jersey; U.S.A
 2 ZTS    New Jersey; U.S.A
 3 ZTS    New Jersey; U.S.A
 4 ZTS    New Jersey; U.S.A
 5 ZTS    New Jersey; U.S.A
 6 ZTS    New Jersey; U.S.A
 7 ZTS    New Jersey; U.S.A
 8 ZTS    New Jersey; U.S.A
 9 PRGO   Ireland          
10 PRGO   Ireland          
# … with 94 more rows

drug_cos %>% 
  select(ticker, starts_with("r"))

# A tibble: 104 × 3
   ticker   ros   roe
   <chr>  <dbl> <dbl>
 1 ZTS    0.101 0.069
 2 ZTS    0.171 0.113
 3 ZTS    0.176 0.612
 4 ZTS    0.195 0.465
 5 ZTS    0.14  0.285
 6 ZTS    0.286 0.587
 7 ZTS    0.321 0.488
 8 ZTS    0.326 0.694
 9 PRGO   0.178 0.248
10 PRGO   0.183 0.236
# … with 94 more rows

drug_cos %>% 
  select(year, ends_with("margin"))

# A tibble: 104 × 4
    year ebitdamargin grossmargin netmargin
   <dbl>        <dbl>       <dbl>     <dbl>
 1  2011        0.149       0.61      0.058
 2  2012        0.217       0.64      0.101
 3  2013        0.222       0.634     0.111
 4  2014        0.238       0.641     0.122
 5  2015        0.182       0.635     0.071
 6  2016        0.335       0.659     0.168
 7  2017        0.366       0.666     0.163
 8  2018        0.379       0.672     0.245
 9  2011        0.216       0.343     0.123
10  2012        0.226       0.345     0.127
# … with 94 more rows

Use `group_by` to set up data for operations by group

group_by

drug_cos %>% 
  group_by(ticker)

# A tibble: 104 × 9
# Groups:   ticker [13]
   ticker name       location ebitdamargin grossmargin netmargin   ros
   <chr>  <chr>      <chr>           <dbl>       <dbl>     <dbl> <dbl>
 1 ZTS    Zoetis Inc New Jer…        0.149       0.61      0.058 0.101
 2 ZTS    Zoetis Inc New Jer…        0.217       0.64      0.101 0.171
 3 ZTS    Zoetis Inc New Jer…        0.222       0.634     0.111 0.176
 4 ZTS    Zoetis Inc New Jer…        0.238       0.641     0.122 0.195
 5 ZTS    Zoetis Inc New Jer…        0.182       0.635     0.071 0.14 
 6 ZTS    Zoetis Inc New Jer…        0.335       0.659     0.168 0.286
 7 ZTS    Zoetis Inc New Jer…        0.366       0.666     0.163 0.321
 8 ZTS    Zoetis Inc New Jer…        0.379       0.672     0.245 0.326
 9 PRGO   PERRIGO C… Ireland         0.216       0.343     0.123 0.178
10 PRGO   PERRIGO C… Ireland         0.226       0.345     0.127 0.183
# … with 94 more rows, and 2 more variables: roe <dbl>, year <dbl>

drug_cos %>% 
  group_by(year)

# A tibble: 104 × 9
# Groups:   year [8]
   ticker name       location ebitdamargin grossmargin netmargin   ros
   <chr>  <chr>      <chr>           <dbl>       <dbl>     <dbl> <dbl>
 1 ZTS    Zoetis Inc New Jer…        0.149       0.61      0.058 0.101
 2 ZTS    Zoetis Inc New Jer…        0.217       0.64      0.101 0.171
 3 ZTS    Zoetis Inc New Jer…        0.222       0.634     0.111 0.176
 4 ZTS    Zoetis Inc New Jer…        0.238       0.641     0.122 0.195
 5 ZTS    Zoetis Inc New Jer…        0.182       0.635     0.071 0.14 
 6 ZTS    Zoetis Inc New Jer…        0.335       0.659     0.168 0.286
 7 ZTS    Zoetis Inc New Jer…        0.366       0.666     0.163 0.321
 8 ZTS    Zoetis Inc New Jer…        0.379       0.672     0.245 0.326
 9 PRGO   PERRIGO C… Ireland         0.216       0.343     0.123 0.178
10 PRGO   PERRIGO C… Ireland         0.226       0.345     0.127 0.183
# … with 94 more rows, and 2 more variables: roe <dbl>, year <dbl>

Use `summarize` to calculate summary statistics

Maximum ‘roe’ for each ‘year’

drug_cos %>% 
  summarize(max_roe = max(roe))

# A tibble: 1 × 1
  max_roe
    <dbl>
1    1.31

maximum roe for each ‘year’

drug_cos %>% 
  group_by(ticker) %>% 
  summarize(max_roe = max(roe))

# A tibble: 13 × 2
   ticker max_roe
   <chr>    <dbl>
 1 ABBV     1.31 
 2 AGN      0.184
 3 AMGN     0.585
 4 BIIB     0.334
 5 BMY      0.373
 6 GILD     1.04 
 7 JNJ      0.244
 8 LLY      0.306
 9 MRK      0.248
10 MYL      0.283
11 PFE      0.342
12 PRGO     0.248
13 ZTS      0.694

Question: summarize

Mean for year

Find the mean ros for each year and call the variable mean_ros
Extract the mean for 2012

drug_cos %>% 
  group_by(year) %>% 
  summarize(mean_ros = mean(ros)) %>% 
  filter(year == 2012)

# A tibble: 1 × 2
   year mean_ros
  <dbl>    <dbl>
1  2012    0.234

Median for year

drug_cos %>% 
  group_by(year) %>% 
  summarize(median_ros = median(ros)) %>% 
  filter(year == 2012)

# A tibble: 1 × 2
   year median_ros
  <dbl>      <dbl>
1  2012      0.218

Pick a ratio and a year and compare the companies.

drug_cos  %>% 
  filter(year == 2018)  %>% 
  ggplot(aes(x = netmargin, y = reorder(name, netmargin))) +
  geom_col() +
  scale_x_continuous(labels = scales::percent) +
  labs(title = "Comparison of net margin",
       subtitle = "for drug companies during 2017",
       x = NULL, y = NULL) +
  theme_classic()

Pick a company and a ratio and compare the ratio over time

drug_cos  %>% 
  filter(ticker == "PFE")  %>% 
  ggplot(aes(x = year, y = netmargin)) +
  geom_col() +
  scale_x_continuous(labels = scales::percent) +
  labs(title = "Comparison of net margin",
       subtitle = "for Pfizer from 2011 to 2018",
       x = NULL, y = NULL) +
  theme_classic()

ggsave(filename = "preview.png",
       path = here::here("_posts", "2022-02-28-data-manipulation"))

Data Manipulation

Use filter() to extract rows that meet criteria

Use select() to select, rename and reorder colums