Reshaping: Wide to long (and back)
Different analysis tools in R -- including some graphing packages -- require data in specific formats. One of the most common -- and important -- tasks in R data manipulation is switching between "wide" and "long" formats in order to use a desired analysis or graphics function. For example, it is usually easier to visualize data using the popular ggplot2() graphing package if it's in long or "tidy" format with one value measurement per row. Wide means that you've got multiple measurement columns across each row, like we've got here:
| fy | company | revenue | profit | margin | |
|---|---|---|---|---|---|
| 1 | 2010 | Apple | 65225 | 14013 | 21.5 |
| 2 | 2011 | Apple | 108249 | 25922 | 23.9 |
| 3 | 2012 | Apple | 156508 | 41733 | 26.7 |
| 4 | 2010 | 29321 | 8505 | 29.0 | |
| 5 | 2011 | 37905 | 9737 | 25.7 | |
| 6 | 2012 | 50175 | 10737 | 21.4 | |
| 7 | 2010 | Microsoft | 62484 | 18760 | 30.0 |
| 8 | 2011 | Microsoft | 69943 | 23150 | 33.1 |
| 9 | 2012 | Microsoft | 73723 | 16978 | 23.0 |
Each row includes a column for revenue, for profit and, after some calculations above, profit margin.
While long means that there's only one measurement per row, there can be multiple categories with measurements, as you see below:
| fy | company | variable | value | |
|---|---|---|---|---|
| 1 | 2010 | Apple | revenue | 65225.0 |
| 2 | 2011 | Apple | revenue | 108249.0 |
| 3 | 2012 | Apple | revenue | 156508.0 |
| 4 | 2010 | revenue | 29321.0 | |
| 5 | 2011 | revenue | 37905.0 | |
| 6 | 2012 | revenue | 50175.0 | |
| 7 | 2010 | Microsoft | revenue | 62484.0 |
| 8 | 2011 | Microsoft | revenue | 69943.0 |
| 9 | 2012 | Microsoft | revenue | 73723.0 |
| 10 | 2010 | Apple | profit | 14013.0 |
| 11 | 2011 | Apple | profit | 25922.0 |
| 12 | 2012 | Apple | profit | 41733.0 |
| 13 | 2010 | profit | 8505.0 | |
| 14 | 2011 | profit | 9737.0 | |
| 15 | 2012 | profit | 10737.0 | |
| 16 | 2010 | Microsoft | profit | 18760.0 |
| 17 | 2011 | Microsoft | profit | 23150.0 |
| 18 | 2012 | Microsoft | profit | 16978.0 |
| 19 | 2010 | Apple | margin | 21.5 |
| 20 | 2011 | Apple | margin | 23.9 |
| 21 | 2012 | Apple | margin | 26.7 |
| 22 | 2010 | margin | 29.0 | |
| 23 | 2011 | margin | 25.7 | |
| 24 | 2012 | margin | 21.4 | |
| 25 | 2010 | Microsoft | margin | 30.0 |
| 26 | 2011 | Microsoft | margin | 33.1 |
| 27 | 2012 | Microsoft | margin | 23.0 |
Please trust me on this (I discovered it the hard way): Once you thoroughly understand the concept of wide to long, actually doing it in R becomes much easier.
If you find it confusing to figure out what's a category and what's a measurement, here's some advice: Don't pay too much attention to definitions that say long data frames should contain only one "value" in each row. Why? For people with experience programming in other languages, pretty much everything seems like a "value." If the year equals 2011 and the company equals Google, isn't 2011 your value for year and Google your value for company?
For data reshaping, though, the term "value" is being used a bit differently.
I like to think of a "long" data frame as having only one "measurement that would make sense to plot on its own" per row. In the case of these financial results, would it make sense to plot that the year changed from 2010 to 2011 to 2012? No, because the year is a category I set up in advance to decide what measurements I want to look at.
Even if I'd broken down the financial results by quarter -- and quarters 1, 2, 3 and 4 certainly look like numbers and thus "values" -- it wouldn't make sense to plot the quarter changing from 1 to 2 to 3 to 4 and back again as a "value" on its own. Quarter is a category -- perhaps a factor in R -- that you might want to group data by. However, it's not a measurement you would want to plot by itself.