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dplyr_data_masking

Argument type: data-masking


Description

This page describes the <data-masking> argument modifier which indicates that the argument uses tidy evaluation with data masking. If you've never heard of tidy evaluation before, start with vignette("programming").

Key terms

The primary motivation for tidy evaluation in dplyr is that it provides data masking, which blurs the distinction between two types of variables:

  • env-variables are "programming" variables and live in an environment. They are usually created with <-. Env-variables can be any type of R object.

  • data-variables are "statistical" variables and live in a data frame. They usually come from data files (e.g. .csv, .xls), or are created by manipulating existing variables. Data-variables live inside data frames, so must be vectors.

General usage

Data masking allows you to refer to variables in the "current" data frame (usually supplied in the .data argument), without any other prefix. It's what allows you to type (e.g.) filter(diamonds, x == 0 & y == 0 & z == 0) instead of diamonds[diamonds$x == 0 & diamonds$y == 0 & diamonds$z == 0, ].

Indirection

The main challenge of data masking arises when you introduce some indirection, i.e. instead of directly typing the name of a variable you want to supply it in a function argument or character vector.

There are two main cases:

  • If you want the user to supply the variable (or function of variables) in a function argument, embrace the argument, e.g. filter(df, {{ var }}).

    dist_summary <- function(df, var) {
      df %>%
        summarise(n = n(), min = min({{ var }}), max = max({{ var }}))
    }
    mtcars %>% dist_summary(mpg)
    mtcars %>% group_by(cyl) %>% dist_summary(mpg)
    
  • If you have the column name as a character vector, use the .data pronoun, e.g. summarise(df, mean = mean(.data[[var]])).

    for (var in names(mtcars)) {
      mtcars %>% count(.data[[var]]) %>% print()
    }
    
    lapply(names(mtcars), function(var) mtcars %>% count(.data[[var]]))
    

Dot-dot-dot (...)

When this modifier is applied to ..., there is one other useful technique which solves the problem of creating a new variable with a name supplied by the user. Use the interpolation syntax from the glue package: "{var}" := expression. (Note the use of := instead of = to enable this syntax).

var_name <- "l100km"
mtcars %>% mutate("{var_name}" := 235 / mpg)

Note that ... automatically provides indirection, so you can use it as is (i.e. without embracing) inside a function:

grouped_mean <- function(df, var, ...) {
  df %>%
    group_by(...) %>%
    summarise(mean = mean({{ var }}))
}

dplyr

A Grammar of Data Manipulation

v1.0.6
MIT + file LICENSE
Authors
Hadley Wickham [aut, cre] (<https://orcid.org/0000-0003-4757-117X>), Romain François [aut] (<https://orcid.org/0000-0002-2444-4226>), Lionel Henry [aut], Kirill Müller [aut] (<https://orcid.org/0000-0002-1416-3412>), RStudio [cph, fnd]
Initial release

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