3.2 – Measures of Central Tendency

Introduction to summary statistics.

For a sample of observations we can begin the summary by identifying the “typical” value. Various statistics are used to describe the middle and collectively these are referred to as measures of central tendency. The mean, the median, and the mode are the most common measures of central tendency. In the situation in which we work with data from a population census, we would calculate population descriptive statistics — not inferential statistics; because we more often work with samples from populations, we report sample descriptive statistics.

First we review the familiar arithmetic mean and introduce the weighted mean. Next we introduce “other means,” which you may not be as familiar with.

Means.

There are several means beyond the simple arithmetic average or mean. Here we review a few. We use this topic also to start introducing standard notation we will use throughout the book.

The population mean, μ (pronounced “mu”) is given by

X_i, an observation on the i-th individual

Σ, or “sigma,” which instructs you to add them up (the X’s), from i = 1 (the first observation) to i = N (the last observation).

The sample mean, , pronounced “eks bar,” of a collection of observations is given by 

Weighted arithmetic mean.

In some cases you may have several samples from the same population. If the sample sizes are the same, you can calculate the average of averages without any fuss — just take all of the sample means and add them up, then divide by the total number of samples. If the sample sizes differ, then you needs to weight (W) each sample mean by its sample size. Simply divide each sample mean by its appropriate sample size, then add all of these up. That is the weighted average.

More generally, we can write

For example, consider a variable containing the following observations, for example, over the course of watching birds gathering at a drinking source (eg, recorded over 20 days, a single 5 minute interval per day), we can count how many times zero, one, two, etc birds are observed. 

Table 1. A sample of counts of observations, eg, how many birds

The observation “4” was observed four times; the observation “5” was observed twice, and so on for a total of 15 observations.

What is the arithmetic mean of these 15 observations? To solve this, well, you have a couple of choices. You could copy the numbers down as often as they appear and then calculate the mean in the usual way.

Other “means”.

The arithmetic average (illustrated above) is not the only way to estimate the mean.

The trimmed mean, also called the truncated mean, is a useful approach when data is widely dispersed — data spread away from the middle (see Chapter 3.3). Thus, the trimmed mean will be less influenced compared to the arithmetic mean by outlier data points, ie, data far from other data points in the set.

You would use the trimmed mean to describe the middle of a data set in which a plot shows most of the values are clumped together around a middle – and yet you see a few values that are much smaller or much greater. A specified percentage of the smallest and largest values are removed from the data set and then the simple arithmetic mean is calculated for the trimmed data set. For example, given a data set of daily rainfall for different cities, you might wish to remove the driest 5% and wettest 5% of the days in order to better compare the rainfall trends for the cities.

Calculating the trimmed mean is straight-forward in R: use the same built-in function, mean(), but add some options.

Note 2: This is a good time to remind you how to get help with R commands. Do you recall how to get help in R? 

At the R prompt type

help(mean) 

or

?mean

The R Documentation page for mean() will pop up (assuming you allowed R to install help pages as html). Figure 1 shows a screenshot of a portion of the help page for mean()

Figure 1. A portion of the R help page about the function mean.

From the help page (Fig 1) we can see that we can specify a trimmed mean by adding options to the mean(x, ...) command. For our x variable defined above, get the trimmed mean after 25% of the data are removed.

mean(x, trim=0.25)

[1] 6

From the help page we see that the only required option you need to feed the mean command is the name of the variable, in this case, “x” (it can be, of course, any name provided the data are attached). In this case we removed 25% of the values – 12.5% of the smallest values and 12.5% of the largest values – that’s also called the interquartile mean. We use a dot plot to show these trends (Fig 2).

Figure 2. Dot plot of our x variable with locations of the mean (blue) and the trimmed mean (red).  The Dotplot(x) function in package RcmdrMisc was used in Rcmdr to make this graphic. Arrows were added by hand. Dotplot() example code presented in Chapter 3.4.

If we recalculate a trimmed mean after dropping 10% of the points, or even 40% of the points, we get the same mean value of 6. The trimmed mean is an example of a robust estimator; it’s resistant to the influence of outliers.

Another useful descriptor of the middle is the geometric mean. The geometric mean is useful for calculating the average of ratios.  Geometric mean would be used when you want to compare central tendency for different variables, each differing in scale. For example, gene expression results, reported as fold-changes, for different genes often shows tremendous differences among genes and would be best described by logarithmic scale, not arithmetic scale. Geometric mean expression values would be better choice for central tendency. Other examples are found in economics: for example, calculating compound interest or interest. The geometric mean applies whenever the scale is multiplicative and not additive

The geometric mean is given by the equation

The geometric mean (gm) is equivalent to log-transforming your data, then calculating the arithmetic mean, and transforming the result back (with the antilog exponent.) As you recall, for our simple data set the arithmetic mean was 6.2. The geometric mean for this data was 5.977. Taking the natural log for each of the values from our simple data set, then calculating the arithmetic mean we have 1.788. 

The antilog of this value is

exp(1.788)

[1] 5.977

Another frequently encountered mean is the harmonic mean, which is defined by the equation

Harmonic mean is appropriate for averaging rates. For example, what is the average speed traveled if you travel 30 miles per hour (mph) between point A and B, then on the return trip, your speed was 40 mph? If you think (30 + 40)/2 = 35 mph, then this would be incorrect — after all, the distance covered has not changed, just the time. The harmonic mean returns 34.2 mph. Let

y = c(30,40)

The harmonic mean returns 34.2 mph ( see below “How to calculate these other means”)

Both harmonic and geometric means apply for values greater than zero.

How to calculate these “other” means.

In Microsoft Excel, calculate geometric mean via the function GEOMEAN(); calculate harmonic mean via the function HARMEAN().

The base R (and Rcmdr) doesn’t have built in functions for these, although you could download and install some R packages which do (eg, package psych, geometric.mean(variable), harmonic.mean(variable)). It is quicker to just to calculate these by submitting a snippet of code into the script window

For geometric mean of variable “x” at the R prompt type

exp(mean(log(x)))

For harmonic mean of variable “x” at the R prompt type

1/mean(1/x)

where is the base of the natural logarithm, Euler’s number, and log is the natural logarithm (in R, to get log to other bases you can use log10 for base 10 logarithm or log2 for base 2 logarithm, or  log(x, base = n) for any base n of the variable x, and variable is the name of the variable you wish to do the calculations on.

R code: Do try on your own!

Here’s some numbers to try your hand. For example, create a variable containing a few numbers, any numbers. and write it to the variable named z

myZ = c(3,4,6,7,9,11,4)

Now, calculate the arithmetic mean, the geometric mean, and the harmonic mean for the variable myZ. You should get Table 4.2)}

Table 2. Comparison of different means for myZ.

Try three more. In R (or R Commander script window), create three new variables.

varA = c(3,3,3,3)

varB = c(1,2,3,12)

varC = c(-3,0,1,3)

Now, calculate the arithmetic mean, geometric mean, and harmonic mean for each variable.

For the simple arithmetic mean

mean(varA)

For the geometric mean, use the formula above

exp(mean(log(varA)))

For the harmonic mean, use the formula above

1/mean(1/varA)

What did you get?

Other measures of central tendency

Median 

The median, which lacks an accepted notation — we’ll go with , divides a set of observed numbers into two equal halves. Half the observations are above the median, half of the observations are below the median. Arrange data from lowest to highest, take the middle measurement:

odd number of measurements minus the middle value minus even number of measurements minus average of the 2 middle values

Or, more succinctly, we have

To get the median in R type at the R prompt

median(variable)

and of course, replace variable with the name of the variable containing the numbers. For our x variable created earlier, the function median returns in R

[1] 6

[Note that the median for x was the same as the trimmed mean for x, which is consistent with with our view that the trimmed mean is a robust estimator of the middle of a data set.

Mode

Mode is another way to express the middle and it refers to the most frequent occurring measurement. Use of mode makes most sense for discrete or countable numbers. For a normal distribution, the mean, median and mode will be the same value. Note that a data set may have more than one mode. For example, what is the mode for the variable  we created earlier?

myX = c(4,4,4,4,5,5,6,6,6,7,7,8,8,8,15)

For this small data set we see that “4” is the most frequent with a count of four occurrences in the set.

Mode would seem like a straightforward function in R. However, it turns out there is not a mode function in the base package.

A little explanation is in order. In R, typing mode at the R prompt like so

mode(myX)

returns

[1] "numeric" 

Not the answer we were expecting. In R, mode command is used to tell you what the mode (ie, way or manner in which some task is accomplished) of storage is for the variables.

In order to get the statistical mode we want, we either hunt down a package that contains mode estimation (eg, install the package DescTools use the Mode function — see below), or we can write a little code.

A quick Google search found a number of answers at stackoverflow.com (eg, question 2547402). The simplest response was to use names and max commands like so

temp = table(as.vector(myX))

names (temp)[temp==max(temp)]

Why the median may be a better middle than the mean

Comparing the two measures of central tendency can tell you without plotting how your data are distributed about the middle. Sample distributions are discussed in Chapter 6. 

• When the distribution of the data is symmetric or normally distributed (discussed in Chapter 6.7) then the mean and the median will be about the same value
• When data are right-skewed (a few large values), then the mean will be greater than the median.
• When the data are left-skewed (a few small values), then the mean will be less than the median.

Here’s an illustration (Fig 3). I sampled 100 points from a random normal distribution with mean zero and standard deviation 0ne and another 100 points from a log-normal distribution also with mean zero and standard deviation one. In Figure 3, the histograms (see Chapter 4.2 – Histograms), along with summary statistics (see Note 4). Means are indicated with red arrows and medians are indicated with blue arrows.

Figure 3. Normal and lognormal distributions with mean (red) and median (blue) noted for comparison.

So the median is a better descriptor or the central tendency of a sample distribution when the distribution is NOT normally distributed.

Scaling and transformation of data

Sometimes it is useful to standardize your data so that the variables all have the same scale. One algorithm for standardization is called normalization. Normalization implies that you correct the data so that data has a mean, μ, of zero, and a standard deviation, σ, of 1 (unit variance). There are several ways to standardize, each with strengths and limitations. To normalize we use the Z-score equation (see Chapter 6.7 for other uses of Z score).

where X_i is each observation in your data set.

Normalization will make outliers, the few points in a data set that are noticeably different from the central tendency of the rest of the data, smaller and less influential. When you normalize multiple sets of data, then each will have the same mean (0) and variance (unit variance), but the ranges will differ. An example of this is the simple product moment correlation — by standardizing you change the variances for the different variables to have the same unit variance.

As we will see later in class it is also useful to expand or contract the variability of the data or to change the shape of the distribution (if the data is not normally distributed). For example, if you compare individuals of a population for many morphological traits (eg body size, growth rate), the spread of points (called a distribution) will look more like a Poisson distribution (not symmetrical about the mean, a few individuals may be much larger…). This is partly due to the way in which morphological traits are measured. We normally measure body size on a linear scale (inches or centimeters). However, body size is affected by physiological processes that are more related to volume. Therefore, the more appropriate scale of measurement is on a log scale. We can transform the data measured on a linear scale to a log scale. For morphological traits this can produce a distribution that is normally distributed (bell shape). There are many more statistical procedures for data that is normally distributed than there are statistical procedures for Poisson distributions or any other type of distribution. Additional discussion about data transformation is introduced in Chapter 13.3.

You can always uncode or unstandardize your data after performing the statistical procedures and return to the original scale. In fact, when reporting descriptive statistics you should report the untransformed, uncoded data. Moreover, you will find it useful to report means adjusted for other variables (eg, from ANOVA or regression); if the ANOVA or regression equations are performed on transformed or coded data you would want to back calculate to the original scale after applying the ANOVA or regression adjustments. This advise will make more sense after we’ve discussed ANOVA (Chapter 12) and linear regression (Chapter 17).

R operators

The names command can be used to retrieve the names contained in the variable (if text types) or to set the names of the observations, which is what we are using it for here. We set the numbers to text names “4”, “5”, etc. then find the maximum count of named items in the temp table. The double equals operator (==) is used to tell R to find the object that is “equal to” something we specify, in this case, the max value (R Language Definition 2014). Table 3 shows common operators in R.

Table 3. Common arithmetic* and comparison** operators

help(Arithmetic)

help(Comparison)

The R package modeest has a number of algorithms for calculating the mode, depending on the kind of data you are working with. After installing the package and its dependencies, type at the R prompt 

require(modeest)
mfv(myX)
[1] 4

Creating objects in R

Everything in R is an object (Chambers 2008). We provide many worked examples in Part 07. Working with your own data – Mike’s Workbook for Biostatistics. In brief, create a variable in R by assigning the vector x, either directly at the R prompt or in a script window (Rcmdr, RStudio), like so

myX = c(4,4,4,4,5,5,6,6,6,7,7,8,8,8,15)

The function c(), which stands for combine  is used to combine the set of numbers into the object, myX. For small sets like this you may find it convenient to enter the values one by one and let R store it into the vector for you. For R installed on your computer, use the scan() function and your keyboard — scan() doesn’t work consistently in serverless R instances (eg., Google CoLab). Careful! Make sure that you remember to assign the results from scan to a vector.

I’ll create the object tryScan just to distinguish it from x, although I will enter the same values. Until R receives an interrupt signal from you, it will prompt you to enter numbers one row at a time. When you’ve reached the end, use the keyboard shortcut Ctrl + q (Windows) or Cmd + q (macOS) to interrupt keyboard input. 

tryScan = scan()
1: 4
2: 4
3: 4
4: 4
5: 5
6: 5
7: 6
8: 6
9: 6
10: 7
11: 7
12: 8
13: 8
14: 8
15: 15
Read 15 items

tryScan
 [1] 4 4 4 4 5 5 6 6 6 7 7 8 8 8 15

The function tryScan is a very useful command, with many options, and can be used for more than keyboard entry. For example, you can paste from your computer’s clipboard a column of numbers from your spreadsheet.

R code calculate central tendency

Once we have the vectormyX, calculate the mean by entering at the R prompt

mean(myX)

and you should get the answer of 6.466667

And of course, you don’t type in the R prompt >, right?

Or, for the better option, create two variables, one containing the list of observed numbers and the second that contains the frequency for each observed number in the series. You would then use the command for weighted mean.

myY = c(4,5,6,7,8,15)

myW = c(4/15, 1/15, 3/15, 2/15, 4/15, 1/15)

Note — you can check that the frequencies sum to 1 by using the sum command like so

sum(myW)

For the weighted mean, the command is

weighted.mean(myY,myW)

and, the answer returned is 6.466667, the same as before.

There’s an R package for that.

We list code examples for all of the statistics described on this page, but as you can imagine, there are packages that include these and other useful functions, or “wrapper functions” that make writing code easier in R. A good example is the DescTools package. One advantage of using a package like DescTools is that it cuts through the need to remember specific commands for basic data exploration. For example, just call the Desc() function to yield several measures of central tendency and dispersion (see Chapter 3.3). 

The R code and output follows, along with a plot (Fig 4). The mean and median are highlighted in orange.

Desc(myX)
──────────────────────────────────────────────────────────────────────────────── 
myX (numeric)

length      n   NAs unique   0s  mean meanCI'
    15     15     0      6    0  6.47    4.92
       100.0%  0.0%        0.0%          8.02

   .05    .10   .25 median  .75   .90     .95
  4.00   4.00  4.50   6.00 7.50  8.00   10.10

range      sd vcoef    mad  IQR  skew    kurt
11.00    2.80  0.43   2.97 3.00  1.72    2.94

  value freq   perc cumfreq cumperc
1     4    4  26.7%       4   26.7%
2     5    2  13.3%       6   40.0%
3     6    3  20.0%       9   60.0%
4     7    2  13.3%      11   73.3%
5     8    3  20.0%      14   93.3%
6    15    1   6.7%      15  100.0%

' 95%-CI (classic)

Figure 4. Histogram, box plot, and cumulative distribution function plot generated by default by Desc() call.

Lots of output! This is a good example of how to explore data — describe the middle (eg, mean and median), but also the variability about the middle (eg, range, standard deviation — sd, mean absolute deviation — mad, coefficient of variation — vcoef), and distribution shape (quantiles — 0.05, 0.25 etc, kurt, skew). The plots — histogram, box plot, and cumulative distribution plots — are explained in Chapter 4.

Use aggregate() to calculate summary statistics by group.

So far, all code presumes need to calculate descriptive statistics one vector at a time. In general, we need summary statistics for more than one group or strata. For example, we may ask, what are the average body temperature readings measured by IR device on different body areas from several subjects (question 8a, Homework 2A: Descriptive statistics in Mike’s Workbook for Biostatistics).

The aggregate() function in R simplifies calculating means by groups by providing a concise and efficient way to apply a summary function (like mean()) to a variable, grouped by one or more other variables. The format for aggregate is

 aggregate(x = variable_to_aggregate ~ grouping_variable, FUN = mean, data = your_dataframe)

Questio8a had two levels of body regions, “Forehead” and “Throat.” Assuming the variable is named bodyTemp and the grouping variable is called bodyGroup and stored in the attached data.frame question08a, then the following R code provides the requested summary statistics by groups.

aggregate(bodyTemp ~ bodyGroup, data = question08a, 
function(x) c(mean = mean(x)))

Additional statistics can be requested by adding one after the other following mean(x), eg, median = median(x).

The advantage of use of R Commander, it’s easy to get multiple statistics by groups by following the drop down menus, beginning with Statistics > Summaries > Table of statistics… (Fig 5).

Figure 5. Screenshot R Commander, summary statistics by group.

Questions

1. Find the help page in R for the median function. How does the function handle missing values?
2. For a simple data set like the following myY <- c(1,1,3,6) you should now be able to calculate, by hand, the
   • mean • median • mode
3. If the observations for a ratio scale variable are normally (symmetrically) distributed, which statistic of central tendency is best (eg, less sensitive to outlier values)?
4. In the names() command, what do you think the result will be if you replace max in the command with min?
5. If data are right skewed, what will be the order of the mean, median, and mode?
6. Body mass of Rhinella marina (formerly Bufo marinus, Fig 6),
   bufo <- c(71.3, 71.4, 74.1, 85.4, 85.4, 86.6, 97.4, 99.6, 107, 115.7, 135.7, 156.2)

Figure 6. Female Rhinella marina (formerly Bufo marinus), Chaminade University campus. Body length 23.5 cm. Click image to view full sized image.

7. Under what circumstances is it appropriate to transform raw data?
8. What does “standardize” or “normalize” imply as actions to take with data?

Quiz Chapter 3.2

Measures of Central Tendency

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Chapter 3 contents

• Exploring data
• Data types
• Measures of Central Tendency
• Measures of dispersion
• Estimating parameters
• Statistics of error
• References and suggested readings

1.1 – A quick look at R and R Commander

A first look at R.

R is a programming language for statistical computing (Venables et al 2009). R is an interpreted language — when you run (execute) an R program — the R interpreter intercepts and runs the code immediately through its command-line interface, one line at time. Python is another popular interpreted language common in data science. Interpreted languages are in contrast to compiled languages, like C++ and Rust, where program code is sent to a compiler to a machine language application. R is free to use and available via many platforms, from local installations on a person’s laptop to running on cloud servers (Fig 1).

Figure 1. Choose how you will interact with R: on your computer (Blue box) or in the cloud (Red box). Users of Linux, macOS, and WinPC can either install R to their computer or choose to access R in the cloud (and/or, black arrow).

Before you begin, you have a choice: how do you want to work with R (Fig 1)? In part, the choice depends on your computing device. If you have a desktop or laptop computer, running Linux, Apple macOS, or Microsoft Windows, then R can be installed onto your computer (blue box, Fig 1). If, however, you have a ChromeBook, Apple iPad or iPhone, or any Android Tablet or Smartphone, you would go with the second option (red box, Fig 1).

For those going with installing R to their computer, the second choice is to pick the environment for creating and running scripts and managing file input and output during a session. Working environments for R in the cloud include RStudio and Jupyter Notebooks (eg, Google CoLab) (red box, Fig 1 — see Note 2 below). For installed R, two suggested environments are R Commander and RStudio, an Integrated Development Environment or IDE, RStudio (Fig 1). The choice depends on your needs — an IDE is helpful when you plan to write a lot of code, it’s a comprehensive programming environment, which includes many tools that support writing code from scratch.

For our course at Chaminade University, I recommend R Commander because of the drop-down menu approach to accessing statistical functions in R; R Commander is not a comprehensive environment, but it provides the necessary scripting window along with access to markdown editing. R Commander, Rcmdr, is an R package that provide a graphical user interface or GUI for R. It is based on the tcltk package. R must be installed first before installing the R Commander package. R Commander provides familiar menu functions, like many commercial statistical software. R Commander, like the IDE RStudio, is not necessary for R programming or conducting statistical analysis or even generating reports via markdown. R Commander, however, shrinks the learning curve with R programming basics so that students can focus on learning statistics, which is the chief objective of the Biostatistics course at Chaminade.

The following steps user through use of R and R Commander, from installation to writing and running commands. Mike’s Workbook for Biostatistics has a ten-part tutorial, A quick look at R and R Commander, which I recommend.

Install R.

.

Full installation instructions are available at Install R, and for the R Commander package, at Install R Commander. Here, we provide a brief overview of the installation process.

Download a copy of the R installation file appropriate for your computer from one of the Comprehensive R Archive Network (CRAN) mirror site of the r-project.org. For Hawaii, the most convenient mirror site is provided by the folks at RStudio (https://cloud.r-project.org/. In brief, Windows 11 users download and install the base distribution. MacOS users must first download and install XQuartz (https://Xquartz.org), which provides the X Window System needed by R’s GUI (graphic user interface). Once XQuartz is installed, proceed to install R to your computer. MacOS users — don’t forget to drag the R.app to your Applications folder!

Start R.

.

The following is a minimal look at how to use R and R Commander. Please refer to tutorials at  Mike’s Workbook for Biostatistics (R work, part 1 – 10) to learn use of R and R Commander.  

We’re just getting started, so the next thing to learn is how to set your working environment for your R sessions. Although we’ll discuss the R environment more as we proceed, it’s a good idea to start with a best practice action common in data science — always create and work from a working folder. This can be a local folder on your computer or pointed to a folder in your cloud storage. On my mac I usually create a folder on the desktop, example BI-311, and point to that as my working folder for a project. Now, we need to point R to use the working folder — we do this at start of each R session (or modify some code R needs during start up to always point to the folder — for now, we leave that for a later exercise). 

Once R is installed on your computer, start R as you would any program on your computer. For example, the icon for the R.app as it appears in the dock on a MacBook is shown in Figure 2.

Figure 2. R.app icon shown on a MacBook dock.

To point R to our working folder, there are several options. For now, we’ll go with writing and submitting a simple function in R. Recall that R has a command-line. The R prompt appears on the command line in the RGUI as the greater-than typographical symbol “>” at the beginning of a line (Fig 2). The prompt is returned by R to indicate the interpreter is ready to accept the next line of code.

First, discover where R is pointing to by submitting (type the command exactly as written then select keyboard shortcuts on Windows enter, or on macOS return key) the function getwd() at the prompt.

Ready to

On my MacBook, R returns

> getwd()
[1] "/Users/[username]/Documents"

To point to my working folder, I submit setwd("/Users/[username]/Desktop/BI311". When I run getwd() again, R returns the update

> getwd()
[1] "/Users/[username]/Desktop/BI311"

Ready to do some work?

R coding practices in this book and in the companion workbook roughly follow guidance outlined in a September 2018 R-Bloggers post, “R Code — Best practices,” by The R Trader. Of note, naming conventions: variables are nouns, variable names are written in lowerCamelCase; functions are verbs, function names are period separated, eg, my.function; script file names all end with .R and are written snake_case.R. Comments, preceded by #  and a single space, eg, # A brief comment, are sparingly included in code, but reserved for explanatory sentences in the text. We use <- and not = for assignment statements.

Where discussion requires reference to instructions on use of the R programming language, R code (instructions) the user needs to enter at the R prompt are shown in code blocks.

Courier New font within a “code block.”

Until you write your own functions, the general idea is, you enter one set of commands at a time, one line at a time. For example, to create a new variable, curryPoints, containing points scored by the NBA’s Steph Curry during the 2016 playoffs, type the following code at the R prompt (displayed as >, the “greater than” sign)

curryPoints <- c(24,6,40,29,26,28,24,19,31,31,11,18,19)

.

and to obtain the mean, or arithmetic average, for curryPoints at the R prompt type and enter

.

mean(curryPoints)

.

Output from R function mean will look like the following

.

[1] 24.42857

.

Functions in R, or any other data science programming language, are intended to automate a task.

df.curryPoints <- data.frame(curryPoints)

The R prompt appears in the RGUI as the greater-than typographical symbol “>” at the beginning of a line (Fig 3). The prompt is returned by R to indicate the interpreter is ready to accept the next line of code.

Figure 3. The R GUI on a macOS system; red arrow points to the R prompt.

Everything that exists is an object.

.

A brief programmer’s note — John M. Chambers, creator of the S programming language and a member of the R-project team, once wrote that sub-header phrase about R and objects. What that means for us: programming objects can be a combination of variables, functions, and data structures. During an R session the user creates and uses objects. The ls() function is a useful R command to list objects in memory. If you have been following along with your own installed R app, then how many objects are currently available in your session of R? Answer by submitting ls(). Hint: the answer should be one object.

A routine task during analysis is to calculate an estimate then use the result in subsequent work. For example, instead of simply printing the result of mean(curryPoints), we can assign the result to an object. 

myResult <- mean(curryPoints)

.

To confirm the new object was created, try ls() again. And, of course, there’s no particular reason to use the object name, myResult, I provided! Like any programming language, creating good object names will make your code easier to understand.

When you submit the above code, R returns the prompt, and the result of the function call is not displayed. View the result by submitting the object’s name at the R prompt, in this case, myResult. Alternatively, a simple trick is to string commands on the same line by adding ; (semicolon) at the end of the first command. For example,

myResult <- mean(curryRoints); myResult

.

Objects created during an R session, like curryPoints, are stored in memory within the Global Environment. To remove an object, use the command rm(myVariable). Why remove objects during an R session? If you are attempting multiple tasks in a homework assignment, removing unneeded objects helps maintain a clean and organized workspace, improving code readability and reducing the chance of accidental errors. 

Write your code as script.

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While it is possible to submit code one line at a time, a much better approach is to create and manage code in a script file. A script file is just a text file with one command per line, but potentially containing many lines of code. Script files help automate R sessions. Once the code is ready, the user submits code to R from the script file.

Figure 4 shows how to create a new script file via the RGUI menu: File → New script.

Figure 4. Screenshot of drop down menu RGUI, create new script, Windows 11.

The default text editor opens (Fig 5).

Figure 5. Screenshot of portion of R Script editor, Windows 11. A simple R command is visible.

Submit code by placing cursor at start of the code or, if code consists of multiple lines, select all of the code, then hit keyboard keys Ctrl + R (Windows 11) or for macOS, Cmd + Enter.

I recommend starting with a clean environment, by using rm(list = ls()) at the beginning of a script.

By default, save R script files for reuse with the file extension .R, eg, my_script.R. Because the scripts are just text files you can use other editors that may make coding more enjoyable (see RStudio in particular, but there are many alternatives, some free to use. A good alternative is ESS).

Install R Commander package.

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By now, you have installed the base package of the R statistical programming language (see for detailed instructions). The base package contains all of the components you would need to create and run data analysis and statistics on sets of data. However, you would quickly run into the need to develop functions, to write your own programs to facilitate your work. One of the great things about R is that a large community of programmers have written and contributed their own code; chances are high that someone has already written a function you would need. These functions are submitted in the form of packages. Throughout the semester we will install several R packages to extend R capabilities. R packages discussed in this book are listed at R packages of the Appendix.

Our first package to install is R Commander, Rcmdr for short. R Commander is a package that adds function to R; it provides a familiar point-and-click interface to R, which allows the user to access functions via a drop-down menu system (Fox 2017). Thus, instead of writing code to run a statistical test, Rcmdr provides a simple menu driven approach to help students select and apply the correct statistical test. R Commander also provides access to Rmarkdown and a menu approach to rendering reports.

install.packages("Rcmdr")

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In addition, download and install the plugin 

install.packages("RcmdrMisc")

See Install R Commander for detailed installation instructions.

Start R Commander.

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After installing Rcmdr, to start R Commander, type library(Rcmdr) at the R prompt and enter to load the library

library(Rcmdr)

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On first run of R Commander you may see instructions for installing additional packages needed by R Commander. Accept the defaults and proceed to complete the installation of R Commander. Next time you start R commander the start up will be much faster since the additional packages needed by R Commander will already be present on your computer.

Note that you don’t type the R prompt and, indeed, in R Commander Script window you won’t see the prompt (Fig 6). Instead, you enter code in the R Script window, then click “Submit” button (or Win11: Ctrl+R or for macOS: Cmd+Enter), to send the command to the R interpreter. Results are sent to Output window (Fig 6). 

Figure 6. The windows of R Commander, macOS. From bottom to top: Messages, Output, Script (tab, Markdown) Rcmdr ver. 2.4-4.

Figure 6 shows how the R Commander GUI looks on a macOS computer. The look is similar on Microsoft Windows 11 machines (Fig 7).

Figure 7. The windows of R Commander, Win11. From bottom to top: Messages, Output, Script (tab, R Markdown) Rcmdr ver. 2.5-1.

We use R Commander because it gives us access to code from drop-down menus, which at least initially, helps learn R (Fox 2005, Fox 2016). Later, you’ll want to write the code yourself, and RStudio provides a nice environment to accomplish your data analysis.

Improve Rcmdr experience.

Windows users: R Commander works best in Windows if SDI option is set. This can be accomplished during R installation (“Startup options” popup, change from default “No” to “Yes” to customize), but you can also change after installing R. Win11 users should change from MDI to SDI — from one big window to separate windows — (see Do explore settings, WinPC see Fig 9; macOS see Fig 10). The downside of SDI is that while multiple Windows may appear during an R session, one or more windows may be hidden by an open window. For example, plots will popup in a new window and may be obscured by the Rcmdr window if full screen. A simple trick to view active windows on Win11 is to use the keyboard shortcut s Alt + Tab to view and cycle between windows. What about SDI and RStudio? RStudio experience will be similar whether MDI (default) or SDI was selected.

macOS users: To improve R Commander performance, turn off Apple’s app nap (see Do explore settings, Figures 6), which should improve a Mac user’s experience with R Commander and other X Window applications.

Complete R setup by installing LaTeX and pandoc for Markdown.

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LaTeX is a system for document preparation. pandoc is a document converter system. Markdown is a language used to create formatted writing from simple text code.  Once these supporting apps are installed, sophisticated reports can be generated from R sessions, by-passing copy and paste methods one might employ. See Install R Commander for instructions to add these apps.

R Markdown.

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Markdown is a syntax for plain text formatting and is really helpful for generating clean html (web) files.  R Commander also helps us with our reporting. R Markdown is provided as a tab (Fig 6, Fig 7). Provided you have also installed pandoc on your computer, you can also convert or “render” the work into other formats including pdf and epub. Unsure if your computer has pandoc installed? If you are unsure than most likely it is not installed. 😁 Rcmdr provides a quick check — go to Tools and if you see Install auxiliary software, then click on it and a link to pandoc website to find and download installation file.  You can also confirm install of pandoc by opening a terminal on your computer (eg, search “terminal” on macOS or “cmd” on Win11), then enter pandoc –version at the shell prompt. Figure 8 shows version pandoc is installed on my Win11 HP laptop.

Figure 8.  Screenshot of terminal window (cmd) on win11 computer, checking for installed pandoc on a win10 pc.

Enter your R code in the script window, submit your code, and your results (code, output, graphs) are neatly formatted for you by Markdown. Once the Markdown file is created in R Commander, you can then export to an html file for a a web browser, an MS Word document, or other modes.

Do explore settings!

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After installation, R and R Commander are ready to go. However, students are advised that a few settings may need to be changed to improve performance. For example, on Win11 PCs, R Commander recommends changing from the default MDI (Multiple Document Interface) to SDI (Single Document Interface).  Check the SDI button via Edit menu, select GUI preferences menu.  Click save, which will make changes to .RProfile, then exit and restart R. Check to make sure the changes have been made (Fig 9). 

Figure 9. Screenshot of GUI preferences settings after changing from default MDI to SDI, win10

For macOS users, both R and Rcmdr will run better if you turn off Apple’s power saving feature called nap. From Rcmdr go to Tools and select Manage Mac OS X app nap for R.app… (Fig 10).

Figure 10. Screenshot Rcmdr Tools popup menu, macOS 10.15.6

A dialog box appears; select off to turn off app nap (Fig 11).

Figure 11. Screenshot Rcmdr Set app nap dialog box, macOS 10.15.6

Exit R Commander.

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Click on Rcmdr: File → Exit, then choose to exit from just R Commander, or both R Commander and R.

If you exit just R Commander or both R and R Commander, you’ll receive a pop-up request to confirm you want to quit R Commander (click yes), and a second prompt asking if you want to save your script. In general, select yes and then you’ll be able to take up where you left off. Similarly, if asked to save your workspace, choose no. If you save workspace, this creates an .RProfile text file with settings for how R and R Commander will behave the next time you start R. The file will be saved to your current working folder, which R will use the next time R starts. At least while you are getting started, you should avoid creating these .RProfile files.

As long as the current session of R is active, then the library for Rcmdr, as well as any other library loaded during the R session, is in memory. To start R Commander again while R is running,  at the R prompt, type and submit

Commander()

Questions.

1. Biostatistics students should work through my ten R lessons, A quick look t R and R Commander, available in Mike’s Workbook for Biostatistics.
2. Students should also search Internet for R tutorials and R Commander tutorials. Find recent tutorials and work through several of them. We get better when we practice.

Quiz Chapter 1.1

A quick look at R and R Commander

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Chapter 1 contents

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• Getting started
• A quick look at R and R Commander
• Chapter 1 – References