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

equation population mean

Xi, 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, \bar{X}, pronounced “eks bar,” of a collection of observations is given by 

equation sample mean

Note 1: Parameters (aka random variables) get Greek letters and sample variables get Roman letters. See Chapter 3.4

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

equation weighted mean

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

ObservationFrequency
10
20
32
44
52
63
72
83
91

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 7. A portion of the R help page about the function 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 8. 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 to make this graphic. Arrows were added by hand.

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

equation geometric mean

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

equation harmonic mean

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.

meanvalue
Arithmetic6.285714
Geometric5.716403
Harmonic5.204936

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 Med(X), 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:

equation median

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

equation median

Or, more succinctly, we have

    \begin{align*}Med(X) = \left\{\begin{matrix} X\left [ \frac{n+1}{n} \right ] & if \ n \ is \ odd\\ \frac{X\frac{n}{2}+X\frac{n}{2}+1}{2} & if \ n \ is \ even \end{matrix}\right. \end{align*}

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.

Note 3: A reminder — what we are attempting is to estimate a statistic. DescTools includes about 80 different statistics functions, including functions to calculate every statistic described in this chapter, chapter 3.3, and most other chapters in this book. 

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

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.

Note 4: “Summary statistics” refers to reporting of one or more descriptive statistics on a data set. The mean, median, standard deviation, range are common reported statistics. R Commander provides a menu to select from descriptive statistics, returning a table of the estimates. Rcmdr: Statistics → Summaries → Numerical summaries…

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).

equation Z score

where Xi 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

OperatorDescription
?help
+plus
-minus
*multiply
/divide
:series
>greater than
<less than
>=greater than or equal to
<=less than or equal to
=left assignment
<-left assignment
==equal to

* To list and get help with use of arithmetic operators enter at the R prompt
** To list and get help with use of comparison operators enter at the R prompt

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)

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

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).

Note 5: aggregate() is part of the base R installation.  Additional functions are available, including dplyr and data.table packages, which the user is encouraged to explore!

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).

Screenshot R Commander, summary statistics by group.

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)
Rhinella marina (formerly Bufo marinus), Chaminade University campus.

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

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

 

Quiz Chapter 3.2

Measures of Central Tendency


Chapter 3 contents

2.2 – Why do we use R Software?

 

If this page is TL;DR, and you’re in a rush, then instructions to install R onto your macOS or Windows PC are provided in Install R.  To run in the cloud only, see Use R in the cloud.

Why R? The case for using R in biostatistics education.

Why do we use R Software? Or put another way: DrD, Why are you making me use R?

Truth? You can use just about any acceptable statistical application to get the work done and achieve the learning objectives we have for beginning biostatistics. However, we will use the R statistical language as our primary statistical software in this course. Part of the justification is that all statistical software applications come with a learning curve, so you’d start at zero regardless of which application I used for the course.

In selecting software for statistics I have several criteria. The software should be:

  • if not exactly easy, the software should have a reasonable learning curve
  • widely accessible and compatible with all most personal computers
  • well-respected and widely used by professionals
  • free software
  • open source
  • well-supported for the purposes of data analysis and data processing
  • really good for making graphics, from the basics to advanced
  • capable to handle diverse kinds of statistical tests

R meets all of these criteria. R history began back in 1993 and has always been available as free software under the terms of the Free Software Foundation’s GNU General Public License in source code form. R compiles and runs on a wide variety of UNIX platforms and similar systems, including GNU/LINUX, FreeBSD, and various Linux distros like the popular Ubuntu®, in addition to their more famous Microsoft Windows® and Apple macOS® distributions. To facilitate access to the software, numerous mirror sites are available from sites around the world, with cloud.r-project.org supported by RStudio perhaps the most widely used. From January 2024 to December 2024, more than 8.5 million downloads of base R were made from the RStudio CRAN mirror site (CRAN stands for Comprehensive R Archive Network.

Note 1: A mirror refers to a website or server that holds a copy of files from another website/server to make the files available from more than one place). Eight-nine mirror sites as of September 2025, 47 different locations (including R CRAN at r-project.org), from which to download R and related packages. Thus, it’s not a simple task to count total downloads of R. The folks at Posit (makers of RStudio and Posit Cloud), provide access to their changelog file, which allow one to track numbers of downloads for any package from their mirror site — https://cloud.r-project.org/. Here’s the code and recent counts for downloads of R itself over a four week period .
install.packages("cranlogs")
library(cranlogs)
# How many downloads of base R around start of Fall semester?
out <- cran_downloads("R", from = "2025-08-01", to = "2025-08-31")
sum(out$count)

R output

[1] 582524

An iterative function returning number of downloads over multiple years is provided at Part05 of Mike’s Workbook for Biostatistics.

R is straightforward to use once you learn how to work with the language, but has a steep learning curve; after all, it’s a programming language. I recommend installing the program onto your computer, but ready to go R is also available at multiple cloud services, including Google CoLab and Posit Cloud. The remainder of this page is directed at users who choose to install R to their computer, although much of the discussion holds regardless of the R environment choice, local or Cloud.

For local installs of R, I also recommend use of the GUI R Commander.  Use of R Commander helps with the learning curve, and eventually, your use of code will become second nature. We don’t use RStudio, but as your skills improve, I recommend transitioning to the IDE RStudio; after the initial growing pains are behind you, RStudio likely will be a better solution over R Commander.

This discussion implies learning R programming. However, while we need statistical software to do statistics, students in my BI311 course must keep in mind that learning objectives for a biostatistics course is about the concepts and interpretation of statistics, not just use of the software. In other words, learning how to use R is not the focus of BI311 nor will you likely achieve R programming competency by the end of the semester. I certainly encourage students to strive for competency and I give frequent bonus opportunities to demonstrate coding skills during the semester.

Why R and not some other statistics software?

Thus, you might ask if the purpose of the course isn’t to learn R, why work with R instead of a more familiar app or software, eg, Microsoft Excel® (hereafter simply referred to as Excel), or Google Sheets, or even my favorite open-source office alternative, LibreOffice Calc? Or, perhaps even just one of the many online calculators, if the course learning objective is to “just” learn about statistics?

First, I believe that real data derived from real biology or biomedical problems are essential elements to a first course in biostatistics. That’s not a particularly unique perspective although I don’t have survey results of other statistics instructors to back up the claim. Real problems involve observations on multiple subjects, many variables — large data sets; this alone precludes use of hand calculations and calculators. As a corollary, we will not spend a great deal of time learning the in’s and out’s of the algorithms that form particular statistical tests. Now, do understand that there is a tremendous benefit to understanding statistics by working through the equations, by looking at the algorithms, and there’s no escaping the need for understanding that probability provides the foundation of statistics inference (Chapter 8). Thus, for most of us, the statistical software available to us provides an appropriate framework for applying correct statistical tests to our projects. Therefore, the decision is about which statistical package we should use.

Second, R is perhaps the choice in academia for statistical software. A PUBMED search found more than 1500 citations of R. Visit Robert A. Muenchen’s web page (The popularity of data analysis software, r4stats.com) to see updated statistics on statistical software use. Those of you continuing on to graduate school or to professional schools will find that many of your statistically literate colleagues use R and not one of the commercial programs. While there are many excellent commercial packages (Table 1), and in some cases you can make spreadsheet programs do statistics (typically add-ins are required), all statistical software come with steep learning curves. Thus, part of my selling point to you is that learning to use R is at the cutting-edge in your field and, given that all of the software you could use can have have their challenges, it is best to work with something that will be around and is in wide use, without the burden of a financial investment.

Table 1. A selective list of statistical software.

SoftwareStudent license?Limited or full function versionmacOSWindows 11Fee*Academic license type
GraphPad PrismSubscription, $142 per yearFullYesYes$202annual subscription
JMPYes, but with purchase of selected textbookLimitedYesYes$100monthly subscription
MinitabSubscription, $54.99 per yearFullYesYes$1610annual subscription
IBM SPSSRental, $76 per yearFullYesYes$260annual rental
SigmaSTATNoNANoYes$299perpetual
MySTATYes, freeLimitedNoYesNA
SYSTATNoNANoYes$739perpetual
StataSubscription, $94 per yearFullYesYes$325annual subscription
Table 1. Characteristics of commonly used commercial statistical applications (all ®, last updated November 2022).

 

see Wikipedia for list of additional software


Third, what about online sites like plot.ly where, for free, you can plot and, in some cases, calculate statistics? What about the web application at Brightstat, which claims to provide an SPSS-like experience online (Stricker 2008)? While it is true that there are many wonderful websites that can perform many of the statistical tests we will use this semester, these sites are not suitable for more than occasional use.

How to get started with R.

A few words about my approach to the software in my biostatistics course. I note to students during the semester that our course is not a programming course, but rather, programming skills are acquired along the way. Our focus is how to do statistical analysis, how to design experiments, etc. Coding skills without understanding of the why we’re doing it is not unlike learning to cook by following a great recipe as opposed to learning about the art and science of flavor (NPR Science Friday, March 15, 2024) — the homework is solved but the why we can support our conclusions may be obscure.

We set aside the first couple of class meetings simply to setup student’s Windows PC or Apple macOS computers to do data science; for students with access to Chromebooks or iPad tablets, we need to set them up to run R in the Cloud (eg., Google Colaboratory) — in other words, there’s a lot of pre-work that can present barriers to actual doing statistics in R (or other software). Once we have the environment set up for the students, we utilize a “tell-show-do” approach to learning how to code. The “tell” part includes sharing script; the “do” part is mostly done by students outside of class as part of completing homework.

First work with the language can be frustrating, so I also encourage a “five minute” rule — if it ain’t working, stop. So, by all means when Run through a troubleshooting checklist, but please don’t continue to struggle — the gap is between the instructions and where the student is with the material — it’s a me-as-instructor problem, not a student must work harder problem! 

All statistics work follows a similar workflow.

The basic workflow for a data project, using R as the primary statistical programming tool, looks like that illustrated in Figure 1.

A basic workflow with R. Steps 1: Load cleaned data (source); 2. Create data.frame object; 3. Exploratory analysis; and 4. Statistical inference and modeling.

Figure 1. A basic workflow with R.

The workflow begins with the assumption that a data set already exists. Getting the data into an R session depends on the source of the data, for example stored in spreadsheet file or from a table on a webpage. Data cleaning and processing of the data may be in order — for small and modest-sized data sets, my own preference is to do most of the data cleaning in my spreadsheet app, but R has full capabilities to handle or “wrangle” data. Next, the raw data should be stored in R session in a data frame object. Once the data frame object is available, exploratory data analysis, including summary statistics and data visualization can proceed. Higher order analytics, including statistical inference and modeling, can then begin.

The R statistical language, accompanied by additional packages to extend its capabilities beyond basic math and statistical functions, provided a complete statistical environment. R is best viewed as a programming language for statistics (data analysis), and data processing. Power users of R learn how to write scripts that do t-tests, ANOVA, regression, etc. The scripts are just lines of code that R understands and it provides the user tremendous control over analysis and inference of data sets. Because of this flexibility and power, however, R can be intimidating at first. So, we’ll start slowly with scripts, introducing just what we need to get started and build from there. We’ll be addressing R issues in more depth over the next several weeks, but for the first week, our goal(s) should be to make sure each of you knows how to start/exit R, how to create and utilize a working directory, and how to use R as a calculator. You obtain your copy of R from the R Project for Statistical Computing, available at https://www.r-project.org. Instructions to install R are provided in Install R.  A ten-part tutorial to get started using R is provided in Mike’s Workbook for Biostatistics.

Note 2. A working directory or working folder is something you create on your computer to contain the files and sub-directories of a project. It sets the default location for files you may need to have R read. For example, all of your work for a course (data files, script files, Markdown files), may be stored in a folder called BI311 on your Desktop. For example, on a macOS, the path to the working folder would be 

 /Users/username/Desktop/BI311

Why R Commander, why not RStudio?

We utilize an R package that provides a menu-driven context to much of the typical statistics one needs to do biostatistics. The package is called R Commander (Rcmdr), which provides a graphic user interface or GUI. Rcmdr therefore significantly eases the learning curve for doing statistics with R. We use a package called R Commander, which provides drop down menus for most of the typical kinds of analyses. Rcmdr is in use in many courses across the world (more than 17K downloads in August 2025), and among the other GUI available for R, Rcmdr is among the best supported GUI available for R. R Commander function is extended by plug-ins; as of August 2025, there were 31 plugins that extend Rcmdr’s capabilities. Instructions to install R Commander are provided in Install R Commander. 

Note 3. Other options to improve use of R include use of RStudio®, which is an integrated development environment or IDE. RStudio is really nice to use, and, happily, you can run R Commander within RStudio — but with windows popping up outside of the RStudio windowing framework if the default MDI environment to organize is set. (The solution? R Commander runs best when SDI option is selected during RStudio install.) I am also increasingly using shiny apps within the course to help with concept presentation; in the future, I plan to provide a complete shiny app which would allow BI311 students to work interactively with the statistics presented in this text, something like the radiant-rstats project. However, for use in our course, R Commander provides a familiar look as students develop knowledge in the course: simply point and click to access the statistical functions.

Wait! Why don’t we use Excel? My instructor in {insert course here} used Excel…

A very reasonable question for you to ask — why don’t we use Microsoft Excel or Google Sheets for statistics? Moreover, it is highly likely that you have gained at least some introduction to descriptive statistics and graphing with spreadsheets in former courses — shouldn’t we learn statistics within a software framework you are already familiar?

After all, “Can’t Microsoft Excel do statistics?” Mostly the answer is, no, not really (Fig 2).

xkcd comic "Spreadsheets," by https://xkcd.com/2180/. Shows a person at a computer with an angel and devil on either side; the angel advises writing real code, the devil promotes using a spreadsheet with advanced functions, and the caption reads "Spreadsheets."

Figure 2. “Spreadsheets,” xkcd.com no. 2180.

MS Excel, Google Sheets, Apple Numbers, and for that matter, Calc, the spreadsheet application in my favorite office app LibreOffice (LibreOffice is a free, open-source alternative to Microsoft Office), can be used to calculate many descriptive statistics. With some effort, these applications can be extended by use of either Analysis ToolPak or Solver Add-ins to do more complicated statistics like regression and analysis of variance, and curve fitting.

Note 4. Perhaps you’re thinking: I’m a data science student — it’s not whether we chose between use of spreadsheet apps or R, we should be using Python, shouldn’t we? DrD — this is an open question, and if you judge the job market as the arbiter, I’d say learn Python over R — if you are primarily aiming for a data science position. However, from the point of view of learning statistics, my vote would be R — far more packages developed to accomplish our tasks, and, at least for this course, we are not teaching coding: our focus is on using statistics to explore (describe) and ask questions about data collected by observation or experimentation. 

While we’re on the subject in 2025, it looks like the job market is in Machine Learning, which means R or Python knowledge will be a given, but advantage will go to those who know Alteryx or it’s open source alternative KNIME for data science workflow design — from data collection to model development.

However, use of MS Excel for statistical analysis involves learning a number of commands, syntax, and developing workflows that are neither intuitive nor standard. Some publishers have provided add-ins that are reportedly designed to simplify this process (eg, XLStat, UNISTAT, Real Statistics using Excel). None of these options are free and none are in use in any major way by scientists (see Robert Muenchen’s The popularity of data analysis software). The free add-ins of Analysis ToolPak and Solver may work for you if you own a Windows PC, but only Solver is included for the Mac versions of Excel. MacOS users may download and install StatPlus:MacLE, which is a limited, but free alternative to the Analysis ToolPak add-in; for a complete package a Pro version is available (licenses started at $89, web site: www.analystsoft.com/en/products/statplusmacle/).

An additional caution: you should be aware that there have been reports over the years that algorithms selected by Microsoft for Excel have not always been to industry standards (eg, McCullogh and Wilson 2005). In short, the fit of Excel and other spreadsheet apps for use in statistics is not a simple one. To do the kinds of statistics we will use routinely in class, Excel would need to be modified with add-ins, and the add-ins would be the result of programming by someone. And you would still need to learn how to write the code.

What about graphics? You may like Microsoft Excel’s ability to do graphics. Indeed, Excel, Google Sheets, and LibreOffice Calc can be used to generate many typical kinds of statistical plots. But again, in comparison to R, spreadsheet app graphics are limited and require a deal of effort to generate acceptable plots. I think you’ll be surprised at how straight-forward R is. Here’s an example, first rendered in Microsoft Excel, then in base R. And importantly, the kinds of plots Excel does well at are not necessarily the plots suitable for research publication. For example, Excel allows you to make bar charts easily, but cannot do box plots. Box plots are preferred over bar (column) charts for ratio scale data.

Note 5. base R refers to the core R programming language along with many functions and graphics routines. We extend capabilities of base R by adding packages, like R Commander.

Statistics comparisons between R and MS Excel.

About that learning curve. Let’s compare R and MS Excel for basic functions common in data analysis. Similar conclusions hold for comparisons to Google Sheets and LibreOffice Calcs.

Note 6. If you search for variants of this question, you’ll find other’s making the argument that the learning curve for many data science tasks is, perhaps surprisingly, shorter for R than it is for Excel. For example, see Amieroh Abrahams 2023 article at https://www.jumpingrivers.com/blog/comparing-r-excel-data-wrangling/ .

Table 2 lists the observations we can use to conduct comparisons of the applications.

A simple data set

varA
12
14
20
25
28
29
32
34
35
39
47
47
50
53
54
71
79
87
89
96
105
122
130
132

One of the first steps in data analysis is to produce what are called descriptive statistics. Common descriptive statistics are the mean and the sample standard deviation. Let’s compare Excel and R for retrieving these two statistics.

With Excel, to calculate the arithmetic mean of 24 numbers, enter the values into a single column of 24 rows, then enter “=average(A2:A25)“, without the quotes, into a new cell of the spreadsheet. “A2:A25” refers to where data would be contained in column A rows 2 through 25. Typically the first row in a worksheet would contain the name of the variable, eg, “A.” Depending on the significant figures set, the estimate returned by Excel for the mean of A is 59.58333333.

Similarly, to obtain the standard deviation, type =stdev(A2:A25), into a new cell of the spreadsheet. Again, depending on the significant figures set, Excel returns a value of 37.05215674 for the standard deviation of A.

In contrast, to obtain the mean and standard deviation for a variable in an R data set, all you would type at the R prompt (>), or in the script window

Note 7. Always run your code as a script. Entering code at the R prompt means you are working at the command-line interface, and you work one line at a time. This is not an efficient way to interact with R. Instead, I recommend you always create and work from a script document. For beginners, that’s why I recommend R Commander, which includes a script window. Simply type your code in the script window, highlight the code you wish to run, and run by clicking submit button (or Ctrl+R Win11 or Cmd+Enter macOS). When you are ready to move on from R Commander, RStudio is the IDE of choice.

and then submit the code is:

myA <- c(12, 14, 20, 25, 28, 29, 32, 34, 35, 39, 47, 47, 50, 53, 54, 71, 79, 87, 89, 96, 105, 122, 130, 132)

where the “c” is a function to combine arguments into a vector and saved to the object myA, followed at the new line by

mean(myA)

Hit enter after entering the command) and R returns

[1] 59.58333

For the standard deviation, write the R base function sd()

sd(myA)

Hit enter after entering the command and R returns

[1] 37.05216

It’s not much of a difference, but note that to get the mean (arithmetic average) I typed seven characters in R, but 16 characters in Excel; similarly, for the standard deviation I typed in 5 characters in R, but 13 characters in Excel. That’s a savings of 56% and 62%, respectively. Excel tries to help by using AutoComplete to anticipate what you want to enter, but AutoComplete doesn’t always work properly (eg, see gene name errors generated by use of default Microsoft Excel settings, Ziemann et al 2016).

Note 8. I use spreadsheets all of the time for data entry and data management. Make sure AutoComplete and AutoCorrect options are turned off and these problems are much less. 

In conclusion, R is quicker for descriptive statistics.

Graphics comparison between R and MS Excel.

MS Excel is often cited for its graphics capabilities (Camões 2016). We can make the familiar scatter plots, bar charts, and pie charts in Excel. These plots and more are easily obtained in R. I won’t elaborate here about graphics, we talk at some length about graphics in Chapter 4. But here’s one example in R.

Let’s plot myB vs myA. We already provided the data for variable A, here’s the data for variable B.

17, 21, 21, 26, 27, 32, 28, 42, 40, 30, 71, 53, 56, 61, 55, 89, 82, 63, 116, 162, 116, 154, 137, 149

Don’t recall how to assign a set of numbers to an object, B, in R? See above and look again at how we assigned the numbers to object myA.

To get a simple scatter plot (Fig 3), I may write at the R prompt.

plot(myA,myB)
Figure 2. Basic scatterplot made in R, with base package function plot(A,B), Variable A on the horizontal axis and Variable B on the vertical axis. The points show a positive trend: as Variable A increases, Variable B tends to increase as well. The data points cluster more widely at higher values, indicating increasing variability or spread.

Figure 3. Basic scatter plot made in R, plot(myA,myB).

And here’s the comparable default plot (Fig 4) from Microsoft Excel, Office 365

Another image of a scatterplot on the same set of data, but now created using Microsoft Excel with default settings. Unnecessary Y grid lines are displayed and axis labels are not included. A spurious legend is included.

Figure 4. Basic scatterplot made in Microsoft Excel.

Now, both graphs need some work, and to be fair, these are just the defaults. With some effort, you can make an Excel graph look pretty good. But note — the defaults in Excel don’t generate axis labels, while R default plot does. Excel adds a useless title and legend; both need to be removed. Excel also adds grid lines where typically one would not include these in a scientific plot; for example, in the case of scatterplots, grid lines can distract the viewer from the data points and reduce the data-to-ink ratio Tufte 1984).

Count the steps to generate an acceptable scatter plot (Table 3). I’ve also added R Commander (Rcmdr) steps for comparisons (Rcmdr lets you use drop-down menus like Excel or Google Sheets or LibreOffice Calcs).

Table 3. Steps needed to make a simple scatterplot in R, R Commander, or Microsoft Excel.

Steps R Rcmdr Excel 365
1 write the function Select Graphs Highlight columns
2   Select scatterplot Select from Menu “Insert”
3   Select variables Select scatterplot
4   Uncheck options Select type of scatterplot
5     Delete legend
6     Remove grids
7     Insert X-axis label
8     Insert Y-axis label

Conclusion? R is quicker for routine statistical plots like a scatter plot. And I didn’t even count the steps needed to change MS Excel’s dreadful diamond icon points.

That’s one step in R, four steps in Rcmdr, but eight steps for Microsoft Excel. LibreOffice Calc is a little better at only four steps, but like MS Excel, you’d need to change several components to the graph (Fig 5).

A third image of a scatterplot on the same set of data, but now created using LibreOffice Calc with default settings. The image is nearly identical to the one generated in Microsoft Excel, including inclusion of Y grid lines and uninformative legend. Axis labels are not included.

Figure 5. Basic scatterplot made in LibreOffice Calc.

Note 9. In R vernacular, these are referred to as pch, or point characters: pch = 23 returns a blue diamond character; for a blue square like Figure 5, add to the plot() command as

plot(myA,myB, pch = 22)

So, you’re telling me I don’t need a spreadsheet application?

No, not at all. We use spreadsheets, and more generally, databases, to store data. Spreadsheets apps are designed to make data entry and data management approachable and efficient. They remain an important tool for researchers (Browman and Woo 2017).

R is not that great of a spreadsheet; packages are available to seamlessly tie your spreadsheet and database data to R via ODBC. We will routinely enter and manipulate data in MS Excel, then import the data into R for analysis.

Spreadsheet apps like MS Excel and Google Sheets (see also LibreOffice Calc) are great at being a spreadsheet program, R is great at being a statistical software program. You should take advantage of what the tools do best.

Still not convinced?

R is in use all over the world, by students and professionals alike and if one is going to spend the time to learn how to use a statistics software program, you should learn a standard program, like R.

And it’s not just me. Read about R in this 2009 New York Times piece, “Data analysts captivated by R’s power.” Look who purchased (April 2015) Revolution Analytics, a major player in the development of the R programming language.

Note 10. The answer was Microsoft. For several years Microsoft supported R development via Microsoft Machine Learning Server & Microsoft R Open. However, as of July 2023, this service is no longer available. See Microsoft R application network retirement.

Why install R on your computer?

Convenience. Control. Offline.

At the Biology department of Chaminade University, we have installed and maintain R, Rcmdr, and RStudio along with all required packages on our Macbook Pro® Lab computers for your use during class and during optional, proctored biostatistics work sessions. Since 2018, R is increasingly available “in the cloud” (eg, RStudio Cloud), which would mean you could run R in your browser and avoid installation on your computer. You can run significant analysis with R in the cloud via the free Google Colaboratory and CoCalc are now available: I encourage you to look into these platforms. Unfortunately, these services are not quite ready for the classroom. For example, RStudio in the Cloud is free to use on a limited basis, but quickly requires a significant subscription cost with increasing use. Google Colab and GoCalcs require use of Jupyter notebooks, which add yet another layer to the learning curve without focusing on learning statistics. Second, although access to their servers is easy, running simultaneous connections via Chaminade’s single public IP address is likely to lead to problems for us. Third, I want you to use R Commander (Rcmdr) to assist in the learning curve — Rcmdr cannot be run in the Cloud (ie, RStudio in the Cloud, Google Colaboratory, or CoCalc).

Therefore, you are encouraged to install R, Rcmdr, and even RStudio, onto your own computers, in part because of the convenience, but also because R is not generally available to students on campus, ie, only the Biology department’s computers have the up-to-date R software installed.

To get started, go to your Canvas website and view How to install R on your own computer.

An additional benefit to installing a version of R on your computer, you’ll understand more about the software if you take the time to install and if need be, troubleshoot your installation of the software. Moreover, there’s a considerable amount of help out there for R. For example, a simple Google search(keywords: tutorial “install R”), returns more than 700K hits, and more than 40K January 2023 alone (add “after:2023-01-01” to Google search box). In fact, there’s so much out there that you’ll want to sample from several sites and select the voice that works best for you.  

Questions

  1. Write up three learning outcomes for this page. Hint: Point your favorite generative AI to this page and ask for help.
  2. I listed several spreadsheet apps: Microsoft Excel, Google Sheets, Apple Numbers, LibreOffice Calc. Which of these are free to download and install to your computer? Which are freely available via the Cloud?
  3. What level of confidence do you have to this statement: I am confident in my ability to use spreadsheet apps for my BI-311 work this semester. Response options: 
    1. Strongly disagree.
    2. Disagree.
    3. Agree.
    4. Strongly agree.
  4. What level of confidence do you have to this statement: I am confident in my ability to use the R programming software for my BI-311 work this semester. Response options: 
    1. Strongly disagree.
    2. Disagree.
    3. Agree.
    4. Strongly agree.

 

Quiz Chapter 2.2

Why do we use R software?

Chapter 2 contents

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). Flowchart showing R setup given operating system availability. Top blue box: "Linux, macOS, WinPC" leading to "Install R," branching into "R Commander" and "RStudio." Bottom red box: "ChromeOS, tablet, phone," leading to "Cloud computing," branching into "Google CoLab" and "Posit Cloud: RStudio." An "and/or" circle connects both parts.

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.

Note 1: Getting started? By all means rely on Mike’s Biostatistics Book (Appendix: Install R, Install R Commander, Use R in the cloud) and blogs or other online tutorials to point you in the right direction. You’ll also find many free and online books that may provide the right voice to get you working with R. However, the best way to learn is to go to the source. The R team has provided extensive documentation, all included as part of your installation of R. In R, run the command RShowDoc("doc name"). replace doc name with the name of the R manual or R user guide. For example, the Venables publication is accessed as RShowDoc("R-intro"). Similarly, the manual for installation is RShowDoc("R-admin") and the manual for R data import/export is RShowDoc("R-data").

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.

Note 2: The instructions at Mike’s Biostatistics Book assume use of  R on a personal computer running updated Microsoft Windows or Apple macOS operating systems. For Linux instructions, eg, Ubuntu distro, see How to install R on Ubuntu 22.04. For Chromebook users, if you can install a Linux subsystem, then you can also install and run R although it’s not a trivial installation. For instructions to install R see Levi’s excellent write up at levente.littvay.hu/chromebook/. (This works best with Intel-based CPUs — see my initial attempts with an inexpensive Chromebook at Install R.)

Another option is to run R in the cloud via service like Google’s Colab or CoCalc hosted by SageMath. Both support Jupyter Notebooks, a “web-based interactive computational environment.” Neither cloud-based service supports use of R Commander (because R Commander interacts with your local hardware). Colab is the route I’d choose if I don’t have access to a local installation of R. See Use R in the cloud for more details.

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.

Screenshot image of MacBook dock; from left to right, icons of Microsoft PowerPoint, the R app, and Microsoft OneDrive are shown.

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.

Note 3: Unfamiliar with keyboard shortcuts? I created a page just for you at Keyboard shortcuts in Mike’s Workbook for Biostatistics.

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"

Note 4: Windows users will recognize that, unlike macOS and Linux, they will need to write paths with the backslash, not the forward slash. This is discussed further in Mike’s Workbook.

[username] is just a placeholder here — no reason to share my actual user name!

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.

Note 5: A good data management habit — store the variable as an R object called a data.frame.

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.

Screenshot of the R GUI on a macOS system; red arrow points to the R prompt. The visible code reads curry.points and some numbers between parentheses, next line calls for the mean of the object, and the last line begins with [1] and the result.

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

Note 6: We just demonstrated one of several ways data can be brought into an R session, by creating a data.frame directly from a vector. Other methods include

  • Reading a text file from your computer, eg, CSV, by read.csv()
  • Importing a spreadsheet (Excel file) from your computer using readxl::read_excel()
  • Entering small datasets directly using read.table() with the text= argument

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.

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.

Note 7: Working with scripts eliminates the R prompt, but code is still interpreted one line at a time. The user does not type the prompt in a script file. 

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

Screenshot of drop down menu RGUI app, Windows 11. Highlighted items in the menu are File followed by New script.

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

The default text editor opens (Fig 5).

Screenshot of portion of R Script editor, Windows 11. A simple R command, getwd() is visible.

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.

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")

In addition, download and install the plugin 

install.packages("RcmdrMisc")

See Install R Commander for detailed installation instructions.

Note 8: Plugins are additional software which add function to an existing application.

Start R Commander.

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

library(Rcmdr)

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). 

Screenshot of the windows of R Commander running on macOS. From bottom to top: Messages, Output, Script (tab, Markdown) Rcmdr ver. 2.4-4. In the script window, the same code (create curry.points object, mean of the object) are displayed. The output window, results are shown. A large red arrow points to the Submit button. The Messages window shows the R Commander version information at start up.

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).

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

Screenshot of the windows of R Commander running on Windows 11. From bottom to top: Messages, Output, Script (tab, Markdown) Rcmdr ver. 2.5-1. In the script window, the same code (create curry.points object, mean of the object) are displayed. The output window, results are shown. Submit button is visible at right in the middle of the image. The Messages window shows the R Commander version information at start up.

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.

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.

Note 9: If you successfully installed R and are running R Commander, but may be having problems installing pandoc or LaTeX, then this note is for you. While there’s advantages to getting pandoc etc working, it is not essential for BI311 work.

Assuming you have Rcmdr and RcmdrMisc installed, and if you have started Rcmdr and have it up and running, then we can skip pandoc and LaTeX installation and use features of your browser to save to pdf. 

R Markdown by default will print to a web page (an html document called RcmdrMarkdown.html) and display it in your default browser. To meet requirements of BI311 — you submit pdf files — we can print the html document generated from “Generate Report” in R Commander to a pdf.

  • Chrome browser, right click in the web page, from the popup menu select Print, then change destination to Save as pdf.
  • Safari browser, right click then select Print page (or if an option, Save page as pdf), then find at lower left find PDF and option to Save as PDF. 

R Markdown.

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.

Screenshot of terminal window (cmd) on Windows 11 computer, checking for installed pandoc.

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!

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). 

Screenshot of GUI preferences settings for a Windows 11 installation of R. Changes visible include SDI from the default MDI, and multiple windows, not single window Pages style

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).

Screenshot of the Tools popup menu in R Commander on a macOS 10.15.6 computer. No selections visible, but options include Load packages, Load Rcmdr plugins, Options, Save Rcmdr options, Manage Mac OS app nap for R.app, and Install auxiliary software.

Figure 10. Screenshot Rcmdr Tools popup menu, macOS 10.15.6

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

Screenshot of "off" selected within Mac OS X app nap for R.app in Tool settings in R Commander context menu.

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

Exit R Commander.

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


Chapter 1 contents