---
title: "collapse for tidyverse Users"
author: "Sebastian Krantz"
date: "`r Sys.Date()`"
output: 
  rmarkdown::html_vignette:
    toc: true

vignette: >
  %\VignetteIndexEntry{collapse for tidyverse Users}
  %\VignetteEngine{knitr::rmarkdown}
  %\VignetteEncoding{UTF-8}
  
---

```{css, echo=FALSE}
pre {
  max-height: 500px;
  overflow-y: auto;
}

pre[class] {
  max-height: 500px;
}
```

```{r, echo=FALSE}
oldopts <- options(width = 100L)
```

```{r, echo = FALSE, message = FALSE, warning=FALSE}
knitr::opts_chunk$set(error = FALSE, message = FALSE, warning = FALSE, 
                      comment = "#", tidy = FALSE, cache = TRUE, collapse = TRUE,
                      fig.width = 8, fig.height = 5, 
                      out.width = '100%')
```


*collapse* is a C/C++ based package for data transformation and statistical computing in R that aims to enable greater performance and statistical complexity in data manipulation tasks and offers a stable, class-agnostic, and lightweight API. It is part of the core [*fastverse*](https://fastverse.github.io/fastverse/), a suite of lightweight packages with similar objectives. 

The [*tidyverse*](https://www.tidyverse.org/) set of packages provides a rich, expressive, and consistent syntax for data manipulation in R centering on the *tibble* object and tidy data principles (each observation is a row, each variable is a column). 

*collapse* fully supports the *tibble* object and provides many *tidyverse*-like functions for data manipulation. It can thus be used to write *tidyverse*-like data manipulation code that, thanks to low-level vectorization of many statistical operations and optimized R code, typically runs much faster than native *tidyverse* code (in addition to being much more lightweight in dependencies). 

Its aim is not to create a faster *tidyverse*, i.e., it does not implements all aspects of the rich *tidyverse* grammar or changes to it^[Notably, tidyselect, lambda expressions, and many of the smaller helper functions are left out.], and also takes inspiration from other leading data manipulation libraries to serve broad aims of performance, parsimony, complexity, and robustness in data manipulation for R. 


## Namespace and Global Options

*collapse* data manipulation functions familiar to *tidyverse* users include `fselect`, `fgroup_by`, `fsummarise`, `fmutate`, `across`, `frename`, and `fcount`. Other functions like `fsubset`, `ftramsform`, and `get_vars` are inspired by base R, while again other functions like `join`, `pivot`, `roworder`, `colorder`, `rowbind`, etc. are inspired by other data manipulation libraries such das *data.table* and *polars*. 

By virtue of the f- prefixes, the *collapse* namespace has no conflicts with the *tidyverse*, and these functions can easily be substituted in a *tidyverse* workflow. 

R users willing to replace the *tidyverse* have the additional option to mask functions and eliminate the prefixes with `set_collapse`. For example 

```{r}
library(collapse)
set_collapse(mask = "manip") # version >= 2.0.0 
```

makes available functions `select`, `group_by`, `summarise`, `mutate`, `rename`, `count`, `subset`, and `tramsform` in the *collapse* namespace and detaches and re-attaches the package, such that the following code is executed by *collapse*:

```{r}
mtcars |>
  subset(mpg > 11) |>
  group_by(cyl, vs, am) |>
  summarise(across(c(mpg, carb, hp), mean), 
            qsec_wt = weighted.mean(qsec, wt))
```

*Note* that the correct documentation still needs to be called with prefixes, i.e., `?fsubset`. See `?set_collapse` for further options to the package, which also includes optimization options such as `nthreads`, `na.rm`, `sort`, and `stable.algo`. *Note* also that if you use *collapse*'s namespace masking, you can use `fastverse::fastverse_conflicts()` to check for namespace conflicts with other packages. 

## Using the *Fast Statistical Functions*

A key feature of *collapse* is that it not only provides functions for data manipulation, but also a full set of statistical functions and algorithms to speed up statistical calculations and perform more complex statistical operations (e.g. involving weights or time series data). 

Notably among these, the [*Fast Statistical Functions*](https://sebkrantz.github.io/collapse/reference/fast-statistical-functions.html) is a consistent set of S3-generic statistical functions providing fully vectorized statistical operations in R. 

Specifically, operations such as calculating the mean via the S3 generic `fmean()` function are vectorized across columns and groups and may also involve weights or transformations of the original data:

```{r}
fmean(mtcars$mpg)     # Vector
fmean(EuStockMarkets) # Matrix
fmean(mtcars)         # Data Frame

fmean(mtcars$mpg, w = mtcars$wt)  # Weighted mean
fmean(mtcars$mpg, g = mtcars$cyl) # Grouped mean
fmean(mtcars$mpg, g = mtcars$cyl, w = mtcars$wt)   # Weighted group mean
fmean(mtcars[5:10], g = mtcars$cyl, w = mtcars$wt) # Of data frame
fmean(mtcars$mpg, g = mtcars$cyl, w = mtcars$wt, TRA = "fill") # Replace data by weighted group mean
# etc...
```

The data manipulation functions of *collapse* are integrated with these *Fast Statistical Functions* to enable vectorized statistical operations. For example, the following code 

```{r}
mtcars |>
  subset(mpg > 11) |>
  group_by(cyl, vs, am) |>
  summarise(across(c(mpg, carb, hp), fmean), 
            qsec_wt = fmean(qsec, wt))
```

gives exactly the same result as above, but the execution is much faster (especially on larger data), because with *Fast Statistical Functions*, the data does not need to be split by groups, and there is no need to call `lapply()` inside the `across()` statement: `fmean.data.frame()` is simply applied to a subset of the data containing columns `mpg`, `carb` and `hp`. 

The *Fast Statistical Functions* also have a method for grouped data, so if we did not want to calculate the weighted mean of `qsec`, the code would simplify as follows:

```{r}
mtcars |>
  subset(mpg > 11) |>
  group_by(cyl, vs, am) |>
  select(mpg, carb, hp) |> 
  fmean()
```

Note that all functions in *collapse*, including the *Fast Statistical Functions*, have the default `na.rm = TRUE`, i.e., missing values are skipped in calculations. This can be changed using `set_collapse(na.rm = FALSE)` to give behavior more consistent with base R. 

Another thing to be aware of when using *Fast Statistical Functions* inside data manipulation functions is that they toggle vectorized execution wherever they are used. E.g.

```{r}
mtcars |> group_by(cyl) |> summarise(mpg = fmean(mpg) + min(qsec)) # Vectorized
```

calculates a grouped mean of `mpg` but adds the overall minimum of `qsec` to the result, whereas 

```{r}
mtcars |> group_by(cyl) |> summarise(mpg = fmean(mpg) + fmin(qsec)) # Vectorized
mtcars |> group_by(cyl) |> summarise(mpg = mean(mpg) + min(qsec))   # Not vectorized
```

both give the mean + the minimum within each group, but calculated in different ways: the former is equivalent to `fmean(mpg, g = cyl) / fmean(qsec, g = cyl)`, whereas the latter is equal to `sapply(gsplit(mpg, cyl), function(x) mean(x) + min(x))`. 

See `?fsummarise` and `?fmutate` for more detailed examples. This *eager vectorization* approach is intentional as it allows users to vectorize complex expressions and fall back to base R if this is not desired. 

To take full advantage of *collapse*, it is highly recommended to use the *Fast Statistical Functions* as much as possible. You can also set `set_collapse(mask = "all")` to replace statistical functions in base R like `sum` and `mean` with the collapse versions (toggling vectorized execution in all cases), but this may affect other parts of your code^[When doing this, make sure to refer to base R functions explicitly using `::` e.g. `base::mean`.]. 

## Writing Efficient Code

It is also performance-critical to correctly sequence operations and limit excess computations. *tidyverse* code is often inefficient simply because the *tidyverse* allows you to do everything. For example, `mtcars |> group_by(cyl) |> filter(mpg > 13) |> arrange(mpg)` is permissible but inefficient code as it filters and reorders grouped data, requiring modifications to both the data frame and the attached grouping object. *collapse* does not allow calls to `fsubset()` on grouped data and messages about it `roworder()`, encouraging you to write more efficient code. 

The above example can also be optimized because we are subsetting the whole frame and then doing computations on a subset of columns. It would be more efficient to select all required columns during the subset operation: 

```{r}
mtcars |>
  subset(mpg > 11, cyl, vs, am, mpg, carb, hp, qsec, wt) |>
  group_by(cyl, vs, am) |>
  summarise(across(c(mpg, carb, hp), fmean), 
            qsec_wt = fmean(qsec, wt))
```

Without the weighted mean of `qsec`, this would simplify to 

```{r}
mtcars |>
  subset(mpg > 11, cyl, vs, am, mpg, carb, hp) |>
  group_by(cyl, vs, am) |> 
  fmean()
```

Finally, we could set the following options to toggle unsorted grouping, no missing value skipping, and multithreading across the three columns for more efficient execution.

```{r}
mtcars |>
  subset(mpg > 11, cyl, vs, am, mpg, carb, hp) |>
  group_by(cyl, vs, am, sort = FALSE) |> 
  fmean(nthreads = 3, na.rm = FALSE)
```

Setting these options globally using `set_collapse(sort = FALSE, nthreads = 3, na.rm = FALSE)` avoids the need to set them repeatedly.


## Conclusion 

*collapse* enhances R both statistically and computationally and is a good option for *tidyverse* users searching for more efficient and lightweight solutions to data manipulation and statistical computing problems in R. For more information, I recommend starting with the short vignette on [*Documentation Resources*](https://sebkrantz.github.io/collapse/articles/collapse_documentation.html). 

R users willing to write efficient/lightweight code and completely replace the *tidyverse* in their workflow are also encouraged to closely examine the [*fastverse*](https://fastverse.github.io/fastverse/) suite of packages. *collapse* alone may not always suffice, but 99% of *tidyverse* code can be replaced with an efficient and lightweight *fastverse* solution. 

```{r, echo=FALSE}
options(oldopts)
```



