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Programming with R

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Introduction to R and RStudio

Overview

Teaching: 45 min
Exercises: 10 min
Questions

  • How to find your way around RStudio?

  • How to interact with R?

  • How to manage your environment?

  • How to install packages?

Objectives

  • Describe the purpose and use of each pane in the RStudio IDE

  • Locate buttons and options in the RStudio IDE

  • Define a variable

  • Assign data to a variable

  • Manage a workspace in an interactive R session

  • Use mathematical and comparison operators

  • Call functions

  • Manage packages

Motivation

Science is a multi-step process: once you’ve designed an experiment and collected data, the real fun begins! This lesson will teach you how to start this process using R and RStudio. We will begin with raw data, perform exploratory analyses, and learn how to plot results graphically. This example starts with a dataset from gapminder.org containing population information for many countries through time. Can you read the data into R? Can you plot the population for Senegal? Can you calculate the average income for countries on the continent of Asia? By the end of these lessons you will be able to do things like plot the populations for all of these countries in under a minute!

Before Starting The Workshop

Please ensure you have the latest version of R and RStudio installed on your machine. This is important, as some packages used in the workshop may not install correctly (or at all) if R is not up to date.

Introduction to RStudio

Welcome to the R portion of the Software Carpentry workshop.

Throughout this lesson, we’re going to teach you some of the fundamentals of the R language as well as some best practices for organizing code for scientific projects that will make your life easier.

We’ll be using RStudio: a free, open source R integrated development environment. It provides a built in editor, works on all platforms (including on servers) and provides many advantages such as integration with version control and project management.

Basic layout

When you first open RStudio, you will be greeted by three panels:

RStudio layout

Once you open files, such as R scripts, an editor panel will also open in the top left.

RStudio layout with .R file open

Work flow within RStudio

There are two main ways one can work within RStudio.

  1. Test and play within the interactive R console then copy code into a .R file to run later.
    • This works well when doing small tests and initially starting off.
    • It quickly becomes laborious
  2. Start writing in an .R file and use RStudio’s short cut keys for the Run command to push the current line, selected lines or modified lines to the interactive R console.
    • This is a great way to start; all your code is saved for later
    • You will be able to run the file you create from within RStudio or using R’s source() function.

Tip: Running segments of your code

RStudio offers you great flexibility in running code from within the editor window. There are buttons, menu choices, and keyboard shortcuts. To run the current line, you can

  1. click on the Run button above the editor panel, or
  2. select “Run Lines” from the “Code” menu, or
  3. hit Ctrl+Return in Windows or Linux or ⌘+Return on OS X. (This shortcut can also be seen by hovering the mouse over the button). To run a block of code, select it and then Run. If you have modified a line of code within a block of code you have just run, there is no need to reselect the section and Run, you can use the next button along, Re-run the previous region. This will run the previous code block including the modifications you have made.

Introduction to R

Much of your time in R will be spent in the R interactive console. This is where you will run all of your code, and can be a useful environment to try out ideas before adding them to an R script file. This console in RStudio is the same as the one you would get if you typed in R in your command-line environment.

The first thing you will see in the R interactive session is a bunch of information, followed by a “>” and a blinking cursor. In many ways this is similar to the shell environment you learned about during the shell lessons: it operates on the same idea of a “Read, evaluate, print loop”: you type in commands, R tries to execute them, and then returns a result.

Variables and assignment

We can store values in variables using the assignment operator <-, like this:

x <- 1/40

Notice that assignment does not print a value. Instead, we stored it for later in something called a variable. x now contains the value 0.025:

x

[1] 0.025

More precisely, the stored value is a decimal approximation of this fraction called a floating point number.

Look for the Environment tab in one of the panes of RStudio, and you will see that x and its value have appeared. Our variable x can be used in place of a number in any calculation that expects a number:

log(x)

[1] -3.688879

Notice also that variables can be reassigned:

x <- 100

x used to contain the value 0.025 and and now it has the value 100.

Assignment values can contain the variable being assigned to:

x <- x + 1 #notice how RStudio updates its description of x on the top right tab
y <- x * 2

The right hand side of the assignment can be any valid R expression. The right hand side is fully evaluated before the assignment occurs.

Variable names can contain letters, numbers, underscores and periods. They cannot start with a number nor contain spaces at all. Different people use different conventions for long variable names, these include

What you use is up to you, but be consistent.

It is also possible to use the = operator for assignment:

x = 1/40

But this is much less common among R users. The most important thing is to be consistent with the operator you use. There are occasionally places where it is less confusing to use <- than =, and it is the most common symbol used in the community. So the recommendation is to use <-.

Challenge 1

Which of the following are valid R variable names?

min_height
max.height
_age
.mass
MaxLength
min-length
2widths
celsius2kelvin

Solution to challenge 1

The following can be used as R variables:

min_height
max.height
MaxLength
celsius2kelvin

The following creates a hidden variable:

.mass

The following will not be able to be used to create a variable

_age
min-length
2widths

Tip: Cancelling commands

If you’re using R from the commandline instead of from within RStudio, you need to use Ctrl+C instead of Esc to cancel the command. This applies to Mac users as well!

Cancelling a command isn’t only useful for killing incomplete commands: you can also use it to tell R to stop running code (for example if it’s taking much longer than you expect), or to get rid of the code you’re currently writing.

Comparing things Dani: add this in the next section

We can also do comparison in R:

1 == 1  # equality (note two equals signs, read as "is equal to")

[1] TRUE

1 != 2  # inequality (read as "is not equal to")

[1] TRUE

1 < 2  # less than

[1] TRUE

1 <= 1  # less than or equal to

[1] TRUE

1 > 0  # greater than

[1] TRUE

1 >= -9 # greater than or equal to

[1] TRUE

Tip: Comparing Numbers

A word of warning about comparing numbers: you should never use == to compare two numbers unless they are integers (a data type which can specifically represent only whole numbers).

Computers may only represent decimal numbers with a certain degree of precision, so two numbers which look the same when printed out by R, may actually have different underlying representations and therefore be different by a small margin of error (called Machine numeric tolerance).

Instead you should use the all.equal function.

Further reading: http://floating-point-gui.de/

Managing your environment

There are a few useful commands you can use to interact with the R session.

ls will list all of the variables and functions stored in the global environment (your working R session):

ls()

[1] "args"          "dest_md"       "missing_pkgs"  "required_pkgs"
[5] "src_rmd"       "x"             "y"

Tip: hidden objects

Like in the shell, ls will hide any variables or functions starting with a “.” by default. To list all objects, type ls(all.names=TRUE) instead

Note here that we didn’t give any arguments to ls, but we still needed to give the parentheses to tell R to call the function.

If we type ls by itself, R will print out the source code for that function!

ls

function (name, pos = -1L, envir = as.environment(pos), all.names = FALSE, 
    pattern, sorted = TRUE) 
{
    if (!missing(name)) {
        pos <- tryCatch(name, error = function(e) e)
        if (inherits(pos, "error")) {
            name <- substitute(name)
            if (!is.character(name)) 
                name <- deparse(name)
            warning(gettextf("%s converted to character string", 
                sQuote(name)), domain = NA)
            pos <- name
        }
    }
    all.names <- .Internal(ls(envir, all.names, sorted))
    if (!missing(pattern)) {
        if ((ll <- length(grep("[", pattern, fixed = TRUE))) && 
            ll != length(grep("]", pattern, fixed = TRUE))) {
            if (pattern == "[") {
                pattern <- "\\["
                warning("replaced regular expression pattern '[' by  '\\\\['")
            }
            else if (length(grep("[^\\\\]\\[<-", pattern))) {
                pattern <- sub("\\[<-", "\\\\\\[<-", pattern)
                warning("replaced '[<-' by '\\\\[<-' in regular expression pattern")
            }
        }
        grep(pattern, all.names, value = TRUE)
    }
    else all.names
}
<bytecode: 0x555c1009c730>
<environment: namespace:base>

You can use rm to delete objects you no longer need:

rm(x)

If you have lots of things in your environment and want to delete all of them, you can pass the results of ls to the rm function:

rm(list = ls())

In this case we’ve combined the two. Like the order of operations, anything inside the innermost parentheses is evaluated first, and so on.

In this case we’ve specified that the results of ls should be used for the list argument in rm. When assigning values to arguments by name, you must use the = operator!!

If instead we use <-, there will be unintended side effects, or you may get an error message:

rm(list <- ls())

Error in rm(list <- ls()): ... must contain names or character strings

Tip: Warnings vs. Errors

Pay attention when R does something unexpected! Errors, like above, are thrown when R cannot proceed with a calculation. Warnings on the other hand usually mean that the function has run, but it probably hasn’t worked as expected.

In both cases, the message that R prints out usually give you clues how to fix a problem.

R Packages

It is possible to add functions to R by writing a package, or by obtaining a package written by someone else. As of this writing, there are over 10,000 packages available on CRAN (the comprehensive R archive network). R and RStudio have functionality for managing packages:

Challenge 2

What will be the value of each variable after each statement in the following program?

mass <- 47.5
age <- 122
mass <- mass * 2.3
age <- age - 20

Solution to challenge 2

mass <- 47.5

This will give a value of 47.5 for the variable mass

age <- 122

This will give a value of 122 for the variable age

mass <- mass * 2.3

This will multiply the existing value of 47.5 by 2.3 to give a new value of 109.25 to the variable mass.

age <- age - 20

This will subtract 20 from the existing value of 122 to give a new value of 102 to the variable age.

Challenge 3

Run the code from the previous challenge, and write a command to compare mass to age. Is mass larger than age?

Solution to challenge 3

One way of answering this question in R is to use the > to set up the following:

mass > age

[1] TRUE

This should yield a boolean value of TRUE since 109.25 is greater than 102.

Challenge 4

Clean up your working environment by deleting the mass and age variables.

Solution to challenge 4

We can use the rm command to accomplish this task

rm(age, mass)

Challenge 5

Install the following packages: ggplot2, plyr, gapminder

Solution to challenge 5

We can use the install.packages() command to install the required packages.

install.packages("ggplot2")
install.packages("plyr")
install.packages("gapminder")

An alternate solution, to install multiple packages with a single install.packages() command is:

install.packages(c("ggplot2", "plyr", "gapminder"))

Seeking Help

Reading Help files

R, and every package, provide help files for functions. The general syntax to search for help on any function, “function_name”, from a specific function that is in a package loaded into your namespace (your interactive R session):

?function_name
help(function_name)

This will load up a help page in RStudio (or as plain text in R by itself).

Each help page is broken down into sections:

Different functions might have different sections, but these are the main ones you should be aware of.

Tip: Running Examples

From within the function help page, you can highlight code in the Examples and hit Ctrl+Return to run it in RStudio console. This is gives you a quick way to get a feel for how a function works.

Tip: Reading help files

One of the most daunting aspects of R is the large number of functions available. It would be prohibitive, if not impossible to remember the correct usage for every function you use. Luckily, the help files mean you don’t have to!

Special Operators

To seek help on special operators, use quotes:

?"<-"

Getting help on packages

Many packages come with “vignettes”: tutorials and extended example documentation. Without any arguments, vignette() will list all vignettes for all installed packages; vignette(package="package-name") will list all available vignettes for package-name, and vignette("vignette-name") will open the specified vignette.

If a package doesn’t have any vignettes, you can usually find help by typing help("package-name").

When you kind of remember the function

If you’re not sure what package a function is in, or how it’s specifically spelled you can do a fuzzy search:

??function_name

When you have no idea where to begin

If you don’t know what function or package you need to use CRAN Task Views is a specially maintained list of packages grouped into fields. This can be a good starting point.

When your code doesn’t work: seeking help from your peers

If you’re having trouble using a function, 9 times out of 10, the answers you are seeking have already been answered on Stack Overflow. You can search using the [r] tag.

If you can’t find the answer, there are a few useful functions to help you ask a question from your peers:

?dput

Will dump the data you’re working with into a format so that it can be copy and pasted by anyone else into their R session.

sessionInfo()

R version 4.0.2 (2020-06-22)
Platform: x86_64-pc-linux-gnu (64-bit)
Running under: Ubuntu 20.04.1 LTS

Matrix products: default
BLAS:   /usr/bin/lib/R/lib/libRblas.so
LAPACK: /usr/bin/lib/R/lib/libRlapack.so

locale:
 [1] LC_CTYPE=en_US.UTF-8       LC_NUMERIC=C              
 [3] LC_TIME=en_US.UTF-8        LC_COLLATE=en_US.UTF-8    
 [5] LC_MONETARY=en_US.UTF-8    LC_MESSAGES=en_US.UTF-8   
 [7] LC_PAPER=en_US.UTF-8       LC_NAME=C                 
 [9] LC_ADDRESS=C               LC_TELEPHONE=C            
[11] LC_MEASUREMENT=en_US.UTF-8 LC_IDENTIFICATION=C       

attached base packages:
[1] stats     graphics  grDevices utils     datasets  methods   base     

other attached packages:
[1] knitr_1.29              requirements_0.0.0.9000 remotes_2.2.0          

loaded via a namespace (and not attached):
 [1] compiler_4.0.2  magrittr_1.5    htmltools_0.5.0 tools_4.0.2    
 [5] yaml_2.2.1      stringi_1.4.6   rmarkdown_2.3   stringr_1.4.0  
 [9] xfun_0.16       digest_0.6.25   rlang_0.4.7     evaluate_0.14

Will print out your current version of R, as well as any packages you have loaded. This can be useful for others to help reproduce and debug your issue.

Challenge 1

Look at the help for the c function. What kind of vector do you expect you will create if you evaluate the following:

c(1, 2, 3)
c('d', 'e', 'f')
c(1, 2, 'f')

Solution to Challenge 1

The c() function creates a vector, in which all elements are the same type. In the first case, the elements are numeric, in the second, they are characters, and in the third they are characters: the numeric values are “coerced” to be characters.

Challenge 2

Look at the help for the paste function. You’ll need to use this later. What is the difference between the sep and collapse arguments?

Solution to Challenge 2

To look at the help for the paste() function, use:

help("paste")
?paste

The difference between sep and collapse is a little tricky. The paste function accepts any number of arguments, each of which can be a vector of any length. The sep argument specifies the string used between concatenated terms — by default, a space. The result is a vector as long as the longest argument supplied to paste. In contrast, collapse specifies that after concatenation the elements are collapsed together using the given separator, the result being a single string. e.g.

paste(c("a","b"), "c")

[1] "a c" "b c"

paste(c("a","b"), "c", sep = ",")

[1] "a,c" "b,c"

paste(c("a","b"), "c", collapse = "|")

[1] "a c|b c"

paste(c("a","b"), "c", sep = ",", collapse = "|")

[1] "a,c|b,c"

(For more information, scroll to the bottom of the ?paste help page and look at the examples, or try example('paste').)

Challenge 3

Use help to find a function (and its associated parameters) that you could use to load data from a tabular file in which columns are delimited with “\t” (tab) and the decimal point is a “.” (period). This check for decimal separator is important, especially if you are working with international colleagues, because different countries have different conventions for the decimal point (i.e. comma vs period). hint: use ??"read table" to look up functions related to reading in tabular data.

Solution to Challenge 3

The standard R function for reading tab-delimited files with a period decimal separator is read.delim(). You can also do this with read.table(file, sep="\t") (the period is the default decimal separator for read.table(), although you may have to change the comment.char argument as well if your data file contains hash (#) characters

Other ports of call

Key Points

  • Use RStudio to write and run R programs.

  • R has the usual arithmetic operators and mathematical functions.

  • Use <- to assign values to variables.

  • Use ls() to list the variables in a program.

  • Use rm() to delete objects in a program.

  • Use install.packages() to install packages (libraries).

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