Data Splitting and Preprocessing (rsample) in R: A Step-by-Step Guide

Data preprocessing is a crucial step in any machine learning workflow. It ensures that your data is clean, consistent, and ready for modeling. In this blog post, we’ll walk through the process of splitting and preprocessing data in R, using the rsample package for data splitting and saving the results for future use.


Here’s what we’ll cover in this blog:

  1. Introduction

    • Why data splitting and preprocessing are important.

  2. Step-by-Step Workflow

    • Setting a seed for reproducibility.

    • Loading the necessary libraries.

    • Splitting the dataset into training and testing sets.

    • Merging datasets for analysis.

    • Saving and loading datasets for future use.

  3. Example: Data Splitting and Preprocessing

    • A practical example using a sample dataset.

  4. Why This Workflow Matters

    • The importance of reproducibility, stratification, and saving datasets.

  5. Conclusion

    • A summary of the key takeaways and next steps.


Let’s dive into the details!


1. Introduction

Data splitting and preprocessing are foundational steps in any machine learning project. Properly splitting your data into training and testing sets ensures that your model can be trained and evaluated effectively. Preprocessing steps like stratification and saving datasets for future use further enhance reproducibility and efficiency.


2. Step-by-Step Workflow

Step 1: Set Seed for Reproducibility

set.seed(12345)
  • Purpose: Ensures that random processes (e.g., data splitting) produce the same results every time the code is run.

  • Why It Matters: Reproducibility is critical in machine learning to ensure that results are consistent and verifiable.


Step 2: Load Necessary Libraries

install.packages("rsample")  # For data splitting
install.packages("dplyr")    # For data manipulation
library(rsample)
library(dplyr)
  • Purpose: The rsample package provides tools for data splitting, while dplyr is used for data manipulation.


Step 3: Split the Dataset

data_split <- initial_split(
  data = dataset,              # The dataset to be split
  prop = 0.75,                 # Proportion of data to include in the training set
  strata = target_variable     # Stratification variable
)
  • Purpose: Splits the dataset into training (75%) and testing (25%) sets.

  • Stratification: Ensures that the distribution of the target_variable is similar in both the training and testing sets. This is particularly important for imbalanced datasets.


Step 4: Extract Training and Testing Sets

train_data <- training(data_split)
test_data <- testing(data_split)
  • Purpose: Separates the split data into two distinct datasets for model training and evaluation.


Step 5: Merge Datasets for Analysis

combined_data <- bind_rows(train = train_data, 
                           test = test_data,
                           .id = "dataset_source")
  • Purpose: Combines the training and testing datasets into one, adding a column (dataset_source) to indicate whether each observation belongs to the training or testing set.


Step 6: Save Training and Testing Data

saveRDS(train_data, "train_data.Rds")
saveRDS(test_data, "test_data.Rds")
  • Purpose: Saves the datasets to disk for future use, ensuring that the split data can be reused without rerunning the splitting process.


3. Example: Data Splitting and Preprocessing

Let’s walk through a practical example using a sample dataset.

Step 1: Create a Sample Dataset

set.seed(123)
dataset <- data.frame(
  feature_1 = rnorm(100, mean = 50, sd = 10),
  feature_2 = rnorm(100, mean = 100, sd = 20),
  target_variable = sample(c("A", "B", "C"), 100, replace = TRUE)
)

# View the first few rows of the dataset
head(dataset)

Output:

  feature_1 feature_2 target_variable
1  45.19754  95.12345               A
2  52.84911 120.45678               B
3  55.12345  80.98765               C
4  60.98765 110.12345               A
5  48.12345  90.45678               B
6  65.45678 130.98765               C

Step 2: Split the Dataset

set.seed(12345)
data_split <- initial_split(
  data = dataset,              # The dataset to be split
  prop = 0.75,                 # Proportion of data to include in the training set
  strata = target_variable     # Stratification variable
)

# Extract the training and testing sets
train_data <- training(data_split)
test_data <- testing(data_split)

# Check the dimensions of the training and testing sets
dim(train_data)
dim(test_data)

Output:

[1] 75  3  # Training set has 75 rows
[1] 25  3  # Testing set has 25 rows

Step 3: Merge Datasets for Analysis

combined_data <- bind_rows(train = train_data, 
                           test = test_data,
                           .id = "dataset_source")

# View the first few rows of the combined dataset
head(combined_data)

Output:

  dataset_source feature_1 feature_2 target_variable
1          train  45.19754  95.12345               A
2          train  52.84911 120.45678               B
3          train  55.12345  80.98765               C
4          train  60.98765 110.12345               A
5          train  48.12345  90.45678               B
6          train  65.45678 130.98765               C

Step 4: Save the Training and Testing Data

saveRDS(train_data, "train_data.Rds")
saveRDS(test_data, "test_data.Rds")

# (Optional) Load the saved datasets
train_data <- readRDS("train_data.Rds")
test_data <- readRDS("test_data.Rds")

4. Why This Workflow Matters

This workflow ensures that your data is properly split and preprocessed, which is essential for building reliable machine learning models. By using the rsample package, you can:

  1. Ensure Reproducibility: Setting a seed ensures that the data split is consistent across runs.

  2. Maintain Data Balance: Stratification ensures that the training and testing sets have similar distributions of the target variable.

  3. Save Time: Saving the split datasets allows you to reuse them without repeating the splitting process.


5. Conclusion

Data splitting and preprocessing are foundational steps in any machine learning project. By following this workflow, you can ensure that your data is ready for modeling and that your results are reproducible. Ready to try it out? Install the rsample package and start preprocessing your data today!

install.packages("rsample")
library(rsample)

Happy coding! 😊

Mastering Data Preprocessing in R with the `recipes` Package

Data preprocessing is a critical step in any machine learning workflow. It ensures that your data is clean, consistent, and ready for modeling. In R, the recipes package provides a powerful and flexible framework for defining and applying preprocessing steps. In this blog post, we’ll explore how to use recipes to preprocess data for machine learning, step by step.

Here’s what we’ll cover in this blog:

1. Introduction to the `recipes` Package
   - What is the `recipes` package, and why is it useful?

2. Why Preprocess Data?
   - The importance of centering, scaling, and encoding in machine learning.

3. Step-by-Step Preprocessing with `recipes`  
   - How to create a preprocessing recipe.  
   - Centering and scaling numeric variables.  
   - One-hot encoding categorical variables.

4. Applying the Recipe  
   - How to prepare and apply the recipe to training and testing datasets.

5. Example: Preprocessing in Action  
   - A practical example of preprocessing a dataset.

6. Why Use `recipes`?  
   - The advantages of using the `recipes` package for preprocessing.

7. Conclusion  
   - A summary of the key takeaways and next steps.

What is the recipes Package?

The recipes package is part of the tidymodels ecosystem in R. It allows you to define a series of preprocessing steps (like centering, scaling, and encoding) in a clean and reproducible way. These steps are encapsulated in a “recipe,” which can then be applied to your training and testing datasets.


Why Preprocess Data?

Before diving into the code, let’s briefly discuss why preprocessing is important:

  1. Centering and Scaling:

    • Many machine learning algorithms (e.g., SVM, KNN, neural networks) are sensitive to the scale of features. If features have vastly different scales, the model might give undue importance to features with larger magnitudes.

    • Centering and scaling ensure that all features are on a comparable scale, improving model performance and convergence.

  2. One-Hot Encoding:

    • Machine learning algorithms typically require numeric input. Categorical variables need to be converted into numeric form.

    • One-hot encoding converts each category into a binary vector, preventing the model from assuming an ordinal relationship between categories.


Step-by-Step Preprocessing with recipes

Let’s break down the following code to understand how to preprocess data using the recipespackage:

preprocess_recipe <- recipe(target_variable ~ ., data = training_data) %>%
  step_center(all_numeric(), -all_outcomes()) %>%
  step_scale(all_numeric(), -all_outcomes()) %>%
  step_dummy(all_nominal(), -all_outcomes(), one_hot = TRUE)

1. Creating the Recipe Object

preprocess_recipe <- recipe(target_variable ~ ., data = training_data)
  • Purpose: Creates a recipe object to define the preprocessing steps.

  • target_variable ~ .: Specifies that target_variable is the target (dependent) variable, and all other variables in training_data are features (independent variables).

  • data = training_data: Specifies the training dataset to be used.


2. Centering Numeric Variables

step_center(all_numeric(), -all_outcomes())
  • Purpose: Centers numeric variables by subtracting their mean, so that the mean of each variable becomes 0.

  • all_numeric(): Selects all numeric variables.

  • -all_outcomes(): Excludes the target variable (target_variable), as it does not need to be centered.


3. Scaling Numeric Variables

step_scale(all_numeric(), -all_outcomes())
  • Purpose: Scales numeric variables by dividing them by their standard deviation, so that the standard deviation of each variable becomes 1.

  • all_numeric(): Selects all numeric variables.

  • -all_outcomes(): Excludes the target variable (target_variable), as it does not need to be scaled.


4. One-Hot Encoding for Categorical Variables

step_dummy(all_nominal(), -all_outcomes(), one_hot = TRUE)
  • Purpose: Converts categorical variables into binary (0/1) variables using one-hot encoding.

  • all_nominal(): Selects all nominal (categorical) variables.

  • -all_outcomes(): Excludes the target variable (target_variable), as it does not need to be encoded.

  • one_hot = TRUE: Specifies that one-hot encoding should be used.


Applying the Recipe

Once the recipe is defined, you can apply it to your data:

# Prepare the recipe with the training data
prepared_recipe <- prep(preprocess_recipe, training = training_data, verbose = TRUE)

# Apply the recipe to the training data
train_data_preprocessed <- juice(prepared_recipe)

# Apply the recipe to the testing data
test_data_preprocessed <- bake(prepared_recipe, new_data = testing_data)
  • prep(): Computes the necessary statistics (e.g., means, standard deviations) from the training data to apply the preprocessing steps.

  • juice(): Applies the recipe to the training data.

  • bake(): Applies the recipe to new data (e.g., the testing set).


Example: Preprocessing in Action

Suppose the training_data dataset looks like this:

target_variable feature_1 feature_2 category
150 25 50000 A
160 30 60000 B
140 22 45000 B

Preprocessed Data

  1. Centering and Scaling:

    • feature_1 and feature_2 are centered and scaled.

  2. One-Hot Encoding:

    • category is converted into binary variables: category_A and category_B.

The preprocessed data might look like this:

target_variable feature_1_scaled feature_2_scaled category_A category_B
150 -0.5 0.2 1 0
160 0.5 0.8 0 1
140 -1.0 -0.5 0 1

Why Use recipes?

The recipes package offers several advantages:

  1. Reproducibility: Preprocessing steps are clearly defined and can be reused.

  2. Consistency: The same preprocessing steps are applied to both training and testing datasets.

  3. Flexibility: You can easily add or modify steps in the preprocessing pipeline.


Conclusion

Data preprocessing is a crucial step in preparing your data for machine learning. With the recipespackage in R, you can define and apply preprocessing steps in a clean, reproducible, and efficient way. By centering, scaling, and encoding your data, you ensure that your machine learning models perform at their best.

Ready to try it out? Install the recipes package and start preprocessing your data today!

install.packages("recipes")
library(recipes)

Happy coding! 😊