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03.09 Pivot Tables

IPythonData sciencePandasNumpyO'Reillyscikit-learnpythonMatplotlib

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We have seen how the GroupBy abstraction lets us explore relationships within a dataset. A pivot table is a similar operation that is commonly seen in spreadsheets and other programs that operate on tabular data. The pivot table takes simple column-wise data as input, and groups the entries into a two-dimensional table that provides a multidimensional summarization of the data. The difference between pivot tables and GroupBy can sometimes cause confusion; it helps me to think of pivot tables as essentially a multidimensional version of GroupBy aggregation. That is, you split-apply-combine, but both the split and the combine happen across not a one-dimensional index, but across a two-dimensional grid.

Motivating Pivot Tables

For the examples in this section, we'll use the database of passengers on the Titanic, available through the Seaborn library (see Visualization With Seaborn):

import numpy as np
import pandas as pd
import seaborn as sns
titanic = sns.load_dataset('titanic')

titanic.head()

This contains a wealth of information on each passenger of that ill-fated voyage, including gender, age, class, fare paid, and much more.

Pivot Tables by Hand

To start learning more about this data, we might begin by grouping according to gender, survival status, or some combination thereof. If you have read the previous section, you might be tempted to apply a GroupBy operation–for example, let's look at survival rate by gender:

titanic.groupby('sex')[['survived']].mean()

This immediately gives us some insight: overall, three of every four females on board survived, while only one in five males survived!

This is useful, but we might like to go one step deeper and look at survival by both sex and, say, class. Using the vocabulary of GroupBy, we might proceed using something like this: we group by class and gender, select survival, apply a mean aggregate, combine the resulting groups, and then unstack the hierarchical index to reveal the hidden multidimensionality. In code:

titanic.groupby(['sex', 'class'])['survived'].aggregate('mean').unstack()

This gives us a better idea of how both gender and class affected survival, but the code is starting to look a bit garbled. While each step of this pipeline makes sense in light of the tools we've previously discussed, the long string of code is not particularly easy to read or use. This two-dimensional GroupBy is common enough that Pandas includes a convenience routine, pivot_table, which succinctly handles this type of multi-dimensional aggregation.

Pivot Table Syntax

Here is the equivalent to the preceding operation using the pivot_table method of DataFrames:

titanic.pivot_table('survived', index='sex', columns='class')

This is eminently more readable than the groupby approach, and produces the same result. As you might expect of an early 20th-century transatlantic cruise, the survival gradient favors both women and higher classes. First-class women survived with near certainty (hi, Rose!), while only one in ten third-class men survived (sorry, Jack!).

Multi-level pivot tables

Just as in the GroupBy, the grouping in pivot tables can be specified with multiple levels, and via a number of options. For example, we might be interested in looking at age as a third dimension. We'll bin the age using the pd.cut function:

age = pd.cut(titanic['age'], [0, 18, 80])
titanic.pivot_table('survived', ['sex', age], 'class')

We can apply the same strategy when working with the columns as well; let's add info on the fare paid using pd.qcut to automatically compute quantiles:

fare = pd.qcut(titanic['fare'], 2)
titanic.pivot_table('survived', ['sex', age], [fare, 'class'])

The result is a four-dimensional aggregation with hierarchical indices (see Hierarchical Indexing), shown in a grid demonstrating the relationship between the values.

Additional pivot table options

The full call signature of the pivot_table method of DataFrames is as follows:

# call signature as of Pandas 0.18
DataFrame.pivot_table(data, values=None, index=None, columns=None,
                      aggfunc='mean', fill_value=None, margins=False,
                      dropna=True, margins_name='All')

We've already seen examples of the first three arguments; here we'll take a quick look at the remaining ones. Two of the options, fill_value and dropna, have to do with missing data and are fairly straightforward; we will not show examples of them here.

The aggfunc keyword controls what type of aggregation is applied, which is a mean by default. As in the GroupBy, the aggregation specification can be a string representing one of several common choices (e.g., 'sum', 'mean', 'count', 'min', 'max', etc.) or a function that implements an aggregation (e.g., np.sum(), min(), sum(), etc.). Additionally, it can be specified as a dictionary mapping a column to any of the above desired options:

titanic.pivot_table(index='sex', columns='class',
                    aggfunc={'survived':sum, 'fare':'mean'})

Notice also here that we've omitted the values keyword; when specifying a mapping for aggfunc, this is determined automatically.

At times it's useful to compute totals along each grouping. This can be done via the margins keyword:

titanic.pivot_table('survived', index='sex', columns='class', margins=True)

Here this automatically gives us information about the class-agnostic survival rate by gender, the gender-agnostic survival rate by class, and the overall survival rate of 38%. The margin label can be specified with the margins_name keyword, which defaults to "All".

Example: Birthrate Data

As a more interesting example, let's take a look at the freely available data on births in the United States, provided by the Centers for Disease Control (CDC). This data can be found at https://raw.githubusercontent.com/jakevdp/data-CDCbirths/master/births.csv (this dataset has been analyzed rather extensively by Andrew Gelman and his group; see, for example, this blog post):

# shell command to download the data:
# !curl -O https://raw.githubusercontent.com/jakevdp/data-CDCbirths/master/births.csv

births = pd.read_csv('data/births.csv')

Taking a look at the data, we see that it's relatively simple–it contains the number of births grouped by date and gender:

births.head()

We can start to understand this data a bit more by using a pivot table. Let's add a decade column, and take a look at male and female births as a function of decade:

births['decade'] = 10 * (births['year'] // 10)
births.pivot_table('births', index='decade', columns='gender', aggfunc='sum')

We immediately see that male births outnumber female births in every decade. To see this trend a bit more clearly, we can use the built-in plotting tools in Pandas to visualize the total number of births by year (see Introduction to Matplotlib for a discussion of plotting with Matplotlib):

%matplotlib inline
import matplotlib.pyplot as plt
sns.set()  # use Seaborn styles
births.pivot_table('births', index='year', columns='gender', aggfunc='sum').plot()
plt.ylabel('total births per year');

With a simple pivot table and plot() method, we can immediately see the annual trend in births by gender. By eye, it appears that over the past 50 years male births have outnumbered female births by around 5%.

Further data exploration

Though this doesn't necessarily relate to the pivot table, there are a few more interesting features we can pull out of this dataset using the Pandas tools covered up to this point. We must start by cleaning the data a bit, removing outliers caused by mistyped dates (e.g., June 31st) or missing values (e.g., June 99th). One easy way to remove these all at once is to cut outliers; we'll do this via a robust sigma-clipping operation:

quartiles = np.percentile(births['births'], [25, 50, 75])
mu = quartiles[1]
sig = 0.74 * (quartiles[2] - quartiles[0])

This final line is a robust estimate of the sample mean, where the 0.74 comes from the interquartile range of a Gaussian distribution (You can learn more about sigma-clipping operations in a book I coauthored with Željko Ivezić, Andrew J. Connolly, and Alexander Gray: "Statistics, Data Mining, and Machine Learning in Astronomy" (Princeton University Press, 2014)).

With this we can use the query() method (discussed further in High-Performance Pandas: eval() and query()) to filter-out rows with births outside these values:

births = births.query('(births > @mu - 5 * @sig) & (births < @mu + 5 * @sig)')

Next we set the day column to integers; previously it had been a string because some columns in the dataset contained the value 'null':

# set 'day' column to integer; it originally was a string due to nulls
births['day'] = births['day'].astype(int)

Finally, we can combine the day, month, and year to create a Date index (see Working with Time Series). This allows us to quickly compute the weekday corresponding to each row:

# create a datetime index from the year, month, day
births.index = pd.to_datetime(10000 * births.year +
                              100 * births.month +
                              births.day, format='%Y%m%d')

births['dayofweek'] = births.index.dayofweek

Using this we can plot births by weekday for several decades:

import matplotlib.pyplot as plt
import matplotlib as mpl

births.pivot_table('births', index='dayofweek',
                    columns='decade', aggfunc='mean').plot()
plt.gca().set_xticklabels(['Mon', 'Tues', 'Wed', 'Thurs', 'Fri', 'Sat', 'Sun'])
plt.ylabel('mean births by day');

Apparently births are slightly less common on weekends than on weekdays! Note that the 1990s and 2000s are missing because the CDC data contains only the month of birth starting in 1989.

Another intersting view is to plot the mean number of births by the day of the year. Let's first group the data by month and day separately:

births_by_date = births.pivot_table('births', 
                                    [births.index.month, births.index.day])
births_by_date.head()

1 1 4009.225 2 4247.400 3 4500.900 4 4571.350 5 4603.625 Name: births, dtype: float64

The result is a multi-index over months and days. To make this easily plottable, let's turn these months and days into a date by associating them with a dummy year variable (making sure to choose a leap year so February 29th is correctly handled!)

births_by_date.index = [pd.datetime(2012, month, day)
                        for (month, day) in births_by_date.index]
births_by_date.head()

2012-01-01 4009.225 2012-01-02 4247.400 2012-01-03 4500.900 2012-01-04 4571.350 2012-01-05 4603.625 Name: births, dtype: float64

Focusing on the month and day only, we now have a time series reflecting the average number of births by date of the year. From this, we can use the plot method to plot the data. It reveals some interesting trends:

# Plot the results
fig, ax = plt.subplots(figsize=(12, 4))
births_by_date.plot(ax=ax);