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[ENH] summarize function #1450

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1 change: 1 addition & 0 deletions CHANGELOG.md
Original file line number Diff line number Diff line change
Expand Up @@ -4,6 +4,7 @@

- [ENH] Added support for pd.Series.select - Issue #1394 @samukweku
- [ENH] Added suport for janitor.mutate - Issue #1226 @samukweku
- [ENH] Added support for janitor.summarise - Issue #1225 @samukweku

## [v0.30.0] - 2024-12-04

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2 changes: 2 additions & 0 deletions janitor/functions/__init__.py
Original file line number Diff line number Diff line change
Expand Up @@ -82,6 +82,7 @@
from .shuffle import shuffle
from .sort_column_value_order import sort_column_value_order
from .sort_naturally import sort_naturally
from .summarise import summarise
from .take_first import take_first
from .then import then
from .to_datetime import to_datetime
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"shuffle",
"sort_column_value_order",
"sort_naturally",
"summarise",
"take_first",
"then",
"to_datetime",
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265 changes: 265 additions & 0 deletions janitor/functions/summarise.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,265 @@
"""Implementation of summarise."""

from __future__ import annotations

from functools import singledispatch
from typing import Any

import pandas as pd
import pandas_flavor as pf
from pandas.api.types import is_scalar
from pandas.core.groupby.generic import DataFrameGroupBy

from janitor.functions.select import get_index_labels


@pf.register_dataframe_method
def summarise(
df: pd.DataFrame,
*args: tuple[dict | tuple],
by: Any = None,
) -> pd.DataFrame | pd.Series:
"""

!!! info "New in version 0.31.0"

!!!note

Before reaching for `summarise`, try `pd.DataFrame.agg`.

summarise creates a new dataframe;
it returns one row for each combination of grouping columns.
If there are no grouping variables,
the output will have a single row
summarising all observations in the input.

The argument provided to *args* should be either a dictionary or a tuple.

- **dictionary argument**:
If the argument is a dictionary,
the value in the `{key:value}` pairing
should be either a string, a callable or a tuple.

- If the value in the dictionary
is a string or a callable,
the key of the dictionary
should be an existing column name.

!!!note

- If the value is a string,
the string should be a pandas string function,
e.g "sum", "mean", etc.

- If the value of the dictionary is a tuple,
it should be of length 2, and of the form
`(column_name, mutation_func)`,
where `column_name` should exist in the DataFrame,
and `mutation_func` should be either a string or a callable.

!!!note

- If `mutation_func` is a string,
the string should be a pandas string function,
e.g "sum", "mean", etc.

The key in the dictionary can be a new column name.

- **tuple argument**:
If the argument is a tuple, it should be of length 2,
and of the form
`(column_name, mutation_func)`,
where column_name should exist in the DataFrame,
and `mutation_func` should be either a string or a callable.

!!!note

- if `mutation_func` is a string,
the string should be a pandas string function,
e.g "sum", "mean", etc.

!!!note

- `column_name` can be anything supported by the
[`select`][janitor.functions.select.select] syntax;
as such multiple columns can be processed here -
they will be processed individually.

- **callable argument**:
If the argument is a callable, the callable is applied
on the DataFrame or GroupBy object.
The result from the callable should be a pandas Series
or DataFrame.


Aggregated columns cannot be reused in `summarise`.


`by` can be a `DataFrameGroupBy` object; it is assumed that
`by` was created from `df` - the onus is on the user to
ensure that, or the aggregations may yield incorrect results.

`by` accepts anything supported by `pd.DataFrame.groupby`.

Arguments supported in `pd.DataFrame.groupby`
can also be passed to `by` via a dictionary.

Examples:
>>> import pandas as pd
>>> import janitor
>>> data = {'avg_jump': [3, 4, 1, 2, 3, 4],
... 'avg_run': [3, 4, 1, 3, 2, 4],
... 'combine_id': [100200, 100200,
... 101200, 101200,
... 102201, 103202]}
>>> df = pd.DataFrame(data)
>>> df
avg_jump avg_run combine_id
0 3 3 100200
1 4 4 100200
2 1 1 101200
3 2 3 101200
4 3 2 102201
5 4 4 103202

Aggregation via a callable:
>>> df.summarise(lambda df: df.sum(),by='combine_id')
avg_jump avg_run
combine_id
100200 7 7
101200 3 4
102201 3 2
103202 4 4

Aggregation via a tuple:
>>> df.summarise(("avg_run","mean"), by='combine_id')
avg_run
combine_id
100200 3.5
101200 2.0
102201 2.0
103202 4.0

Aggregation via a dictionary:
>>> df.summarise({"avg_run":"mean"}, by='combine_id')
avg_run
combine_id
100200 3.5
101200 2.0
102201 2.0
103202 4.0
>>> df.summarise({"avg_run_2":("avg_run","mean")}, by='combine_id')
avg_run_2
combine_id
100200 3.5
101200 2.0
102201 2.0
103202 4.0

Args:
df: A pandas DataFrame.
args: Either a dictionary or a tuple.
by: Column(s) to group by.

Raises:
ValueError: If a tuple is passed and the length is not 2.

Returns:
A pandas DataFrame or Series with aggregated columns.

""" # noqa: E501

if by is not None:
# it is assumed that by is created from df
# onus is on user to ensure that
if isinstance(by, DataFrameGroupBy):
pass
elif isinstance(by, dict):
by = df.groupby(**by)
else:
if is_scalar(by):
by = [by]
by = df.groupby(by, sort=False, observed=True)
dictionary = {}
for arg in args:
aggregate = _mutator(arg, df=df, by=by)
dictionary.update(aggregate)
values = map(is_scalar, dictionary.values())
if all(values):
return pd.Series(dictionary)
return pd.concat(dictionary, axis=1, sort=False, copy=False)


@singledispatch
def _mutator(arg, df, by):
if not callable(arg):
raise NotImplementedError(
f"janitor.summarise is not supported for {type(arg)}"
)
if by is None:
val = df
else:
val = by
outcome = _process_maybe_callable(func=arg, obj=val)
if isinstance(outcome, pd.Series):
if not outcome.name:
raise ValueError("Ensure the pandas Series object has a name")
return {outcome.name: outcome}
# assumption: should return a DataFrame
outcome = {key: outcome[key] for key in outcome}
return outcome


@_mutator.register(dict)
def _(arg, df, by):
"""Dispatch function for dictionary"""
if by is None:
val = df
else:
val = by

dictionary = {}
for column_name, mutator in arg.items():
if isinstance(mutator, tuple):
column, func = mutator
column = _process_within_dict(mutator=func, obj=val[column])
else:
column = _process_within_dict(
mutator=mutator, obj=val[column_name]
)
dictionary[column_name] = column
return dictionary


@_mutator.register(tuple)
def _(arg, df, by):
"""Dispatch function for tuple"""
if len(arg) != 2:
raise ValueError("the tuple has to be a length of 2")
column_names, mutator = arg
column_names = get_index_labels(arg=[column_names], df=df, axis="columns")
mapping = {column_name: mutator for column_name in column_names}
return _mutator(mapping, df=df, by=by)


def _process_maybe_callable(func: callable, obj):
"""Function to handle callables"""
try:
column = obj.agg(func)
except: # noqa: E722
column = func(obj)
return column


def _process_maybe_string(func: str, obj):
"""Function to handle pandas string functions"""
# treat as a pandas approved string function
# https://pandas.pydata.org/docs/user_guide/groupby.html#built-in-aggregation-methods
return obj.agg(func)


def _process_within_dict(mutator, obj):
"""Handle str/callables within a dictionary"""
if isinstance(mutator, str):
return _process_maybe_string(func=mutator, obj=obj)
return _process_maybe_callable(func=mutator, obj=obj)
1 change: 1 addition & 0 deletions mkdocs/api/functions.md
Original file line number Diff line number Diff line change
Expand Up @@ -56,6 +56,7 @@
- shuffle
- sort_column_value_order
- sort_naturally
- summarise
- take_first
- then
- to_datetime
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