# Working with Categorical Data

## Scientific types for discrete data

Recall that models articulate their data requirements using scientific types (see Getting Started or the ScientificTypes.jl documentation). There are three scientific types discrete data can have: Count, OrderedFactor and Multiclass.

### Count data

In MLJ you cannot use integers to represent (finite) categorical data. Integers are reserved for discrete data you want interpreted as Count <: Infinite:

scitype([1, 4, 5, 6])
AbstractVector{Count} (alias for AbstractArray{Count, 1})

The Count scientific type includes things like the number of phone calls, or city populations, and other "frequency" data of a generally unbounded nature.

That said, you may have data that is theoretically Count, but which you coerce to OrderedFactor to enable the use of more models, trusting to your knowledge of how those models work to inform an appropriate interpretation.

### OrderedFactor and Multiclass data

Other integer data, such as the number of an animal's legs, or number of rooms in homes, are, generally, coerced to OrderedFactor <: Finite. The other categorical scientific type is Multiclass <: Finite, which is for unordered categorical data. Coercing data to one of these two forms is discussed under Detecting and coercing improperly represented categorical data below.

### Binary data

There is no separate scientific type for binary data. Binary data is either OrderedFactor{2} if ordered, and Multiclass{2} otherwise. Data with type OrderedFactor{2} is considered to have an intrinsic "positive" class, e.g., the outcome of a medical test, and the "pass/fail" outcome of an exam. MLJ measures, such as true_positive assume the second class in the ordering is the "positive" class. Inspecting and changing order are discussed in the next section.

If data has type Bool it is considered Count data (as Bool <: Integer) and, generally, users will want to coerce such data to Multiclass or OrderedFactor.

## Detecting and coercing improperly represented categorical data

One inspects the scientific type of data using scitype as shown above. To inspect all column scientific types in a table simultaneously, use schema. (The scitype(X) of a table X contains a condensed form of this information used in type dispatch; see here.)

import DataFrames.DataFrame
X = DataFrame(
name       = ["Siri", "Robo", "Alexa", "Cortana"],
gender     = ["male", "male", "Female", "female"],
likes_soup = [true, false, false, true],
height     = [152, missing, 148, 163],
rating     = [2, 5, 2, 1],
outcome    = ["rejected", "accepted", "accepted", "rejected"])
schema(X)
┌────────────┬───────────────────────┬───────────────────────┐
│ names      │ scitypes              │ types                 │
├────────────┼───────────────────────┼───────────────────────┤
│ name       │ Textual               │ String                │
│ gender     │ Textual               │ String                │
│ likes_soup │ Count                 │ Bool                  │
│ height     │ Union{Missing, Count} │ Union{Missing, Int64} │
│ rating     │ Count                 │ Int64                 │
│ outcome    │ Textual               │ String                │
└────────────┴───────────────────────┴───────────────────────┘


Coercing a single column:

X.outcome = coerce(X.outcome, OrderedFactor)
4-element CategoricalArray{String,1,UInt32}:
"rejected"
"accepted"
"accepted"
"rejected"

The machine type of the result is a CategoricalArray. For more on this type see Under the hood: CategoricalValue and CategoricalArray below.

Inspecting the order of the levels:

levels(X.outcome)
2-element Vector{String}:
"accepted"
"rejected"

Since we wish to regard "accepted" as the positive class, it should appear second, which we correct with the levels! function:

levels!(X.outcome, ["rejected", "accepted"])
levels(X.outcome)
2-element Vector{String}:
"rejected"
"accepted"
Changing levels of categorical data

The order of levels should generally be changed early in your data science workflow and then not again. Similar remarks apply to adding levels (which is possible; see the CategorialArrays.jl documentation). MLJ supervised and unsupervised models assume levels and their order do not change.

Coercing all remaining types simultaneously:

Xnew = coerce(X, :gender     => Multiclass,
:likes_soup => OrderedFactor,
:height     => Continuous,
:rating     => OrderedFactor)
schema(Xnew)
┌────────────┬────────────────────────────┬──────────────────────────────────┐
│ names      │ scitypes                   │ types                            │
├────────────┼────────────────────────────┼──────────────────────────────────┤
│ name       │ Textual                    │ String                           │
│ gender     │ Multiclass{3}              │ CategoricalValue{String, UInt32} │
│ likes_soup │ OrderedFactor{2}           │ CategoricalValue{Bool, UInt32}   │
│ height     │ Union{Missing, Continuous} │ Union{Missing, Float64}          │
│ rating     │ OrderedFactor{3}           │ CategoricalValue{Int64, UInt32}  │
│ outcome    │ OrderedFactor{2}           │ CategoricalValue{String, UInt32} │
└────────────┴────────────────────────────┴──────────────────────────────────┘


For DataFrames there is also in-place coercion, using coerce!.

## Tracking all levels

The key property of vectors of scientific type OrderedFactor and Multiclass is that the pool of all levels is not lost when separating out one or more elements:

v = Xnew.rating
4-element CategoricalArray{Int64,1,UInt32}:
2
5
2
1
levels(v)
3-element Vector{Int64}:
1
2
5
levels(v[1:2])
3-element Vector{Int64}:
1
2
5
levels(v)
3-element Vector{Int64}:
1
2
5

By tracking all classes in this way, MLJ avoids common pain points around categorical data, such as evaluating models on an evaluation set, only to crash your code because classes appear there which were not seen during training.

By drawing test, validation and training data from a common data structure (as described in Getting Started, for example) one ensures that all possible classes of categorical variables are tracked at all times. However, this does not mitigate problems with new production data, if categorical features there are missing classes or contain previously unseen classes.

## New or missing levels in production data

Warning

Unpredictable behavior may result whenever Finite categorical data presents in a production set with different classes (levels) from those presented during training

Consider, for example, the following naive workflow:

# train a one-hot encoder on some data:
x = coerce(["black", "white", "white", "black"], Multiclass)
X = DataFrame(x=x)

model = OneHotEncoder()
mach = machine(model, X) |> fit!

# one-hot encode new data with missing classes:
xproduction = coerce(["white", "white"], Multiclass)
Xproduction = DataFrame(x=xproduction)
Xproduction == X[2:3,:]
true

So far, so good. But the following operation throws an error:

julia> transform(mach, Xproduction) == transform(mach, X[2:3,:])
ERROR: Found category level mismatch in feature x. Consider using levels! to ensure fitted and transforming features have the same category levels.

The problem here is that levels(X.x) and levels(Xproduction.x) are different:

levels(X.x)
2-element Vector{String}:
"black"
"white"
levels(Xproduction.x)
1-element Vector{String}:
"white"

This could be anticipated by the fact that the training and production data have different schema:

schema(X)
┌───────┬───────────────┬──────────────────────────────────┐
│ names │ scitypes      │ types                            │
├───────┼───────────────┼──────────────────────────────────┤
│ x     │ Multiclass{2} │ CategoricalValue{String, UInt32} │
└───────┴───────────────┴──────────────────────────────────┘

schema(Xproduction)
┌───────┬───────────────┬──────────────────────────────────┐
│ names │ scitypes      │ types                            │
├───────┼───────────────┼──────────────────────────────────┤
│ x     │ Multiclass{1} │ CategoricalValue{String, UInt32} │
└───────┴───────────────┴──────────────────────────────────┘


One fix is to manually correct the levels of the production data:

levels!(Xproduction.x, levels(x))
transform(mach, Xproduction) == transform(mach, X[2:3,:])
true

Another solution is to pack all production data with dummy rows based on the training data (subsequently dropped) to ensure there are no missing classes. Currently, MLJ contains no general tooling to check and fix categorical levels in production data (although one can check that training data and production data have the same schema, to ensure the number of classes in categorical data is consistent).

## Extracting an integer representation of Finite data

Occasionally, you may really want an integer representation of data that currently has scitype Finite. For example, you are a developer wrapping an algorithm from an external package for use in MLJ, and that algorithm uses integer representations. Use the int method for this purpose, and use decoder to construct decoders for reversing the transformation:

v = coerce(["one", "two", "three", "one"], OrderedFactor);
levels!(v, ["one", "two", "three"]);
v_int = int(v)
4-element Vector{UInt32}:
0x00000001
0x00000002
0x00000003
0x00000001
d = decoder(v); # or decoder(v)
d.(v_int)
4-element CategoricalArray{String,1,UInt32}:
"one"
"two"
"three"
"one"

## Under the hood: CategoricalValue and CategoricalArray

In MLJ the objects with OrderedFactor or Multiclass scientific type have machine type CategoricalValue, from the CategoricalArrays.jl package. In some sense CategoricalValues are an implementation detail users can ignore for the most part, as shown above. However, you may want some basic understanding of these types, and those implementing MLJ's model interface for new algorithms will have to understand them. For the complete API, see the CategoricalArrays.jl documentation. Here are the basics:

To construct an OrderedFactor or Multiclass vector directly from raw labels, one uses categorical:

v = categorical(['A', 'B', 'A', 'A', 'C'])
typeof(v)
CategoricalVector{Char, UInt32, Char, CategoricalValue{Char, UInt32}, Union{}} (alias for CategoricalArray{Char, 1, UInt32, Char, CategoricalValue{Char, UInt32}, Union{}})

(Equivalent to the idiomatically MLJ v = coerce(['A', 'B', 'A', 'A', 'C']), Multiclass).)

scitype(v)
AbstractVector{Multiclass{3}} (alias for AbstractArray{Multiclass{3}, 1})
v = categorical(['A', 'B', 'A', 'A', 'C'], ordered=true, compress=true)
5-element CategoricalArray{Char,1,UInt8}:
'A'
'B'
'A'
'A'
'C'
scitype(v)
AbstractVector{OrderedFactor{3}} (alias for AbstractArray{OrderedFactor{3}, 1})

When you index a CategoricalVector you don't get a raw label, but instead an instance of CategoricalValue. As explained above, this value knows the complete pool of levels from the vector from which it came. Use get(val) to extract the raw label from a value val.

Despite the distinction that exists between a value (element) and a label, the two are the same, from the point of == and in:

v == 'A' # true
'A' in v    # true

## Probabilistic predictions of categorical data

Recall from Getting Started that probabilistic classifiers ordinarily predict UnivariateFinite distributions, not raw probabilities (which are instead accessed using the pdf method.) Here's how to construct such a distribution yourself:

v = coerce(["yes", "no", "yes", "yes", "maybe"], Multiclass)
d = UnivariateFinite([v, v], [0.9, 0.1])
             UnivariateFinite{Multiclass{3}}
┌                                        ┐
no ┤■■■■ 0.1
yes ┤■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■ 0.9
└                                        ┘ 

Or, equivalently,

d = UnivariateFinite(["no", "yes"], [0.9, 0.1], pool=v)
             UnivariateFinite{Multiclass{3}}
┌                                        ┐
no ┤■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■ 0.9
yes ┤■■■■ 0.1
└                                        ┘ 

This distribution tracks all levels, not just the ones to which you have assigned probabilities:

pdf(d, "maybe")
0.0

However, pdf(d, "dunno") will throw an error.

You can declare pool=missing, but then "maybe" will not be tracked:

d = UnivariateFinite(["no", "yes"], [0.9, 0.1], pool=missing)
levels(d)
2-element Vector{String}:
"no"
"yes"

To construct a whole vector of UnivariateFinite distributions, simply give the constructor a matrix of probabilities:

yes_probs = rand(5)
probs = hcat(1 .- yes_probs, yes_probs)
d_vec = UnivariateFinite(["no", "yes"], probs, pool=v)
5-element CategoricalDistributions.UnivariateFiniteVector{Multiclass{3}, String, UInt32, Float64}:
UnivariateFinite{Multiclass{3}}(no=>0.56, yes=>0.44)
UnivariateFinite{Multiclass{3}}(no=>0.854, yes=>0.146)
UnivariateFinite{Multiclass{3}}(no=>0.629, yes=>0.371)
UnivariateFinite{Multiclass{3}}(no=>0.0273, yes=>0.973)
UnivariateFinite{Multiclass{3}}(no=>0.978, yes=>0.0216)

Or, equivalently:

d_vec = UnivariateFinite(["no", "yes"], yes_probs, augment=true, pool=v)

For more options, see UnivariateFinite.