Data cleaning. Data cleansing. Data preparation. Data wrangling. Data munging.
If you’re like most people, your data is self-cleaning, meaning: you clean it yourself! We often hear that 80% of our “data time” is spent in data cleaning to enable 20% in analysis. Wouldn’t it be great to work through data prep faster and keep more of our data time for analysis, exploration, visualization, and next steps?
Here we look over the landscape of tools to consider, then come back to where our feet may be right now to offer specific suggestions for workbook users – lessons learned the hard way over a long time.
The end goal is for our data to be accurate, human-readable, machine-readable, and calculation-ready.
Software for data cleaning:
RapidMiner may be the best free (for academia) non-coding tool available right now. It was built for data mining, which doesn’t have to be your purpose for it to work hard for you. It has a diagram interface that’s very helpful. It almost facilitates a “workflow discovery” process as you incrementally try, tweak, build, and re-use workflow paths that grow during the process of data cleaning. It makes quick work of plotting histograms for each data column to instantly SEE distributions, zeros, outliers, and number of valid entries. It also records and tracks commands (like a baby Jupyter notebook). When pulling in raw datasets, it automatically keeps the originals intact: RapidMiner makes changes only to a copy of the raw data, and then one can export the finished files to use with other software. It’s really helpful in joining data from multiple sources, and pulling subsets for output data files. Rapid Miner Studio: Data Prep.
R is popular in domain sciences and has a number of powerful packages that help with data cleaning. Make use of RStudio as you clean and manipulate data with dplyr and tidyr. New packages are frequently released, such as assertr, janitor, and datamaid. A great thing about R is its active community in supporting learning. Check out this swirl tutorial on Getting and Cleaning Data – or access through DataCamp. The most comprehensive list of courses on R for data cleaning is here via R-bloggers. There’s lovely guidance for data wrangling in R by Hadley Wickham – useful even outside of R.
Data cleaning tool recommendations by KD Nuggets, Quora, and Varonis are a little dated and business-oriented, but these survivors may be worth investigating:
- Trifacta Wrangler was built for desktop use, and designed for many steps of data wrangling: cleaning and beyond. See intro video, datasheet, demo with Tableau.
- DataCleaner – community or commercial versions; can use SQL databases. Mostly designed for business applications; videos show what it can do.
- OpenRefine gets the legacy spotlight (was Google Refine… now community held). Free, open source, and still in use. Here’s a recent walkthrough. Helps fix messy text and categorical data; less useful for other science research data.
There are some great tools to potentially
steal borrow that started in data journalism:
- Tabula is “a tool for liberating data tables trapped inside PDF files” – extracts text-based pdfs (not scans) to data tables.
- csvkit is “a suite of command-line tools for converting to and working with CSV, the king of tabular file formats.” Helpful for converting Excel to csv cleanly, csv to json, json to csv, working with sql, and more.
- agate is “a Python data analysis library that is optimized for humans instead of machines…. an alternative to numpy and pandas that solves real-world problems with readable code.” Here’s the cookbook.
Finally, Python itself is clearly a very powerful open source tool available for data cleaning. Look into it with this DataCamp course, pandas and other Python libraries, or this kaggle competition walkthrough.
Manual Data Munging. If you’re using Excel, Open Office, or Google Sheets to clean your data (e.g., small complex datasets common to many kinds of research), you may know all the tricks you need. For those newer to data editing, here are some tips.
- To start: save a copy of your original file with a new name (e.g., tack on “initials-mod” plus the current date: YYYYMMDD). Then make your original file read-only to protect it. Pretend it’s in an untouchable vault. Use only your modifiable copy.
- Create a Changes page where you record the edits you make in the order you make them. This also lets you scribble notes for changes you plan to make or items you need to track down but haven’t yet executed (Done and To-Do lists).
- First edit: if you don’t have a unique ID for each row, add a first column with a simple numeric sequence before doing anything else.
- Create a copy of that spreadsheet page, leave the original intact, and make modifications only to the newly copied page. If each new page is created on the left, the older pages are allowed to accumulate to the right (less vulnerable to accidental editing). Name each tab usefully.
- Second edit: if your column headings take up more than one row, consolidate that information to one row. Do not Merge cells. Include units but no special characters or spaces: use only letters, numbers, dashes and underlines.
- Add a Data Definitions page to record your old column headings, your new column headings, and explain what each column heading means. Include units here and also in column headings where possible.
- In cells with text entries, do not use bare commas. Either use semicolons and dashes instead of commas in your text, or enclose text entries in quotation marks (otherwise creates havoc exporting to and importing from csv).
- Add a Comments column, usually at the end of other columns, to record any notes that apply to individual rows or a subset of rows. Hit Save, now and often.
- Now you’re free to sort each column to find data entry typos (e.g., misplaced decimals), inconsistent formats, or missing values. The danger here is failing to select the entire spreadsheet before sorting – always select the square northwest of cell A1 (or convert the spreadsheet to a table). This is where you’ll be glad you numbered each row at the start: to compare with the original.
- If there’s a short note like data source credit that MUST accompany the page and must not get sorted, park it in the column header row to the right of the meaningful headers so it won’t get sorted, lost, or confused with actual data.
- If you use formulas, document the formulas in your Data Definitions page (replace cells with column_names), and copy-paste as value-only as soon as practical.
- Make sure there is only one kind of data in each column: do not mix numeric and text entries. Instead, create extra columns if needed.
- Workbooks should be saved each day of editing with that day’s date (as YYYYMMDD) as part of the filename so you can get back to an older copy. At the end of your session clean up your Changes page, moving To-Do to Done and planning next steps.