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Types of Variables in Statistics and R

The document describes different types of variables in statistics and programming contexts. In statistics, variables can be numerical (continuous or discrete) or categorical (nominal or ordinal). In programming, common types include integer, double, character, and boolean. In R, variables can be numeric, character, boolean, or factor. It is important to understand variable types in R to avoid errors in modeling and ensure variables are treated appropriately.
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0% found this document useful (0 votes)
18 views2 pages

Types of Variables in Statistics and R

The document describes different types of variables in statistics and programming contexts. In statistics, variables can be numerical (continuous or discrete) or categorical (nominal or ordinal). In programming, common types include integer, double, character, and boolean. In R, variables can be numeric, character, boolean, or factor. It is important to understand variable types in R to avoid errors in modeling and ensure variables are treated appropriately.
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© All Rights Reserved
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STATS 32: Variable Types

Kenneth Tay

This document describes the different types of variables one might encounter in different
contexts. It is not meant to be a comprehensive reference; it only contains enough
information to get by in this class.

Before we talk about types… what are variables in the first place?

In the programming context, you can think of a variable as an “envelope” or “bucket” where
information can be maintained and referenced.1 Each bucket has a name on the outside,
and contains information on the inside. When we want to refer to a bucket, we use the name
on the outside, ​not​ the information on the inside.

What does the type of a variable refer to?

The type of a variable means different things in different contexts.

Types of variables (Statistics)


In statistics, there are broadly 2 types of variables:

Numerical variables: Numbers which should be treated as they usually are in mathematics.
For example, age and weight would be considered numerical variables, while phone number
and ZIP code would not be considered numerical variables. There are 2 types of numerical
variables:
● Continuous variable: A numerical variable that can take values on a continuous
scale (e.g. age, weight).
● Discrete variable: A numerical variable that only takes on whole numbers (e.g.
number of visits).

For R, the distinction between continuous and discrete variables is not an important one.

Categorical variables: ​Variables which should not be treated like numbers (as in
mathematics), and whose values come from a list of possibilities.
○ Nominal variable: A categorical variable where the categories do not have a
natural ordering (e.g. gender, ethnicity, country).
○ Ordinal variable: A categorical variable where the categories have a natural
ordering (e.g. age group, income level, educational status).

Types of variables (Programming)


In the programming context, a variable’s type defines what operations the program can do
with it, as well as the specifics of that operation.

These are the common variable types that we see across programming languages:

1
[Link]
● Integer:​ …, 2, -1, 0, 1, 2, ...
● Double:​ Real numbers. This is sometimes referred to as the “float” data type as well.
● Character:​ This is what we commonly think of as text.
● Boolean:​ This has only 2 possible values: TRUE or FALSE.

Types in R
This is where things start to get confusing! As R is a programming language written “by
statisticians for statisticians”, some of the terminology for types can get mixed up. Here are
the types in R:
● Numeric: This matches with numerical variables in the statistics context and both the
integer and double types in the programming context.
● Character: This matches with the character type in the programming context. It does
not match with anything in the statistics context.
● Boolean: This matches with the Boolean type in the programming context. In the
statistics context, Boolean variables are considered categorical variables (nominal or
ordinal depends on the context).
● Factor: This matches with categorical variables in the statistics context. It does not
match with anything in the programming context. ​Factor variables are unique to R.

How do I decide what type a variable should have in R?

The main confusion is typically between numeric variables and character variables which
have digits, and between character variables and factor variables.

To differentiate between numeric variables and character variables which have digits, ask
yourself if we should treat the variable like a number as we do in mathematics. Does it make
sense to add two of them together? Does it make sense to take the sum or the mean of this
variable? Does it make sense to compare them with > and < operators?

To differentiate between character variables and factor variables, ask yourself if you are
trying to model some other variable based on the value that this variable takes. If you are, it
should be a factor variable, otherwise it should be a character variable. For example, if ZIP
code happens to be in your dataset but you’re not using it for a model, it is OK to leave it as
a character variable. If you are using it in a model (e.g. to predict weather), then it should be
a factor variable.

Why do I need to know about types in R?

While R generally does a good job of guessing what type your variable should be, it
sometimes gets it wrong. For example, if your dataset contains phone numbers simply as a
string (e.g. 6507231111, as opposed to 650-723-1111 or (650)-723-1111), R will interpret
these as numeric variables instead of character variables. To change that, you will have to
use the ​[Link]() function. The process of changing the type of a variable is called
coercion​.

Common questions

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In R, 'factors' are used to handle categorical variables, mirroring the use of nominal and ordinal types in statistics. Factors are designed to be used in statistical modeling, allowing categorical data to be included in models appropriately by ascribing levels to categories, which can significantly impact analyses such as ANOVA or regression, where category levels might influence outcomes .

In programming, Boolean variables simply represent true or false states and are used in logical operations and control flow. In statistics, Boolean variables often serve as categorical indicators, potentially being nominal or ordinal depending on context, signaling different levels or classifications. In R, this duality implies that when used in statistical modeling, Boolean variables might need to be treated as factors, impacting how they are used in models such as regressions or classifications .

To differentiate between numeric and character variables in R that both contain digits, determine if the variable represents data you would mathematically manipulate, such as taking the sum or mean, which would indicate a numeric type. R might misinterpret phone numbers, represented as simple digits without separators, as numeric instead of character variables .

Continuous variables are numerical variables that can take any value within a given range, such as age or weight, and are treated as real numbers. Discrete variables are numerical variables that can only take integer values, such as the number of visits. Nominal variables are categorical variables without a natural order, such as gender or ethnicity. Ordinal variables are categorical variables with a natural order, such as education level or income bracket .

Deciding whether a variable is used to model other variables is crucial because it determines whether the variable acts as a mere descriptive identifier (character) or as a meaningful category affecting outcomes (factor). This impacts analyses—if used for modeling, factors enable statistical procedures to utilize category levels, which are critical for comparisons, contrasts, and predictions, ensuring analysis reflects the data accurately and meaningfully .

In programming, a variable's type dictates the operations that can be performed on it and the nature of those operations. For instance, integers and doubles in programming determine numerical operations, while characters represent text. In contrast, in statistics, variable types help decide how data should be treated mathematically or categorically, such as continuous or categorical data, which influences the kind of statistical analysis applicable .

Differentiating between character and factor variables in R challenges users to assess whether the variable will be used in statistical modeling, where factors are preferable. This distinction impacts data interpretation; for example, factors can encode categorical relationships and levels, crucial for correct analysis in models where ranking or group comparisons are needed. Misclassification could lead to inappropriate analyses or misinterpretation .

Understanding variable types is critical in R because incorrect typing can lead to inappropriate operations, skewed analysis, or errors in modeling. Coercion may be necessary when R inaccurately guesses the variable type, such as interpreting numerical strings as numeric types instead of character types, which requires conversion using as.character() to ensure correct data manipulation and analysis .

R's handling of variable types, including errors in type inference, highlights common data preprocessing challenges like misclassification and inappropriate operations, which can propagate errors into analysis stages. This reflects the general need in statistical analysis to ensure data types are explicitly verified and transformed as necessary to suit specific analytical contexts, encapsulating broader issues of data integrity, reproducibility, and analytical rigor .

In R, the distinction between continuous and discrete variables is often unimportant because R is designed to handle numerical data types uniformly across operations. This design choice signifies a pragmatic approach, focusing on functionality and user-friendliness, especially given R's roots and common application in statistical modeling where the underpinning statistical method often handles these distinctions implicitly .

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