There are some differences between the way that R, SAS, SPSS, and Stata represented labelled data and missing values. While SAS, SPSS, and Stata share some obvious similarities, R is little different. This vignette explores the differences, and shows you how haven bridges the gap.
Base R has one data type that effectively maintains a mapping between integers and character labels: the factor. This however, is not the primary use of factors: they are instead designed to automatically generate useful contrasts for linear models. Factors differ from the labelled values provided by the other tools in important ways:
SPSS and SAS can label numeric and character values, not just integer values.
The value do not need to be exhaustive. It is common to label the special missing values (e.g.
.D = did not respond,
.N = not applicable), while leaving other values as is.
Value labels in SAS are a little different again. In SAS, labels are just special case of general formats. Formats include currencies and dates, but user-defined just assigns labels to individual values (including special missings value). Formats have names and existing independently of the variables they are associated with. You create a named format with
PROC FORMAT and then associated with variables in a
DATA step (the names of character formats thealways start with
To allow you to import labelled vectors into R, haven provdies the S3 labelled class, created with
labelled(). This class allows you to associated arbitrary labels with numeric or character vectors:
x1 <- labelled( sample(1:5), c(Good = 1, Bad = 5) ) x1 #> <Labelled integer> #>  3 5 2 4 1 #> #> Labels: #> value label #> 1 Good #> 5 Bad x2 <- labelled( c("M", "F", "F", "F", "M"), c(Male = "M", Female = "F") ) x2 #> <Labelled character> #>  M F F F M #> #> Labels: #> value label #> M Male #> F Female
The goal of haven is not to provide a labelled vector that you can use everywhere in your analysis. The goal is to provide an intermediate datastructure that you can convert into a regular R data frame. You can do this by either converting to a factor or stripping the labels:
as_factor(x1) #>  3 Bad 2 4 Good #> Levels: Good 2 3 4 Bad zap_labels(x1) #>  3 5 2 4 1 as_factor(x2) #>  Male Female Female Female Male #> Levels: Female Male zap_labels(x2) #>  "M" "F" "F" "F" "M"
See the documentation for
as_factor() for more options to control exactly what the factor uses for levels.
df <- tibble::data_frame(x1, x2, z = 1:5) df #> # A tibble: 5 × 3 #> x1 x2 z #> <int+lbl> <chr+lbl> <int> #> 1 3 M 1 #> 2 5 F 2 #> 3 2 F 3 #> 4 4 F 4 #> 5 1 M 5 zap_labels(df) #> # A tibble: 5 × 3 #> x1 x2 z #> <int> <chr> <int> #> 1 3 M 1 #> 2 5 F 2 #> 3 2 F 3 #> 4 4 F 4 #> 5 1 M 5 as_factor(df) #> # A tibble: 5 × 3 #> x1 x2 z #> <fctr> <fctr> <int> #> 1 3 Male 1 #> 2 Bad Female 2 #> 3 2 Female 3 #> 4 4 Female 4 #> 5 Good Male 5
All three tools provide a global “system missing value” which is displayed as
.. This is roughly equivalent to R’s
NA, although neither Stata nor SAS propagate missingness in numeric comparisons: SAS treats the missing value as the smallest possible number (i.e.
-inf), and Stata treats it as the largest possible number (i.e.
Each tool also provides a mechanism for recording multiple types of missingness:
Stata has “extended” missing values,
SAS has “special” missing values,
SPSS has per-column “user” missing values. Each column can declare up to three distinct values or a range of values (plus one distinct value) that should be treated as missing.
Stata and SAS only support tagged missing values for numeric columns. SPSS supports up to three distinct values for character columns. Generally, operations involving a user-missing type return a system missing value.
Haven models these missing values in two different ways:
For SAS and Stata, haven provides “tagged” missing values which extend R’s regular
NA to add a single character label.
For SPSS, haven provides a subclass of
labelled that also provides user defined values and ranges.
To support Stata’s extended and SAS’s special missing value, haven implements a tagged NA. It does this by taking advantage of the internal structure of a floating point NA. That allows these values to behave identical to NA in regular R operations, while still preserving the value of the tag.
The R interface for creating with tagged NAs is a little clunky because generally they’ll be created by haven for you. But you can create your own with
x <- c(1:3, tagged_na("a", "z"), 3:1) x #>  1 2 3 NA NA 3 2 1
Note these tagged NAs behave identically to regular NAs, even when printing. To see their tags, use
print_tagged_na(x) #>  1 2 3 NA(a) NA(z) 3 2 1
is_tagged_na(x) #>  FALSE FALSE FALSE TRUE TRUE FALSE FALSE FALSE is_tagged_na(x, "a") #>  FALSE FALSE FALSE TRUE FALSE FALSE FALSE FALSE na_tag(x) #>  NA NA NA "a" "z" NA NA NA
My expectation is that tagged missings are most often used in conjuction with labels (described below), so labelled vectors print the tags for you, and
as_factor() knows how to relabel:
SPSS’s user-defined values work differently to SAS and Stata. Each column can have either up to three distinct values that are considered as missing, or a range. Haven provides
labelled_spss() as a subclass of
labelled() to model these additional user-defined missings.
x1 <- labelled_spss(c(1:10, 99), c(Missing = 99), na_value = 99) x2 <- labelled_spss(c(1:10, 99), c(Missing = 99), na_range = c(90, Inf)) x1 #> <Labelled SPSS double> #>  1 2 3 4 5 6 7 8 9 10 99 #> Missing values: 99 #> #> Labels: #> value label #> 99 Missing x2 #> <Labelled SPSS double> #>  1 2 3 4 5 6 7 8 9 10 99 #> Missing range: [90, Inf] #> #> Labels: #> value label #> 99 Missing
These objects are somewhat dangerous to work with in R because most R functions don’t know those values are missing:
mean(x1) #>  14
Because of that danger, the default behaviour of
read_spss() is to return regular labelled objects where user-defined missing values have been converted to
NAs. To get
read_spss() to return
labelled_spss() objects, you’ll need to set
user_na = TRUE.
I’ve defined an
is.na() method so you can find them yourself:
is.na(x1) #>  FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE TRUE
And the presence of that method does mean many functions with an
na.rm argument will work correctly:
mean(x1, na.rm = TRUE) #>  5.5
But generally you should either convert to a factor, convert to regular missing vaues, or strip the all the labels: