首页 > 解决方案 > 通过对 2 列或更多列进行分组来计算基于日期差异的总和

问题描述

假设我有一个类似于下面的数据集:

| id   |    Date   | Buyer | diff | Amount | ConsecutiveSum |
|------|:---------:|------:|------|--------|----------------|
| 334  | 6/15/2018 | Simon | NA   | 1948   | 0              |
| 334  | 6/20/2018 | Simon | 5    | 4290   | 6238           |
| 334  | 8/17/2018 | Simon | 58   | 4260   | 8550           |
| 334  | 8/20/2018 | Simon | 3    | 79     | 4339           |
| 334  | 8/7/2018  | Wang  | NA   | 2145   | 0              |
| 334  | 8/9/2018  | Wang  | 2    | 4192   | 6337           |
| 5006 | 3/4/2019  | Wang  | NA   | 1700   | 0              |
| 5006 | 3/7/2019  | Wang  | 3    | 335    | 2035           |
| 5006 | 5/5/2019  | Wang  | 59   | 4400   | 4735           |
| 5006 | 5/9/2019  | Wang  | 4    | 2700   | 7100           |
| 5006 | 5/14/2019 | Wang  | 5    | 4355   | 7055           |
| 5006 | 5/17/2019 | Wang  | 3    | 3100   | 7455           |

我需要获取相同买方和相同 ID 的连续行金额总和 >=5000 但相差 5 天(<=5 天)的交易。例如,在上述数据集中,Simon 在 2018 年 6 月 15 日和 2018 年 6 月 20 日有交易,相差 5 天,ConsecutiveSum 也 >=5000,而对于 8/17/2018 和 8/ 20/2018 也是 5 天内的差异,但 ConsecutiveSum 不大于或等于 5000(所以,我不希望这些交易出现在输出中)。此外,王在 2019 年 5 月 5 日和 2019 年 5 月 9 日完成的交易相差 5 天之内,但我只能获得 2019 年 5 月 9 日的交易,而不是 2019 年 5 月 5 日的交易这篇文章如果连续行之间的差异满足条件,则计算一列的总和. 如何重组代码以包含此类事务?

下面是后面的代码:

df <- data.frame(id = c("334","334","334","334","334","334","5006","5006","5006","5006","5006","5006"),
      Date = c("6/15/2018","6/20/2018","8/17/2018","8/20/2019","8/7/2018","8/9/2018","3/4/2019",
             "3/7/2019","5/5/2019","5/9/2019","5/14/2019","5/17/2019"), 
      Buyer = c("Simon", "Simon", "Simon", "Simon", "Chang", "Chang", "Chang", "Chang", "Chang",
              "Chang","Chang","Chang"), 
      diff = c("NA","5","58","3","NA","2","NA","3","59","4","5","3"),
      Amount = c("1948","4290","4260","79","2145","4192","1700","335","4400","2700","4355","3100"), 
      ConsecutiveSum = c("0","6238","8550","4339","0","6337","0","2035","4735","7100","7055","7455"),stringsAsFactors = F)  

df$Date <- as.Date(df$Date, '%m/%d/%Y')
df$Amount <- as.numeric(df$Amount)
df$diff <- as.numeric(df$diff)
df$ConsecutiveSum <- as.numeric(df$ConsecutiveSum)

df_sum = df %>% group_by(Buyer,id) %>%
         mutate(rank=dense_rank(Date)) %>%
         mutate(ConsecutiveSum = ifelse(is.na(lag(Amount)),0,Amount  + lag(Amount , default = 0))) %>% 
         filter(diff<=5 & ConsecutiveSum>=5000 | ConsecutiveSum==0 & lead(ConsecutiveSum)>=5000) 

我的预期输出应该如下所示:

| id   |    Date   | Buyer | diff | Amount | ConsecutiveSum |
|------|:---------:|------:|------|--------|----------------|
| 334  | 6/15/2018 | Simon | NA   | 1948   | 0              |
| 334  | 6/20/2018 | Simon | 5    | 4290   | 6238           |
| 334  |  8/7/2018 |  Wang | NA   | 2145   | 0              |
| 334  | 8/9/2018  | Wang  | 2    | 4192   | 6337           |
| 5006 | 5/5/2019  | Wang  | 59   | 4400   | 4735           |
| 5006 | 5/9/2019  | Wang  | 4    | 2700   | 7100           |
| 5006 | 5/14/2019 | Wang  | 5    | 4355   | 7055           |
| 5006 | 5/17/2019 | Wang  | 3    | 3100   | 7455           |

标签: rfiltergroup-bysum

解决方案


这是使用隐藏变量keep1和的可能性keep2。首先重复示例中的所有行,直到df$ConsecutiveSum <- as.numeric(df$ConsecutiveSum)然后:

df %>% replace_na(list(diff=0)) %>% 
    mutate(keep1=ifelse((ConsecutiveSum>=5000 & diff<=5), 1, 0)) %>% 
    mutate(keep2=ifelse(lead(keep1)==1, 1, 0)) %>% 
    filter(keep1==1|keep2==1) %>% select(-keep1,-keep2)

结果是:

    id       Date Buyer diff Amount ConsecutiveSum
1  334 2018-06-15 Simon    0   1948              0
2  334 2018-06-20 Simon    5   4290           6238
3  334 2018-08-07 Chang    0   2145              0
4  334 2018-08-09 Chang    2   4192           6337
5 5006 2019-05-05 Chang   59   4400           4735
6 5006 2019-05-09 Chang    4   2700           7100
7 5006 2019-05-14 Chang    5   4355           7055
8 5006 2019-05-17 Chang    3   3100           7455

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