Per-operation grouping with .by/by

There are two ways to group in dplyr:

• Persistent grouping with group_by()

• Per-operation grouping with .by/by

This help page is dedicated to explaining where and why you might want to use the latter.

Depending on the dplyr verb, the per-operation grouping argument may be named .by or by. The Supported verbs section below outlines this on a case-by-case basis. The remainder of this page will refer to .by for simplicity.

Grouping radically affects the computation of the dplyr verb you use it with, and one of the goals of .by is to allow you to place that grouping specification alongside the code that actually uses it. As an added benefit, with .by you no longer need to remember to ungroup() after summarise(), and summarise() won't ever message you about how it's handling the groups!

This idea comes from data.table, which allows you to specify by alongside modifications in j, like: dt[, .(x = mean(x)), by = g].

Supported verbs

• mutate(.by = )

• summarise(.by = )

• reframe(.by = )

• filter(.by = )

• slice(.by = )

• slice_head(by = ) and slice_tail(by = )

• slice_min(by = ) and slice_max(by = )

• slice_sample(by = )

Note that some dplyr verbs use by while others use .by. This is a purely technical difference.

Differences between .by and group_by()

.by	group_by()
Grouping only affects a single verb	Grouping is persistent across multiple verbs
Selects variables with tidy-select	Computes expressions with data-masking
Summaries use existing order of group keys	Summaries sort group keys in ascending order

Using .by

Let's take a look at the two grouping approaches using this expenses data set, which tracks costs accumulated across various ids and regions:

expenses <- tibble(
  id = c(1, 2, 1, 3, 1, 2, 3),
  region = c("A", "A", "A", "B", "B", "A", "A"),
  cost = c(25, 20, 19, 12, 9, 6, 6)
)
expenses
#> # A tibble: 7 x 3
#>      id region  cost
#>   <dbl> <chr>  <dbl>
#> 1     1 A         25
#> 2     2 A         20
#> 3     1 A         19
#> 4     3 B         12
#> 5     1 B          9
#> 6     2 A          6
#> 7     3 A          6

Imagine that you wanted to compute the average cost per region. You'd probably write something like this:

expenses %>%
  group_by(region) %>%
  summarise(cost = mean(cost))
#> # A tibble: 2 x 2
#>   region  cost
#>   <chr>  <dbl>
#> 1 A       15.2
#> 2 B       10.5

Instead, you can now specify the grouping inline within the verb:

expenses %>%
  summarise(cost = mean(cost), .by = region)
#> # A tibble: 2 x 2
#>   region  cost
#>   <chr>  <dbl>
#> 1 A       15.2
#> 2 B       10.5

.by applies to a single operation, meaning that since expenses was an ungrouped data frame, the result after applying .by will also always be an ungrouped data frame, regardless of the number of grouping columns.

expenses %>%
  summarise(cost = mean(cost), .by = c(id, region))
#> # A tibble: 5 x 3
#>      id region  cost
#>   <dbl> <chr>  <dbl>
#> 1     1 A         22
#> 2     2 A         13
#> 3     3 B         12
#> 4     1 B          9
#> 5     3 A          6

Compare that with group_by() %>% summarise(), where summarise() generally peels off 1 layer of grouping by default, typically with a message that it is doing so:

expenses %>%
  group_by(id, region) %>%
  summarise(cost = mean(cost))
#> `summarise()` has grouped output by 'id'. You can override using the `.groups`
#> argument.
#> # A tibble: 5 x 3
#> # Groups:   id [3]
#>      id region  cost
#>   <dbl> <chr>  <dbl>
#> 1     1 A         22
#> 2     1 B          9
#> 3     2 A         13
#> 4     3 A          6
#> 5     3 B         12

Because .by grouping applies to a single operation, you don't need to worry about ungrouping, and it never needs to emit a message to remind you what it is doing with the groups.

Note that with .by we specified multiple columns to group by using the tidy-select syntax c(id, region). If you have a character vector of column names you'd like to group by, you can do so with .by = all_of(my_cols). It will group by the columns in the order they were provided.

To prevent surprising results, you can't use .by on an existing grouped data frame:

expenses %>%
  group_by(id) %>%
  summarise(cost = mean(cost), .by = c(id, region))
#> Error in `summarise()`:
#> ! Can't supply `.by` when `.data` is a grouped data frame.

So far we've focused on the usage of .by with summarise(), but .by works with a number of other dplyr verbs. For example, you could append the mean cost per region onto the original data frame as a new column rather than computing a summary:

expenses %>%
  mutate(cost_by_region = mean(cost), .by = region)
#> # A tibble: 7 x 4
#>      id region  cost cost_by_region
#>   <dbl> <chr>  <dbl>          <dbl>
#> 1     1 A         25           15.2
#> 2     2 A         20           15.2
#> 3     1 A         19           15.2
#> 4     3 B         12           10.5
#> 5     1 B          9           10.5
#> 6     2 A          6           15.2
#> 7     3 A          6           15.2

Or you could slice out the maximum cost per combination of id and region:

# Note that the argument is named `by` in `slice_max()`
expenses %>%
  slice_max(cost, n = 1, by = c(id, region))
#> # A tibble: 5 x 3
#>      id region  cost
#>   <dbl> <chr>  <dbl>
#> 1     1 A         25
#> 2     2 A         20
#> 3     3 B         12
#> 4     1 B          9
#> 5     3 A          6

Result ordering

When used with .by, summarise(), reframe(), and slice() all maintain the ordering of the existing data. This is different from group_by(), which has always sorted the group keys in ascending order.

df <- tibble(
  month = c("jan", "jan", "feb", "feb", "mar"),
  temp = c(20, 25, 18, 20, 40)
)

# Uses ordering by "first appearance" in the original data
df %>%
  summarise(average_temp = mean(temp), .by = month)
#> # A tibble: 3 x 2
#>   month average_temp
#>   <chr>        <dbl>
#> 1 jan           22.5
#> 2 feb           19
#> 3 mar           40

# Sorts in ascending order
df %>%
  group_by(month) %>%
  summarise(average_temp = mean(temp))
#> # A tibble: 3 x 2
#>   month average_temp
#>   <chr>        <dbl>
#> 1 feb           19
#> 2 jan           22.5
#> 3 mar           40

If you need sorted group keys, we recommend that you explicitly use arrange() either before or after the call to summarise(), reframe(), or slice(). This also gives you full access to all of arrange()'s features, such as desc() and the .locale argument.

Verbs without .by support

If a dplyr verb doesn't support .by, then that typically means that the verb isn't inherently affected by grouping. For example, pull() and rename() don't support .by, because specifying columns to group by would not affect their implementations.

That said, there are a few exceptions to this where sometimes a dplyr verb doesn't support .by, but does have special support for grouped data frames created by group_by(). This is typically because the verbs are required to retain the grouping columns, for example:

• select() always retains grouping columns, with a message if any aren't specified in the select() call.

• distinct() and count() place unspecified grouping columns at the front of the data frame before computing their results.

• arrange() has a .by_group argument to optionally order by grouping columns first.

If group_by() didn't exist, then these verbs would not have special support for grouped data frames.