What's the difference between substitute and quote in R - r

In the official docs, it says:
substitute returns the parse tree for the (unevaluated) expression
expr, substituting any variables bound in env.
quote simply returns its argument. The argument is not evaluated and
can be any R expression.
But when I try:
> x <- 1
> substitute(x)
x
> quote(x)
x
It looks like both quote and substitute returns the expression that's passed as argument to them.
So my question is, what's the difference between substitute and quote, and what does it mean to "substituting any variables bound in env"?

Here's an example that may help you to easily see the difference between quote() and substitute(), in one of the settings (processing function arguments) where substitute() is most commonly used:
f <- function(argX) {
list(quote(argX),
substitute(argX),
argX)
}
suppliedArgX <- 100
f(argX = suppliedArgX)
# [[1]]
# argX
#
# [[2]]
# suppliedArgX
#
# [[3]]
# [1] 100

R has lazy evaluation, so the identity of a variable name token is a little less clear than in other languages. This is used in libraries like dplyr where you can write, for instance:
summarise(mtcars, total_cyl = sum(cyl))
We can ask what each of these tokens means: summarise and sum are defined functions, mtcars is a defined data frame, total_cyl is a keyword argument for the function summarise. But what is cyl?
> cyl
Error: object 'cyl' not found
It isn't anything! Well, not yet. R doesn't evaluate it right away, but treats it as an expression to be parsed later with some parse tree that is different than the global environment your command line is working in, specifically one where the columns of mtcars are defined. Somewhere in the guts of dplyr, something like this is happening:
> substitute(cyl, mtcars)
[1] 6 6 4 6 8 ...
Suddenly cyl means something. That's what substitute is for.
So what is quote for? Well sometimes you want your lazily-evaluated expression to be represented somewhere else before it's evaluated, i.e. you want to display the actual code you're writing without any (or only some) values substituted. The docs you quoted explain this is common for "informative labels for data sets and plots".
So, for example, you could create a quoted expression, and then both print the unevaluated expression in your chart to show how you calculated and actually calculate with the expression.
expr <- quote(x + y)
print(expr) # x + y
eval(expr, list(x = 1, y = 2)) # 3
Note that substitute can do this expression trick also while giving you the option to parse only part of it. So its features are a superset of quote.
expr <- substitute(x + y, list(x = 1))
print(expr) # 1 + y
eval(expr, list(y = 2)) # 3

Maybe this section of the documentation will help somewhat:
Substitution takes place by examining each component of the parse tree
as follows: If it is not a bound symbol in env, it is unchanged. If it
is a promise object, i.e., a formal argument to a function or
explicitly created using delayedAssign(), the expression slot of the
promise replaces the symbol. If it is an ordinary variable, its value
is substituted, unless env is .GlobalEnv in which case the symbol is
left unchanged.
Note the final bit, and consider this example:
e <- new.env()
assign(x = "a",value = 1,envir = e)
> substitute(a,env = e)
[1] 1
Compare that with:
> quote(a)
a
So there are two basic situations when the substitution will occur: when we're using it on an argument of a function, and when env is some environment other than .GlobalEnv. So that's why you particular example was confusing.
For another comparison with quote, consider modifying the myplot function in the examples section to be:
myplot <- function(x, y)
plot(x, y, xlab = deparse(quote(x)),
ylab = deparse(quote(y)))
and you'll see that quote really doesn't do any substitution.

Regarding your question why GlobalEnv is treated as an exception for substitute, it is just a heritage of S. From The R language definition (https://cran.r-project.org/doc/manuals/r-release/R-lang.html#Substitutions):
The special exception for substituting at the top level is admittedly peculiar. It has been inherited from S and the rationale is most likely that there is no control over which variables might be bound at that level so that it would be better to just make substitute act as quote.

Related

peculiar syntax for function within()

I came across this fantastic function called
within {base}
I use it more often now than the much hyped
mutate {dplyr}
My question is, why is within() having such a peculiar format with assignment operators used <- instead of the usual = for args; How is it different from mutate other than what is given in this fantastic article I found. I am interested to know the underlying mechanism.
Article of Bob Munchen - 2013
The function within takes an expression as second argument. That expression is essentially a codeblock, best contained within curly brackets {}.
In this codeblock, you can assign new variables, change values and the likes. The variables can be used in the codeblock as objects.
mutate on the other hand takes a set of arguments for the mutation. These arguments have to be named after the variable that should be created, and get the value for that variable as the value.
So :
mutate(iris, ratio = Sepal.Length/Petal.Length)
# and
within(iris, {ratio = Sepal.Length/Petal.Length})
give the same result. The problem starts when you remove the curly brackets:
> within(iris, ratio = Sepal.Length/Petal.Length)
Error in eval(substitute(expr), e) : argument is missing, with no default
The curly brackets enclosed an expression (piece of code), and hence within() worked correctly. If you don't use the {}, then R semantics reads that last command as "call the function within with iris as first argument and a second argument called ratio set to Sepal.Length/Petal.Length". And as the function within() doesn't have an argument ratio, that one is ignored. Instead, within looks for the expression that should be the second argument. But it can't find that one, so that explains the error.
So there's little peculiar about it. Both functions just have different arguments. All the rest is pretty much how R deals with arguments.
Args of within are not assigned with <- but with the usual =.
Let's see the first example in your link:
mydata.new <- within(mydata, {
+ x2 <- x ^ 2
+ x3 <- x2 + 100
+ } )
Here,
{
x2 <- x ^ 2
x3 <- x2 + 100
}
is just an argument of the function (an R expression). Nor x2 nor x3 are arguments to within. The function could have been called in that way instead to make it clearer:
mydata.new <- within(data = mydata, expr = {
x2 <- x ^ 2
x3 <- x2 + 100
})

'=' vs. '<-' as a function argument in R

I am a beginner so I'd appreciate any thoughts, and I understand that this question might be too basic for some of you.
Also, this question is not about the difference between <- and =, but about the way they get evaluated when they are part of the function argument. I read this thread, Assignment operators in R: '=' and '<-' and several others, but I couldn't understand the difference.
Here's the first line of code:
My objective is to get rid of variables in the environment. From reading the above thread, I would believe that <- would exist in the user workspace, so there shouldn't be any issue with deleting all variables.
Here is my code and two questions:
Question 1
First off, this code doesn't work.
rm(ls()) #throws an error
I believe this happens because ls() returns a character vector, and rm() expects an object name. Am I correct? If so, I would appreciate if someone could guide me how to get object names from character array.
Question 2
I googled this topic and found that this code below deletes all variables.
rm(list = ls())
While this does help me, I am unsure why = is used instead of <-. If I run the following code, I get an error Error in rm(list <- ls()) : ... must contain names or character strings
rm(list <- ls())
Why is this? Can someone please guide me? I'd appreciate any help/guidance.
I read this thread, Assignment operators in R: '=' and '<-' and several others, but I couldn't understand the difference.
No wonder, since the answers there are actually quite confusing, and some are outright wrong. Since that’s the case, let’s first establish the difference between them before diving into your actual question (which, it turns out, is mostly unrelated):
<- is an assignment operator
In R, <- is an operator that performs assignment from right to left, in the current scope. That’s it.
= is either an assignment operator or a distinct syntactic token
=, by contrast, has several meanings: its semantics change depending on the syntactic context it is used in:
If = is used inside a parameter list, immediately to the right of a parameter name, then its meaning is: “associate the value on the right with the parameter name on the left”.
Otherwise (i.e. in all other situations), = is also an operator, and by default has the same meaning as <-: i.e. it performs assignment in the current scope.
As a consequence of this, the operators <- and = can be used interchangeably1. However, = has an additional syntactic role in an argument list of a function definition or a function call. In this context it’s not an operator and cannot be replaced by <-.
So all these statements are equivalent:
x <- 1
x = 1
x[5] <- 1
x[5] = 1
(x <- 1)
(x = 1)
f((x <- 5))
f((x = 5))
Note the extra parentheses in the last example: if we omitted these, then f(x = 5) would be interpreted as a parameter association rather than an assignment.
With that out of the way, let’s turn to your first question:
When calling rm(ls()), you are passing ls() to rm as the ... parameter. Ronak’s answer explains this in more detail.
Your second question should be answered by my explanation above: <- and = behave differently in this context because the syntactic usage dictates that rm(list = ls()) associates ls() with the named parameter list, whereas <- is (as always) an assignment operator. The result of that assignment is then once again passed as the ... parameter.
1 Unless somebody changed their meaning: operators, like all other functions in R, can be overwritten with new definitions.
To expand on my comment slightly, consider this example:
> foo <- function(a,b) b+1
> foo(1,b <- 2) # Works
[1] 3
> ls()
[1] "b" "foo"
> foo(b <- 3) # Doesn't work
Error in foo(b <- 3) : argument "b" is missing, with no default
The ... argument has some special stuff going on that restricts things a little further in the OP's case, but this illustrates the issue with how R is parsing the function arguments.
Specifically, when R looks for named arguments, it looks specifically for arg = val, with an equals sign. Otherwise, it is parsing the arguments positionally. So when you omit the first argument, a, and just do b <- 1, it thinks the expression b <- 1 is what you are passing for the argument a.
If you check ?rm
rm(..., list = character(),pos = -1,envir = as.environment(pos), inherits = FALSE)
where ,
... - the objects to be removed, as names (unquoted) or character strings (quoted).
and
list - a character vector naming objects to be removed.
So, if you do
a <- 5
and then
rm(a)
it will remove the a from the global environment.
Further , if there are multiple objects you want to remove,
a <- 5
b <- 10
rm(a, b)
This can also be written as
rm(... = a, b)
where we are specifying that the ... part in syntax takes the arguments a and b
Similarly, when we want to specify the list part of the syntax, it has to be given by
rm(list = ls())
doing list <- ls() will store all the variables from ls() in the variable named list
list <- ls()
list
#[1] "a" "b" "list"
I hope this is helpful.

expression vs call

What is the difference between an expression and a call?
For instance:
func <- expression(2*x*y + x^2)
funcDx <- D(func, 'x')
Then:
> class(func)
[1] "expression"
> class(funcDx)
[1] "call"
Calling eval with envir list works on both of them. But Im curious what is the difference between the two class, and under what circumstances should I use expression or call.
You should use expression when you want its capacity to hold more than one expression or call. It really returns an "expression list". The usual situation for the casual user of R is in forming arguments to ploting functions where the task is forming symbolic expressions for labels. R expression-lists are lists with potentially many items, while calls never are such. It's interesting that #hadley's Advanced R Programming suggests "you'll never need to use [the expression function]": http://adv-r.had.co.nz/Expressions.html. Parenthetically, the bquote function is highly useful, but has the limitation that it does not act on more than one expression at a time. I recently hacked a response to such a problem about parsing expressions and got the check, but I thought #mnel's answer was better: R selectively style plot axis labels
The strategy of passing an expression to the evaluator with eval( expr, envir= < a named environment or list>) is essentially another route to what function is doing. A big difference between expression and call (the functions) is that the latter expects a character object and will evaluate it by looking for a named function in the symbol table.
When you say that processing both with the eval "works", you are not saying it produces the same results, right? The D function (call) has additional arguments that get substituted and restrict and modify the result. On the other hand evaluation of the expression-object substitutes the values into the symbols.
There seem to be "levels of evaluation":
expression(mean(1:10))
# expression(mean(1:10))
call("mean" , (1:10))
# mean(1:10)
eval(expression(mean(1:10)))
# [1] 5.5
eval(call("mean" , (1:10)))
# [1] 5.5
One might have expected eval(expression(mean(1:10))) to return just the next level of returning a call object but it continues to parse the expression tree and evaluate the results. In order to get just the unevaluated function call to mean, I needed to insert a quote:
eval(expression(quote(mean(1:10))))
# mean(1:10)
From the documentation (?expression):
...an R expression vector is a list of calls, symbols etc, for example as returned by parse.
Notice:
R> class(func[[1]])
[1] "call"
When given an expression, D acts on the first call. If func were simply a call, D would work the same.
R> func2 <- substitute(2 * x * y + x^2)
R> class(func2)
[1] "call"
R> D(func2, 'x')
2 * y + 2 * x
Sometimes for the sake of consistency, you might need to treat both as expressions.
in this case as.expression comes in handy:
func <- expression(2*x*y + x^2)
funcDx <- as.expression(D(func, 'x'))
> class(func)
[1] "expression"
> class(funcDx)
[1] "expression"

Convert character vector to numeric vector in R for value assignment?

I have:
z = data.frame(x1=a, x2=b, x3=c, etc)
I am trying to do:
for (i in 1:10)
{
paste(c('N'),i,sep="") -> paste(c('z$x'),i,sep="")
}
Problems:
paste(c('z$x'),i,sep="") yields "z$x1", "z$x1" instead of calling the actual values. I need the expression to be evaluated. I tried as.numeric, eval. Neither seemed to work.
paste(c('N'),i,sep="") yields "N1", "N2". I need the expression to be merely used as name. If I try to assign it a value such as paste(c('N'),5,sep="") -> 5, ie "N5" -> 5 instead of N5 -> 5, I get target of assignment expands to non-language object.
This task is pretty trivial since I can simply do:
N1 = x1...
N2 = x2...
etc, but I want to learn something new
I'd suggest using something like for( i in 1:10 ) z[,i] <- N[,i]...
BUT, since you said you want to learn something new, you can play around with parse and substitute.
NOTE: these little tools are funny, but experienced users (not me) avoid them.
This is called "computing on the language". It's very interesting, and it helps understanding the way R works. Let me try to give an intro:
The basic language construct is a constant, like a numeric or character vector. It is trivial because it is not different from its "unevaluated" version, but it is one of the building blocks for more complicated expressions.
The (officially) basic language object is the symbol, also known as a name. It's nothing but a pointer to another object, i.e., a token that identifies another object which may or may not exist. For instance, if you run x <- 10, then x is a symbol that refers to the value 10. In other words, evaluating the symbol x yields the numeric vector 10. Evaluating a non-existant symbol yields an error.
A symbol looks like a character string, but it is not. You can turn a string into a symbol with as.symbol("x").
The next language object is the call. This is a recursive object, implemented as a list whose elements are either constants, symbols, or another calls. The first element must not be a constant, because it must evaluate to the real function that will be called. The other elements are the arguments to this function.
If the first argument does not evaluate to an existing function, R will throw either Error: attempt to apply non-function or Error: could not find function "x" (if the first argument is a symbol that is undefined or points to something other than a function).
Example: the code line f(x, y+z, 2) will be parsed as a list of 4 elements, the first being f (as a symbol), the second being x (another symbol), the third another call, and the fourth a numeric constant. The third element y+z, is just a function with two arguments, so it parses as a list of three names: '+', y and z.
Finally, there is also the expression object, that is a list of calls/symbols/constants, that are meant to be evaluated one by one.
You'll find lots of information here:
https://github.com/hadley/devtools/wiki/Computing-on-the-language
OK, now let's get back to your question :-)
What you have tried does not work because the output of paste is a character string, and the assignment function expects as its first argument something that evaluates to a symbol, to be either created or modified. Alternativelly, the first argument can also evaluate to a call associated with a replacement function. These are a little trickier, but they are handled by the assignment function itself, not by the parser.
The error message you see, target of assignment expands to non-language object, is triggered by the assignment function, precisely because your target evaluates to a string.
We can fix that building up a call that has the symbols you want in the right places. The most "brute force" method is to put everything inside a string and use parse:
parse(text=paste('N',i," -> ",'z$x',i,sep=""))
Another way to get there is to use substitute:
substitute(x -> y, list(x=as.symbol(paste("N",i,sep="")), y=substitute(z$w, list(w=paste("x",i,sep="")))))
the inner substitute creates the calls z$x1, z$x2 etc. The outer substitute puts this call as the taget of the assignment, and the symbols N1, N2 etc as the values.
parse results in an expression, and substitute in a call. Both can be passed to eval to get the same result.
Just one final note: I repeat that all this is intended as a didactic example, to help understanding the inner workings of the language, but it is far from good programming practice to use parse and substitute, except when there is really no alternative.
A data.frame is a named list. It usually good practice, and idiomatically R-ish not to have lots of objects in the global environment, but to have related (or similar) objects in lists and to use lapply etc.
You could use list2env to multiassign the named elements of your list (the columns in your data.frame) to the global environment
DD <- data.frame(x = 1:3, y = letters[1:3], z = 3:1)
list2env(DD, envir = parent.frame())
## <environment: R_GlobalEnv>
## ta da, x, y and z now exist within the global environment
x
## [1] 1 2 3
y
## [1] a b c
## Levels: a b c
z
## [1] 3 2 1
I am not exactly sure what you are trying to accomplish. But here is a guess:
### Create a data.frame using the alphabet
data <- data.frame(x = 'a', y = 'b', z = 'c')
### Create a numerical index corresponding to the letter position in the alphabet
index <- which(tolower(letters[1:26]) == data[1, ])
### Use an 'lapply' to apply a function to every element in 'index'; creates a list
val <- lapply(index, function(x) {
paste('N', x, sep = '')
})
### Assign names to our list
names(val) <- names(data)
### Observe the result
val$x

Why are arguments to replacement functions not evaluated lazily?

Consider the following simple function:
f <- function(x, value){print(x);print(substitute(value))}
Argument x will eventually be evaluated by print, but value never will. So we can get results like this:
> f(a, a)
Error in print(x) : object 'a' not found
> f(3, a)
[1] 3
a
> f(1+1, 1+1)
[1] 2
1 + 1
> f(1+1, 1+"one")
[1] 2
1 + "one"
Everything as expected.
Now consider the same function body in a replacement function:
'g<-' <- function(x, value){print(x);print(substitute(value))}
(the single quotes should be fancy quotes)
Let's try it:
> x <- 3
> g(x) <- 4
[1] 3
[1] 4
Nothing unusual so far...
> g(x) <- a
Error: object 'a' not found
This is unexpected. Name a should be printed as a language object.
> g(x) <- 1+1
[1] 4
1 + 1
This is ok, as x's former value is 4. Notice the expression passed unevaluated.
The final test:
> g(x) <- 1+"one"
Error in 1 + "one" : non-numeric argument to binary operator
Wait a minute... Why did it try to evaluate this expression?
Well the question is: bug or feature? What is going on here? I hope some guru users will shed some light about promises and lazy evaluation on R. Or we may just conclude it's a bug.
We can reduce the problem to a slightly simpler example:
g <- function(x, value)
'g<-' <- function(x, value) x
x <- 3
# Works
g(x, a)
`g<-`(x, a)
# Fails
g(x) <- a
This suggests that R is doing something special when evaluating a replacement function: I suspect it evaluates all arguments. I'm not sure why, but the comments in the C code (https://github.com/wch/r-source/blob/trunk/src/main/eval.c#L1656 and https://github.com/wch/r-source/blob/trunk/src/main/eval.c#L1181) suggest it may be to make sure other intermediate variables are not accidentally modified.
Luke Tierney has a long comment about the drawbacks of the current approach, and illustrates some of the more complicated ways replacement functions can be used:
There are two issues with the approach here:
A complex assignment within a complex assignment, like
f(x, y[] <- 1) <- 3, can cause the value temporary
variable for the outer assignment to be overwritten and
then removed by the inner one. This could be addressed by
using multiple temporaries or using a promise for this
variable as is done for the RHS. Printing of the
replacement function call in error messages might then need
to be adjusted.
With assignments of the form f(g(x, z), y) <- w the value
of z will be computed twice, once for a call to g(x, z)
and once for the call to the replacement function g<-. It
might be possible to address this by using promises.
Using more temporaries would not work as it would mess up
replacement functions that use substitute and/or
nonstandard evaluation (and there are packages that do
that -- igraph is one).
I think the key may be found in this comment beginning at line 1682 of "eval.c" (and immediately followed by the evaluation of the assignment operation's RHS):
/* It's important that the rhs get evaluated first because
assignment is right associative i.e. a <- b <- c is parsed as
a <- (b <- c). */
PROTECT(saverhs = rhs = eval(CADR(args), rho));
We expect that if we do g(x) <- a <- b <- 4 + 5, both a and b will be assigned the value 9; this is in fact what happens.
Apparently, the way that R ensures this consistent behavior is to always evaluate the RHS of an assignment first, before carrying out the rest of the assignment. If that evaluation fails (as when you try something like g(x) <- 1 + "a"), an error is thrown and no assignment takes place.
I'm going to go out on a limb here, so please, folks with more knowledge feel free to comment/edit.
Note that when you run
'g<-' <- function(x, value){print(x);print(substitute(value))}
x <- 1
g(x) <- 5
a side effect is that 5 is assigned to x. Hence, both must be evaluated. But if you then run
'g<-'(x,10)
both the values of x and 10 are printed, but the value of x remains the same.
Speculation:
So the parser is distinguishing between whether you call g<- in the course of making an actual assignment, and when you simply call g<- directly.

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