The col_is_factor() validation function, the expect_col_is_factor() expectation function, and the test_col_is_factor() test function all check whether one or more columns in a table is of the factor type. Like many of the col_is_*()-type functions in pointblank, the only requirement is a specification of the column names. The validation function can be used directly on a data table or with an agent object (technically, a ptblank_agent object) whereas the expectation and test functions can only be used with a data table. The types of data tables that can be used include data frames, tibbles, database tables (tbl_dbi), and Spark DataFrames (tbl_spark). Each validation step or expectation will operate over a single test unit, which is whether the column is a factor-type column or not.

col_is_factor(
x,
columns,
actions = NULL,
step_id = NULL,
label = NULL,
brief = NULL,
active = TRUE
)

expect_col_is_factor(object, columns, threshold = 1)

test_col_is_factor(object, columns, threshold = 1)

## Arguments

x A data frame, tibble (tbl_df or tbl_dbi), Spark DataFrame (tbl_spark), or, an agent object of class ptblank_agent that is created with create_agent(). The column (or a set of columns, provided as a character vector) to which this validation should be applied. A list containing threshold levels so that the validation step can react accordingly when exceeding the set levels. This is to be created with the action_levels() helper function. One or more optional identifiers for the single or multiple validation steps generated from calling a validation function. The use of step IDs serves to distinguish validation steps from each other and provide an opportunity for supplying a more meaningful label compared to the step index. By default this is NULL, and pointblank will automatically generate the step ID value (based on the step index) in this case. One or more values can be provided, and the exact number of ID values should (1) match the number of validation steps that the validation function call will produce (influenced by the number of columns provided), (2) be an ID string not used in any previous validation step, and (3) be a vector with unique values. An optional label for the validation step. This label appears in the agent report and for the best appearance it should be kept short. An optional, text-based description for the validation step. If nothing is provided here then an autobrief is generated by the agent, using the language provided in create_agent()'s lang argument (which defaults to "en" or English). The autobrief incorporates details of the validation step so it's often the preferred option in most cases (where a label might be better suited to succinctly describe the validation). A logical value indicating whether the validation step should be active. If the validation function is working with an agent, FALSE will make the validation step inactive (still reporting its presence and keeping indexes for the steps unchanged). If the validation function will be operating directly on data (no agent involvement), then any step with active = FALSE will simply pass the data through with no validation whatsoever. Aside from a logical vector, a one-sided R formula using a leading ~ can be used with . (serving as the input data table) to evaluate to a single logical value. With this approach, the pointblank function has_columns() can be used to determine whether to make a validation step active on the basis of one or more columns existing in the table (e.g., ~ . %>% has_columns(vars(d, e))). The default for active is TRUE. A data frame, tibble (tbl_df or tbl_dbi), or Spark DataFrame (tbl_spark) that serves as the target table for the expectation function or the test function. A simple failure threshold value for use with the expectation (expect_) and the test (test_) function variants. By default, this is set to 1 meaning that any single unit of failure in data validation results in an overall test failure. Whole numbers beyond 1 indicate that any failing units up to that absolute threshold value will result in a succeeding testthat test or evaluate to TRUE. Likewise, fractional values (between 0 and 1) act as a proportional failure threshold, where 0.15 means that 15 percent of failing test units results in an overall test failure.

## Value

For the validation function, the return value is either a ptblank_agent object or a table object (depending on whether an agent object or a table was passed to x). The expectation function invisibly returns its input but, in the context of testing data, the function is called primarily for its potential side-effects (e.g., signaling failure). The test function returns a logical value.

## Column Names

If providing multiple column names, the result will be an expansion of validation steps to that number of column names (e.g., vars(col_a, col_b) will result in the entry of two validation steps). Aside from column names in quotes and in vars(), tidyselect helper functions are available for specifying columns. They are: starts_with(), ends_with(), contains(), matches(), and everything().

## Actions

Often, we will want to specify actions for the validation. This argument, present in every validation function, takes a specially-crafted list object that is best produced by the action_levels() function. Read that function's documentation for the lowdown on how to create reactions to above-threshold failure levels in validation. The basic gist is that you'll want at least a single threshold level (specified as either the fraction of test units failed, or, an absolute value), often using the warn_at argument. This is especially true when x is a table object because, otherwise, nothing happens. For the col_is_*()-type functions, using action_levels(warn_at = 1) or action_levels(stop_at = 1) are good choices depending on the situation (the first produces a warning, the other stop()s).

## Briefs

Want to describe this validation step in some detail? Keep in mind that this is only useful if x is an agent. If that's the case, brief the agent with some text that fits. Don't worry if you don't want to do it. The autobrief protocol is kicked in when brief = NULL and a simple brief will then be automatically generated.

## YAML

A pointblank agent can be written to YAML with yaml_write() and the resulting YAML can be used to regenerate an agent (with yaml_read_agent()) or interrogate the target table (via yaml_agent_interrogate()). When col_is_factor() is represented in YAML (under the top-level steps key as a list member), the syntax closely follows the signature of the validation function. Here is an example of how a complex call of col_is_factor() as a validation step is expressed in R code and in the corresponding YAML representation.

# R statement
agent %>%
col_is_factor(
vars(a),
actions = action_levels(warn_at = 0.1, stop_at = 0.2),
label = "The col_is_factor() step.",
active = FALSE
)

# YAML representation
steps:
- col_is_factor:
columns: vars(a)
actions:
warn_fraction: 0.1
stop_fraction: 0.2
label: The col_is_factor() step.
active: false


In practice, both of these will often be shorter as only the columns, argument requires a value. Arguments with default values won't be written to YAML when using yaml_write() (though it is acceptable to include them with their default when generating the YAML by other means). It is also possible to preview the transformation of an agent to YAML without any writing to disk by using the yaml_agent_string() function.

## Function ID

2-28

Other validation functions: col_exists(), col_is_character(), col_is_date(), col_is_integer(), col_is_logical(), col_is_numeric(), col_is_posix(), col_schema_match(), col_vals_between(), col_vals_decreasing(), col_vals_equal(), col_vals_expr(), col_vals_gte(), col_vals_gt(), col_vals_in_set(), col_vals_increasing(), col_vals_lte(), col_vals_lt(), col_vals_make_set(), col_vals_make_subset(), col_vals_not_between(), col_vals_not_equal(), col_vals_not_in_set(), col_vals_not_null(), col_vals_null(), col_vals_regex(), col_vals_within_spec(), conjointly(), rows_complete(), rows_distinct(), serially(), specially()

## Examples

# Let's modify the f column in the
# small_table dataset so that the
# values are factors instead of having
# the character class; the following
# examples will validate that the f
# column was successfully mutated and
# now consists of factors
tbl <-
small_table %>%
dplyr::mutate(f = factor(f))

# A: Using an agent with validation
#    functions and then interrogate()

# Validate that the column f in the
# tbl object is of the factor class
agent <-
create_agent(tbl) %>%
col_is_factor(vars(f)) %>%
interrogate()

# Determine if this validation
# had no failing test units (1)
all_passed(agent)
#> [1] TRUE

# Calling agent in the console
# prints the agent's report; but we
# can get a gt_tbl object directly
# with get_agent_report(agent)

# B: Using the validation function
#    directly on the data (no agent)

# This way of using validation functions
# acts as a data filter: data is passed
# through but should stop() if there
# is a single test unit failing; the
# behavior of side effects can be
# customized with the actions option
tbl %>%
col_is_factor(vars(f)) %>%
dplyr::slice(1:5)
#> # A tibble: 5 × 8
#>   date_time           date           a b             c      d e     f
#>   <dttm>              <date>     <int> <chr>     <dbl>  <dbl> <lgl> <fct>
#> 1 2016-01-04 11:00:00 2016-01-04     2 1-bcd-345     3  3423. TRUE  high
#> 2 2016-01-04 00:32:00 2016-01-04     3 5-egh-163     8 10000. TRUE  low
#> 3 2016-01-05 13:32:00 2016-01-05     6 8-kdg-938     3  2343. TRUE  high
#> 4 2016-01-06 17:23:00 2016-01-06     2 5-jdo-903    NA  3892. FALSE mid
#> 5 2016-01-09 12:36:00 2016-01-09     8 3-ldm-038     7   284. TRUE  low

# C: Using the expectation function

# With the expect_*() form, we would
# typically perform one validation at a
# time; this is primarily used in
# testthat tests
expect_col_is_factor(tbl, vars(f))

# D: Using the test function

# With the test_*() form, we should
# get a single logical value returned
# to us
tbl %>% test_col_is_factor(vars(f))
#> [1] TRUE