Filtering and Sorting with OpenRefine

Overview

Teaching: 10 min
Exercises: 10 min
Questions
  • How can we select only a subset of our data to work with?

  • How can we sort our data?

Objectives
  • Employ text filter or include/exclude to filter to a subset of rows.

  • Sort tables by a column.

  • Sort tables by multiple columns.

Lesson

Filtering

There are many entries in our data table. We can filter it to work on a subset of the data in the list for the next set of operations. Please ensure you perform this step to save time during the class.

  1. Click the down arrow next to CMMED > Text filter. A CMMED facet will appear on the left margin.
  2. Type in aspirin and press return. There are 1931 matching rows of the original 55360 rows (and these rows are selected for the subsequent steps).
  3. At the top, change the view to Show 50 rows. This way you will see all the matching rows.

Exercise

  1. Scroll over so you can see CMREASON (the indication for the prescription). What is the most frequent indication for this medication?
  2. How would you restrict this list to just the most frequent indication?

Solution

  1. Do Facet > Text facet on the CMREASON column after filtering, then select “Sort by count.” Notice that the most frequent CMREASON values are numeric. Among the text values, the most frequent indication is general health (28 rows).
  2. To restrict to only cases taking aspirin for general health, add a second text filter. Notice that if we don’t select the checkbox for “case sensitive,” we see 32 rows, a few more than the 28 returned above.

Excluding entries

In addition to the solutions included above, another way to narrow our filter is to include and/or exclude entries in a facet. If you still have your facet for CMMED, you can use it, or use drop-down menu > Facet > Text facet to create a new facet. Only the entries with names that agree with your Text filter will be included in this facet.

Faceting and filtering look very similar. A good distinction is that faceting gives you an overview description of all of the data that is currently selected, while filtering allows you to select a subset of your data for analysis.

Exercise

Use include / exclude to select only entries matching general health.

Solution

  1. Remove the filter we applied in the previous solution.
  2. In the facet (left margin), click on general health. Notice that when you click on the name, or hover over it, there are entries to the right for edit and include.
  3. Click include. This will explicitly include this indication, and exclude others that are not expicitly included. Notice that the option now changes to exclude.
  4. Click include and exclude on another indication (e.g. cardiovascular prophylaxis) and notice how the two entries appear and disappear from the table.

Important: Remove these selection criteria from your filtered dataset before continuing with the rest of the exercises.

Sort

You can sort the data in a column by using the drop-down menu available in that column. There you can sort by text, numbers, dates or booleans (TRUE or FALSE values). You can also specify what order to put Blanks and Errors in the sorted results.

If this is your first time sorting this table, then the drop-down menu for the selected column shows Sort.... Select what you would like to sort by (such as numbers). Additional options will then appear for you to fine-tune your sorting.

Exercise

Sort by USERDATE such that the latest dates are first. What happened?

Solution

In the USERDATE column, select Sort... > dates and select latest first. Nothing happens! This is because it is not formatted as a date. Select Edit cells > Common transforms > To date. Then try the sort again.

If you try to re-sort a column that you have already used, the drop-down menu changes slightly, to > Sort without the ..., to remind you that you have already used this column. It will give you additional options:

Sorting by multiple columns.

You can sort by multiple columns by performing sort on additional columns. The sort will depend on the order in which you select columns to sort. To restart the sorting process with a particular column, check the sort by this column alone box in the Sort pop-up menu.

Exercise

You might like to look for trends in your data by study phases.

  1. How do you sort your data by study phase?
  2. How would you do this differently if you were instead trying to see all of your entries ordered by subject ID, and then by study phase?

Solution

  1. For the Phase column, click on Sort... and then text. This will group all ADNI1 entries, for example, regardless of subject ID.
  2. For the RID column, click on Sort > Sort... > numbers and select sort by this column alone. This will undo the sorting by study phase step. Once you’ve sorted by RID you can then apply another sorting step to sort by study phase. To do this for the Phase column, click on Sort > text but do not select sort by this column alone.

If you go back to one of the already sorted columns and select > Sort > Remove sort, that column is removed from your multiple sort. If it is the only column sorted, then data reverts to its original order.

Exercise

For the Phase column, click on Sort > Remove sort.

Key Points

  • OpenRefine provides a way to sort and filter data without affecting the raw data.