Revision 8aac809024616956185de807d5c816e835ff0127 authored by Steven G. Johnson on 14 July 2023, 12:41:09 UTC, committed by Steven G. Johnson on 16 July 2023, 20:01:13 UTC
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missing.md
# [Missing Values](@id missing)
Julia provides support for representing missing values in the statistical sense.
This is for situations where no value is available for a variable in an observation,
but a valid value theoretically exists.
Missing values are represented via the [`missing`](@ref) object, which is the
singleton instance of the type [`Missing`](@ref). `missing` is equivalent to
[`NULL` in SQL](https://en.wikipedia.org/wiki/NULL_(SQL)) and
[`NA` in R](https://cran.r-project.org/doc/manuals/r-release/R-lang.html#NA-handling),
and behaves like them in most situations.
## Propagation of Missing Values
`missing` values *propagate* automatically when passed to standard mathematical
operators and functions.
For these functions, uncertainty about the value of one of the operands
induces uncertainty about the result. In practice, this means a math operation
involving a `missing` value generally returns `missing`:
```jldoctest
julia> missing + 1
missing
julia> "a" * missing
missing
julia> abs(missing)
missing
```
Since `missing` is a normal Julia object, this propagation rule only works
for functions which have opted in to implement this behavior. This can be
achieved by:
- adding a specific method defined for arguments of type `Missing`,
- accepting arguments of this type, and passing them to functions
which propagate them (like standard math operators).
Packages should consider
whether it makes sense to propagate missing values when defining new functions,
and define methods appropriately if this is the case. Passing a `missing` value
to a function which does not have a method accepting arguments of type `Missing`
throws a [`MethodError`](@ref), just like for any other type.
Functions that do not propagate `missing` values can be made to do so by wrapping
them in the `passmissing` function provided by the
[Missings.jl](https://github.com/JuliaData/Missings.jl) package.
For example, `f(x)` becomes `passmissing(f)(x)`.
## Equality and Comparison Operators
Standard equality and comparison operators follow the propagation rule presented
above: if any of the operands is `missing`, the result is `missing`.
Here are a few examples:
```jldoctest
julia> missing == 1
missing
julia> missing == missing
missing
julia> missing < 1
missing
julia> 2 >= missing
missing
```
In particular, note that `missing == missing` returns `missing`, so `==` cannot
be used to test whether a value is missing. To test whether `x` is `missing`,
use [`ismissing(x)`](@ref).
Special comparison operators [`isequal`](@ref) and [`===`](@ref) are exceptions
to the propagation rule. They will always return a `Bool` value, even in the presence
of `missing` values, considering `missing` as equal to `missing` and as different
from any other value. They can therefore be used to test whether a value is `missing`:
```jldoctest
julia> missing === 1
false
julia> isequal(missing, 1)
false
julia> missing === missing
true
julia> isequal(missing, missing)
true
```
The [`isless`](@ref) operator is another exception: `missing` is considered
as greater than any other value. This operator is used by [`sort!`](@ref),
which therefore places `missing` values after all other values:
```jldoctest
julia> isless(1, missing)
true
julia> isless(missing, Inf)
false
julia> isless(missing, missing)
false
```
## Logical operators
Logical (or boolean) operators [`|`](@ref), [`&`](@ref) and [`xor`](@ref) are
another special case since they only propagate `missing` values when it is logically
required. For these operators, whether or not the result is uncertain, depends
on the particular operation. This follows the well-established rules of
[*three-valued logic*](https://en.wikipedia.org/wiki/Three-valued_logic) which are
implemented by e.g. `NULL` in SQL and `NA` in R. This abstract definition
corresponds to a relatively natural behavior which is best explained
via concrete examples.
Let us illustrate this principle with the logical "or" operator [`|`](@ref).
Following the rules of boolean logic, if one of the operands is `true`,
the value of the other operand does not have an influence on the result,
which will always be `true`:
```jldoctest
julia> true | true
true
julia> true | false
true
julia> false | true
true
```
Based on this observation, we can conclude if one of the operands is `true`
and the other `missing`, we know that the result is `true` in spite of the
uncertainty about the actual value of one of the operands. If we had
been able to observe the actual value of the second operand, it could only be
`true` or `false`, and in both cases the result would be `true`. Therefore,
in this particular case, missingness does *not* propagate:
```jldoctest
julia> true | missing
true
julia> missing | true
true
```
On the contrary, if one of the operands is `false`, the result could be either
`true` or `false` depending on the value of the other operand. Therefore,
if that operand is `missing`, the result has to be `missing` too:
```jldoctest
julia> false | true
true
julia> true | false
true
julia> false | false
false
julia> false | missing
missing
julia> missing | false
missing
```
The behavior of the logical "and" operator [`&`](@ref) is similar to that of the
`|` operator, with the difference that missingness does not propagate when
one of the operands is `false`. For example, when that is the case of the first
operand:
```jldoctest
julia> false & false
false
julia> false & true
false
julia> false & missing
false
```
On the other hand, missingness propagates when one of the operands is `true`,
for example the first one:
```jldoctest
julia> true & true
true
julia> true & false
false
julia> true & missing
missing
```
Finally, the "exclusive or" logical operator [`xor`](@ref) always propagates
`missing` values, since both operands always have an effect on the result.
Also note that the negation operator [`!`](@ref) returns `missing` when the
operand is `missing`, just like other unary operators.
## Control Flow and Short-Circuiting Operators
Control flow operators including [`if`](@ref), [`while`](@ref) and the
[ternary operator](@ref man-conditional-evaluation) `x ? y : z`
do not allow for missing values. This is because of the uncertainty about whether
the actual value would be `true` or `false` if we could observe it.
This implies we do not know how the program should behave. In this case, a
[`TypeError`](@ref) is thrown as soon as a `missing` value is encountered in this context:
```jldoctest
julia> if missing
println("here")
end
ERROR: TypeError: non-boolean (Missing) used in boolean context
```
For the same reason, contrary to logical operators presented above,
the short-circuiting boolean operators [`&&`](@ref) and [`||`](@ref) do not
allow for `missing` values in situations where the value of the operand
determines whether the next operand is evaluated or not. For example:
```jldoctest
julia> missing || false
ERROR: TypeError: non-boolean (Missing) used in boolean context
julia> missing && false
ERROR: TypeError: non-boolean (Missing) used in boolean context
julia> true && missing && false
ERROR: TypeError: non-boolean (Missing) used in boolean context
```
In contrast, there is no error thrown when the result can be determined without
the `missing` values. This is the case when the code short-circuits
before evaluating the `missing` operand, and when the `missing` operand is the
last one:
```jldoctest
julia> true && missing
missing
julia> false && missing
false
```
## Arrays With Missing Values
Arrays containing missing values can be created like other arrays:
```jldoctest
julia> [1, missing]
2-element Vector{Union{Missing, Int64}}:
1
missing
```
As this example shows, the element type of such arrays is `Union{Missing, T}`,
with `T` the type of the non-missing values. This reflects the fact that
array entries can be either of type `T` (here, `Int64`) or of type `Missing`.
This kind of array uses an efficient memory storage equivalent to an `Array{T}`
holding the actual values combined with an `Array{UInt8}` indicating the type
of the entry (i.e. whether it is `Missing` or `T`).
Arrays allowing for missing values can be constructed with the standard syntax.
Use `Array{Union{Missing, T}}(missing, dims)` to create arrays filled with
missing values:
```jldoctest
julia> Array{Union{Missing, String}}(missing, 2, 3)
2×3 Matrix{Union{Missing, String}}:
missing missing missing
missing missing missing
```
!!! note
Using `undef` or `similar` may currently give an array filled with
`missing`, but this is not the correct way to obtain such an array.
Use a `missing` constructor as shown above instead.
An array with element type allowing `missing` entries (e.g. `Vector{Union{Missing, T}}`)
which does not contain any `missing` entries can be converted to an array type that does
not allow for `missing` entries (e.g. `Vector{T}`) using
[`convert`](@ref). If the array contains `missing` values, a `MethodError` is thrown
during conversion:
```jldoctest
julia> x = Union{Missing, String}["a", "b"]
2-element Vector{Union{Missing, String}}:
"a"
"b"
julia> convert(Array{String}, x)
2-element Vector{String}:
"a"
"b"
julia> y = Union{Missing, String}[missing, "b"]
2-element Vector{Union{Missing, String}}:
missing
"b"
julia> convert(Array{String}, y)
ERROR: MethodError: Cannot `convert` an object of type Missing to an object of type String
```
## Skipping Missing Values
Since `missing` values propagate with standard mathematical operators, reduction
functions return `missing` when called on arrays which contain missing values:
```jldoctest
julia> sum([1, missing])
missing
```
In this situation, use the [`skipmissing`](@ref) function to skip missing values:
```jldoctest
julia> sum(skipmissing([1, missing]))
1
```
This convenience function returns an iterator which filters out `missing` values
efficiently. It can therefore be used with any function which supports iterators:
```jldoctest skipmissing
julia> x = skipmissing([3, missing, 2, 1])
skipmissing(Union{Missing, Int64}[3, missing, 2, 1])
julia> maximum(x)
3
julia> sum(x)
6
julia> mapreduce(sqrt, +, x)
4.146264369941973
```
Objects created by calling `skipmissing` on an array can be indexed using indices
from the parent array. Indices corresponding to missing values are not valid for
these objects, and an error is thrown when trying to use them (they are also skipped
by `keys` and `eachindex`):
```jldoctest skipmissing
julia> x[1]
3
julia> x[2]
ERROR: MissingException: the value at index (2,) is missing
[...]
```
This allows functions which operate on indices to work in combination with `skipmissing`.
This is notably the case for search and find functions. These functions return indices
valid for the object returned by `skipmissing`, and are also the indices of the
matching entries *in the parent array*:
```jldoctest skipmissing
julia> findall(==(1), x)
1-element Vector{Int64}:
4
julia> findfirst(!iszero, x)
1
julia> argmax(x)
1
```
Use [`collect`](@ref) to extract non-`missing` values and store them in an array:
```jldoctest skipmissing
julia> collect(x)
3-element Vector{Int64}:
3
2
1
```
## Logical Operations on Arrays
The three-valued logic described above for logical operators is also used
by logical functions applied to arrays. Thus, array equality tests using
the [`==`](@ref) operator return `missing` whenever the result cannot be
determined without knowing the actual value of the `missing` entry. In practice,
this means `missing` is returned if all non-missing values of the compared
arrays are equal, but one or both arrays contain missing values (possibly at
different positions):
```jldoctest
julia> [1, missing] == [2, missing]
false
julia> [1, missing] == [1, missing]
missing
julia> [1, 2, missing] == [1, missing, 2]
missing
```
As for single values, use [`isequal`](@ref) to treat `missing` values as equal
to other `missing` values, but different from non-missing values:
```jldoctest
julia> isequal([1, missing], [1, missing])
true
julia> isequal([1, 2, missing], [1, missing, 2])
false
```
Functions [`any`](@ref) and [`all`](@ref) also follow the rules of
three-valued logic. Thus, returning `missing` when the result cannot be determined:
```jldoctest
julia> all([true, missing])
missing
julia> all([false, missing])
false
julia> any([true, missing])
true
julia> any([false, missing])
missing
```
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