## ----setup, include = FALSE--------------------------------------------------- knitr::opts_chunk$set(collapse = TRUE, comment = "#>", fig.width = 5, fig.height = 3.4, fig.align = "center", dpi = 120) library(weightflow) has_survey <- requireNamespace("survey", quietly = TRUE) has_ggplot <- requireNamespace("ggplot2", quietly = TRUE) show_plot <- has_survey && has_ggplot ## ----data--------------------------------------------------------------------- d <- sample_survey pop <- population # a demographic breakdown gives the calibration more auxiliary variables brk <- c(0, 30, 45, 60, Inf); lab <- c("18-30", "31-45", "46-60", "60+") d$age_grp <- cut(d$age, brk, labels = lab) pop$age_grp <- cut(pop$age, brk, labels = lab) # tidy population margins reused throughout reg_tab <- as.data.frame(table(region = pop$region)) sex_tab <- as.data.frame(table(sex = pop$sex)) age_tab <- as.data.frame(table(age_grp = pop$age_grp)) # model-matrix totals for the region + sex + age-group calibration totals <- colSums(model.matrix(~ region + sex + age_grp, pop)) ## ----helper------------------------------------------------------------------- # weightflow brand palette (from the pkgdown site) wf_primary <- "#3d3580"; wf_violet <- "#7a6ad0" wf_green <- "#1d9e75"; wf_amber <- "#c9822b"; wf_grey <- "#6b7280" theme_wf <- function() { ggplot2::theme_minimal(base_size = 11) + ggplot2::theme( plot.title = ggplot2::element_text(face = "bold", colour = wf_primary), plot.subtitle = ggplot2::element_text(colour = wf_grey, size = 9), axis.title = ggplot2::element_text(colour = wf_grey), legend.position = "top", panel.grid.minor = ggplot2::element_blank()) } # Helper: numeric agreement + the OVERLAP of the two g-weight (adjustment factor, # g = final / base) distributions. Because the two packages agree, the survey and # weightflow densities land exactly on top of each other. agree <- numeric(0) # collect max|diff| per method compare <- function(w_sv, w_wf, label, base = d$pw) { diff <- max(abs(w_wf - w_sv)) agree[[label]] <<- diff # store for the final table if (has_ggplot) { g <- rbind(data.frame(package = "survey", g = w_sv / base), data.frame(package = "weightflow", g = w_wf / base)) print(ggplot2::ggplot(g, ggplot2::aes(g, fill = package, colour = package)) + ggplot2::geom_density(alpha = 0.4, linewidth = 0.5) + ggplot2::scale_fill_manual(values = c(survey = wf_amber, weightflow = wf_violet)) + ggplot2::scale_colour_manual(values = c(survey = wf_amber, weightflow = wf_violet)) + ggplot2::labs(title = label, subtitle = sprintf("g-weights overlap (survey vs weightflow) ยท max |w_wf - w_sv| = %.1e", diff), x = "g (adjustment factor)", y = "density", fill = NULL, colour = NULL) + theme_wf()) } invisible(diff) } ## ----poststratify, eval = has_survey------------------------------------------ library(survey) ps_tab <- as.data.frame(table(region = pop$region, sex = pop$sex)) wf <- weighting_spec(d, base_weights = pw) |> step_calibrate(method = "poststratify", totals = ps_tab, count = "Freq") |> prep() w_wf <- wf$final_weight des <- svydesign(ids = ~1, weights = ~pw, data = d) des_ps <- postStratify(des, ~region + sex, ps_tab) w_sv <- weights(des_ps) compare(w_sv, w_wf, "Post-stratification (region x sex)") ## ----raking, eval = has_survey------------------------------------------------ wf <- weighting_spec(d, base_weights = pw) |> step_calibrate(method = "raking", totals = list(reg_tab, sex_tab, age_tab), count = "Freq") |> prep() w_wf <- wf$final_weight des_rk <- rake(des, list(~region, ~sex, ~age_grp), list(reg_tab, sex_tab, age_tab), control = list(epsilon = 1e-10, maxit = 100)) w_sv <- weights(des_rk) compare(w_sv, w_wf, "Raking (region + sex + age group)") ## ----greg-linear, eval = has_survey------------------------------------------- wf <- weighting_spec(d, base_weights = pw) |> step_calibrate(method = "linear", formula = ~ region + sex + age_grp, totals = totals, calfun = "linear") |> prep() w_wf <- wf$final_weight w_sv <- weights(calibrate(des, ~ region + sex + age_grp, population = totals, calfun = "linear")) g_linear <- w_wf / d$pw compare(w_sv, w_wf, "Distance: linear (GREG)") ## ----greg-raking, eval = has_survey------------------------------------------- wf <- weighting_spec(d, base_weights = pw) |> step_calibrate(method = "linear", formula = ~ region + sex + age_grp, totals = totals, calfun = "raking", maxit = 500, tol = 1e-10) |> prep() w_wf <- wf$final_weight w_sv <- weights(calibrate(des, ~ region + sex + age_grp, population = totals, calfun = "raking", maxit = 500, epsilon = 1e-10)) g_raking <- w_wf / d$pw compare(w_sv, w_wf, "Distance: raking (exponential)") ## ----greg-logit, eval = has_survey-------------------------------------------- bnds <- c(0.5, 2) wf <- weighting_spec(d, base_weights = pw) |> step_calibrate(method = "linear", formula = ~ region + sex + age_grp, totals = totals, calfun = "logit", bounds = bnds, maxit = 500, tol = 1e-10) |> prep() w_wf <- wf$final_weight w_sv <- weights(calibrate(des, ~ region + sex + age_grp, population = totals, calfun = "logit", bounds = bnds, maxit = 500, epsilon = 1e-10)) g_logit <- w_wf / d$pw compare(w_sv, w_wf, "Distance: logit (bounded)") ## ----gdist, eval = show_plot, fig.width = 6, fig.height = 3.6----------------- gdist <- rbind( data.frame(distance = "linear", g = g_linear), data.frame(distance = "raking", g = g_raking), data.frame(distance = "logit", g = g_logit)) gdist$distance <- factor(gdist$distance, levels = c("linear", "raking", "logit")) ggplot2::ggplot(gdist, ggplot2::aes(g, fill = distance)) + ggplot2::geom_density(alpha = 0.4, colour = NA) + ggplot2::geom_vline(xintercept = 1, linetype = "dashed", colour = wf_grey) + ggplot2::scale_fill_manual(values = c(linear = wf_primary, raking = wf_green, logit = wf_amber)) + ggplot2::labs(title = "Distribution of adjustment factors", subtitle = "g = final / base, by calibration distance", x = "g (adjustment factor)", y = "density", fill = NULL) + theme_wf() ## ----integrative, eval = has_survey------------------------------------------- wf <- weighting_spec(d, base_weights = pw) |> step_calibrate(method = "linear", formula = ~ region + sex + age_grp, totals = totals, cluster = "household_id", equal_within_cluster = TRUE) |> prep() w_wf <- wf$final_weight des_hh <- svydesign(ids = ~household_id, weights = ~pw, data = d) des_int <- calibrate(des_hh, ~ region + sex + age_grp, population = totals, calfun = "linear", aggregate.stage = 1) w_sv <- weights(des_int) within_hh <- max(tapply(w_wf, d$household_id, function(z) diff(range(z)))) cat("max within-household weight range (weightflow):", within_hh, "\n") compare(w_sv, w_wf, "Integrative (one weight per household)") ## ----domain, eval = has_survey------------------------------------------------ sex_by_region <- as.data.frame(table(region = pop$region, sex = pop$sex)) age_by_region <- as.data.frame(table(region = pop$region, age_grp = pop$age_grp)) wf <- weighting_spec(d, base_weights = pw) |> step_calibrate(method = "linear", formula = ~ sex + age_grp, totals = list(sex = sex_by_region, age_grp = age_by_region), count = "Freq", by = "region") |> prep() w_wf <- wf$final_weight w_sv <- numeric(nrow(d)) for (r in levels(d$region)) { idx <- which(d$region == r) des_r <- svydesign(ids = ~1, weights = ~pw, data = d[idx, ]) tot_r <- colSums(model.matrix(~ sex + age_grp, pop[pop$region == r, ])) w_sv[idx] <- weights(calibrate(des_r, ~ sex + age_grp, population = tot_r, calfun = "linear")) } compare(w_sv, w_wf, "Domain calibration (by region)") ## ----estimate, eval = has_survey---------------------------------------------- wf <- weighting_spec(d, base_weights = pw) |> step_calibrate(method = "raking", totals = list(reg_tab, sex_tab, age_tab), count = "Freq") |> prep() w_wf <- wf$final_weight des_rk <- rake(des, list(~region, ~sex, ~age_grp), list(reg_tab, sex_tab, age_tab), control = list(epsilon = 1e-10, maxit = 100)) est <- data.frame( quantity = c("mean(age)", "total(age)"), weightflow = c(weighted.mean(d$age, w_wf), sum(w_wf * d$age)), survey = c(as.numeric(coef(svymean(~age, des_rk))), as.numeric(coef(svytotal(~age, des_rk))))) est$difference <- est$weightflow - est$survey est ## ----summary, eval = has_survey----------------------------------------------- data.frame(method = names(agree), `max abs weight difference` = unname(agree), check.names = FALSE, row.names = NULL)