Calculate Percentage by Group in R | Finance Train

Calculate Percentage by Group in R

October 21, 2022

4 min read

In this article, we will learn how to calculate percentage by group in a dataset in R programming. It is done using the dplyr library. We will first create a dataset and then calculate the percentage by group. We will also look at how to format these percentages.

Dataset

Let’s say an investor maintains two portfolios, A and B, with investment in certain stocks in each portfolio. In R, we can have this dataset in the form of a data frame.

Our Dataframe

1    portfolios <- data.frame(portfolio=c('Portfolio A', 'Portfolio A', 'Portfolio A',

    portfolios
    
    portfolio stock amount

Master Data & AI for Finance

Get full access to all Data Science, Machine Learning, and AI courses built for finance professionals.

Full course library
Code & templates
Lifetime updates

One-time payment - Lifetime access

Or create a free account to start

Free Download

Mini Roadmap: Data Science for Finance

A step-by-step guide covering Python, SQL, analytics, and finance applications.

Or create a free account to access more

Master Data & AI for Finance

Get full access to all Data Science, Machine Learning, and AI courses built for finance professionals.

Full course library
Code & templates
Lifetime updates

One-time payment - Lifetime access

Or create a free account to start

Free Download

Mini Roadmap: Data Science for Finance

A step-by-step guide covering Python, SQL, analytics, and finance applications.

Or create a free account to access more

Start Learning Today

Get unlimited access to all courses, code templates, and resources. Start with our free content or upgrade for full access.

1    portfolios %>%
2	    group_by(portfolio) %>%
3	    mutate(percent = amount/sum(amount))
4
5The results are shown below:
6
7    # A tibble: 10 × 4
8    # Groups:  portfolio [2]
9    portfolio  stock amount percent
10    <chr>  <chr>  <dbl>  <dbl>
11    1 Portfolio A P  21  0.130
12    2 Portfolio A Q  62  0.385
13    3 Portfolio A R  43  0.267
14    4 Portfolio A S  15  0.0932
15    5 Portfolio A T  20  0.124
16    6 Portfolio B U  32  0.173
17    7 Portfolio B V  54  0.292
18    8 Portfolio B W  43  0.232
19    9 Portfolio B X  25  0.135
20    10 Portfolio B Y  31  0.168
21

1    install.packages('formattable')
2    library(formattable)
3    
4    result <- portfolios %>%
5	    group_by(portfolio) %>%
6	    mutate(percent = formattable::percent(amount / sum(amount)))
7    
8    result
9    
10    # A tibble: 10 × 4
11    # Groups:  portfolio [2]
12    portfolio  stock amount percent
13    <chr>  <chr>  <dbl> <formttbl>
14    1 Portfolio A P  21 13.04%
15    2 Portfolio A Q  62 38.51%
16    3 Portfolio A R  43 26.71%
17    4 Portfolio A S  15 9.32%
18    5 Portfolio A T  20 12.42%
19    6 Portfolio B U  32 17.30%
20    7 Portfolio B V  54 29.19%
21    8 Portfolio B W  43 23.24%
22    9 Portfolio B X  25 13.51%
23    10 Portfolio B Y  31 16.76%
24

Dataset

Our Dataframe

Master Data & AI for Finance

Mini Roadmap: Data Science for Finance

Master Data & AI for Finance

Mini Roadmap: Data Science for Finance

Start Learning Today

Load and Install dplyr Package

Calculate Percentage by Group