Friday, March 24, 2017

Learn Algorithms by Playing Pick 2: Find the Sum of Any 2 Integers from a List that are Equal to a Specific Value

The "Algorithms and Data Structure Problems" Pittsburgh group decided to study algorithms using the book Introduction to Algorithms by Cormen, Leiserson, Rivest, Stein (CLRS) [Edition 3].

Even though CLRS is a standard text book at many universities, it may not be appropriate given our audience. Below is my recommendation for an approach that may be appropriate for the group.

Problem Statement

We begin by explicitly stating what appears to be a simple problem: Find two integers from a list of integers that sum to a specific value. For example, given [1, 2, 3, 4, 5, 6], which two integers sum to 11? Mathematically, this can be stated as follows
  1. Given a set N = {x1, x2, ..., xn } and a constant c, find xi and xj such that
    1. xi + xj = c
    2. i != j
Additional requirements are as follows
  1. Allow for duplication of integers. In other words, [1, 2, 2, 3, 4, 5, 6] is valid.
  2. Only have to find 1 permutation of 2 integers that sum to c. Don't have to find all the permutations.
  3. Can't assume that the integers are sorted.
  4. System does not have any memory of what has been previously processed. For example, it cannot remember whether the last numbers processed were positive or negative or zero.
The implications of the additional requirements will be addressed throughout this blog post. Also, to keep things simple, we are going to state that no concurrent processing is allowed.

Note the writing style used in the problem statement. It's formal enough that people can learn something concrete but approachable enough that people won't skip it for fear of feeling dumb. That is why, initially, no Big O notation is used.

Obviously, the goal is not to teach a trivial addition algorithm. The goal is to help people start thinking about how to find and evaluate algorithms. The addition algorithm is a nice example for learning how to approach algorithms in general.

Concepts are demonstrated via code snippets. The code snippets are executed using Python 3.6.1.

Simplest Case

The simplest case assumes that the integers are sorted and the quantity of integers is small enough that brute force is acceptable. Code Snippet 1 satisfies the simplest case. Please note that there is nothing wrong with brute force as long as it satisfies the requirements. Sometimes people forget this.

If the integer list is unsorted, a simple solution is to just sort it. The consequences of sorting are addressed later in this blog. Perhaps sorted data is unnecessary? This too will be addressed later.

Code Snippet 1
def sum_in(int_list, desired_sum):
    for i, int_a in enumerate(int_list):
        for j, int_b in enumerate(int_list):
            if i != j:
                sum_of_ints = int_a + int_b
                print("int_a = {}, int_b = {}, sum_of_ints = {}".format(int_a, int_b, sum_of_ints))
                if desired_sum == sum_of_ints:
                    return True
# test 1: Desired sum exists
print("-- Start test 1")
SOME_INTEGER_LIST = [1, 2, 3, 4, 5, 6]
    print("DESIRED_SUM_OF_INTS = {} was found".format(DESIRED_SUM_OF_INTS))
    print("DESIRED_SUM_OF_INTS = {} was not found".format(DESIRED_SUM_OF_INTS))
# test 2: Desired sum does not exist
print("-- Start test 2")
    print("DESIRED_SUM_OF_INTS = {} was found".format(DESIRED_SUM_OF_INTS))
    print("DESIRED_SUM_OF_INTS = {} was not found".format(DESIRED_SUM_OF_INTS))
Output of Code Snippet
-- Start test 1

int_a = 1, int_b = 2, sum_of_ints = 3
int_a = 1, int_b = 3, sum_of_ints = 4
int_a = 1, int_b = 4, sum_of_ints = 5
int_a = 1, int_b = 5, sum_of_ints = 6
int_a = 1, int_b = 6, sum_of_ints = 7

int_a = 2, int_b = 1, sum_of_ints = 3
int_a = 2, int_b = 3, sum_of_ints = 5
int_a = 2, int_b = 4, sum_of_ints = 6
int_a = 2, int_b = 5, sum_of_ints = 7
int_a = 2, int_b = 6, sum_of_ints = 8


int_a = 5, int_b = 1, sum_of_ints = 6
int_a = 5, int_b = 2, sum_of_ints = 7
int_a = 5, int_b = 3, sum_of_ints = 8
int_a = 5, int_b = 4, sum_of_ints = 9
int_a = 5, int_b = 6, sum_of_ints = 11

DESIRED_SUM_OF_INTS = 11 was found

-- Start test 2

int_a = 2, int_b = 4, sum_of_ints = 6
int_a = 2, int_b = 8, sum_of_ints = 10

int_a = 4, int_b = 2, sum_of_ints = 6
int_a = 4, int_b = 8, sum_of_ints = 12

int_a = 8, int_b = 2, sum_of_ints = 10
int_a = 8, int_b = 4, sum_of_ints = 12

DESIRED_SUM_OF_INTS = 7 was not found
You will notice that "2 + 4" as well as "4 + 2" equal 6.
int_a = 2, int_b = 4, sum_of_ints = 6


int_a = 4, int_b = 2, sum_of_ints = 6

The above corresponds to the commutative property of addition. If we create a matrix of the possible permutations of additions for [1, 2, 3, 4, 5, 6], a symmetric matrix is created.

Notice that the diagonal of the matrix has N/A. This corresponds to the fact that i != j. Another way of stating this is that we cannot re-use integers.

Before looking at the Big O notation, let's just count all the possible permutations of addition. Here we use the term permutation as strictly defined in mathematics. For a discussion of the difference between permutations and combinations, refer to Combinations and Permutations at MathIsFun.Com. The example above corresponds to permutations without repetition, which means that we should use the equation below
Here n is the number of integers in the list, and r = 2 because we are taking 2 numbers at a time. Below is a table that evaluates the equation above. It shows how quickly the number of required additions increases as the number of integers in the list increases.
Number of Integers  Number of
in the List         Additions
------------------  ---------
    2                     2
    3                     6               
    4   `                12
    5                    20
    6                    30
   10                    90
  100                 9,900
  150                22,350
  500               249,500
1,000               999,000
Now, let's look at the Big O notation. The nested for loops result in O(n2). Clearly, this approach is not scalable.

Reduce Computations by Taking Advantage of Symmetry Arising from Commutative Property of Addition

Code Snippet 2: Reduce computations by taking advantage of symmetry
def sum_in(int_list, desired_sum):
    for i in range(1, len(int_list)):
        int_a = int_list[i]
        desired_int = desired_sum - int_a
        for j in range(0, i):
            int_b = int_list[j]
            print("i = {}, j = {}".format(i, j))
            print("int_a = {}, int_b = {}, Int Sum = {}".format(int_a, int_b, int_a+int_b))
            if (int_b == desired_int):
                return True
    return False
We could try to short circuit the computations being performed in this code snippet. For example, if the desired sum is positive, both integers are positive, and the integer sum is greater than the desired sum, there is no reason to continue to perform computations. Below is a counter example. The key is that the integers can be negative, zero or positive and the system does not have any memory of what has been processed previously. Notice that here we are using one of the earlier-mentioned additional requirements.

Counter Example
def sum_in( [-6, -2, 0, 5, 6, 8], 2 )

i = 1, j = 0
int_a = -2, int_b = -6, Int Sum = -8

i = 2, j = 0
int_a = 0, int_b = -6, Int Sum = -6

i = 2, j = 1
int_a = 0, int_b = -2, Int Sum = -2

i = 3, j = 0
int_a = 5, int_b = -6, Int Sum = -1

i = 3, j = 1
int_a = 5, int_b = -2, Int Sum = 3

i = 3, j = 2
int_a = 5, int_b = 0, Int Sum = 5

i = 4, j = 0
int_a = 6, int_b = -6, Int Sum = 0

i = 4, j = 1
int_a = 6, int_b = -2, Int Sum = 4

i = 4, j = 2
int_a = 6, int_b = 0, Int Sum = 6

i = 4, j = 3
int_a = 6, int_b = 5, Int Sum = 11

For the above, notice the following

   I) Both integers are positive

   II) The integer sum of 11 is greater than the desired sum of 2

i = 5, j = 0
int_a = 8, int_b = -6, Int Sum = 2

For the above, notice that the integer sum of 2 is equal to the desired sum of 2
Even though the number of computations is cut in half by iterating over half the matrix, the approach is still not scalable. This is just a repetition that O(cn2) == O(n2) for any constant c.

Alternative Approach: Binary Search for the Desired Integer

Because the above approaches are not scalable, we need to step back and try another approach. In this other approach, we will use the a priori knowledge that the integers are sorted. Since we know what the desired integer is, we can do a binary search for it over the ordered integers. For background information about binary search, refer to the book "Problem Solving with Algorithms and Data Structures using Python" by Brad Miller and David Ranum.

Luckily, Python has the bisect module which can be used to search sorted lists. Code Snippet 3 uses the bisect_left method of the bisect_module.

Code Snippet 3 (Source: Docs.Python.Org - bisect module - Searching Sorted Lists)
def index(a, x):
    'Locate the leftmost value exactly equal to x'
    i = bisect_left(a, x)
    if i != len(a) and a[i] == x:
       return i
    raise ValueError
Since we are dealing with open source, we can go look at the code for bisect_left and see that it is your standard binary search.

Code Snippet 4: bisect_left
def bisect_left(a, x, lo=0, hi=None):
    """Return the index where to insert item x in list a, assuming a is sorted.
    The return value i is such that all e in a[:i] have e < x, and all e in
    a[i:] have e >= x.  So if x already appears in the list, a.insert(x) will
    insert just before the leftmost x already there.
    Optional args lo (default 0) and hi (default len(a)) bound the
    slice of a to be searched.
    if lo < 0:
        raise ValueError('lo must be non-negative')
    if hi is None:
        hi = len(a)
    while lo < hi:
        mid = (lo+hi)//2
        if a[mid] < x: lo = mid+1
        else: hi = mid
    return lo
Putting it all together, results in the code snippet below.

Code Snippet 5
from bisect import bisect_left
def index(some_list, some_value):
    'Locate the leftmost value exactly equal to some_value'
    i = bisect_left(some_list, some_value)
    if i != len(some_list) and some_list[i] == some_value:
        return i
    raise ValueError
def sum_in(int_list, desired_sum):
    for i, int_a in enumerate(int_list):
        desired_int = desired_sum - int_a
            j = index(int_list, desired_int)
            if (i == j):
                return True
        except ValueError:
    return False
By the way, some consider the use of exceptions for flow control a bad practice. For a typical article on this topic, refer to "Using Exception Handling for Control Flow (in Python)" by Scott Lobdell.

Now, let's talk about the number of computations involved in Code Snippet 5. It is commonly known that a binary search is O(log n). Because we have to do the binary search once for each integer, we have to multiply by n. This results in a performance of O(n [log n] ). For the rationale of why the base of the log does not matter, refer to Wikipedia: Sorting algorithm.

Significant Performance Improvement: Computations Reduced from O(n2) to O(n [log n])

Notice that in going from Code Snippet 2 to Code Snippet 5, performance went from O(n2) to O(n [log n]). This is a significant performance improvement.

To visually confirm this, let's examine the graph below. Notice how the purple line {O(n [log n]} is relatively linearly but the dark blue line {O(n2} just shoots straight up.

Why Not Just Use Python Built-in Functionality?

Those familiar with Python will be tempted to simplify the above code by using the index() method of list objects, which results in the code snippet below.

Code Snippet 6: Use list.index
def sum_in(int_list, desired_sum):
    for i, int_a in enumerate(int_list):
        desired_int = desired_sum - int_a
            j = int_list.index(desired_int)
            if (i == j):
                return True
        except ValueError:
    return False
The use of list.index is equivalent to invoking the in operator. Note that in calls the __contains__ method. This is an O(n) operation (StackOverFlow.Com, Complexiity at Wiki.Python.Org). Since we have to execute O(n) for each iteration of the for statement, the overall performance is now back to O(n2). Yucky.

One would be tempted to simplify the above code snippet by directly using the in operator. Unfortunately, we cannot do this, because we not only have to know that the integer is present, but that its index differs from the current integer being processed (i != j).

Since the Python set collection has a O(1) performance, why not use it? Unfortunately, in Python the set collection quietly ignores repeated integers. Recall that in the problem statement, [1, 2, 2, 3, 4, 5, 6] was allowable. Later in the blog, we will impose the restriction that no repeated integers are allowed and examine the consequences of the restriction.

Complicate Problem by Having Integer List Not Sorted

The complication of an unsorted integer list is easily addressed simply by just sorting. It is commonly known that no comparison sorts can perform better than O(n [log n]) in the average or worst case. For background information on this, refer to Wikipedia: Sorting algorithm. Consequently, the computations required to determine if two integers in an unsorted integer list sum to a particular value is
  1. n [log n] cost for sorting the unordered integer list
  2. n [log n] cost for a binary search for the other integer
The total computation complexity is O(2 * n [log n] ) == O(n [log n] ).

Remove Restriction: Integers can Now be Re-Used (i = j)

We can now finally use the in.

Code Snippet 7: Use in operator
def sum_in(int_list, desired_sum):
    for i, int_a in enumerate(int_list):
        desired_int = desired_sum - int_a
        if desired_int in int_list:
            return True
    return False
Remember, we are now back to the O(n2) performance. Yucky.

Add Restriction: Repeated Integers Not Allowed

Because no repeated integers are allowed, we can use Python's built in set and get a O(1) look-up performance. However, don't forget that you initially have to create the set which involves a cost of O(n). Luckily this is just a one-time setup fee. Please note that creating a set involves hashing, which, depending on the nature of the data, can be problematic.

Also, by using set, we are implicitly removing the additional requirement that the system has no memory because we are storing hash values. This is an example of why people must be aware of all ramifications associated with data structures and their associated algorithms.

Code Snippet 8: Use set
def sum_in(int_list, desired_sum):
    int_set = set(int_list)
    for i, int_a in enumerate(int_list):
        desired_int = desired_sum - int_a
        if desired_int in int_set:
            return True
    return False
The above code snippet is the verbose version of the code snippet found at the StackOverFlow question "How to write an algorithm to check if the sum of any two numbers in an array/list matches a given number?"

Code Snippet 9: From StackOverFlow
def sum_in(int_list, desired_sum):
    set_of_input = set(int_list) # O(n)
    return any( ( desired_sum - n) in set_of_input for n in set_of_input ) # O(n)

At this point, it is important to remember that we removed a restriction and integers can now be re-used (i=j). This means that when "sum_in([-2, 1, 5, 6, 8], 2)" returns True, it is a correct answer because "1 + 1 == 2." This may or may not be acceptable depending on the situation.

Also, at this point, we need to address the distinction between "repeated integers not allowed" and "integers can be re-used." Repeated integers are simply not allowed because Python's set quietly ignores them. "Integers can be re-used" refers to the fact that "sum_in([-2, 1, 5, 6, 8], 2)" returning True is a correct answer because "1 + 1 == 2."

Code snippets 8 and 9 require that the entire set (hash values) is computed ahead of time. Why not create the hash value as we process the data? This way, we might find the desired integers before we have created all the hash values. The other advantage of creating the hash values as we process the data is that it allows for repeated integers ([1, 2, 2, 3, 4, 5, 6]).
Code Snippet 10: Generate hash values as process data
def sum_in(int_list, desired_sum):
    indexMap = {}
    for i in range( len( int_list ) ):
        if ( desired_sum - int_list[i] ) in indexMap:
            return True
            indexMap[ int_list[i] ] = i
    return False
Note that code snippet 10 returns False for "sum_in([-2, 1, 5, 6, 8], 2)". In other words, integers cannot be re-used (i != j).

Above material similar to exercise 2.3-7 of CLRS

Some people will recognize that the material above is similar to exercise 2.3-7 of CLRS. Below is the actual exercise. We have deviated from it for pedagogical reasons.

Alternative Solution

Zhao HG on GitBook solves the problem in O(n) time using the code snippet below. Notice its simple elegance of just walking two pointers. However, it is complex because have 3 tests, and for each test, there is a different action.

Code Snippet 11
def two_sum(a, x):
    l, r = 0, len(a)-1
    while l < r:
        if a[l] + a[r] == x:
            return True
        elif a[l] + a[r] < x:
            l += 1
            r -= 1
    return False
Notice how we have examined the algorithm from 3 different dimensions.
  1. The first dimension was time. How long does it take to perform the computations? 
  2. The second dimension was required storage. Please note that storage is used in the generic sense. It does not just refer to memory. For further details, please refer to the Wikipedia article "Memory Hierarchy." 
  3. The third dimension is algorithm/software complexity. You can use the radon package to quantify the complexity. Please note that complexity is a critical consideration when deploying production code. For an example, refer to "Why Netflix Never Implemented The Algorithm That Won The Netflix $1 Million Challenge by Mike Masnick".
Unit Tests

Some people will have an opinion that such trivial code snippets do not require unit tests. I strongly disagree. Unit tests are a good way to make sure that you haven't done anything silly. For the purpose of this blog, I have created rather extensive unit tests to prevent a lot of back and forth when people propose adding short circuit logic to reduce the number of computations performed. The conversations will probably start and end with, "Did you run the proposed short circuit logic against the unit tests?"

As for the unit tests themselves, we begin by realizing that each integer can be negative, zero or positive and that the desired sum can also be negative, zero or positive. This leads to 27 possible test cases. For an explicit list of all 27 tests, click here. Luckly, most of them are not applicable because they can't happen mathematically or they can't happen because the data is sorted.

In turn, each test case has sub-tests. One set of tests finds the desired sum while another set of tests does not. Within, those sub-tests, position matters: left edge, somewhere in the middle and right edge. To see the tests themselves, click here. When all is said and done, we end up with 104 tests. This may seem excessive, but it beats the alternative of having countless conversations about why the computations for the nested for loops was not short circuited.

Also, if you want to create tests to estimate run time, one could use the timeit module. Another option is to use the pytest-benchmark


This blog demonstrates two things.
  1. First it is critical to know the runtimes of built-in algorithms/tools of a language. 
  2. Secondly, the material demonstrates a common process. You start out with what appears a simple problem. You try a brute force approach but quickly realize that it won't scale. You then look for patterns like symmetry to reduce the number of required computations. If you are lucky, this will be good enough. If not, an alternative approach will have to be tried.
This blog also demonstrates the key traits and skills people need to choose an algorithm. You need some idea of the consequences of doing things like adding a loop.

Next you have to be creative. What if we subtract the integer that we're currently examining from the desired sum and then use the resulting integer to do a search? Understanding the Big O notation is a good skill and helps you understand consequences, but you also need to understand the principles behind it.

Lastly, know your data. Questions like "Is it sorted or unsorted?" or "Is it symmetric?" will help us in the algorithm selection process.

Wednesday, February 8, 2017

Work Around Transaction Support in an RDBMS for Bulk Loads - Just Say No

Recently, some of my contacts have been struggling with bulk loading into conventional RDBMS products like Oracle, SQL Server and MySQL. They were surprised by the issue.

My reply to them is that this is a standard issue. RDBMS products by their nature guarantee transactions. This is very expensive.

They do a lot of logging to guarantee transactions. For example, a standard technique in Oracle to add a column to a large table is to create a copy of the table with the additional column using NOLOGGING. Afterwards you add back in constraints, indexes, … .

The standard joke in Oracle is that it first does redo and then an undo and then actually does something. For those familiar with Oracle knobs, undo has significance.

Also, there is a lot of context switching going on between the RDBMS and the external interface. Heck, even within Oracle, PL/SQL implemented BULK COLLECT to reduce all this context switching between PL/SQL and SQL. (Bulk Processing with BULK COLLECT and FORALL by Steven Feuerstein)

So, the trick is to identify the knobs that minimize logging and context switching.

However, if you want to be true heretic, consider asking the question of why use an RDBMS if you don’t need transaction support?

For further details on this type of stuff, check out the following blog posts

  1. SQL Can Be Slow -- Why Do People Doubt This?
  2. Data Warehousing and SQL -- Tread Carefully by S. Lott
  3. NoSQL Database Doesn’t Mean No Schema by Steven F. Lott

Thursday, December 22, 2016

Jumping into Spark (JIS): Python / Spark / Logistic Regression (Update 3)

In this blog we will use the Python interface to Spark to determine whether or not someone makes more or less than $50,000. The logistic regression model will be used to make this determination.

Please note that no prior knowledge of Python, Spark or logistic regression is required. However, it is assumed that you are a seasoned software developer. 

There are various tutorials on Spark. There is the official documentation on Spark. However, if you are an experienced software professional and want to just jump in and kick the tires, there doesn't seem to be much available. Well, at least I couldn't find any.

Yes, there is Spark's Quick Start. Also, there are artifacts like databricks User Guide. Unfortunately, they have a smattering of stuff. You really don't get a chance to jump in.

Let me now explicitly define jumping in. Jumping in involves solving an almost trivial problem that demonstrates a good deal of the concepts and software. Also, it involves skipping steps. Links will be provided so that if someone is interested in the missing steps, they can look up the details. If skipping steps bothers you, immediately stop and go read a tutorial.

As mentioned earlier, we are going to use Python on Spark to address logistic regression for our jumping in. This is our almost trivial problem that demonstrates a good deal of the concepts and software.

The first thing that you need is a working environment. You could install and configure your own environment. However, that would not be in line with jumping in. Instead I recommend using databricks Spark community edition (DSCE). If you are using DSCE, refer to "Welcome to Databricks" on how to create a cluster, create a notebook, attach the notebook to a cluster and actually use the notebook.

Next, you need to connect to the Spark environment. In the database world, you create a database connection. In the Spark world, you create a context (SQLContextSparkContext/SparkSession). If you are using DSCE, the following three variables will be predefined for you
  1. SparkContext: sc
    1. SparkSession: spark
      1. SQLContext: sqlContext
      If you would like the IPython notebook associated with this blog, click here. If for some reason you don't have software to read the IPython notebook, you can download a pdf version of it by clicking here.

      Row / Column

      We are almost ready to code. First we have to talk about Row and DataFrame. A Row is just like a row in a spreadsheet or a row in a table. A Dataframe is just a collection of Row's. For the most part, you can think of a DataFrame as a table.

      Now for the first code snippet. Please note that I took the code snippet from Encode and assemble multiple features in PySpark at StackOverFlow.Com.

      Code Snippet 1
      from pyspark.sql import Row
      from pyspark.mllib.linalg import DenseVector
      row = Row("gender", "foo", "bar")
      dataFrame = sc.parallelize([
        row("0",  3.0, DenseVector([0, 2.1, 1.0])),
        row("1",  1.0, DenseVector([0, 1.1, 1.0])),
        row("1", -1.0, DenseVector([0, 3.4, 0.0])),
        row("0", -3.0, DenseVector([0, 4.1, 0.0]))

      Nothing fancy. You create a row which has column names gender, foo and bar. You then create a bunch of row's with actual data. Lastly, you group the row's into a DataFrame. DenseVector was used to demonstrate that a cell in a Row can have a complex data structure. If you are curious about parallelize and toDF, check the references at the end of the blog. This will be true for the rest of the blog. If you are not sure what some magic word means, go to the reference section at the end of the blog.

      If things are working, you should get an output like that shown below.

      Output of Code Snippet 1

      [Row(gender=u'0', foo=3.0, bar=DenseVector([0.0, 2.1, 1.0])),
       Row(gender=u'1', foo=1.0, bar=DenseVector([0.0, 1.1, 1.0])),
       Row(gender=u'1', foo=-1.0, bar=DenseVector([0.0, 3.4, 0.0])),
      Row(gender=u'0', foo=-3.0, bar=DenseVector([0.0, 4.1, 0.0]))]

      Before going further, we need to take a little detour. Algorithms like numeric data. So we need to do things like convert a column for gender that has Male / Female / Unknown to binary values. We do this by creating two columns.
      1. The first column will be used to indicate whether the person is or is not male. A one means that the person is male and a zero indicates that the person is not male. StringIndexer will be used to convert categories to numerical values.
      2. The second column will be used to indicate whether the person is or is not female. A one means that the person is female and a zero indicates that the person is not female.
      Notice that we don't need a third column for Unknown. If there is a zero in both the Male and Female columns, we know that the gender is Unknown. This process of taking a single category column and decomposing it to many columns of binary values will be accomplished by the OneHotEncoder.



      A StringIndexer converts categories to numbers. The numbers have a range from 0 to number of categories minus one. The most frequent category gets a number of zero, the second most frequent category gets a number of 1 and so on. We are going to use the code snippets from Preserve index-string correspondence spark string indexer from StackOverFlow.Com to demonstrate what the preceding English means.

      Let's actually create a StringIndexer and use it to map/fit/transform categories to numbers.

      Code Snippet 2

      dataFrame = sqlContext.createDataFrame(
          [(0, "a"), (1, "b"), (2, "b"), (3, "c"), (4, "c"), (5, "c"), (6,'d'), (7,'d'), (8,'d'), (9,'d')],
          ["id", "category"])
      from import StringIndexer
      stringIndexer = StringIndexer(inputCol="category", outputCol="categoryIndex")
      modelStringIndexer =
      transformedDataFrame = modelStringIndexer.transform(dataFrame)

      Output of Code Snippet 2

      [Row(id=0, category=u'a', categoryIndex=3.0),
       Row(id=1, category=u'b', categoryIndex=2.0),
       Row(id=2, category=u'b', categoryIndex=2.0),
       Row(id=3, category=u'c', categoryIndex=1.0),
       Row(id=4, category=u'c', categoryIndex=1.0),
       Row(id=5, category=u'c', categoryIndex=1.0),
       Row(id=6, category=u'd', categoryIndex=0.0),
       Row(id=7, category=u'd', categoryIndex=0.0),
       Row(id=8, category=u'd', categoryIndex=0.0),
       Row(id=9, category=u'd', categoryIndex=0.0)]

      Notice how d's got 0.0 because they are the most numerous. The letter c's got 1.0 because they are the second most numerous. And so on. The code snippet below will make this more clear.

      Code Snippet 3'category','categoryIndex').distinct().orderBy('categoryIndex').show()

      Output of Code Snippet 3

      |       d|          0.0|
      |       c|          1.0|
      |       b|          2.0|
      |       a|          3.0|


      A OneHotEncoder converts category numbers to binary vectors with at most a single one-value per row. For a true understanding of one-hot encoding, refer to the associated Wikipedia page.

      Next, let's use a OneHotEncoder it to transform the category index that we created earlier to a binary vector.

      Code Snippet 4

      from import OneHotEncoder
      oneHotEncoder = OneHotEncoder(inputCol="categoryIndex", outputCol="categoryVector")
      oneHotEncodedDataFrame = oneHotEncoder.transform(transformedDataFrame)

      Output of Code Snippet 4

      | id|category|categoryIndex|categoryVector|
      |  0|       a|          3.0|     (3,[],[])|
      |  1|       b|          2.0| (3,[2],[1.0])|
      |  2|       b|          2.0| (3,[2],[1.0])|
      |  3|       c|          1.0| (3,[1],[1.0])|
      |  4|       c|          1.0| (3,[1],[1.0])|
      |  5|       c|          1.0| (3,[1],[1.0])|
      |  6|       d|          0.0| (3,[0],[1.0])|
      |  7|       d|          0.0| (3,[0],[1.0])|
      |  8|       d|          0.0| (3,[0],[1.0])|
      |  9|       d|          0.0| (3,[0],[1.0])|


      The column categoryVector is a SparseVector. It has 3 parts. The first part is the length of the vector. The second part are the indicies which contain values. The third part are the actual values. Below is a code snippet demonstrating this.

      Code Snippet 5

      from pyspark.mllib.linalg import SparseVector
      v1 = SparseVector(5, [0,3], [10,9])
      for x in v1:

      Output of Code Snippet 5


      Notice how category a (categoryVector = (3,[],[])) is not included because it makes the vector entries sum to one and hence linearly dependent. The code snippet below will provide a better visual for this.

      Code Snippet 6'category','categoryIndex', 'categoryVector').distinct().orderBy('categoryIndex').show()

      Output of Code Snippet 6

      |       d|          0.0| (3,[0],[1.0])|
      |       c|          1.0| (3,[1],[1.0])|
      |       b|          2.0| (3,[2],[1.0])|
      |       a|          3.0|     (3,[],[])|


      By this point you are probably getting impatient. Luckly, we have just one more item to cover before we get to logistic regression. That one item is the VectorAssembler. A VectorAssembler just concatenates columns together. As usual, we will demonstrate what the words mean via a code snippet.

      Code Snippet 7

      from import VectorAssembler
      dataFrame_1 = spark.createDataFrame([(1, 2, 3), (4,5,6)], ["a", "b", "c"])
      vectorAssembler = VectorAssembler(inputCols=["a", "b", "c"], outputCol="features")
      dataFrame_2 = vectorAssembler.transform(dataFrame_1)

      Output of Code Snippet 7

      |  a|  b|  c|     features|
      |  1|  2|  3|[1.0,2.0,3.0]|
      |  4|  5|  6|[4.0,5.0,6.0]|

      Logistic Regression

      We have now learned enough Spark to look at a specific problem involving logistic regression. We are going to work through the example provided in the databricks documentation.

      If you are interested in learning about logistic regression, recommend reading "Chapter 6: The Grand daddy of Supervised Artificial Intelligence - Regression (spreadsheet)" of  the book Data Smart: Using Data Science to Transform Information into Insight by John W. Foreman (2013). Personally, I like the book because it provides minimal math and an implementation of logistic regression in a spreadsheet.

      Drop / Create Table
      1. Drop Table
        DROP TABLE IF EXISTS adult
        1. Create Table
          CREATE TABLE adult (
            age               DOUBLE,
            workclass         STRING,
            fnlwgt            DOUBLE,
            education         STRING,
            education_num     DOUBLE,
            marital_status    STRING,
            occupation        STRING,
            relationship      STRING,
            race              STRING,
            sex               STRING,
            capital_gain      DOUBLE,
            capital_loss      DOUBLE,
            hours_per_week    DOUBLE,
            native_country    STRING,
            income            STRING)
          USING com.databricks.spark.csv
          OPTIONS (path "/databricks-datasets/adult/", header "true")
        Convert table to a DataFrame
        dataset = spark.table("adult")
        Get a list of columns in original dataset
        cols = dataset.columns
        1. This step has to be done here and not later. Unfortunately, the databricks examples re-uses the variable dataset.
        Perform One Hot Encoding on columns of interest
        from import Pipeline
        from import OneHotEncoder, StringIndexer, VectorAssembler
        categoricalColumns = ["workclass", "education", "marital_status", "occupation", "relationship", "race", "sex", "native_country"]
        stages = [] # stages in our Pipeline
        for categoricalCol in categoricalColumns:
          stringIndexer = StringIndexer(inputCol=categoricalCol, outputCol=categoricalCol+"Index")
          encoder = OneHotEncoder(inputCol=categoricalCol+"Index", outputCol=categoricalCol+"classVec")
          # Add stages.  These are not run here, but will run all at once later on.
          stages += [stringIndexer, encoder]
        Create a StringIndexer on income
        label_stringIdx = StringIndexer(inputCol = "income", outputCol = "label")
        stages += [label_stringIdx]
        Combine feature columns into a single vector column using VectorAssembler
        numericCols = ["age", "fnlwgt", "education_num", "capital_gain", "capital_loss", "hours_per_week"]
        assemblerInputs = map(lambda c: c + "classVec", categoricalColumns) + numericCols
        assembler = VectorAssembler(inputCols=assemblerInputs, outputCol="features")
        stages += [assembler]
        Put data through all of the feature transformations using the stages in the pipeline
        pipeline = Pipeline(stages=stages)
        pipelineModel =
        dataset = pipelineModel.transform(dataset)
        Keep relevant columns
        selectedcols = ["label", "features"] + cols
        dataset =
        Split data into training and test sets
        (trainingData, testData) = dataset.randomSplit([0.7, 0.3], seed = 100)
        print trainingData.count()
        print testData.count()
        1. Set seed for reproducibility
        Train logistic regression model and then make predictions
        from import LogisticRegression
        lr = LogisticRegression(labelCol="label", featuresCol="features", maxIter=10)
        lrModel =
        predictions = lrModel.transform(testData)
        selected ="prediction", "age", "occupation")
        1. Output
          prediction  age occupation
          ----------  --- --------------
          0           20  Prof-specialty
          1           35  Prof-specialty
          1. So, a prediction of 0 means that the person earns <=50K. While a prediction of 1 means that the person earns >50K


          In summary, we jumped in by using Python on Spark to address logistic regression. We did not read any tutorials. We did skip steps. However, links are provided in the reference section to fill in the steps if the reader so desires.

          The advantage of jumping in is that you learn by solving a problem. Also, you don't spend weeks or months learning material like that listed in the references below before you can do anything. The disadvantage is that steps are skipped and full understanding of even the provided steps won't be present. It is realized that jumping in is not for everybody. For some people, standard tutorials are the way to begin.



          1. Book: Data Smart by John W. Foreman
            2. O'Reilly
            3. Chapter 6: The Granddaddy of Supervised Artificial Intelligence - Regression
              1. Text
              2. Spreadsheet
          2. Cartoon from New Yorker Magazine: Does your car have any ide why my car pulled it over?
          3. databricks
          4.  sklearn.linear_model.LogisticRegression
          5. Spark.Apache.Org
          6. StackOverFlow.Com
          7. Wikipedia

          Thursday, September 29, 2016

          Can a Purely State Based Database Schema Migration Be Trusted? by Robert Lucente

          A really good article on the tradeoffs between state based vs migration based schema transformation is titled Critiquing two different approaches to delivering databases: Migrations vs state by Alex Yates on 6/18/2015. The blog Database Schema Migration by S. Lott on 9/27/2016 ends with "It's all procedural migration. I'm not [sure] declarative ("state") tools can be trusted beyond discerning the changes and suggesting a possible migration."

          Let me start by examining the statement of the problem: state based vs migration based schema transformation. The problem statement implies that the solution is an either or type of thing. Why not both?

          As opposed to speaking in generalities, let me pick a specific problem which is often encountered in real systems which demonstrates the core issue. Also, let me pick a particular tool set to execute on this particular problem.

          The specific problem involves
          1. Adding some domain table and its associated data.
            1. Adding a not null / mandatory column to some table that already has data.
              1. Creating a foreign key between the domain table and the new mandatory column.
                Below is a picture for the above words. The "stuff" in color are the tables and columns being added.

                In a migration based schema approach the following steps would have to be performed
                1. SomeTable exists with data.
                  1. A new domain table (SomeDomain) gets created.
                    1. The new domain table (SomeDomain) gets populated with data.
                      1. A new nullable / not mandatory column SomeDomainUuid is added to SomeTable.
                        1. Column SomeDomainUuid in SomeTable gets populated with data.
                          1. Column SomeDomainUuid in SomeTable is made not null / mandatory.
                            1. A foreign key is created between the two tables.
                              Notice that the above is very labor intensive and involves 7 steps. Software should be able to figure out all the steps and their sequences except for the following
                              1. The new domain table (SomeDomain) gets populated with data.
                                1. Column SomeDomainUuid in SomeTable gets populated with data.
                                  The key thing to notice is that the steps that can't be automated involve data. There is no way for the software to know about the specifics of the data.
                                    Now that we have defined a specific problem, let's execute on solving the problem using a specific tool set. I am going to use the Visual Studio SQL Server Database Project concept with SQL Server as the target database. Via a series of clicks, the end state of the database is specified in the "Visual Studio SQL Server Database Project".
                                      Next we write a script (Populate_dbo_SomeDomain.sql) to populate SomeDomain table with data.
                                      INSERT INTO dbo.SomeDomain
                                          (newid(), 'Fred'), (newid(), 'Barney');
                                      The second step is to write a script (Update_dbo_Deal_AdvertiserTypeUuid.sql) to populate SomeDomainUuid column in SomeTable.
                                      UPDATE [dbo].[SomeTabe] 
                                      SET    [SomeDomainUuid] = (SELECT SomeDomainUuid
                                                                FROM   [dbo].[SomeDomain] 
                                                                WHERE  Name = 'Fred');
                                      The last preparation step is to write a script (Script.PostDeployment.sql) to run the above 2 scripts after the state based change has happened.
                                      :r ".\Populate_dbo_SomeDomain.sql"
                                      :r ".\Update_dbo_Deal_AdvertiserTypeUuid.sql"
                                      Now that the desired end state has been specified as well as the data manipulation scripts written, it is time to modify a database. The Microsoft terminology for this is "publishing the database project". There will be an issue because the state changes will be made and then the Script.PostDeployment.sql script will be run. In between the state changes and the script being run, there will need to be data in the SomeDomainUuid column in the table SomeTable. This issue is addressed by using the GenerateSmartDefaults option when publishing the database project.

                                      Let's summarize what this combination of state based and migration based schema transformation has allowed us to do. We were able to take 7 steps and reduce it down to 2 steps. These 2 steps couldn't be automated anyways because they involved data. These are the pros. The con is that have to be familiar with the framework and select the GenerateSmartDefaults option out of the 60 plus available options.

                                      In conclusion, a purely state based approach can't work because of data. There is no way for the software to know how to do data migrations. Only humans know the correct way to do data migrations. In our example, there is no way for the software to know whether or not the new column SomeDomainUuid is to be initially populated with "Fred" or "Barney". This is a long winded and nice way of saying that a purely state based database schema migration can't be trusted. However, the combination of state based and migration based can truly improve productivity.

                                      Saturday, February 27, 2016

                                      Gentle Introduction to Various Math Stuff

                                      I recently attended a meetup in Pittsburgh titled Analytics of Social Progress: When Machine Learning meets Human Problems given by Amy Hepner. She did an outstanding job of introducing some math concepts very simply and intuitively. If you are interested in the slides showing how she did this, you can go to her web site by clicking here.

                                      This got me thinking about how I could help others with simple and intuitive ways to explain math stuff. I get annoyed when people say "doubly differentiable" as opposed to no gaps and no kinks. What makes this difficult is that everyone is at a different level and so you won't be able to please most people. However, I figure, any help is better than no help at all.

                                      As expected, there is already plenty of material on the internet. For statistics, a good place to start is "The Most Comprehensive Review of Comic Books Teaching Statistics by Rasmus Baath." A second good place to look is "A Brief Review of All Comic Books Teaching Statistics by Rasmus Baath and Christian Robert." For links to the book themselves, see the list below.
                                      1. The Cartoon ...
                                        1. The Cartoon Guide to Statistics by Larry Gonick, Woollcott Smith
                                        2. The Cartoon Introduction to Statistics by Grady Kelin, Alan Dabney
                                      2. Manga Guide to Statistics by Shin Takahashi
                                      3. ... for Dummies
                                        1. Biostatistics For Dummies by John Pezzullo
                                        2. Business Statistics For Dummies by Alan Anderson
                                        3. Predictive Analytics For Dummies by Anasse Bari
                                        4. Probability For Dummies by Deborah J. Rumsey
                                        5. Psychology Statistics For Dummies by Donncha Hanna
                                        6. Statistical Analysis with Excel For Dummies by Joseph Schmuller
                                        7. Statistics Essentials For Dummies by Deborah J. Rumsey
                                        8. Statistics for Big Data For Dummies by Alan Anderson
                                        9. Statistics For Dummies by Deborah J. Rumsey
                                        10. Statistics II For Dummies by Deborah J. Rumsey
                                        11. Statistics Workbook For Dummies by Deborah J. Rumsey
                                        12. Statistics: 1,001 Practice Problems For Dummies (+ Free Online Practice) by Consumer Dummies
                                       For other gentle introduction to other math stuff, you can check out the list below. People have complained that the list below is too long. My response is if you are not willing to spend 10 minutes to skim through the list, you are not ready to make the commitment to upgrade your math skills.
                                      1. Algebra ...
                                        1. Algebra I For Dummies by Mary Jane Sterling
                                        2. Algebra I Essentials For Dummies by Mary Jane Sterling
                                        3. Algebra I Workbook For Dummies by Mary Jane Sterling
                                        4. Algebra II For Dummies by Mary Jane Sterling
                                        5. Algebra II Workbook For Dummies by Mary Jane Sterling
                                        6. Algebra II: 1,001 Practice Problems For Dummies (+ Free Online Practice) by Mary Jane Sterling
                                      2. Basic Math and Pre-Algebra ...
                                        1. Basic Math and Pre-Algebra For Dummies by Mark Zegarelli
                                        2. Basic Math and Pre-Algebra: 1,001 Practice Problems For Dummies (+ Free Online Practice) by Mark Zegarelli
                                      3. Calculus ...
                                        1. Calculus For Dummies by Mark Ryan
                                        2. Calculus II For Dummies by Mark Zegarelli
                                        3. Calculus Essentials For Dummies by Mark Ryan
                                        4. Calculus Workbook For Dummies by Mark Ryan
                                        5. Calculus: 1,001 Practice Problems For Dummies (+ Free Online Practice) by Patrick Jones
                                      4. Complete Idiot's Guide to Algebra Word Problems by Izolda Fotiyeva
                                      5. Cartoon Guide ...
                                        1. Cartoon Guide to Calculus by Larry Gonick
                                        2. Cartoon Guide to Physics by Larry Gonick
                                      6. Data ...
                                        1. Data Mining For Dummies by Meta S. Brown
                                        2. Data Science For Dummies by Lillian Pierson
                                        3. Data Smart: Using Data Science to Transform Information into Insight by John W. Foreman
                                      7. Differential Equations ...
                                        1. Differential Equations For Dummies by Steven Holzner
                                        2. Differential Equations Workbook For Dummies by Steven Holzner
                                      8. Excel Data Analysis For Dummies by Stephen L. Nelson
                                      9. Geometry ...
                                        1. Geometry Essentials For Dummies by Mark Ryan
                                        2. Geometry For Dummies by Mark Ryan
                                        3. Geometry Workbook For Dummies by Mark Ryan
                                        4. Geometry: 1,001 Practice Problems For Dummies (+ Free Online Practice) by Allen Ma
                                      10. How to Solve Word Problems in Algebra by Mildred Johnson
                                      11. Linear Algebra For Dummies by Mary Jane Sterling
                                      12. Manga Guide to ...
                                        1. Manga Guide to Calculus by Hiroyuki Kojima
                                        2. Manga Guide to Linear Algebra by Shin Takahashi
                                        3. Manga Guide to Physics by Hideo Nitta
                                        4. Manga Guide to Regression Analysis Shin Takahashi
                                        5. Manga Guide to Relativity by Hideo Nitta
                                      13. Math Word Problems ...
                                        1. Math Word Problems Demystified by Allan Bluman
                                        2. Math Word Problems For Dummies by Mary Jane Sterling
                                      14. Optimization Modeling with Spreadsheets by Kenneth R. Baker
                                      15. Physics ...
                                        1. Physics I For Dummies by Steven Holzner
                                        2. Physics I Workbook For Dummies by Steven Holzner
                                        3. Physics II For Dummies by Steven Holzner
                                      16. Pre-Calculus ...
                                        1. Pre-Calculus For Dummies by Yang Kuang
                                        2. Pre-Calculus Workbook For Dummies by Yang Kuang
                                        3. Pre-Calculus: 1,001 Practice Problems For Dummies (+ Free Online… by Mary Jane Sterling
                                      17. Predictive Analytics For Dummies by Anasse Bari
                                      18. R For Dummies by Andrie de Vries
                                      19. Schaum's ...
                                        1. Schaum's Outline of Introduction to Probability and Statistics by Seymour Lipschutz
                                        2. Schaum's Outline of Probability by Seymour Lipschutz
                                        3. Schaum's Outline of Probability and Statistics: 760 Solved Problems + 20 Videos by John Schiller
                                        4. Schaum's Outline of Statistics by Murray Spiegel
                                      20. Technical Math For Dummies by Barry Schoenborn
                                      21. Trigonometry ...
                                        1. Trigonometry For Dummies by Mary Jane Sterling
                                        2. Trigonometry Workbook For Dummies by Mary Jane Sterling