R/idisw.R

In healthequal: Compute Summary Measures of Health Inequality

#'  Index of disparity (weighted) (IDISW)
#'
#'  The index of disparity (IDIS) is a relative measure of inequality that
#'  shows the average difference between each subgroup and the setting
#'  average, in relative terms. In the weighted version (IDISW), subgroups
#'  are weighted according to their population share.
#'
#'  IDISW is calculated as the weighted average of absolute differences
#'  between the subgroup estimates and the setting average, divided by
#'  the setting average, and multiplied by 100. Absolute differences are
#'  weighted by each subgroup’s population share. For more information
#'  on this inequality measure see Schlotheuber (2022) below.
#'
#'  95% confidence intervals are calculated using a Monte Carlo simulation-based
#'  method. The dataset is simulated a large number of times (e.g. 100), with
#'  the mean and standard error of each simulated dataset being the same as the
#'  original dataset. IDISW is calculated for each of the simulated sample
#'  datasets. The 95% confidence intervals are based on the 2.5th and 97.5th
#'  percentiles of the IDISW results. See Ahn (2019) below for further
#'  information.
#'
#'  **Interpretation:** IDISW has only positive values, with larger values
#'  indicating higher levels of inequality. IDISW is 0 if there is no
#'  inequality. IDISW has no unit.
#'
#'  **Type of summary measure:** Complex; relative; weighted
#'
#'  **Applicability:** Non-ordered dimensions of inequality with more than two
#'  subgroups
#'
#' @param est The subgroup estimate. Estimates must be available for at least
#' 85% of subgroups.
#' @param se The standard error of the subgroup estimate. If this is missing,
#' 95% confidence intervals cannot be calculated.
#' @param pop The number of people within each subgroup.Population size must be
#' available for all subgroups.
#' @param scaleval The scale of the indicator. For example, the scale of an
#' indicator measured as a percentage is 100. The scale of an indicator measured
#' as a rate per 1000 population is 1000. If this is missing, 95% confidence
#' intervals cannot be calculated.
#' @param sim The number of simulations to estimate 95% confidence intervals.
#' Default is 100.
#' @param seed The random number generator (RNG) state for the 95% confidence
#'  interval simulation. Default is 123456.
#' @param force TRUE/FALSE statement to force calculation when more than 85% of
#' subgroup estimates are missing.
#' @param ... Further arguments passed to or from other methods.
#' @examples
#' # example code
#' data(NonorderedSample)
#' head(NonorderedSample)
#' with(NonorderedSample,
#'      idisw(est = estimate,
#'            se = se,
#'            pop = population,
#'            scaleval = indicator_scale))
#' @references Schlotheuber, A, Hosseinpoor, AR. Summary measures of health
#' inequality: A review of existing measures and their application. Int J
#' Environ Res Public Health. 2022;19(6):3697. doi:10.3390/ijerph19063697.
#' @references Ahn J, Harper S, Yu M, Feuer EJ, Liu B. Improved Monte Carlo
#' methods for estimating confidence intervals for eleven commonly used health
#' disparity measures. PLoS One. 2019 Jul 1;14(7).
#' @return The estimated IDISW value, corresponding estimated standard error,
#' and confidence interval as a `data.frame`.
#' @export
#'
idisw <- function(est,
                  se = NULL,
                  pop,
                  scaleval = NULL,
                  sim = NULL,
                  seed = 123456,
                  force = FALSE,
                  ...) {

  # Variable checks
  ## Stop
  if (!force) {
    if (anyNA(est) & sum(is.na(est)) / length(est) > .15) {
      stop('Estimates are missing in more than 15% of subgroups.
           Specify force=TRUE to allow missing values.')
    }
  }
  if (!is.null(est)) {
    if (!is.numeric(est))
      stop('Estimates need to be numeric')
  }
  if (anyNA(est)) {
    pop <- pop[!is.na(est)]
    if (!is.null(se))
      se <- se[!is.na(est)]
    if (!is.null(scaleval))
      scaleval <- scaleval[!is.na(est)]
    est <- est[!is.na(est)]
  }
  if (length(est) <= 2) {
    stop('Estimates must be available for more than two subgroups')
  }
  if (!is.null(se)) {
    if (!is.numeric(se))
      stop('Standard errors need to be numeric')
  }
  if (anyNA(pop)) {
    stop('Population is missing in some subgroups')
  }
  if (!is.numeric(pop)) {
    stop('Population variable needs to be numeric')
  }
  if (all(pop == 0)) {
    stop('Population variable is of size 0 in all subgroups')
  }
  if (!is.null(scaleval)) {
    if (length(unique(scaleval)) != 1) {
      stop('Indicator scale variable must be consistent across subgroups,
         for the same indicator')
    }
  }
  ## Warning
  if (any(is.na(se)) | is.null(se)) {
    warning('Standard errors are missing in all or some subgroups,
            confidence intervals will not be computed')
  }
  if (any(is.na(scaleval)) | is.null(scaleval)) {
    warning('Indicator scale variable is missing,
            confidence intervals will not be computed')
  }

  # Calculate summary measure

  popsh <- pop / sum(pop)
  weighted_mean <- sum(popsh * est)
  idisw <- 100 * sum(popsh * abs(est - weighted_mean)) / weighted_mean

  # Calculate 95% confidence intervals

  boot.lcl <- NA
  boot.ucl <- NA
  idisw_sim <- c()

  if (!any(is.na(se)) & !is.null(se) &
      !any(is.na(scaleval)) & !is.null(scaleval)) {
    if (is.null(sim)) {
      sim <- 100
    }

    input_data <- data.frame(est,
                             se,
                             popsh,
                             scaleval)

    set.seed(seed)

    for (j in 1:sim) {

      ## Simulate each estimate in the dataset
      simulated_data <- input_data %>%
        rowwise() %>%
        mutate(simulation = {
          result <- if (scaleval != 100) {
            repeat {
              result <- rnorm(1,
                              mean = est,
                              sd = se)
              if (result >= 0)
                break
            }
            result
          } else {
            repeat {
              result <- rnorm(1,
                              mean = est,
                              sd = se)
              if (result >= 0 & result <= 100)
                break
            }
            result
          }
        }) %>%
        ungroup()

      ## Calculate summary measure using simulated estimates
      weighted_mean_sim <- with(simulated_data,
                                sum(popsh * simulation))
      idisw_sim[j] <- with(simulated_data,
                           100 * (sum(popsh * abs(simulation - weighted_mean))
                                  / weighted_mean))

    }

    boot.lcl  <- quantile(idisw_sim,
                          probs = c(0.025),
                          na.rm = TRUE,
                          names = FALSE)
    boot.ucl <- quantile(idisw_sim,
                         probs = c(0.975),
                         na.rm = TRUE,
                         names = FALSE)
  }

  # Return data frame

  return(data.frame(measure = "idisw",
                    estimate = idisw,
                    se = NA,
                    lowerci = boot.lcl[[1]],
                    upperci = boot.ucl[[1]]))
}