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# ---------------------------------------
# Author: Andreas Alfons
# Vienna University of Technology
# ---------------------------------------
#' Gini coefficient
#'
#' Estimate the Gini coefficient, which is a measure for inequality.
#'
#' The implementation strictly follows the Eurostat definition.
#'
#' @param inc either a numeric vector giving the equivalized disposable income,
#' or (if \code{data} is not \code{NULL}) a character string, an integer or a
#' logical vector specifying the corresponding column of \code{data}.
#' @param weights optional; either a numeric vector giving the personal sample
#' weights, or (if \code{data} is not \code{NULL}) a character string, an
#' integer or a logical vector specifying the corresponding column of
#' \code{data}.
#' @param sort optional; either a numeric vector giving the personal IDs to be
#' used as tie-breakers for sorting, or (if \code{data} is not \code{NULL}) a
#' character string, an integer or a logical vector specifying the corresponding
#' column of \code{data}.
#' @param years optional; either a numeric vector giving the different years of
#' the survey, or (if \code{data} is not \code{NULL}) a character string, an
#' integer or a logical vector specifying the corresponding column of
#' \code{data}. If supplied, values are computed for each year.
#' @param breakdown optional; either a numeric vector giving different domains,
#' or (if \code{data} is not \code{NULL}) a character string, an integer or a
#' logical vector specifying the corresponding column of \code{data}. If
#' supplied, the values for each domain are computed in addition to the overall
#' value.
#' @param design optional and only used if \code{var} is not \code{NULL}; either
#' an integer vector or factor giving different domains for stratified sampling
#' designs, or (if \code{data} is not \code{NULL}) a character string, an
#' integer or a logical vector specifying the corresponding column of
#' \code{data}.
#' @param cluster optional and only used if \code{var} is not \code{NULL};
#' either an integer vector or factor giving different clusters for cluster
#' sampling designs, or (if \code{data} is not \code{NULL}) a character string,
#' an integer or a logical vector specifying the corresponding column of
#' \code{data}.
#' @param data an optional \code{data.frame}.
#' @param var a character string specifying the type of variance estimation to
#' be used, or \code{NULL} to omit variance estimation. See
#' \code{\link{variance}} for possible values.
#' @param alpha numeric; if \code{var} is not \code{NULL}, this gives the
#' significance level to be used for computing the confidence interval (i.e.,
#' the confidence level is \eqn{1 - }\code{alpha}).
#' @param na.rm a logical indicating whether missing values should be removed.
#' @param \dots if \code{var} is not \code{NULL}, additional arguments to be
#' passed to \code{\link{variance}}.
#'
#' @return A list of class \code{"gini"} (which inherits from the class
#' \code{"indicator"}) with the following components:
#' \item{value}{a numeric vector containing the overall value(s).}
#' \item{valueByStratum}{a \code{data.frame} containing the values by
#' domain, or \code{NULL}.}
#' \item{varMethod}{a character string specifying the type of variance
#' estimation used, or \code{NULL} if variance estimation was omitted.}
#' \item{var}{a numeric vector containing the variance estimate(s), or
#' \code{NULL}.}
#' \item{varByStratum}{a \code{data.frame} containing the variance
#' estimates by domain, or \code{NULL}.}
#' \item{ci}{a numeric vector or matrix containing the lower and upper
#' endpoints of the confidence interval(s), or \code{NULL}.}
#' \item{ciByStratum}{a \code{data.frame} containing the lower and upper
#' endpoints of the confidence intervals by domain, or \code{NULL}.}
#' \item{alpha}{a numeric value giving the significance level used for
#' computing the confidence interval(s) (i.e., the confidence level is \eqn{1 -
#' }\code{alpha}), or \code{NULL}.}
#' \item{years}{a numeric vector containing the different years of the
#' survey.}
#' \item{strata}{a character vector containing the different domains of the
#' breakdown.}
#'
#' @author Andreas Alfons
#'
#' @seealso \code{\link{variance}}, \code{\link{qsr}}
#'
#' @references
#' A. Alfons and M. Templ (2013) Estimation of Social Exclusion Indicators
#' from Complex Surveys: The \R Package \pkg{laeken}. \emph{Journal of
#' Statistical Software}, \bold{54}(15), 1--25. \doi{10.18637/jss.v054.i15}
#'
#' Working group on Statistics on Income and Living Conditions (2004)
#' Common cross-sectional EU indicators based on EU-SILC; the gender
#' pay gap. \emph{EU-SILC 131-rev/04}, Eurostat, Luxembourg.
#'
#' @keywords survey
#'
#' @examples
#' data(eusilc)
#'
#' # overall value
#' gini("eqIncome", weights = "rb050", data = eusilc)
#'
#' # values by region
#' gini("eqIncome", weights = "rb050",
#' breakdown = "db040", data = eusilc)
#'
#' @importFrom stats aggregate
#' @export
gini <- function(inc, weights = NULL, sort = NULL, years = NULL,
breakdown = NULL, design = NULL, cluster = NULL,
data = NULL, var = NULL, alpha = 0.05,
na.rm = FALSE, ...) {
## initializations
byYear <- !is.null(years)
byStratum <- !is.null(breakdown)
if(!is.null(data)) {
inc <- data[, inc]
if(!is.null(weights)) weights <- data[, weights]
if(!is.null(sort)) sort <- data[, sort]
if(byYear) years <- data[, years]
if(byStratum) breakdown <- data[, breakdown]
if(!is.null(var)) {
if(!is.null(design)) design <- data[, design]
if(!is.null(cluster)) cluster <- data[, cluster]
}
}
# check vectors
if(!is.numeric(inc)) stop("'inc' must be a numeric vector")
n <- length(inc)
if(is.null(weights)) weights <- weights <- rep.int(1, n)
else if(!is.numeric(weights)) stop("'weights' must be a numeric vector")
if(!is.null(sort) && !is.vector(sort) && !is.ordered(sort)) {
stop("'sort' must be a vector or ordered factor")
}
if(byYear && !is.numeric(years)) {
stop("'years' must be a numeric vector")
}
if(byStratum) {
if(!is.vector(breakdown) && !is.factor(breakdown)) {
stop("'breakdown' must be a vector or factor")
} else breakdown <- as.factor(breakdown)
}
if(is.null(data)) { # check vector lengths
if(length(weights) != n) {
stop("'weights' must have the same length as 'x'")
}
if(!is.null(sort) && length(sort) != n) {
stop("'sort' must have the same length as 'x'")
}
if(byYear && length(years) != n) {
stop("'years' must have the same length as 'x'")
}
if(byStratum && length(breakdown) != n) {
stop("'breakdown' must have the same length as 'x'")
}
}
## computations
# Gini by year (if requested)
if(byYear) {
ys <- sort(unique(years)) # unique years
gc <- function(y, inc, weights, sort, years, na.rm) {
i <- years == y
giniCoeff(inc[i], weights[i], sort[i], na.rm=na.rm)
}
value <- sapply(ys, gc, inc=inc, weights=weights,
sort=sort, years=years, na.rm=na.rm)
names(value) <- ys # use years as names
} else {
ys <- NULL
value <- giniCoeff(inc, weights, sort, na.rm=na.rm)
}
# Gini by stratum (if requested)
if(byStratum) {
gcR <- function(i, inc, weights, sort, na.rm) {
giniCoeff(inc[i], weights[i], sort[i], na.rm=na.rm)
}
valueByStratum <- aggregate(1:n,
if(byYear) list(year=years, stratum=breakdown)
else list(stratum=breakdown),
gcR, inc=inc, weights=weights,
sort=sort, na.rm=na.rm)
names(valueByStratum)[ncol(valueByStratum)] <- "value"
rs <- levels(breakdown) # unique strata
} else valueByStratum <- rs <- NULL
## create object of class "qsr"
res <- constructGini(value=value,
valueByStratum=valueByStratum,
years=ys, strata=rs)
# variance estimation (if requested)
if(!is.null(var)) {
res <- variance(inc, weights, years, breakdown, design, cluster,
indicator=res, alpha=alpha, na.rm=na.rm, type=var, ...)
}
## return result
return(res)
}
## workhorse
giniCoeff <- function(x, weights = NULL, sort = NULL, na.rm = FALSE) {
# initializations
if(isTRUE(na.rm)){
indices <- !is.na(x)
x <- x[indices]
if(!is.null(weights)) weights <- weights[indices]
if(!is.null(sort)) sort <- sort[indices]
} else if(any(is.na(x))) return(NA)
# sort values and weights
order <- if(is.null(sort)) order(x) else order(x, sort)
x <- x[order] # order values
if(is.null(weights)) weights <- rep.int(1, length(x)) # equal weights
else weights <- weights[order] # order weights
## calculations
wx <- weights * x # weighted values
sw <- sum(weights) # sum of weights
cw <- cumsum(weights) # cumulative sum of weights
100 * ((2 * sum(wx*cw) - sum(weights^2 * x)) / (sw * sum(wx)) - 1)
}
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