Articles - Cluster Analysis in R: Practical Guide
Cluster analysis is one of the important data mining methods for discovering knowledge in multidimensional data. The goal of clustering is to identify pattern or groups of similar objects within a data set of interest.
Each group contains observations with similar profile according to a specific criteria. Similarity between observations is defined using some inter-observation distance measures including Euclidean and correlation-based distance measures.
In the literature, cluster analysis is referred as “pattern recognition” or “unsupervised machine learning” - “unsupervised” because we are not guided by a priori ideas of which variables or samples belong in which clusters. “Learning” because the machine algorithm “learns” how to cluster.
Cluster analysis is popular in many fields, including:
- In cancer research, for classifying patients into subgroups according their gene expression profile. This can be useful for identifying the molecular profile of patients with good or bad prognostic, as well as for understanding the disease.
- In marketing, for market segmentation by identifying subgroups of customers with similar profiles and who might be receptive to a particular form of advertising.
- In City-planning, for identifying groups of houses according to their type, value and location.
Note that, it’ possible to cluster both observations (i.e, samples or individuals) and features (i.e, variables). Observations can be clustered on the basis of variables and variables can be clustered on the basis of observations.
Here, we provide a practical guide to unsupervised machine learning or cluster analysis using R software.
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How this document is organized?
This document contains 5 parts.
Part I. Cluster Analysis Basics:
- Data Preparation and Essential R Packages for Cluster Analysis
- Clustering Distance Measures Essentials
Part II. Partitioning Clustering methods:
- K-Means Clustering Essentials
- K-Medoids Essentials: PAM clustering
- CLARA - Clustering Large Applications
Part III. Hierarchical Clustering:
- Agglomerative Clustering
- Algorithm and steps
- Verify the cluster tree
- Cut the dendrogram into different groups
- Compare Dendrograms
- Visual comparison of two dendrograms
- Correlation matrix between a list of dendrograms
- Visualize Dendrograms
- Case of small data sets
- Case of dendrogram with large data sets: zoom, sub-tree, PDF
- Customize dendrograms using dendextend
- Heatmap: Static and Interactive
- R base heat maps
- Pretty heat maps
- Interactive heat maps
- Complex heatmap
- Real application: gene expression data
Part IV. Clustering Validation and Evaluation Strategies :
- Assessing Clustering Tendency
- Determining the Optimal Number of Clusters
- Cluster Validation Statistics
- Choosing the Best Clustering Algorithms
- Computing p-value for Hierarchical Clustering