CODEWITHSUNDEEP
rcalculation
Matias Ochoa
Matias Ochoa

Reputation: 25

Rolling Increase based on Category in R

I have this data frame with 3 columns and I need a 4th column which makes the increase of the value for each Fund for each date, in this case it is only possible for 2022-01-02 values.

Date <- c("2022-01-01","2022-01-01","2022-01-01","2022-01-02","2022-01-02","2022-01-02")
Fund <-c("A","B","C","C","A","B")
Values <- c(10,10,10,13,17,15)

For example this would be one result

Date Fund Value Increase %
2022-01-02 A 17 70%

Upvotes: 1

Views: 37

Answers (1)

akrun
akrun

Reputation: 887251

An approach is to take the diff after grouping by 'Fund' and divide by the first value

library(dplyr)
df1 %>% 
   group_by(Fund) %>% 
   mutate(Prop = 100 * c(0, diff(Values)/first(Values))) %>%
   ungroup

Or could be divide by the lag of 'Values'

df1 %>%
   group_by(Fund) %>%
   mutate(Prop = 100 * c(0, diff(Values))/lag(Values)) %>%
   ungroup

Upvotes: 1

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