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add offset method to compute offsets relative to base-year values #659

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May 24, 2022
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1 change: 1 addition & 0 deletions RELEASE_NOTES.md
Original file line number Diff line number Diff line change
@@ -1,5 +1,6 @@
# Next release

- [#659](https://github.com/IAMconsortium/pyam/pull/659) Add an `offset` method
- [#657](https://github.com/IAMconsortium/pyam/pull/657) Add an `IamSlice` class

# Release v1.4.0
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39 changes: 39 additions & 0 deletions pyam/core.py
Original file line number Diff line number Diff line change
Expand Up @@ -1269,6 +1269,45 @@ def normalize(self, inplace=False, **kwargs):
if not inplace:
return ret

def offset(self, padding=0, fill_value=None, inplace=False, **kwargs):
"""Compute new data which is offset from a specific data point

For example, offsetting from `year=2005` will provide data
*relative* to `year=2005` such that the value in 2005 is 0 and
all other values `value[year] - value[2005]`.

Conceptually this operation performs as:
```
df - df.filter(**kwargs) + padding
```

Note: Currently only supports normalizing to a specific time.

Parameters
----------
padding : float, optional
an additional offset padding
fill_value : float or None, optional
Applied on subtraction. Fills exisiting missing (NaN) values. See
https://pandas.pydata.org/docs/reference/api/pandas.DataFrame.subtract.html
inplace : bool, optional
if :obj:`True`, do operation inplace and return None
kwargs
the column and value on which to offset (e.g., `year=2005`)
"""
if len(kwargs) > 1 or self.time_col not in kwargs:
raise ValueError("Only time(year)-based normalization supported")
ret = self.copy() if not inplace else self
data = ret._data
value = kwargs[self.time_col]
base_value = data.loc[data.index.isin([value], level=self.time_col)].droplevel(
self.time_col
)
ret._data = data.subtract(base_value, fill_value=fill_value) + padding

if not inplace:
return ret

def aggregate(
self,
variable,
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21 changes: 21 additions & 0 deletions tests/test_core.py
Original file line number Diff line number Diff line change
Expand Up @@ -789,3 +789,24 @@ def test_normalize(test_df):
def test_normalize_not_time(test_df):
pytest.raises(ValueError, test_df.normalize, variable="foo")
pytest.raises(ValueError, test_df.normalize, year=2015, variable="foo")


@pytest.mark.parametrize("padding", [0, 2])
def test_offset(test_df, padding):
exp = test_df.data.copy().reset_index(drop=True)
exp.loc[1::2, "value"] -= exp["value"][::2].values - padding
exp.loc[::2, "value"] -= exp["value"][::2].values - padding
# only call with kwarg if padding != 0 (the default)
kwargs = {"padding": padding} if padding else {}
if "year" in test_df.data:
obs = test_df.offset(year=2005, **kwargs).data.reset_index(drop=True)
else:
obs = test_df.offset(
time=datetime.datetime(2005, 6, 17), **kwargs
).data.reset_index(drop=True)
pd.testing.assert_frame_equal(obs, exp)


def test_offset_not_time(test_df):
pytest.raises(ValueError, test_df.offset, variable="foo")
pytest.raises(ValueError, test_df.offset, year=2015, variable="foo")