This project was completed as part of Udacity's Machine Learning Nanodegree.
In this project, we will employ several supervised algorithms to accurately model individuals' income using data collected from the 1994 U.S. Census. We will then choose the best candidate algorithm from preliminary results and further optimize this algorithm to best model the data. Our goal with this implementation is to construct a model that accurately predicts whether an individual makes more than $50,000. This sort of task can arise in a non-profit setting, where organizations survive on donations. Understanding an individual's income can help a non-profit better understand how large of a donation to request, or whether or not they should reach out to begin with. While it can be difficult to determine an individual's general income bracket directly from public sources, we can (as we will see) infer this value from other publically available features.
The dataset for this project originates from the UCI Machine Learning Repository. The dataset was donated by Ron Kohavi and Barry Becker, after being published in the article "Scaling Up the Accuracy of Naive-Bayes Classifiers: A Decision-Tree Hybrid". You can find the article by Ron Kohavi online. The data we investigate here consists of small changes to the original dataset, such as removing the 'fnlwgt' feature and records with missing or ill-formatted entries.
Run the code cell below to load necessary Python libraries and load the census data. Note that the last column from this dataset, 'income', will be our target label (whether an individual makes more than, or at most, $50,000 annually). All other columns are features about each individual in the census database.
# Import libraries necessary for this project
import numpy as np
import pandas as pd
from time import time
from IPython.display import display # Allows the use of display() for DataFrames
# Import supplementary visualization code visuals.py
import visuals as vs
# Pretty display for notebooks
%matplotlib inline
# Load the Census dataset
data = pd.read_csv("census.csv")
# Success - Display the first record
display(data.head(1))
#Checking out the datatypes of the features
data.info()
A cursory investigation of the dataset will determine how many individuals fit into either group, and will tell us about the percentage of these individuals making more than \$50,000. In the code cell below, you will need to compute the following:
'n_records''n_greater_50k'.'n_at_most_50k'.'greater_percent'.Hint: You may need to look at the table above to understand how the 'income' entries are formatted.
# TODO: Total number of records
n_records= data.shape[0]
# TODO: Number of records where individual's income is more than $50,000
n_greater_50k= len(data[data['income']=='>50K'])
# TODO: Number of records where individual's income is at most $50,000
n_at_most_50k= len(data[data['income']=='<=50K'])
# TODO: Percentage of individuals whose income is more than $50,000
greater_percent= n_greater_50k/n_records*100
# Print the results
print("Total number of records: {}".format(n_records))
print("Individuals making more than $50,000: {}".format(n_greater_50k))
print("Individuals making at most $50,000: {}".format(n_at_most_50k))
print("Percentage of individuals making more than $50,000: {:.2f}%".format(greater_percent))
Before data can be used as input for machine learning algorithms, it often must be cleaned, formatted, and restructured — this is typically known as preprocessing. Fortunately, for this dataset, there are no invalid or missing entries we must deal with, however, there are some qualities about certain features that must be adjusted. This preprocessing can help tremendously with the outcome and predictive power of nearly all learning algorithms.
A dataset may sometimes contain at least one feature whose values tend to lie near a single number, but will also have a non-trivial number of vastly larger or smaller values than that single number. Algorithms can be sensitive to such distributions of values and can underperform if the range is not properly normalized. With the census dataset two features fit this description: 'capital-gain' and 'capital-loss'.
Run the code cell below to plot a histogram of these two features. Note the range of the values present and how they are distributed.
# Split the data into features and target label
income_raw = data['income']
features_raw = data.drop('income', axis = 1)
# Visualize skewed continuous features of original data
import seaborn as sns
sns.set()
vs.distribution(data)
For highly-skewed feature distributions such as 'capital-gain' and 'capital-loss', it is common practice to apply a logarithmic transformation on the data so that the very large and very small values do not negatively affect the performance of a learning algorithm. Using a logarithmic transformation significantly reduces the range of values caused by outliers. Care must be taken when applying this transformation however: The logarithm of 0 is undefined, so we must translate the values by a small amount above 0 to apply the logarithm successfully.
Run the code cell below to perform a transformation on the data and visualize the results. Again, note the range of values and how they are distributed.
# Log-transform the skewed features
skewed = ['capital-gain', 'capital-loss']
features_raw[skewed] = data[skewed].apply(lambda x: np.log(x + 1))
# Visualize the new log distributions
vs.distribution(features_raw, transformed = True)
In addition to performing transformations on features that are highly skewed, it is often good practice to perform some type of scaling on numerical features. Applying a scaling to the data does not change the shape of each feature's distribution (such as 'capital-gain' or 'capital-loss' above); however, normalization ensures that each feature is treated equally when applying supervised learners. Note that once scaling is applied, observing the data in its raw form will no longer have the same original meaning, as exampled below.
Run the code cell below to normalize each numerical feature. We will use sklearn.preprocessing.MinMaxScaler for this.
# Import sklearn.preprocessing.MinMaxScaler
from sklearn.preprocessing import MinMaxScaler
# Initialize a scaler, then apply it to the features
scaler = MinMaxScaler()
numerical = ['age', 'education-num', 'capital-gain', 'capital-loss', 'hours-per-week']
features_raw[numerical] = scaler.fit_transform(data[numerical])
# Show an example of a record with scaling applied
display(features_raw.head())
From the table in Exploring the Data above, we can see there are several features for each record that are non-numeric. Typically, learning algorithms expect input to be numeric, which requires that non-numeric features (called categorical variables) be converted. One popular way to convert categorical variables is by using the one-hot encoding scheme. One-hot encoding creates a "dummy" variable for each possible category of each non-numeric feature. For example, assume someFeature has three possible entries: A, B, or C. We then encode this feature into someFeature_A, someFeature_B and someFeature_C.
| someFeature | someFeature_A | someFeature_B | someFeature_C | ||
|---|---|---|---|---|---|
| 0 | B | 0 | 1 | 0 | |
| 1 | C | ----> one-hot encode ----> | 0 | 0 | 1 |
| 2 | A | 1 | 0 | 0 |
Additionally, as with the non-numeric features, we need to convert the non-numeric target label, 'income' to numerical values for the learning algorithm to work. Since there are only two possible categories for this label ("<=50K" and ">50K"), we can avoid using one-hot encoding and simply encode these two categories as 0 and 1, respectively. In code cell below, you will need to implement the following:
pandas.get_dummies() to perform one-hot encoding on the 'features_raw' data.'income_raw' to numerical entries.0 and records with ">50K" to 1.# TODO: One-hot encode the 'features_raw' data using pandas.get_dummies()
features= pd.get_dummies(features_raw)
# TODO: Encode the 'income_raw' data to numerical values
income = income_raw.apply(lambda x: 1 if x == '>50K' else 0)
# Print the number of features after one-hot encoding
encoded = list(features.columns)
print("{} total features after one-hot encoding.".format(len(encoded)))
# Uncomment the following line to see the encoded feature names
# print(encoded)
Now all categorical variables have been converted into numerical features, and all numerical features have been normalized. As always, we will now split the data (both features and their labels) into training and test sets. 80% of the data will be used for training and 20% for testing.
Run the code cell below to perform this split.
# Import train_test_split
from sklearn.model_selection import train_test_split
# Split the 'features' and 'income' data into training and testing sets
X_train, X_test, y_train, y_test = train_test_split(features, income, test_size = 0.2, random_state = 0)
# Show the results of the split
print("Training set has {} samples.".format(X_train.shape[0]))
print("Testing set has {} samples.".format(X_test.shape[0]))
In this section, we will investigate four different algorithms, and determine which is best at modeling the data. Three of these algorithms will be supervised learners of your choice, and the fourth algorithm is known as a naive predictor.
CharityML, equipped with their research, knows individuals that make more than \$50,000 are most likely to donate to their charity. Because of this, *CharityML* is particularly interested in predicting who makes more than \$50,000 accurately. It would seem that using accuracy as a metric for evaluating a particular model's performace would be appropriate. Additionally, identifying someone that does not make more than \$50,000 as someone who does would be detrimental to *CharityML*, since they are looking to find individuals willing to donate. Therefore, a model's ability to precisely predict those that make more than \$50,000 is more important than the model's ability to recall those individuals. We can use F-beta score as a metric that considers both precision and recall:
$$ F_{\beta} = (1 + \beta^2) \cdot \frac{precision \cdot recall}{\left( \beta^2 \cdot precision \right) + recall} $$
In particular, when $\beta = 0.5$, more emphasis is placed on precision. This is called the F$_{0.5}$ score (or F-score for simplicity).
Looking at the distribution of classes (those who make at most \$50,000, and those who make more), it's clear most individuals do not make more than \$50,000. This can greatly affect accuracy, since we could simply say "this person does not make more than \$50,000" and generally be right, without ever looking at the data! Making such a statement would be called naive, since we have not considered any information to substantiate the claim. It is always important to consider the naive prediction for your data, to help establish a benchmark for whether a model is performing well. That been said, using that prediction would be pointless: If we predicted all people made less than \$50,000, CharityML would identify no one as donors.
If we chose a model that always predicted an individual made more than \$50,000, what would that model's accuracy and F-score be on this dataset?
Note: You must use the code cell below and assign your results to 'accuracy' and 'fscore' to be used later.
# for a model that always predicts an individual makes more than \$50,000
# TODO: Calculate accuracy
accuracy= n_greater_50k/n_records
# TODO: Calculate F-score using the formula above for beta = 0.5
true_pos= n_greater_50k
true_neg= n_at_most_50k
false_pos= n_records-n_greater_50k
false_neg= 0
precision= true_pos/(true_pos+false_pos)
recall= true_pos/(true_pos+false_neg)
beta= 0.5
fscore= (1+beta**2)*(precision*recall)/(beta**2*precision+recall)
# Print the results
print("Naive Predictor \nAccuracy score: {:.4f}\nF-score: {:.4f}".format(accuracy, fscore))
The following supervised learning models are currently available in scikit-learn that you may choose from:
List three of the supervised learning models above that are appropriate for this problem that you will test on the census data. For each model chosen
Answer:
To properly evaluate the performance of each model you've chosen, it's important that you create a training and predicting pipeline that allows you to quickly and effectively train models using various sizes of training data and perform predictions on the testing data. Your implementation here will be used in the following section. In the code block below, you will need to implement the following:
fbeta_score and accuracy_score from sklearn.metrics.X_test, and also on the first 300 training points X_train[:300].beta parameter!# TODO: Import two metrics from sklearn - fbeta_score and accuracy_score
from sklearn.metrics import fbeta_score, accuracy_score
def train_predict(learner, sample_size, X_train, y_train, X_test, y_test):
'''
inputs:
- learner: the learning algorithm to be trained and predicted on
- sample_size: the size of samples (number) to be drawn from training set
- X_train: features training set
- y_train: income training set
- X_test: features testing set
- y_test: income testing set
'''
# Create empty dictionary to store results in later.
results= {}
# TODO: Fit the learner to the training data using slicing with 'sample_size'
start_train= time() # Get start time
learner= learner.fit(X_train[:sample_size],y_train[:sample_size])
end_train= time() # Get end time
# TODO: Calculate the training time
results["train_time"]= end_train-start_train
# TODO: Get the predictions on the test set,
# then get predictions on the first 300 training samples
start_pred= time()# Get start time
pred_test= learner.predict(X_test)
pred_train= learner.predict(X_train[:300])
end_pred= time() # Get end time
# TODO: Calculate the total prediction time
results["pred_time"]= end_pred-start_pred
# TODO: Compute accuracy on the first 300 training samples
results["acc_train"]= accuracy_score(y_train[:300],pred_train)
# TODO: Compute accuracy on test set
results["acc_test"]= accuracy_score(y_test,pred_test)
# TODO: Compute F-score on the the first 300 training samples
beta= 0.5
results["f_train"]= fbeta_score(y_train[:300],pred_train,beta)
# TODO: Compute F-score on the test set
results["f_test"]= fbeta_score(y_test,pred_test,beta)
# Success
print("{} trained on {} samples.".format(learner.__class__.__name__, sample_size))
# Return the results
return results
In the code cell, you will need to implement the following:
'clf_A', 'clf_B', and 'clf_C'.'random_state' for each model you use, if provided.'samples_1', 'samples_10', and 'samples_100' respectively.Note: Depending on which algorithms you chose, the following implementation may take some time to run!
# TODO: Import the three supervised learning models from sklearn
from sklearn.ensemble import AdaBoostClassifier
from sklearn.svm import SVC
from sklearn import linear_model
# TODO: Initialize the three models
clf_A= AdaBoostClassifier(random_state=2)
clf_B= SVC(random_state=2)
clf_C= linear_model.SGDClassifier(random_state=2)
# TODO: Calculate the number of samples for 1%, 10%, and 100% of the training data
samples_1= int(len(X_train)*0.01)
samples_10= int(len(X_train)*0.1)
samples_100= len(X_train)
# Collect results on the learners
results = {}
for clf in [clf_A, clf_B, clf_C]:
clf_name = clf.__class__.__name__
results[clf_name] = {}
for i, samples in enumerate([samples_1, samples_10, samples_100]):
results[clf_name][i] = \
train_predict(clf, samples, X_train, y_train, X_test, y_test)
# Run metrics visualization for the three supervised learning models chosen
vs.evaluate(results, accuracy, fscore)
Note that the SVM f-score cannot be computed and returns 0 for the 1% sample because the size is too small and we effectively end up dividing by 0 Reference.
In this final section, you will choose from the three supervised learning models the best model to use on the student data. You will then perform a grid search optimization for the model over the entire training set (X_train and y_train) by tuning at least one parameter to improve upon the untuned model's F-score.
Based on the evaluation you performed earlier, in one to two paragraphs, explain to CharityML which of the three models you believe to be most appropriate for the task of identifying individuals that make more than \$50,000.
Hint: Your answer should include discussion of the metrics, prediction/training time, and the algorithm's suitability for the data.
Answer:
Based on the results above, I would recommend the AdaBoost classifier. CharityML might not consider speed to be a priority but I would anyway start by pointing out that, unlike SVM, AdaBoost is fast at both training and predicting and would therefore scale well. More importantly for the charity, the accuracy score and the F-score of this model are consistently high for the different dataset sizes. Plus, these scores are similar for the training subset and the testing set, suggesting that this model is not overfitting and will generalise well to unseen data.
In one to two paragraphs, explain to CharityML, in layman's terms, how the final model chosen is supposed to work. Be sure that you are describing the major qualities of the model, such as how the model is trained and how the model makes a prediction. Avoid using advanced mathematical or technical jargon, such as describing equations or discussing the algorithm implementation.
Answer:
In order to predict whether or not an individual earns more than 50K, we have chosen an algorithm called AdaBoost. It is a strong predictor that relies on the combination of simple learners. Using the available features, such as the age and the education level of an individual, each learner defines a set of rules that should accurately predict the income of that person. Initially, some learners will make wrong predictions but AdaBoost will use these mistakes to tweak the subsequent learners. At the end of the training process of the algorithm, we end up with an ensemble of learners. Separately, these simple learners would not make very accurate predictions, but their combination by AdaBoost achieves a greatly improved overall performance.
Fine tune the chosen model. Use grid search (GridSearchCV) with at least one important parameter tuned with at least 3 different values. You will need to use the entire training set for this. In the code cell below, you will need to implement the following:
sklearn.grid_search.GridSearchCV and sklearn.metrics.make_scorer.clf.random_state if one is available to the same state you set before.parameters = {'parameter' : [list of values]}.max_features parameter of your learner if that parameter is available!make_scorer to create an fbeta_score scoring object (with $\beta = 0.5$).clf using the 'scorer', and store it in grid_obj.X_train, y_train), and store it in grid_fit.Note: Depending on the algorithm chosen and the parameter list, the following implementation may take some time to run!
# TODO: Import 'GridSearchCV', 'make_scorer', and any other necessary libraries
from sklearn.model_selection import GridSearchCV
from sklearn.metrics import fbeta_score, make_scorer
# TODO: Initialize the classifier
clf = AdaBoostClassifier(random_state=0)
# initialising decision trees with different max_depth
from sklearn.tree import DecisionTreeClassifier
dt1= DecisionTreeClassifier(max_depth=2)
dt2= DecisionTreeClassifier(max_depth=5)
# TODO: Create the parameters list you wish to tune
parameters= {'base_estimator': [dt1, dt2],
'n_estimators': [50, 100, 120],
'learning_rate': [0.1, 0.5, 1.0]}
# TODO: Make an fbeta_score scoring object
scorer= make_scorer(fbeta_score,beta=0.5)
# TODO: Perform grid search on the classifier using 'scorer' as the scoring method
grid_obj= GridSearchCV(clf,parameters,scoring=scorer)
# TODO: Fit the grid search object to the training data and find the optimal parameters
grid_fit= grid_obj.fit(X_train,y_train)
# Get the estimator
best_clf= grid_fit.best_estimator_
# Make predictions using the unoptimized and model
predictions = (clf.fit(X_train, y_train)).predict(X_test)
best_predictions = best_clf.predict(X_test)
# Report the before-and-afterscores
print("Unoptimized model\n------")
print("Accuracy score on testing data: {:.4f}".format(accuracy_score(y_test, predictions)))
print("F-score on testing data: {:.4f}".format(fbeta_score(y_test, predictions, beta = 0.5)))
print("\nOptimized Model\n------")
print("Final accuracy score on the testing data: {:.4f}".format(accuracy_score(y_test, best_predictions)))
print("Final F-score on the testing data: {:.4f}".format(fbeta_score(y_test, best_predictions, beta = 0.5)))
print(best_clf)
What is your optimized model's accuracy and F-score on the testing data? Are these scores better or worse than the unoptimized model? How do the results from your optimized model compare to the naive predictor benchmarks you found earlier in Question 1?
Note: Fill in the table below with your results, and then provide discussion in the Answer box.
| Metric | Benchmark Predictor | Unoptimized Model | Optimized Model |
|---|---|---|---|
| Accuracy Score | 0.2478 | 0.8576 | 0.8677 |
| F-score | 0.2917 | 0.7246 | 0.7508 |
Answer:
Comparing the scores above, we can tell that both the unoptimised and the optimised models have higher scores than the naive/benchmark predictor. This was expected as the naive model predicts that an individual earns more than 50K all the time. As a consequence, its predictions are often wrong, which negatively affects both its accuracy and F-score. On the contrary, the unoptimised and the optimised models take the features into account and greatly outperform the naive predictor. Using GridSearchCV to optimise the model has resulted in a 1% improvement in terms of accuracy. The F-score has increased by more than 2.5%, which confirms that model optimisation using GridSearchCV is a sensible approach when trying to improve performance.
An important task when performing supervised learning on a dataset like the census data we study here is determining which features provide the most predictive power. By focusing on the relationship between only a few crucial features and the target label we simplify our understanding of the phenomenon, which is most always a useful thing to do. In the case of this project, that means we wish to identify a small number of features that most strongly predict whether an individual makes at most or more than \$50,000.
Choose a scikit-learn classifier (e.g., adaboost, random forests) that has a feature_importance_ attribute, which is a function that ranks the importance of features according to the chosen classifier. In the next python cell fit this classifier to training set and use this attribute to determine the top 5 most important features for the census dataset.
When Exploring the Data, it was shown there are thirteen available features for each individual on record in the census data.
Of these thirteen records, which five features do you believe to be most important for prediction, and in what order would you rank them and why?
Answer:
The five features that are the most important for prediction are likely to be the following:
Choose a scikit-learn supervised learning algorithm that has a feature_importance_ attribute availble for it. This attribute is a function that ranks the importance of each feature when making predictions based on the chosen algorithm.
In the code cell below, you will need to implement the following:
'.feature_importances_'.# TODO: Import a supervised learning model that has 'feature_importances_'
# TODO: Train the supervised model on the training set
# TODO: Extract the feature importances
importances= best_clf.feature_importances_
# Plot
vs.feature_plot(importances, X_train, y_train)
Observe the visualization created above which displays the five most relevant features for predicting if an individual makes at most or above \$50,000.
How do these five features compare to the five features you discussed in Question 6? If you were close to the same answer, how does this visualization confirm your thoughts? If you were not close, why do you think these features are more relevant?
Answer:
Three of the five features I thought would be the most important are represented on the graph above: age, capital gain and hours per week. Regarding education, I suspected that the education level would be an important feature. However, the feature education_num, which is the number of educational years completed by an individual, is actually more informative. One feature I had not expected to be important is the marital status: the graph shows that individuals who belong to the category Married-civ-spouse tend to earn more than 50K.
How does a model perform if we only use a subset of all the available features in the data? With less features required to train, the expectation is that training and prediction time is much lower — at the cost of performance metrics. From the visualization above, we see that the top five most important features contribute more than half of the importance of all features present in the data. This hints that we can attempt to reduce the feature space and simplify the information required for the model to learn. The code cell below will use the same optimized model you found earlier, and train it on the same training set with only the top five important features.
# Import functionality for cloning a model
from sklearn.base import clone
# Reduce the feature space
X_train_reduced = X_train[X_train.columns.values[(np.argsort(importances)[::-1])[:5]]]
X_test_reduced = X_test[X_test.columns.values[(np.argsort(importances)[::-1])[:5]]]
# Train on the "best" model found from grid search earlier
clf = (clone(best_clf)).fit(X_train_reduced, y_train)
# Make new predictions
reduced_predictions = clf.predict(X_test_reduced)
# Report scores from the final model using both versions of data
print("Final Model trained on full data\n------")
print("Accuracy on testing data: {:.4f}".format(accuracy_score(y_test, best_predictions)))
print("F-score on testing data: {:.4f}".format(fbeta_score(y_test, best_predictions, beta = 0.5)))
print("\nFinal Model trained on reduced data\n------")
print("Accuracy on testing data: {:.4f}".format(accuracy_score(y_test, reduced_predictions)))
print("F-score on testing data: {:.4f}".format(fbeta_score(y_test, reduced_predictions, beta = 0.5)))
How does the final model's F-score and accuracy score on the reduced data using only five features compare to those same scores when all features are used?
If training time was a factor, would you consider using the reduced data as your training set?
Answer:
Training the final model with the top 5 features instead of the full set induces a decrease in both the accuracy and the F-score. While the drop in accuracy is relatively small (less than 2%), the F-score decreases by almost 5%. AdaBoost being computationally fast, I would argue that it is not worth decreasing the number of features at the expense of the F-score. However, if we had kept a Support Vector Machine, it might have made sense to try and speed up the training time by using less features.