[python] Pandas Merging 101

This post will go through the following topics:

  • how to correctly generalize to multiple DataFrames (and why merge has shortcomings here)
  • merging on unique keys
  • merging on non-unqiue keys

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Generalizing to multiple DataFrames

Oftentimes, the situation arises when multiple DataFrames are to be merged together. Naively, this can be done by chaining merge calls:

df1.merge(df2, ...).merge(df3, ...)

However, this quickly gets out of hand for many DataFrames. Furthermore, it may be necessary to generalise for an unknown number of DataFrames.

Here I introduce pd.concat for multi-way joins on unique keys, and DataFrame.join for multi-way joins on non-unique keys. First, the setup.

# Setup.
np.random.seed(0)
A = pd.DataFrame({'key': ['A', 'B', 'C', 'D'], 'valueA': np.random.randn(4)})    
B = pd.DataFrame({'key': ['B', 'D', 'E', 'F'], 'valueB': np.random.randn(4)})
C = pd.DataFrame({'key': ['D', 'E', 'J', 'C'], 'valueC': np.ones(4)})
dfs = [A, B, C] 

# Note, the "key" column values are unique, so the index is unique.
A2 = A.set_index('key')
B2 = B.set_index('key')
C2 = C.set_index('key')

dfs2 = [A2, B2, C2]

Multiway merge on unique keys

If your keys (here, the key could either be a column or an index) are unique, then you can use pd.concat. Note that pd.concat joins DataFrames on the index.

# merge on `key` column, you'll need to set the index before concatenating
pd.concat([
    df.set_index('key') for df in dfs], axis=1, join='inner'
).reset_index()

  key    valueA    valueB  valueC
0   D  2.240893 -0.977278     1.0

# merge on `key` index
pd.concat(dfs2, axis=1, sort=False, join='inner')

       valueA    valueB  valueC
key                            
D    2.240893 -0.977278     1.0

Omit join='inner' for a FULL OUTER JOIN. Note that you cannot specify LEFT or RIGHT OUTER joins (if you need these, use join, described below).


Multiway merge on keys with duplicates

concat is fast, but has its shortcomings. It cannot handle duplicates.

A3 = pd.DataFrame({'key': ['A', 'B', 'C', 'D', 'D'], 'valueA': np.random.randn(5)})
pd.concat([df.set_index('key') for df in [A3, B, C]], axis=1, join='inner')
ValueError: Shape of passed values is (3, 4), indices imply (3, 2)

In this situation, we can use join since it can handle non-unique keys (note that join joins DataFrames on their index; it calls merge under the hood and does a LEFT OUTER JOIN unless otherwise specified).

# join on `key` column, set as the index first
# For inner join. For left join, omit the "how" argument.
A.set_index('key').join(
    [df.set_index('key') for df in (B, C)], how='inner').reset_index()

  key    valueA    valueB  valueC
0   D  2.240893 -0.977278     1.0

# join on `key` index
A3.set_index('key').join([B2, C2], how='inner')

       valueA    valueB  valueC
key                            
D    1.454274 -0.977278     1.0
D    0.761038 -0.977278     1.0


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