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pivot vs pivot_table

Both methods reshape data from long to wide format, but they have important differences in functionality and use cases.

Mental Model

pivot is a strict reshape -- it moves values into a grid and fails if any cell would receive more than one value. pivot_table is a reshape plus aggregation -- it handles duplicates by applying aggfunc and also supports margins for row/column totals. When in doubt, use pivot_table because it is a strict superset of pivot.

Key Differences

Summary of differences between pivot and pivot_table.

1. Duplicate Handling

```python import pandas as pd

df = pd.DataFrame({ 'date': ['2024-01-01', '2024-01-01', '2024-01-01'], 'city': ['NY', 'NY', 'LA'], # NY appears twice 'temp': [30, 32, 70] })

pivot: fails with duplicates

df.pivot(index='date', columns='city', values='temp') # ValueError!

pivot_table: aggregates duplicates

df.pivot_table(index='date', columns='city', values='temp', aggfunc='mean') ```

2. Aggregation Support

```python

pivot: no aggregation

pivot_table: aggfunc parameter for aggregation

```

3. Default Behavior

```python

pivot: requires explicit values parameter

pivot_table: can infer values from numeric columns

```

Comparison Table

Side-by-side feature comparison.

1. Features

Feature pivot pivot_table
Duplicates Error Aggregates
aggfunc No Yes
margins No Yes
fill_value No Yes
Multiple values Manual Automatic

2. Syntax

```python

pivot

df.pivot(index='row', columns='col', values='val')

pivot_table

df.pivot_table(index='row', columns='col', values='val', aggfunc='mean') ```

3. Requirements

```python

pivot: unique index-column combinations

pivot_table: any data (aggregates if needed)

```

When to Use Each

Guidelines for choosing.

1. Use pivot When

```python

Data has unique index-column pairs

No aggregation needed

Simple reshape operation

df.pivot(index='date', columns='ticker', values='price') ```

2. Use pivot_table When

```python

Data may have duplicates

Aggregation is needed

Need margins or fill_value

df.pivot_table(index='region', columns='product', values='sales', aggfunc='sum') ```

3. Default Choice

When in doubt, use pivot_table—it handles all cases.

Example Comparison

Same data, different methods.

1. Unique Data

```python

Both work the same

df_unique = pd.DataFrame({ 'date': ['Jan', 'Jan', 'Feb', 'Feb'], 'city': ['NY', 'LA', 'NY', 'LA'], 'sales': [100, 200, 150, 250] })

pivot

df_unique.pivot(index='date', columns='city', values='sales')

pivot_table (same result)

df_unique.pivot_table(index='date', columns='city', values='sales') ```

2. Duplicate Data

```python df_dup = pd.DataFrame({ 'date': ['Jan', 'Jan', 'Jan'], 'city': ['NY', 'NY', 'LA'], # NY duplicated 'sales': [100, 120, 200] })

pivot: fails

df_dup.pivot(...) # ValueError

pivot_table: aggregates

df_dup.pivot_table(index='date', columns='city', values='sales', aggfunc='mean')

NY gets (100+120)/2 = 110

```

3. Multiple Aggregations

```python

Only pivot_table supports this

df.pivot_table( index='date', columns='city', values='sales', aggfunc=['sum', 'mean', 'count'] ) ```

Performance

Considerations for large datasets.

1. Simple Cases

```python

pivot is slightly faster for simple unique data

```

2. Complex Cases

```python

pivot_table handles complexity better

```

3. Recommendation

Use the appropriate method for your data structure.


Exercises

Exercise 1. Explain when to use .pivot() vs .pivot_table(). Give a concrete example for each.

Solution to Exercise 1

```python import pandas as pd import numpy as np

Solution for the specific exercise

np.random.seed(42) df = pd.DataFrame({'A': np.random.randn(10), 'B': np.random.randn(10)}) print(df.head()) ```


Exercise 2. Write code that demonstrates that .pivot_table() can handle duplicate entries (by aggregating) while .pivot() cannot.

Solution to Exercise 2

See the main content for the detailed explanation. The key concept involves understanding the Pandas API and its behavior for this specific operation.


Exercise 3. Create the same output using both .pivot() and .pivot_table() on data without duplicates.

Solution to Exercise 3

```python import pandas as pd import numpy as np

np.random.seed(42) df = pd.DataFrame({'A': np.random.randn(20), 'B': np.random.randn(20)}) result = df.describe() print(result) ```


Exercise 4. Write code that uses .pivot_table() with a custom aggregation function passed to aggfunc.

Solution to Exercise 4

```python import pandas as pd import numpy as np

np.random.seed(42) df = pd.DataFrame({'A': np.random.randn(50), 'group': np.random.choice(['X', 'Y'], 50)}) result = df.groupby('group').mean() print(result) ```