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# Data Preprocessing and Feature Engineering Reference
## Overview
Data preprocessing transforms raw data into a format suitable for machine learning models. This includes scaling, encoding, handling missing values, and feature engineering.
## Feature Scaling and Normalization
### StandardScaler
**StandardScaler (`sklearn.preprocessing.StandardScaler`)**
- Standardizes features to zero mean and unit variance
- Formula: z = (x - mean) / std
- Use when: Features have different scales, algorithm assumes normally distributed data
- Required for: SVM, KNN, Neural Networks, PCA, Linear Regression with regularization
- Example:
```python
from sklearn.preprocessing import StandardScaler
scaler = StandardScaler()
X_train_scaled = scaler.fit_transform(X_train)
X_test_scaled = scaler.transform(X_test) # Use same parameters as training
# Access learned parameters
print(f"Mean: {scaler.mean_}")
print(f"Std: {scaler.scale_}")
```
### MinMaxScaler
**MinMaxScaler (`sklearn.preprocessing.MinMaxScaler`)**
- Scales features to a given range (default [0, 1])
- Formula: X_scaled = (X - X.min) / (X.max - X.min)
- Use when: Need bounded values, data not normally distributed
- Sensitive to outliers
- Example:
```python
from sklearn.preprocessing import MinMaxScaler
scaler = MinMaxScaler(feature_range=(0, 1))
X_scaled = scaler.fit_transform(X_train)
# Custom range
scaler = MinMaxScaler(feature_range=(-1, 1))
X_scaled = scaler.fit_transform(X_train)
```
### RobustScaler
**RobustScaler (`sklearn.preprocessing.RobustScaler`)**
- Scales using median and interquartile range (IQR)
- Formula: X_scaled = (X - median) / IQR
- Use when: Data contains outliers
- Robust to outliers
- Example:
```python
from sklearn.preprocessing import RobustScaler
scaler = RobustScaler()
X_scaled = scaler.fit_transform(X_train)
```
### Normalizer
**Normalizer (`sklearn.preprocessing.Normalizer`)**
- Normalizes samples individually to unit norm
- Common norms: 'l1', 'l2', 'max'
- Use when: Need to normalize each sample independently (e.g., text features)
- Example:
```python
from sklearn.preprocessing import Normalizer
normalizer = Normalizer(norm='l2') # Euclidean norm
X_normalized = normalizer.fit_transform(X)
```
### MaxAbsScaler
**MaxAbsScaler (`sklearn.preprocessing.MaxAbsScaler`)**
- Scales by maximum absolute value
- Range: [-1, 1]
- Doesn't shift/center data (preserves sparsity)
- Use when: Data is already centered or sparse
- Example:
```python
from sklearn.preprocessing import MaxAbsScaler
scaler = MaxAbsScaler()
X_scaled = scaler.fit_transform(X_sparse)
```
## Encoding Categorical Variables
### OneHotEncoder
**OneHotEncoder (`sklearn.preprocessing.OneHotEncoder`)**
- Creates binary columns for each category
- Use when: Nominal categories (no order), tree-based models or linear models
- Example:
```python
from sklearn.preprocessing import OneHotEncoder
encoder = OneHotEncoder(sparse_output=False, handle_unknown='ignore')
X_encoded = encoder.fit_transform(X_categorical)
# Get feature names
feature_names = encoder.get_feature_names_out(['color', 'size'])
# Handle unknown categories during transform
X_test_encoded = encoder.transform(X_test_categorical)
```
### OrdinalEncoder
**OrdinalEncoder (`sklearn.preprocessing.OrdinalEncoder`)**
- Encodes categories as integers
- Use when: Ordinal categories (ordered), or tree-based models
- Example:
```python
from sklearn.preprocessing import OrdinalEncoder
# Natural ordering
encoder = OrdinalEncoder()
X_encoded = encoder.fit_transform(X_categorical)
# Custom ordering
encoder = OrdinalEncoder(categories=[['small', 'medium', 'large']])
X_encoded = encoder.fit_transform(X_categorical)
```
### LabelEncoder
**LabelEncoder (`sklearn.preprocessing.LabelEncoder`)**
- Encodes target labels (y) as integers
- Use for: Target variable encoding
- Example:
```python
from sklearn.preprocessing import LabelEncoder
le = LabelEncoder()
y_encoded = le.fit_transform(y)
# Decode back
y_decoded = le.inverse_transform(y_encoded)
print(f"Classes: {le.classes_}")
```
### Target Encoding (using category_encoders)
```python
# Install: uv pip install category-encoders
from category_encoders import TargetEncoder
encoder = TargetEncoder()
X_train_encoded = encoder.fit_transform(X_train_categorical, y_train)
X_test_encoded = encoder.transform(X_test_categorical)
```
## Non-linear Transformations
### Power Transforms
**PowerTransformer**
- Makes data more Gaussian-like
- Methods: 'yeo-johnson' (works with negative values), 'box-cox' (positive only)
- Use when: Data is skewed, algorithm assumes normality
- Example:
```python
from sklearn.preprocessing import PowerTransformer
# Yeo-Johnson (handles negative values)
pt = PowerTransformer(method='yeo-johnson', standardize=True)
X_transformed = pt.fit_transform(X)
# Box-Cox (positive values only)
pt = PowerTransformer(method='box-cox', standardize=True)
X_transformed = pt.fit_transform(X)
```
### Quantile Transformation
**QuantileTransformer**
- Transforms features to follow uniform or normal distribution
- Robust to outliers
- Use when: Want to reduce outlier impact
- Example:
```python
from sklearn.preprocessing import QuantileTransformer
# Transform to uniform distribution
qt = QuantileTransformer(output_distribution='uniform', random_state=42)
X_transformed = qt.fit_transform(X)
# Transform to normal distribution
qt = QuantileTransformer(output_distribution='normal', random_state=42)
X_transformed = qt.fit_transform(X)
```
### Log Transform
```python
import numpy as np
# Log1p (log(1 + x)) - handles zeros
X_log = np.log1p(X)
# Or use FunctionTransformer
from sklearn.preprocessing import FunctionTransformer
log_transformer = FunctionTransformer(np.log1p, inverse_func=np.expm1)
X_log = log_transformer.fit_transform(X)
```
## Missing Value Imputation
### SimpleImputer
**SimpleImputer (`sklearn.impute.SimpleImputer`)**
- Basic imputation strategies
- Strategies: 'mean', 'median', 'most_frequent', 'constant'
- Example:
```python
from sklearn.impute import SimpleImputer
# For numerical features
imputer = SimpleImputer(strategy='mean')
X_imputed = imputer.fit_transform(X)
# For categorical features
imputer = SimpleImputer(strategy='most_frequent')
X_imputed = imputer.fit_transform(X_categorical)
# Fill with constant
imputer = SimpleImputer(strategy='constant', fill_value=0)
X_imputed = imputer.fit_transform(X)
```
### Iterative Imputer
**IterativeImputer**
- Models each feature with missing values as function of other features
- More sophisticated than SimpleImputer
- Example:
```python
from sklearn.experimental import enable_iterative_imputer
from sklearn.impute import IterativeImputer
imputer = IterativeImputer(max_iter=10, random_state=42)
X_imputed = imputer.fit_transform(X)
```
### KNN Imputer
**KNNImputer**
- Imputes using k-nearest neighbors
- Use when: Features are correlated
- Example:
```python
from sklearn.impute import KNNImputer
imputer = KNNImputer(n_neighbors=5)
X_imputed = imputer.fit_transform(X)
```
## Feature Engineering
### Polynomial Features
**PolynomialFeatures**
- Creates polynomial and interaction features
- Use when: Need non-linear features for linear models
- Example:
```python
from sklearn.preprocessing import PolynomialFeatures
# Degree 2: includes x1, x2, x1^2, x2^2, x1*x2
poly = PolynomialFeatures(degree=2, include_bias=False)
X_poly = poly.fit_transform(X)
# Get feature names
feature_names = poly.get_feature_names_out(['x1', 'x2'])
# Only interactions (no powers)
poly = PolynomialFeatures(degree=2, interaction_only=True, include_bias=False)
X_interactions = poly.fit_transform(X)
```
### Binning/Discretization
**KBinsDiscretizer**
- Bins continuous features into discrete intervals
- Strategies: 'uniform', 'quantile', 'kmeans'
- Encoding: 'onehot', 'ordinal', 'onehot-dense'
- Example:
```python
from sklearn.preprocessing import KBinsDiscretizer
# Equal-width bins
binner = KBinsDiscretizer(n_bins=5, encode='ordinal', strategy='uniform')
X_binned = binner.fit_transform(X)
# Equal-frequency bins (quantile-based)
binner = KBinsDiscretizer(n_bins=5, encode='onehot', strategy='quantile')
X_binned = binner.fit_transform(X)
```
### Binarization
**Binarizer**
- Converts features to binary (0 or 1) based on threshold
- Example:
```python
from sklearn.preprocessing import Binarizer
binarizer = Binarizer(threshold=0.5)
X_binary = binarizer.fit_transform(X)
```
### Spline Features
**SplineTransformer**
- Creates spline basis functions
- Useful for capturing non-linear relationships
- Example:
```python
from sklearn.preprocessing import SplineTransformer
spline = SplineTransformer(n_knots=5, degree=3)
X_splines = spline.fit_transform(X)
```
## Text Feature Extraction
### CountVectorizer
**CountVectorizer (`sklearn.feature_extraction.text.CountVectorizer`)**
- Converts text to token count matrix
- Use for: Bag-of-words representation
- Example:
```python
from sklearn.feature_extraction.text import CountVectorizer
vectorizer = CountVectorizer(
max_features=5000, # Keep top 5000 features
min_df=2, # Ignore terms appearing in < 2 documents
max_df=0.8, # Ignore terms appearing in > 80% documents
ngram_range=(1, 2) # Unigrams and bigrams
)
X_counts = vectorizer.fit_transform(documents)
feature_names = vectorizer.get_feature_names_out()
```
### TfidfVectorizer
**TfidfVectorizer**
- TF-IDF (Term Frequency-Inverse Document Frequency) transformation
- Better than CountVectorizer for most tasks
- Example:
```python
from sklearn.feature_extraction.text import TfidfVectorizer
vectorizer = TfidfVectorizer(
max_features=5000,
min_df=2,
max_df=0.8,
ngram_range=(1, 2),
stop_words='english' # Remove English stop words
)
X_tfidf = vectorizer.fit_transform(documents)
```
### HashingVectorizer
**HashingVectorizer**
- Uses hashing trick for memory efficiency
- No fit needed, can't reverse transform
- Use when: Very large vocabulary, streaming data
- Example:
```python
from sklearn.feature_extraction.text import HashingVectorizer
vectorizer = HashingVectorizer(n_features=2**18)
X_hashed = vectorizer.transform(documents) # No fit needed
```
## Feature Selection
### Filter Methods
**Variance Threshold**
- Removes low-variance features
- Example:
```python
from sklearn.feature_selection import VarianceThreshold
selector = VarianceThreshold(threshold=0.01)
X_selected = selector.fit_transform(X)
```
**SelectKBest / SelectPercentile**
- Select features based on statistical tests
- Tests: f_classif, chi2, mutual_info_classif
- Example:
```python
from sklearn.feature_selection import SelectKBest, f_classif
# Select top 10 features
selector = SelectKBest(score_func=f_classif, k=10)
X_selected = selector.fit_transform(X_train, y_train)
# Get selected feature indices
selected_indices = selector.get_support(indices=True)
```
### Wrapper Methods
**Recursive Feature Elimination (RFE)**
- Recursively removes features
- Uses model feature importances
- Example:
```python
from sklearn.feature_selection import RFE
from sklearn.ensemble import RandomForestClassifier
model = RandomForestClassifier(n_estimators=100, random_state=42)
rfe = RFE(estimator=model, n_features_to_select=10, step=1)
X_selected = rfe.fit_transform(X_train, y_train)
# Get selected features
selected_features = rfe.support_
feature_ranking = rfe.ranking_
```
**RFECV (with Cross-Validation)**
- RFE with cross-validation to find optimal number of features
- Example:
```python
from sklearn.feature_selection import RFECV
model = RandomForestClassifier(n_estimators=100, random_state=42)
rfecv = RFECV(estimator=model, cv=5, scoring='accuracy')
X_selected = rfecv.fit_transform(X_train, y_train)
print(f"Optimal number of features: {rfecv.n_features_}")
```
### Embedded Methods
**SelectFromModel**
- Select features based on model coefficients/importances
- Works with: Linear models (L1), Tree-based models
- Example:
```python
from sklearn.feature_selection import SelectFromModel
from sklearn.ensemble import RandomForestClassifier
model = RandomForestClassifier(n_estimators=100, random_state=42)
selector = SelectFromModel(model, threshold='median')
selector.fit(X_train, y_train)
X_selected = selector.transform(X_train)
# Get selected features
selected_features = selector.get_support()
```
**L1-based Feature Selection**
```python
from sklearn.linear_model import LogisticRegression
from sklearn.feature_selection import SelectFromModel
model = LogisticRegression(penalty='l1', solver='liblinear', C=0.1)
selector = SelectFromModel(model)
selector.fit(X_train, y_train)
X_selected = selector.transform(X_train)
```
## Handling Outliers
### IQR Method
```python
import numpy as np
Q1 = np.percentile(X, 25, axis=0)
Q3 = np.percentile(X, 75, axis=0)
IQR = Q3 - Q1
# Define outlier boundaries
lower_bound = Q1 - 1.5 * IQR
upper_bound = Q3 + 1.5 * IQR
# Remove outliers
mask = np.all((X >= lower_bound) & (X <= upper_bound), axis=1)
X_no_outliers = X[mask]
```
### Winsorization
```python
from scipy.stats import mstats
# Clip outliers at 5th and 95th percentiles
X_winsorized = mstats.winsorize(X, limits=[0.05, 0.05], axis=0)
```
## Custom Transformers
### Using FunctionTransformer
```python
from sklearn.preprocessing import FunctionTransformer
import numpy as np
def log_transform(X):
return np.log1p(X)
transformer = FunctionTransformer(log_transform, inverse_func=np.expm1)
X_transformed = transformer.fit_transform(X)
```
### Creating Custom Transformer
```python
from sklearn.base import BaseEstimator, TransformerMixin
class CustomTransformer(BaseEstimator, TransformerMixin):
def __init__(self, parameter=1):
self.parameter = parameter
def fit(self, X, y=None):
# Learn parameters from X if needed
return self
def transform(self, X):
# Transform X
return X * self.parameter
transformer = CustomTransformer(parameter=2)
X_transformed = transformer.fit_transform(X)
```
## Best Practices
### Fit on Training Data Only
Always fit transformers on training data only:
```python
# Correct
scaler = StandardScaler()
X_train_scaled = scaler.fit_transform(X_train)
X_test_scaled = scaler.transform(X_test)
# Wrong - causes data leakage
scaler = StandardScaler()
X_all_scaled = scaler.fit_transform(np.vstack([X_train, X_test]))
```
### Use Pipelines
Combine preprocessing with models:
```python
from sklearn.pipeline import Pipeline
from sklearn.preprocessing import StandardScaler
from sklearn.linear_model import LogisticRegression
pipeline = Pipeline([
('scaler', StandardScaler()),
('classifier', LogisticRegression())
])
pipeline.fit(X_train, y_train)
```
### Handle Categorical and Numerical Separately
Use ColumnTransformer:
```python
from sklearn.compose import ColumnTransformer
from sklearn.preprocessing import StandardScaler, OneHotEncoder
numeric_features = ['age', 'income']
categorical_features = ['gender', 'occupation']
preprocessor = ColumnTransformer(
transformers=[
('num', StandardScaler(), numeric_features),
('cat', OneHotEncoder(), categorical_features)
]
)
X_transformed = preprocessor.fit_transform(X)
```
### Algorithm-Specific Requirements
**Require Scaling:**
- SVM, KNN, Neural Networks
- PCA, Linear/Logistic Regression with regularization
- K-Means clustering
**Don't Require Scaling:**
- Tree-based models (Decision Trees, Random Forest, Gradient Boosting)
- Naive Bayes
**Encoding Requirements:**
- Linear models, SVM, KNN: One-hot encoding for nominal features
- Tree-based models: Can handle ordinal encoding directly