26.3.3. Python

Overview

External Training: about 7 hours.

Teaching: 1 hour

Exercises: 30 min

Prerequisites:

• SSH - Secure Shell

Questions:

• What are the key concepts of python?

• How can I process tabular data?

• How can I plot data?

Objectives:

• Get more familiar with python

• Understand how to manipulate and plot data with root_pandas

High Energy Physics (HEP) analyses are too complex to be done with pen, paper and calculator. They usually are not even suited for spreadsheet programs like Excel. There are multiple reasons for this. For one the data size is usually larger than paper or spreadsheets can handle. But also the steps we take are quite complex. You are of course welcome to try but we really don’t recommend it.

So what we need is something more powerful. For many years the HEP community believed that only very fast and complex programming languages are powerful enough to handle our data. So most students needed to start with C++ or even Fortran.

And while there’s nothing wrong with those languages once you mastered them, the learning curve is very long and steep. Issues with the language have been known to take a major fraction of students time with frustrating issues like:

• Why does it not compile?

• It crashes with an error called “segmentation violation”, what’s that?

• Somehow it used up all my memory and I didn’t even load the data file yet.

And while it’s true that once the program was finally done running the analysis be very fast it is not necessarily efficient. Spending half a year for on a program for it to finish in an hour instead of one month development and have it finish in a day is maybe not the best use of students time.

So in recent years HEP has started moving to Python for analysis use: It is very easy to learn and has very nice scientific libraries to do all kinds of things. Some people still say python is way too slow and if you misuse it that is certainly true. But if used correctly python is usually much easier to write and can achieve comparable if not better speeds when compared to naive C++ implementations. Yes, if you are a master of C++ nothing can beat your execution speed but the language is very hard to master. In contrast Python offers sophisticated and optimized libraries for basically all relevant use cases. Usually these include optimizations that would take years to implement in C++, like GPU support.

Think about it: almost all of the billion dollar industry that is machine learning is done in Python and they would not do that if it would not be efficient.

Consequently in Belle II we make heavy use of Python which means you will need to be familiar with it. By now you probably know what’s coming next.

Luckily there is a very large amount of good python tutorials out there. We’ll stick with Software Carpentry and their Programming with Python introduction. We would like you to go there and go through the introduction and then come back here when you are done.

What are the key concepts of python?

See also

While we’d encourage you to work through this section by yourself, we’ve also prepared a video to help. Please stop it at every exercise to think and try to do all steps by yourself as well.

Welcome back! Now we’re going to test you on your new-found knowledge in Python.

As you should be aware by now, the key concepts of python include:

• importing libraries that you wish to use

• importing and/or storing data in different ways i.e. arrays, lists

• writing and using (sometimes pre-defined) functions

• writing conditions: if statements, for loops etc.

• understanding and using errors to debug

You should be aware that there are multiple ways of running python. Either interactively from your terminal:

python3

>>> import math
>>> print(math.pi)

As a script from your terminal:

python3 my_script.py  # where this file has python commands inside

Or within a python compiler and interpreter such as Visual Studio or XCode.

The official recommended version of python is python3. Python2 is no longer supported. To check which python version you have installed you can check in your terminal using

python3 --version

OR you could perform this in a live python session, either in your terminal or in a jupyter notebook using:

from platform import python_version
print(python_version())

Let’s create a python file from terminal and run it

Exercise

Log in to KEKCC. Create a folder starterkit in your home folder and create a python file my_file.py. Import the basic math library math and print out the value of π.

Hint

To create a file you’ll need to use your bash skills. The internet is your friend.

Hint

The specific bash commands you’ll need are mkdir, cd and touch.

Hint

Add the import command inside your python file using your favourite editor. Previous tutorials introduced the nano editor to you.

Solution

# Make sure we're in our home directory
cd ~
# Create a folder and change there
mkdir starterkit
cd starterkit
# Create your .py file
touch my_file.py
# Open your file to edit it in your editor of choice, e.g.
nano my_file.py

Now add the python lines to your file.

import math
print(math.pi)

Congratulations! You’ve now created your first python file. Now, run it!

Exercise

Run your new python file in your terminal.

Solution

python3 my_file.py

Great! Well done! 😁 You can now create python scripts in your terminal!

Practising Python: Jupyter notebooks

See also

While we’d encourage you to work through this section by yourself, we’ve also prepared a video to help. Please stop it at every exercise to think and try to do all steps by yourself as well.

We will work in a jupyter notebook to allow you to practice using your python skills further.

Jupyter Notebooks are interactive notebooks that allow one to visualise code, data and outputs in a very simple way. When you run a notebook you have an operating system called a kernel that runs the code.

Exercise

Navigate to your starterkit folder on KEKCC that you created in the previous exercise. Start your Jupyter notebook server. Open the jupyter page in your browser.

Solution

cd ~/starterkit  # just to make sure we're there
jupyter-notebook --port <your forwarded port> --no-browser

Connecting and starting a jupyter notebook is described in more detail here (SSH - Secure Shell).

Running on other servers (optional)

In principle most of the content of this page will work from anywhere if you have installed the right packages.

• If you have the Belle II software explained and set up, there are no issues at all. Please start your jupyter notebook after running b2setup as shown in the SSH tutorial

• If you are using the DESY NAF Jupyter Hub, make sure that you select the latest Belle II software release as kernel (i.e. release-xx-xx-xx), rather than python (the letter won’t have ROOT properly set up).

• If you cannot set up the Belle II software, you might need to install some packages locally

Note that your script my_script.py from before is also shown.

Exercise

Click on my_script.py and add another line of python code and save. Go back to the home screen and click on “New” and then “Text File”. Call your file my_second_script.py and add a couple of lines of python.

Exercise

Now open a second terminal window and connect to kekcc. Verify that you did indeed create the second file and change the contents of the first.

Solution

cd ~/starterkit
ls
cat my_script.py
cat my_second_script.py

Hint

Throughout all of the following lessons you always need to have one terminal window for your jupyter notebook to run in and one more to enter commands in bash, just as we practiced right now.

Okay, so we can also create and edit files through our browser. Nice!

But the true power of jupyter are its notebooks. Click on “New” and “Python 3 (Belle 2)” as shown in the screenshot

A new window with your notebook will open.

The main difference between using a jupyter notebook (.ipynb) and a python file (.py) is that jupyter notebooks are interactive and allow you to see what your code does each step of the way. If you were to type all of code into a python file and run it, you would achieve the same output (provided you save something as output).

Each block in a jupyter notebook is a “cell”. These cells can be run using the kernel by clicking the run button or by pressing Shift + Enter. When you run a cell, the kernel will process and store any variables or dataframes you define. If your kernel crashes, you will have to restart it.

Exercise

Click on “Help” and then on “User Interface Tour” to get a first overview over jupyter. Examine the Cell and Kernel drop down menus to see what options you have available.

Exercise

Write a couple of lines of python in a cell of the notebook and execute them.

It is also useful to be able to access help or extra information about the tools you will be using. In particular you will often want to check information about a python object you are using. The definition of a python object includes commands, packages, modules, classes, types… basically anything that has a description called a docstring). There are multiple ways to access this information, including what is already discussed in The basics. For jupyter notebooks, a great interactive way to access the information (docstring) is by putting your cursor on the object in question and pressing Shift + Tab.

In addition to the Shift + Tab option, you can also run a cell with your object in question, with a question mark! For example, if our object in question is the print function we can type:

print?

For any python interpreter, one can also use:

help(object)

Pandas Tutorial and Python Data Analysis

This section aims to answer the question “How can I process tabular data?”

We will use the root_pandas package to read TTrees from ROOT files.

Now, the previous sentence may have not been familiar to you at all. If so, read on. If not, feel free to skip the next paragraph.

ROOT: a nano introduction

ROOT files, as you’ll come to be familiar with, are the main way we store our data at Belle II. Within these files are TTree objects known as trees, which are analogous to a sub-folder. For example, you may store a tree full of \(B\) meson candidates. Within a tree you can have TBranch’es known as branches. Each branch could be one of the oodles of variables available for the particle you’ve stored in your tree — for example, the \(B\) meson’s invariant mass, it’s daughter’s momentum, it’s great-great-granddaughter’s cluster energy etc. etc. etc.

• More information: CERN’s ROOT

• If you get stuck with ROOT, you can also ask in CERN’s ROOT Forum

Importing ROOT files

In this section we will learn how to import a ROOT file as a Pandas DataFrame using the root_pandas library.

Pandas provides high-performance, easy-to-use data structures and data analysis tools for Python, see here.

Exercise

Start a new notebook and import root_pandas.

Solution

import root_pandas

You can load in an example dataframe using the read_root function from the root_pandas package.

file_path = "https://desycloud.desy.de/index.php/s/R8iModtQsa4WwYx/download?path=%2F&files=pandas_tutorial_ntuple.root"
df = root_pandas.read_root(file_path)

This code imports the pandas_tutorial_ntuple.root root file as a dataframe df. You are welcome to import your own root files, but be aware that the variables and outputs will appear differently to this tutorial.

Alternatives to root_pandas (optional)

root_pandas needs ROOT to be installed but there is an alternative called uproot which can load root files into pandas dataframes without requiring ROOT. This means it’s a bit simpler to install on your personal machine.

With uproot, line 2 of the above snippet becomes

df = uproot.open(file_path)["b0phiKs"].pandas.df

Investigating your DataFrame

In jupyter notebooks, the last value of a cell is shown as output. So if we create a cell with

df

as the last line, we will see a visual representation of the dataframe. In your case each row of the dataframe corresponds to one candidate of a collision event.

You can also show a preview of the dataframe by only showing the first few rows using head. Similarly tail shows the last few rows. Optionally: You can specify the number of rows shown in parentheses.

df.head(5)

Each DataFrame has an index (you can think of this as row numbers, in our case the number of the candidates) and a set of columns:

len(df.columns)

You can access the full data stored in the DataFrame with the to_numpy method, which is a large 2D numpy matrix

df.to_numpy

However to_numpy may not be the most visually pleasing (or easy) way to inspect the contents of your dataframe.

A useful feature to quickly summarize your data is to use the descibe method:

df.describe()

Exercise

What are the output rows of df.describe?

Hint

No hint here!

Solution

df.describe has the great ability to summarize each of your columns/variables. When using it, a table is printed with rows of ‘count’, ‘mean’, ‘std’, ‘min’, ‘25%’, ‘50%’, ‘75%’ and ‘max’.

• count, the number of entries

• mean, the average of all entries

• std, the standard deviation of the column

• min, and max: the smallest and largest value of the column

• 25%, 50%, 75%: the value where only 25%, 50% or 75% of the entries in the column have a smaller value. For example if we have 100 entries in the dataframe the 25% quantile is the 25th smallest value. The 50% quantile is also known as the median.

You can also display the values of the DataFrame sorted by a specific column:

df.sort_values(by='B0_M').head()

Finally, everyone who works with numpy and pandas will at some point try to use a fancy funtion and get an error message that the shapes of some objects differ.

Exercise

What is the output of df.shape and what does it mean?

Hint

Try it out in your jupyter notebook. To understand the output, df.shape? (or pd.DataFrame.shape?) is, once again, your friend.

Solution

The output comes in the form of a tuple (a finite ordered list (or sequence) of elements). For example, one output could be (15540523, 20), which is saying you have a dataframe of 15540523 rows, and 20 columns.

Selecting columns

Selecting a column can be performed by df['column_name'] or df.column_name. The result will be a pandas Series, a 1D vector. The difference between the two options is that using df.column allows for auto-completion.

df['B0_M'].describe()
# or
df.B0_M.describe()

Multiple columns can be selected by passing an array of columns:

df[['B0_mbc', 'B0_M', 'B0_deltae', 'B0_isSignal']].describe()

We can assign this subset of our original dataframe to a new variable

subset = df[['B0_mbc', 'B0_M', 'B0_deltae', 'B0_isSignal']]
subset.columns

Selecting Rows

Similarly to arrays in python, one can select rows via df[i:j]. And single rows can be returned via df.iloc[i].

df[2:10]

Vectorized Operations

This is one of the most powerful features of pandas and numpy. Operations on a Series or DataFrame are performed element-wise.

df.B0_mbc - df.B0_M

Let’s look a slightly more complicated (but totally non-physical) example:

import numpy as np

x = (df.B0_deltae * df.B0_et)**2 / (np.sin(df.B0_cc2) + np.sqrt(df.B0_cc5))
2*x - 2

Adding Columns

You can easily add columns in the following way:

df['fancy_new_column'] = (df.B0_deltae * df.B0_et)**2 / np.sin(df.B0_cc2)
df['delta_M_mbc'] = df.B0_M - df.B0_mbc

df.delta_M_mbc.describe()

df['fancy_new_column']

Modifying Columns

Sometimes we want to change the type of a column. For example if we look at all the different values in the B0_isSignal column by using

df['B0_isSignal'].unique()

we see that there are only two values. So it might make more sense to interpet this as a boolean value:

df['B0_isSignal'] = df['B0_isSignal'].astype(bool)
df.B0_isSignal.value_counts()

Querying Rows (i.e. making cuts)

Finally, arguably the most useful function for your analyses is the query function. Querying allows one to cut on data using variables and values using a ‘cut string’. Within your cut string you can use usual python logic to have many arguments. For example:

df.query("(B0_mbc>5.2) & (B0_deltae>-1)")

Exercise

Create two DataFrames, one for Signal and one for Background only containing B0_mbc, B0_M, B0_isSignal and B0_deltae columns.

Hint

Split between signal and background using the B0_isSignal column.

Solution

bkgd_df = df.query("B0_isSignal==0")[["B0_mbc", "B0_M", "B0_isSignal", "B0_deltae"]]
signal_df = df.query("B0_isSignal==1")[["B0_mbc", "B0_M", "B0_isSignal", "B0_deltae"]]

Grouped Operations: a quick note

One of the most powerful features of pandas is the groupby operation. This is beyond the scope of the tutorial, but the user should be aware of it’s existence ready for later analysis. groupby allows the user to group all rows in a dateframe by selected variables.

df.groupby('B0_isSignal').describe()

A short introduction to plotting in python

In this section we will answer “How can I plot data?” and demonstrate the matplotlib package used to plot in python.

import matplotlib.pyplot as plt
# show plots in notebook
%matplotlib inline

Hint

%matplotlib inline is not normal python code (you might get a SyntaxError), but a so called magic function of your interactive python environment. Here it is responsible for showing the plots in your notebook.

If you don’t see any plots, you have probably forgot to include and execute this line!

In previous example workshops the simple decay mode \(B^0\to \phi K_S^0\), where \(\phi \to K^+ K^-\) and \(K_S^0 \to \pi^+ \pi^-\) was reconstructed. Now we will use these candidates to plot example distributions. This time we use the root_pandas package to read the data

import root_pandas

file_path = "https://desycloud.desy.de/index.php/s/R8iModtQsa4WwYx/download?path=%2F&files=pandas_tutorial_ntuple.root"
df = root_pandas.read_root(file_path).astype(float)
df.B0_isSignal = df.B0_isSignal.astype(bool)
df.describe()

Pandas built in histogram function

There exists, if you prefer, a built in histogram function for Pandas. The following cells show how to implement it.

df.B0_mbc.hist(range=(5.2, 5.3), bins=100)

df.B0_mbc.hist(range=(5.2, 5.3), bins=100, by=df.B0_isSignal)

df.query("B0_isSignal==1").B0_mbc.hist(range=(5.2, 5.3), bins=100)
df.query("B0_isSignal==0").B0_mbc.hist(range=(5.2, 5.3), bins=100, alpha=.5)

Exercise

Now plot B0_deltae separately for signal and background.

Using Matplotlib

Internally the pandas library however makes use of matplotlib itself. Using matplotlib directly opens up many more possibilities. It also works well with juptyer notebooks, so this is what this tutorial will focus on. Compare the following two code snippets with their equivalent of the last section to get a feeling for the syntax.

h = plt.hist(df.B0_mbc, bins=100, range=(5.2, 5.3))

h = plt.hist(df.query("B0_isSignal==1").B0_mbc, bins=100, range=(5.2, 5.3))
h = plt.hist(df.query("B0_isSignal==0").B0_mbc, bins=100, range=(5.2, 5.3))

Making your plots pretty

Let’s face it, physicists aren’t well known for their amazing graphical representations, but here’s our chance to shine! We can implement matplotlib functions to make our plots GREAT. You can even choose a colourblind friendly colour scheme!

It is possible to display multiple plots at once using plt.subplots. As you can see below, rather than simply having our histograms show up using plt, we define a figure fig and axes ax. These are the equivalent of our canvas where we paint our code art.

# Here we set up the "canvas" to show two plots side by side
fig, ax = plt.subplots(nrows=1, ncols=2, figsize=(10, 6))
# ax is now an array with two elements, each representing one plot

h = ax[0].hist(df.query("(B0_isSignal == 1)").B0_mbc, bins=100, range=(5.2, 5.3),
              histtype='stepfilled', lw=1, label="Signal", edgecolor='black')
h = ax[1].hist(df.query("(B0_isSignal == 0)").B0_mbc, bins=100, range=(5.2, 5.3),
              histtype='step', lw=2, label="Background")

ax[0].legend(loc="best")
ax[0].set_xlabel(r"$M_{\mathrm{bc}}$", fontsize=18)
ax[0].grid() # applies a nice grid to the plot
ax[0].set_xlim(5.2, 5.3) # sets the range of the x-axis

plt.show()  # shows the figure after all changes to the style have been made

Note

Note that we were using so-called r-strings: r"this is my string". Usually characters escaped with a backslash have special meanings. For example \n represents a line break. If you want to type a literal \n (for example when you type a \(\nu\) in LaTeX for your plot labels as \nu), you can either “escape” the backslash \\nu or deactivate special characters altogether by adding an r to the beginning of the string r"\nu".

Exercise

Run the above code to see the effects on the output and then apply your own changes to the second axis.

Hint

ax[0] refers to the first axis, so all changes in the code snippet above will only change that axis.

Solution

This solution is a basic example, there are many fun style edits you can find online for yourself.

fig, ax = plt.subplots(1,2,figsize=(10,6))

h = ax[0].hist(df.query("(B0_isSignal == 1)").B0_mbc, bins=100, range=(5.2, 5.3),
              histtype='stepfilled', lw=1, label="Signal", edgecolor='black')
h = ax[1].hist(df.query("(B0_isSignal == 0)").B0_mbc, bins=100, range=(5.2, 5.3),
              histtype='step', lw=2, label="Background")

ax[0].legend(loc="best")
ax[1].legend(loc=3)

ax[0].set_xlabel(r"$M_{\mathrm{bc}}$", fontsize=18)
ax[1].set_xlabel(r"$M_{\mathrm{bc}}$", fontsize=20)

ax[0].grid()

ax[0].set_xlim(5.2, 5.3)
ax[1].set_xlim(5.2, 5.3)

plt.show()

The implementation of 2D histograms are often very useful and are easily done:

plt.figure(figsize=(15,10))
cut = '(B0_mbc>5.2) & (B0_phi_M<1.1)'
h = plt.hist2d(df.query(cut).B0_mbc, df.query(cut).B0_phi_M, bins=100)
plt.xlabel(r"$M_{BC}$")
plt.ylabel(r"$M(\phi)$")
plt.savefig("2dplot.pdf")
plt.show()

Note

Note here how the query cut has been defined as the string cut which is then passed to df.query. You should always avoid copy/pasting the same code (inflexible and prone to errors).

Exercise

However the code above is not as efficient as it could be. Do you see why? How could you solve this?

Hint

With a very large dataframe, query can take a lot of time (you need to look at every row of the dataframe, even if only few rows pass the selection)

Hint

So the issue is that you call df.query(cut) twice. How could you avoid this?

Solution

You could simply define df_cut = df.query(cut) and then use df_cut in line 3.

Another way to use matplotlib with dataframes

Most matplotlib functions also support a data keyword which can take a dataframe. Afterwards you can specify columns by their string names. In our example, line 3 could have been

h = plt.hist2d("B0_mbc", "B0_phi_M", bins=100, data=df.query(cut))

Note that this also solves the last exercise (we only call query once).

Finally, Belle II does have an official plot style, for plots that are published internally and externally. You do not need to worry about this at this stage, but keep it in mind.

Warning

The following will only work if you have the Belle II software basf2 set up. You will learn how to do so in the following chapters. You’re invited to still try executing the following lines, but don’t worry if you see an error message telling you that the style has not been found.

Importing the style is as easy as “one, two, …

from matplotlib import pyplot as plt
plt.style.use("belle2")

See also

A very fun way to explore the capabilities of matplotlib is the matplotlib gallery that shows many example plots together with the code that was used to generate them.

Exercise

Select your favorit plot from the matplotlib gallery. Can you generate it in your notebook? Try to modify some properties of the plotting (different colors, labels or data).

Solution

You should be able to generate the picture simply by copy-pasting the code example given.

Dealing with large files in a jupyter notebook (optional)

If your files are quite large you may start to find your jupyter notebook kernel crashing - there are a few ways in which we can mitigate this.

• “Chunk” your data

• Only import the columns (variables) that you will use/need.

• Add any cuts you can

To import the file using chunking there are some slight differences in the code:

df_chunk = root_pandas.read_root(
    ['filePath/fileName'], columns=Y4S_columns, chunksize=100
)

Here I have defined which columns I wish to be included in the following string:

Y4S_columns = ['B0_mbc', 'B0_M', 'B0_deltae', 'B0_isSignal']

Exercise

Load your dataframe as chunks.

Solution

files = ["https://desycloud.desy.de/index.php/s/R8iModtQsa4WwYx/download?path=%2F&files=pandas_tutorial_ntuple.root"]
df_chunk=root_pandas.read_root(files, columns=Y4S_columns, chunksize=100000)

Now the data is loaded as chunks, we “loop” over or run through all the chunks and piece them together. This is the point at which we can add our cuts to reduce the loaded, chunked file more.

import pandas as pd


cut = "(B0_mbc > 5.2)"  # Define our cut

df_list = []
for chunk in df_chunk:
    chunk = chunk.query(cut)  # Implement our cut!
    df_list.append(chunk)
df = pd.concat(df_list)  # Concatenate our chunks into a dataframe!

Your journey continues

If you haven’t programmed in python before this lesson, then you’re probably quite exhausted at this point and deserve a break!

However, your python journey has just begun and there’s a lot to learn.

Hint

Even if you can somehow get your analysis “to work” with your current understanding of python, we can’t encourage you enough to keep on educating yourself about python and its best coding practices.

Chances are you will write a LOT of code and work on your analysis for a long time. Bad design decisions and sloppy coding practices will slowly build up and might cost you a lot of time and nerves in the end (and will cause pain to anyone who will have to work with your code afterwards).

I promise I will read more about this.

Exercise

A small easter egg that has been included in python: Simply run

import this

Can you make sense of the output?

Solution

This “Zen of Python” collects 19 guiding principles for writing good python code. There’s a wikipedia page about it and many more resources that you can google that go into more detail.

See also

We have started to compile a reading list for python on confluence. Please help us extend it!

Stuck? We can help!

If you get stuck or have any questions to the online book material, the #starterkit-workshop channel in our chat is full of nice people who will provide fast help.

Refer to Collaborative Tools. for other places to get help if you have specific or detailed questions about your own analysis.

Improving things!

If you know how to do it, we recommend you to report bugs and other requests with JIRA. Make sure to use the documentation-training component of the Belle II Software project.

If you just want to give very quick feedback, use the last box “Quick feedback”.

Please make sure to be as precise as possible to make it easier for us to fix things! So for example:

• typos (where?)

• missing bits of information (what?)

• bugs (what did you do? what goes wrong?)

• too hard exercises (which one?)

• etc.

If you are familiar with git and want to create your first pull request for the software, take a look at How to contribute. We’d be happy to have you on the team!

Quick feedback!

Authors of this lesson

Martin Ritter (Intro), Hannah Wakeling (Exercises), Kilian Lieret