Meet R and RStudio

You have a codebook. You have (or will soon have) a dataset. Now you need a tool to analyze it. That tool is R — a free, open-source programming language built for data analysis and statistics. This chapter gets you set up and comfortable before the real work begins.

Why R?

You might be wondering: Why can’t I just use Excel? You can do some of this in Excel. But R gives you three things Excel doesn’t:

  1. Reproducibility. Every step of your analysis is written as code. You can re-run it, share it, and verify it. In Excel, clicking through menus leaves no trail.
  2. Publication-ready output. R + Quarto renders your analysis directly into a professional PDF or website. No copy-pasting charts into Word.
  3. Statistical power. R handles chi-square tests, effect sizes, and visualizations that would require expensive add-ons in Excel.

You’re not becoming a programmer. You’re learning to use a specific tool for a specific purpose: turning your coded data into findings you can communicate.

The RStudio Interface

When you open RStudio, you’ll see four panels (called “panes”):

┌─────────────────────┬─────────────────────┐
│                     │                     │
│   Source Editor     │   Environment       │
│   (where you write  │   (your data and    │
│    code in .qmd     │    variables live    │
│    files)           │    here)            │
│                     │                     │
├─────────────────────┼─────────────────────┤
│                     │                     │
│   Console           │   Files / Plots /   │
│   (where code runs  │   Help / Viewer     │
│    and output       │   (file browser,    │
│    appears)         │    charts, docs)    │
│                     │                     │
└─────────────────────┴─────────────────────┘
  • Source Editor (top-left): Where you write and edit your .qmd files. This is where most of your work happens.
  • Console (bottom-left): Where R actually runs your code. You can type commands here directly, but usually you’ll run code from the Source Editor.
  • Environment (top-right): Shows you what data and variables R currently has loaded. When you import a dataset, it appears here.
  • Files/Plots/Help (bottom-right): A multi-purpose panel. The Files tab is a file browser. The Plots tab shows your charts. The Help tab shows documentation.

Setting Up Your Environment

Let’s verify everything works. Complete these steps in order — don’t skip ahead.

Step 1: Verify R is Installed

Open RStudio. In the Console (bottom-left), type:

R.version.string

You should see something like "R version 4.4.2 (2024-10-31)". The exact version doesn’t matter as long as it starts with 4.

Step 2: Install and Load Required Packages

Packages are collections of functions that extend what R can do. You need two:

install.packages("tidyverse")
install.packages("janitor")

This may take a few minutes. You’ll see red text scrolling — that’s normal. When it’s done, load them:

library(tidyverse)
library(janitor)

If you see no errors, you’re good. If you get an error about a package not being found, try the install command again with dependencies = TRUE:

install.packages("tidyverse", dependencies = TRUE)
WarningCommon Windows Issue

If R says it can’t install a package because a file is “in use,” close all other R/RStudio windows and try again. Windows sometimes locks files that are open in another session.

Step 3: Create an RStudio Project

Projects keep your files organized and make file paths work correctly.

  1. In RStudio: File → New Project → New Directory → New Project
  2. Name it MC451_Analysis (no spaces)
  3. Choose a location you can find easily (e.g., your Documents folder)
  4. Click Create Project

RStudio will restart in your new project. You’ll see the project name in the top-right corner of the window.

Step 4: Test with the Music Dataset

Download music_data_raw.csv from Blackboard (or copy it from this workbook’s data/ folder). Place it in your MC451_Analysis project folder.

Now load it:


library(tidyverse)
library(janitor)

music <- read_csv("data/music_data_raw.csv")

glimpse(music)

If you see a table of data in the Console and music appears in your Environment pane (top-right), everything is working.

Step 5: Verify the coursepackR Package (Optional)

Your professor has created a course-specific R package with setup tools and diagnostics:

install.packages("remotes")
remotes::install_github("SIM-Lab-SIUE/coursepackR")

library(coursepackR)
mccourse_check()

This will verify your entire environment — R, RStudio, Quarto, Git, and all required packages. Fix any issues it flags.

Quarto Documents (.qmd)

All of your R assignments are written in Quarto documents — files ending in .qmd. A Quarto document mixes text and code in a single file. When you “render” it, Quarto runs your R code, captures the output (tables, charts, numbers), and produces a polished PDF or HTML document.

The Structure of a .qmd File

A Quarto document has three parts:

1. YAML Header (at the very top, between --- marks):

---
title: "My Analysis"
author: "Your Name"
format: pdf
---

2. Text (written in plain language, just like any document):

This analysis examines the relationship between genre
and musical mode in the Billboard music dataset.

3. Code Chunks (R code between special markers):

```{r}
library(tidyverse)
music <- read_csv("data/music_data_raw.csv")
```

When you click the Render button (or press Ctrl+Shift+K), Quarto:

  1. Runs all the R code chunks in order
  2. Captures their output (tables, charts, printed results)
  3. Combines the text and output into a finished document
  4. Saves it as PDF or HTML (whichever you specified)

This is exactly how your final portfolio will work — one Quarto project that renders into both a PDF and a website.

Try It Yourself

  1. Create a new Quarto document in your project: File → New File → Quarto Document
  2. Give it a title like “My First Quarto Doc”
  3. In the first code chunk, type:
library(tidyverse)
music <- read_csv("data/music_data_raw.csv")
nrow(music)
  1. Click Render (or Ctrl+Shift+K)
  2. You should see a PDF (or HTML) with the number 1792 — the number of songs in the dataset

If this works, you’re ready for Chapter 4.

TipConnection to Your Project

Every assignment from here forward is a .qmd file. Your final portfolio is a Quarto book — a collection of .qmd files that render together. The skills you’re building now (writing text + code in the same document) are the exact skills you’ll use to publish your research.