# Leveraging Monoids for More Powerful Summarization

By **Adam Rosien**
on 17 Dec 2019

During our training and mentoring, we often hear students say “I’m not sure what to do here” when faced with trying to choose what function to call in order to solve their problem. First, it’s completely normal; nobody instantly knows the answer. To try to help, one piece of advice we’ve found to be useful is in the form of a heuristic:

The solution is usually either a

`map`

,`flatMap`

, or`fold`

.^{*}

In this post we’ll be discussing the power of `fold`

s: how they are used to summarize a data structure, how summarization can be decomposed and abstracted, and how that abstraction can be leveraged to provide better performance in a generic way.

^{*}And if it isn’t one of those, it’s probably `traverse`

.

## Decomposing Summarization

If a `List`

contains numbers, we can compute the sum of the elements using a *fold*:

`List(1, 2, 3).foldLeft(0)((sum, i) => sum + i)`

// res0: Int = 6

`foldLeft`

has a rather generic signature, so let’s factor out the necessary knowledge to summarize our `List`

of `Int`

s:

- We need a starting value to initialize our summary, in case the list is empty:
`ifEmpty: Int`

; and - We need a way to combine the previous summary to the next element:
`combine: (Int, Int) => Int`

.

Let’s write a helper function `summarize`

to name these parts, and just delegate to `foldLeft`

as the implementation:

`def summarize(is: List[Int], ifEmpty: Int, combine: (Int, Int) => Int): Int =`

is.foldLeft(ifEmpty)((sum, i) => combine(sum, i))

summarize(List(1, 2, 3), 0, _ + _)

// res1: Int = 6

But how could we summarize *any* list, not just a list of numbers? Let’s allow the caller to choose the element type, and adjust the `ifEmpty`

and `combine`

helpers:

`def summarize2[A](as: List[A], ifEmpty: A, combine: (A, A) => A): A =`

as.foldLeft(ifEmpty)((sum, a) => combine(sum, a))

summarize2[Int](List(1, 2, 3), 0, _ + _)

// res2: Int = 6

Now the caller can summarize a list any way they want. But it’s annoying to have to supply `ifEmpty`

and `combine`

for every call; those parameters will (almost) always be the same for every type `A`

.

## Capturing Common Behavior in a Typeclass

Let’s factor those two helpers into a typeclass:

`// n.b. exactly the same as cats.Monoid`

trait Monoid[A] {

def empty(): A

def combine(a1: A, a2: A): A

}

And then implicitly provide the `Monoid`

containing our `empty`

and `combine`

helpers:

`def summarize3[A](as: List[A])(implicit M: Monoid[A]): A =`

as.foldLeft(M.empty)((sum, a) => M.combine(sum, a))

Let’s create an `Monoid[Int]`

instance so we can use it in `summarize3`

:

`implicit val intMonoid: Monoid[Int] =`

new Monoid[Int] {

def empty(): Int = 0

def combine(i1: Int, d2: Int): Int = i1 + d2

}

Finally we’re back where we started:

`summarize3(List(1, 2, 3))`

// res3: Int = 6

`summarize3`

will now work for lists of any type `A`

, as long as `A`

has a `Monoid[A]`

.

## Deriving `foldMap`

But what if we have a list of some type that *doesn’t*, or can’t, have a `Monoid`

? To compute a summary for it, we’ll need to transform our list into a type that *does* have a `Monoid`

. Is there a way to do this?

There is, and it’s a common strategy in functional programming: we ask for help from the caller, since `foldMap`

itself can’t know what to do. If the caller provides us with a function `A => B`

, and * B* has a

`Monoid`

, then we can summarize. Aha!This function is usually called `foldMap`

, because we’re both `fold`

-ing (the list) and `map`

-ping the elements (the `A => B`

function):

`// Summarize a List[A] as a B, if B has a Monoid.`

def foldMap[A, B](as: List[A])(f: A => B)(implicit M: Monoid[B]): B =

as.foldLeft(M.empty)((b, a) => M.combine(b, f(a)))

If `A`

already has a `Monoid`

, then we can summarize using `foldMap`

by *not* transforming the data. That is, we transform it with the `identity`

function:

`def sum[A: Monoid](as: List[A]): A =`

foldMap(as)(identity)

sum(List(1, 2, 3, 4, 5))

// res4: Int = 15

It’s not very exciting, but we can count the length of a list too (implicitly using the `Monoid[Int]`

to “increment”):

`def count[A](as: List[A]): Int =`

foldMap(as)(_ => 1)

// ^

// increment count by 1

// for each element

count(List(1, 2, 3, 4, 5))

// res5: Int = 5

## Computing the Mean with `foldMap`

What can you do with the sum and the count of a list? Compute the mean!

`val l = List(1, 2, 3, 4, 5)`

`sum(l)`

// res6: Int = 15

count(l)

// res7: Int = 5

def mean(is: List[Int]): Double =

sum(is).toDouble / count(is)

mean(l)

// res8: Double = 3.0

It works!

## Computing the Mean with `foldMap`

: Improved!

For the performance-minded, there’s an issue with the computation of the mean: it processes the list twice, once for the sum and once for the count. Could we compute the mean in only one pass?

One way to think about how we could do this would be to fill in, as best we can, the parameters to *one* call to `foldMap`

, in order to compute the answer we’re looking for. That is, we need `foldMap`

to return the sum AND the count:

`def onePassMean(is: List[Int]): Double = {`

// need sum AND count from foldMap

val (sum, count) =

foldMap(is)(i => ???)

sum.toDouble / count

}

If `foldMap`

is to return an `(Int, Int)`

tuple, the `A => B`

mapping function–the `???`

above–needs to return `(Int, Int)`

, and `foldMap`

also requires a `Monoid[(Int, Int)]`

`def onePassMean(is: List[Int]): Double = {`

val (sum: Int, count: Int) =

foldMap(is)(i => (???): (Int, Int))

// ^

// needs to produce (Int, Int)

sum.toDouble / count

}

// error: could not find implicit value for parameter M: repl.Session.App.Monoid[(Int, Int)]

// foldMap(is)(i => (???): (Int, Int))

// ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

We know the values of components of the tuple: the first needs to be the sum and the second needs to be the count. When `foldMap`

uses the `Monoid[(Int, Int)]`

to combine tuples, it needs to work like this:

`val sumAndCount = (10, 4)`

// sumAndCount: (Int, Int) = (10, 4)

// ^ ^

// ^ previous count

// previous sum

val toAdd = (5, 1)

// toAdd: (Int, Int) = (5, 1)

// ^ ^

// ^ increment the count by 1

// increment the sum by 5

val totals = (10 + 5, 4 + 1)

// totals: (Int, Int) = (15, 5)

This generalizes to any tuple: combining two tuples produces one tuple with combined components. Sounds familiar? Here’s the `Monoid`

we need! (if there exists a `Monoid`

for the each component of the tuple)

`implicit def tuple2Monoid[A, B](implicit MA: Monoid[A], MB: Monoid[B]): Monoid[(A, B)] =`

new Monoid[(A, B)] {

// the empty tuple is a tuple of empty values from each Monoid

def empty(): (A, B) = (MA.empty, MB.empty)

// combine A fields via MA, combine B fields via MB

def combine(ab1: (A, B), ab2: (A, B)): (A, B) =

(ab1, ab2) match {

case ((a1, b1), (a2, b2)) =>

(MA.combine(a1, a2), MB.combine(b1, b2))

}

}

tuple2Monoid.combine((10, 4), (5, 1))

// res11: (Int, Int) = (15, 5)

Now we can compute our mean with one pass over the data:

`def onePassMean(is: List[Int]): Double = {`

val (sum, count) =

foldMap(is)(i => (i, 1))

// ^ ^

// ^ increment count by 1

// increment sum by i

sum.toDouble / count

}

onePassMean(l)

// res12: Double = 3.0

## Summary

- Summarizing a
`List`

is a*fold*. - The initial value and combining operation of elements for a summary can be abstracted over by a
`Monoid`

. `foldMap`

summarizes a`List`

by requiring each element be able to be transformed into something that has a`Monoid`

.`foldMap`

is available in cats as part of the`Foldable`

typeclass, which models foldable (“summarizable”) types like`List`

.- We can derive a typeclass instance for
*tuples*of monoids, which then gives us a way to combine values “in parallel”. Typeclass instances for tuples are included in cats, and are usually imported into scope via the wildcard`import cats.implicits._`

.

`// The same example as above, but using cats.`

import cats.implicits._

List(1, 2, 3, 4, 5).foldMap(i => (i, 1))

// res13: (Int, Int) = (15, 5)

Further reading:

- A tutorial on the universality and

expressiveness of fold by Graham Hutton. - Beautiful folds by Gabriel Gonzalez.
- Algebird, a library from Twitter for building aggregations, used in systems like Summingbird.

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