Distance‐based clustering of mixed data

Cluster analysis comprises of several unsupervised techniques aiming to identify a subgroup (cluster) structure underlying the observations of a data set. The desired cluster allocation is such that it assigns similar observations to the same subgroup. Depending on the field of application and on domain‐specific requirements, different approaches exist that tackle the clustering problem. In distance‐based clustering, a distance metric is used to determine the similarity between data objects. The distance metric can be used to cluster observations by considering the distances between objects directly or by considering distances between objects and cluster centroids (or some other cluster representative points). Most distance metrics, and hence the distance‐based clustering methods, work either with continuous‐only or categorical‐only data. In applications, however, observations are often described by a combination of both continuous and categorical variables. Such data sets can be referred to as mixed or mixed‐type data. In this review, we consider different methods for distance‐based cluster analysis of mixed data. In particular, we distinguish three different streams that range from basic data preprocessing (where all variables are converted to the same scale), to the use of specific distance measures for mixed data, and finally to so‐called joint data reduction (a combination of dimension reduction and clustering) methods specifically designed for mixed data. This article is categorized under: Statistical Learning and Exploratory Methods of the Data Sciences > Clustering and Classification Statistical Learning and Exploratory Methods of the Data Sciences > Exploratory Data Analysis Statistical and Graphical Methods of Data Analysis > Dimension Reduction