In the observational study design stage, matching/weighting methods are
conducted. However, when many background variables are present, the decision as to
which variables to prioritize for matching/weighting is not trivial. Thus, the
joint treatment-outcome variable importance plots are created to guide variable
selection. The joint variable importance plots enhance variable comparisons via
unadjusted bias curves derived under the omitted variable bias framework. The
plots translate variable importance into recommended values for tuning parameters
in existing methods. Post-matching and/or weighting plots can also be used to
visualize and assess the quality of the observational study design. The method
motivation and derivation is presented in "Prioritizing Variables for Observational
Study Design using the Joint Variable Importance Plot" by Liao et al. (2024)

Joint variable importance plot (jointVIP) visualizes each variable’s outcome importance via Pearson’s correlation and treatment importance via cross-sample standardized mean differences. Bias curves enable comparisons to support variable prioritization among potential confounders.
You can install the jointVIP package on CRAN using:
# for version on CRAN
install.packages("jointVIP")
# for development version on github
devtools::install_github("ldliao/jointVIP")
To demonstrate, we use the 2015 Behavioral Risk Factor Surveillance
System (BRFSS) example to answer the causal question: Does smoking
increase the risk of chronic obstructive pulmonary disease (COPD)? The
data and background is inspired by Clay Ford’s work from University of
Virginia
Library.
First, the data is cleaned to only have numeric variables, i.e., all
factored variables are transformed via one-hot-encoding. Treatment
variable smoke only contains 0 (control) and 1 (treatment).
With the cleaned data, you can specify details in the function
create_jointVIP() like so:
library(jointVIP)
## basic example code
library(dplyr)
#>
#> Attaching package: 'dplyr'
#> The following object is masked from 'package:testthat':
#>
#> matches
#> The following objects are masked from 'package:stats':
#>
#> filter, lag
#> The following objects are masked from 'package:base':
#>
#> intersect, setdiff, setequal, union
# load data
data('brfss', package='jointVIP')
treatment = 'smoke'
outcome = 'COPD'
covariates = names(brfss)[!names(brfss) %in% c(treatment, outcome)]
## select the pilot sample from random portion
## pilot data here are considered as 'external controls'
## can be a separate dataset; should be chosen with caution
set.seed(1234895)
pilot_prop = 0.2
pilot_sample_num = sample(which(brfss %>% pull(treatment) == 0),
length(which(brfss %>% pull(treatment) == 0)) *
## set up pilot and analysis data
## we want to make sure these two data are non-overlapping
pilot_df = brfss[pilot_sample_num, ]
analysis_df = brfss[-pilot_sample_num, ]
## minimal example
brfss_jointVIP = create_jointVIP(treatment = treatment,
outcome = outcome,
covariates = covariates,
pilot_df = pilot_df,
analysis_df = analysis_df)
Generic functions can be used for the jointVIP object to extract
information as a glance with summary() and print().
summary(brfss_jointVIP)
#> Max absolute bias is 0.032
#> 3 variables are above the desired 0.01 absolute bias tolerance
#> 13 variables can be plotted
print(brfss_jointVIP)
#> bias
#> age_over65 0.032
#> average_drinks 0.031
#> age_25to34 0.012
plot(brfss_jointVIP)
In this example, age_over65 and average_drinks are two most
important variables to adjust. At a bias tolerance of 0.01, 3 variables:
age_over65, average_drinks, and age_25to34 are above the tolerance
threshold. Moreover, age_over65 and average_drinks are of higher
importance for adjustment than age_25to34. Although race_black and
age_over65 have similar absolute standardized mean differences (0.322
and 0.333, respectively), age_over65 is more important to adjust for
since its highly correlated with the outcome.