statistical analysis research methods

What Is Statistical Analysis?

Statistical analysis is a technique we use to find patterns in data and make inferences about those patterns to describe variability in the results of a data set or an experiment. 

In its simplest form, statistical analysis answers questions about:

• Quantification — how big/small/tall/wide is it?
• Variability — growth, increase, decline
• The confidence level of these variabilities

What Are the 2 Types of Statistical Analysis?

• Descriptive Statistics:  Descriptive statistical analysis describes the quality of the data by summarizing large data sets into single measures. 
• Inferential Statistics:  Inferential statistical analysis allows you to draw conclusions from your sample data set and make predictions about a population using statistical tests.

What’s the Purpose of Statistical Analysis?

Using statistical analysis, you can determine trends in the data by calculating your data set’s mean or median. You can also analyze the variation between different data points from the mean to get the standard deviation . Furthermore, to test the validity of your statistical analysis conclusions, you can use hypothesis testing techniques, like P-value, to determine the likelihood that the observed variability could have occurred by chance.

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Statistical Analysis Methods

There are two major types of statistical data analysis: descriptive and inferential. 

Descriptive Statistical Analysis

Descriptive statistical analysis describes the quality of the data by summarizing large data sets into single measures. 

Within the descriptive analysis branch, there are two main types: measures of central tendency (i.e. mean, median and mode) and measures of dispersion or variation (i.e. variance , standard deviation and range). 

For example, you can calculate the average exam results in a class using central tendency or, in particular, the mean. In that case, you’d sum all student results and divide by the number of tests. You can also calculate the data set’s spread by calculating the variance. To calculate the variance, subtract each exam result in the data set from the mean, square the answer, add everything together and divide by the number of tests.

Inferential Statistics

On the other hand, inferential statistical analysis allows you to draw conclusions from your sample data set and make predictions about a population using statistical tests. 

There are two main types of inferential statistical analysis: hypothesis testing and regression analysis. We use hypothesis testing to test and validate assumptions in order to draw conclusions about a population from the sample data. Popular tests include Z-test, F-Test, ANOVA test and confidence intervals . On the other hand, regression analysis primarily estimates the relationship between a dependent variable and one or more independent variables. There are numerous types of regression analysis but the most popular ones include linear and logistic regression .  

Statistical Analysis Steps  

In the era of big data and data science, there is a rising demand for a more problem-driven approach. As a result, we must approach statistical analysis holistically. We may divide the entire process into five different and significant stages by using the well-known PPDAC model of statistics: Problem, Plan, Data, Analysis and Conclusion.

In the first stage, you define the problem you want to tackle and explore questions about the problem. 

Next is the planning phase. You can check whether data is available or if you need to collect data for your problem. You also determine what to measure and how to measure it. 

The third stage involves data collection, understanding the data and checking its quality. 

4. Analysis

Statistical data analysis is the fourth stage. Here you process and explore the data with the help of tables, graphs and other data visualizations.  You also develop and scrutinize your hypothesis in this stage of analysis. 

5. Conclusion

The final step involves interpretations and conclusions from your analysis. It also covers generating new ideas for the next iteration. Thus, statistical analysis is not a one-time event but an iterative process.

Statistical Analysis Uses

Statistical analysis is useful for research and decision making because it allows us to understand the world around us and draw conclusions by testing our assumptions. Statistical analysis is important for various applications, including:

• Statistical quality control and analysis in product development 
• Clinical trials
• Customer satisfaction surveys and customer experience research 
• Marketing operations management
• Process improvement and optimization
• Training needs 

More on Statistical Analysis From Built In Experts Intro to Descriptive Statistics for Machine Learning

Benefits of Statistical Analysis

Here are some of the reasons why statistical analysis is widespread in many applications and why it’s necessary:

Understand Data

Statistical analysis gives you a better understanding of the data and what they mean. These types of analyses provide information that would otherwise be difficult to obtain by merely looking at the numbers without considering their relationship.

Find Causal Relationships

Statistical analysis can help you investigate causation or establish the precise meaning of an experiment, like when you’re looking for a relationship between two variables.

Make Data-Informed Decisions

Businesses are constantly looking to find ways to improve their services and products . Statistical analysis allows you to make data-informed decisions about your business or future actions by helping you identify trends in your data, whether positive or negative. 

Determine Probability

Statistical analysis is an approach to understanding how the probability of certain events affects the outcome of an experiment. It helps scientists and engineers decide how much confidence they can have in the results of their research, how to interpret their data and what questions they can feasibly answer.

You’ve Got Questions. Our Experts Have Answers. Confidence Intervals, Explained!

What Are the Risks of Statistical Analysis?

Statistical analysis can be valuable and effective, but it’s an imperfect approach. Even if the analyst or researcher performs a thorough statistical analysis, there may still be known or unknown problems that can affect the results. Therefore, statistical analysis is not a one-size-fits-all process. If you want to get good results, you need to know what you’re doing. It can take a lot of time to figure out which type of statistical analysis will work best for your situation .

Thus, you should remember that our conclusions drawn from statistical analysis don’t always guarantee correct results. This can be dangerous when making business decisions. In marketing , for example, we may come to the wrong conclusion about a product . Therefore, the conclusions we draw from statistical data analysis are often approximated; testing for all factors affecting an observation is impossible.

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Table of Contents

Types of statistical analysis, importance of statistical analysis, benefits of statistical analysis, statistical analysis process, statistical analysis methods, statistical analysis software, statistical analysis examples, career in statistical analysis, choose the right program, become proficient in statistics today, what is statistical analysis types, methods and examples.

Statistical analysis is the process of collecting and analyzing data in order to discern patterns and trends. It is a method for removing bias from evaluating data by employing numerical analysis. This technique is useful for collecting the interpretations of research, developing statistical models, and planning surveys and studies.

Statistical analysis is a scientific tool in AI and ML that helps collect and analyze large amounts of data to identify common patterns and trends to convert them into meaningful information. In simple words, statistical analysis is a data analysis tool that helps draw meaningful conclusions from raw and unstructured data. 

The conclusions are drawn using statistical analysis facilitating decision-making and helping businesses make future predictions on the basis of past trends. It can be defined as a science of collecting and analyzing data to identify trends and patterns and presenting them. Statistical analysis involves working with numbers and is used by businesses and other institutions to make use of data to derive meaningful information. 

Given below are the 6 types of statistical analysis:

Descriptive Analysis

Descriptive statistical analysis involves collecting, interpreting, analyzing, and summarizing data to present them in the form of charts, graphs, and tables. Rather than drawing conclusions, it simply makes the complex data easy to read and understand.

Inferential Analysis

The inferential statistical analysis focuses on drawing meaningful conclusions on the basis of the data analyzed. It studies the relationship between different variables or makes predictions for the whole population.

Predictive Analysis

Predictive statistical analysis is a type of statistical analysis that analyzes data to derive past trends and predict future events on the basis of them. It uses machine learning algorithms, data mining , data modelling , and artificial intelligence to conduct the statistical analysis of data.

Prescriptive Analysis

The prescriptive analysis conducts the analysis of data and prescribes the best course of action based on the results. It is a type of statistical analysis that helps you make an informed decision. 

Exploratory Data Analysis

Exploratory analysis is similar to inferential analysis, but the difference is that it involves exploring the unknown data associations. It analyzes the potential relationships within the data. 

Causal Analysis

The causal statistical analysis focuses on determining the cause and effect relationship between different variables within the raw data. In simple words, it determines why something happens and its effect on other variables. This methodology can be used by businesses to determine the reason for failure. 

Statistical analysis eliminates unnecessary information and catalogs important data in an uncomplicated manner, making the monumental work of organizing inputs appear so serene. Once the data has been collected, statistical analysis may be utilized for a variety of purposes. Some of them are listed below:

• The statistical analysis aids in summarizing enormous amounts of data into clearly digestible chunks.
• The statistical analysis aids in the effective design of laboratory, field, and survey investigations.
• Statistical analysis may help with solid and efficient planning in any subject of study.
• Statistical analysis aid in establishing broad generalizations and forecasting how much of something will occur under particular conditions.
• Statistical methods, which are effective tools for interpreting numerical data, are applied in practically every field of study. Statistical approaches have been created and are increasingly applied in physical and biological sciences, such as genetics.
• Statistical approaches are used in the job of a businessman, a manufacturer, and a researcher. Statistics departments can be found in banks, insurance businesses, and government agencies.
• A modern administrator, whether in the public or commercial sector, relies on statistical data to make correct decisions.
• Politicians can utilize statistics to support and validate their claims while also explaining the issues they address.

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Statistical analysis can be called a boon to mankind and has many benefits for both individuals and organizations. Given below are some of the reasons why you should consider investing in statistical analysis:

• It can help you determine the monthly, quarterly, yearly figures of sales profits, and costs making it easier to make your decisions.
• It can help you make informed and correct decisions.
• It can help you identify the problem or cause of the failure and make corrections. For example, it can identify the reason for an increase in total costs and help you cut the wasteful expenses.
• It can help you conduct market analysis and make an effective marketing and sales strategy.
• It helps improve the efficiency of different processes.

Given below are the 5 steps to conduct a statistical analysis that you should follow:

• Step 1: Identify and describe the nature of the data that you are supposed to analyze.
• Step 2: The next step is to establish a relation between the data analyzed and the sample population to which the data belongs. 
• Step 3: The third step is to create a model that clearly presents and summarizes the relationship between the population and the data.
• Step 4: Prove if the model is valid or not.
• Step 5: Use predictive analysis to predict future trends and events likely to happen. 

Although there are various methods used to perform data analysis, given below are the 5 most used and popular methods of statistical analysis:

Mean or average mean is one of the most popular methods of statistical analysis. Mean determines the overall trend of the data and is very simple to calculate. Mean is calculated by summing the numbers in the data set together and then dividing it by the number of data points. Despite the ease of calculation and its benefits, it is not advisable to resort to mean as the only statistical indicator as it can result in inaccurate decision making. 

Standard Deviation

Standard deviation is another very widely used statistical tool or method. It analyzes the deviation of different data points from the mean of the entire data set. It determines how data of the data set is spread around the mean. You can use it to decide whether the research outcomes can be generalized or not. 

Regression is a statistical tool that helps determine the cause and effect relationship between the variables. It determines the relationship between a dependent and an independent variable. It is generally used to predict future trends and events.

Hypothesis Testing

Hypothesis testing can be used to test the validity or trueness of a conclusion or argument against a data set. The hypothesis is an assumption made at the beginning of the research and can hold or be false based on the analysis results. 

Sample Size Determination

Sample size determination or data sampling is a technique used to derive a sample from the entire population, which is representative of the population. This method is used when the size of the population is very large. You can choose from among the various data sampling techniques such as snowball sampling, convenience sampling, and random sampling. 

Everyone can't perform very complex statistical calculations with accuracy making statistical analysis a time-consuming and costly process. Statistical software has become a very important tool for companies to perform their data analysis. The software uses Artificial Intelligence and Machine Learning to perform complex calculations, identify trends and patterns, and create charts, graphs, and tables accurately within minutes. 

Look at the standard deviation sample calculation given below to understand more about statistical analysis.

The weights of 5 pizza bases in cms are as follows:

Calculation of Mean = (9+2+5+4+12)/5 = 32/5 = 6.4

Calculation of mean of squared mean deviation = (6.76+19.36+1.96+5.76+31.36)/5 = 13.04

Sample Variance = 13.04

Standard deviation = √13.04 = 3.611

A Statistical Analyst's career path is determined by the industry in which they work. Anyone interested in becoming a Data Analyst may usually enter the profession and qualify for entry-level Data Analyst positions right out of high school or a certificate program — potentially with a Bachelor's degree in statistics, computer science, or mathematics. Some people go into data analysis from a similar sector such as business, economics, or even the social sciences, usually by updating their skills mid-career with a statistical analytics course.

Statistical Analyst is also a great way to get started in the normally more complex area of data science. A Data Scientist is generally a more senior role than a Data Analyst since it is more strategic in nature and necessitates a more highly developed set of technical abilities, such as knowledge of multiple statistical tools, programming languages, and predictive analytics models.

Aspiring Data Scientists and Statistical Analysts generally begin their careers by learning a programming language such as R or SQL. Following that, they must learn how to create databases, do basic analysis, and make visuals using applications such as Tableau. However, not every Statistical Analyst will need to know how to do all of these things, but if you want to advance in your profession, you should be able to do them all.

Based on your industry and the sort of work you do, you may opt to study Python or R, become an expert at data cleaning, or focus on developing complicated statistical models.

You could also learn a little bit of everything, which might help you take on a leadership role and advance to the position of Senior Data Analyst. A Senior Statistical Analyst with vast and deep knowledge might take on a leadership role leading a team of other Statistical Analysts. Statistical Analysts with extra skill training may be able to advance to Data Scientists or other more senior data analytics positions.

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Hope this article assisted you in understanding the importance of statistical analysis in every sphere of life. Artificial Intelligence (AI) can help you perform statistical analysis and data analysis very effectively and efficiently. 

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Statistical Methods for Data Analysis: a Comprehensive Guide

In today’s data-driven world, understanding statistical methods for data analysis is like having a superpower.

Whether you’re a student, a professional, or just a curious mind, diving into the realm of data can unlock insights and decisions that propel success.

Statistical methods for data analysis are the tools and techniques used to collect, analyze, interpret, and present data in a meaningful way.

From businesses optimizing operations to researchers uncovering new discoveries, these methods are foundational to making informed decisions based on data.

In this blog post, we’ll embark on a journey through the fascinating world of statistical analysis, exploring its key concepts, methodologies, and applications.

Introduction to Statistical Methods

At its core, statistical methods are the backbone of data analysis, helping us make sense of numbers and patterns in the world around us.

Whether you’re looking at sales figures, medical research, or even your fitness tracker’s data, statistical methods are what turn raw data into useful insights.

But before we dive into complex formulas and tests, let’s start with the basics.

Data comes in two main types: qualitative and quantitative data .

Quantitative data is all about numbers and quantities (like your height or the number of steps you walked today), while qualitative data deals with categories and qualities (like your favorite color or the breed of your dog).

And when we talk about measuring these data points, we use different scales like nominal, ordinal , interval , and ratio.

These scales help us understand the nature of our data—whether we’re ranking it (ordinal), simply categorizing it (nominal), or measuring it with a true zero point (ratio).

In a nutshell, statistical methods start with understanding the type and scale of your data.

This foundational knowledge sets the stage for everything from summarizing your data to making complex predictions.

Descriptive Statistics: Simplifying Data

Imagine you’re at a party and you meet a bunch of new people.

When you go home, your roommate asks, “So, what were they like?” You could describe each person in detail, but instead, you give a summary: “Most were college students, around 20-25 years old, pretty fun crowd!”

That’s essentially what descriptive statistics does for data.

It summarizes and describes the main features of a collection of data in an easy-to-understand way. Let’s break this down further.

The Basics: Mean, Median, and Mode

• Mean is just a fancy term for the average. If you add up everyone’s age at the party and divide by the number of people, you’ve got your mean age.
• Median is the middle number in a sorted list. If you line up everyone from the youngest to the oldest and pick the person in the middle, their age is your median. This is super handy when someone’s age is way off the chart (like if your grandma crashed the party), as it doesn’t skew the data.
• Mode is the most common age at the party. If you notice a lot of people are 22, then 22 is your mode. It’s like the age that wins the popularity contest.

Spreading the News: Range, Variance, and Standard Deviation

• Range gives you an idea of how spread out the ages are. It’s the difference between the oldest and the youngest. A small range means everyone’s around the same age, while a big range means a wider variety.
• Variance is a bit more complex. It measures how much the ages differ from the average age. A higher variance means ages are more spread out.
• Standard Deviation is the square root of variance. It’s like variance but back on a scale that makes sense. It tells you, on average, how far each person’s age is from the mean age.

Picture Perfect: Graphical Representations

• Histograms are like bar charts showing how many people fall into different age groups. They give you a quick glance at how ages are distributed.
• Bar Charts are great for comparing different categories, like how many men vs. women were at the party.
• Box Plots (or box-and-whisker plots) show you the median, the range, and if there are any outliers (like grandma).
• Scatter Plots are used when you want to see if there’s a relationship between two things, like if bringing more snacks means people stay longer at the party.

Why Descriptive Statistics Matter?

Descriptive statistics are your first step in data analysis.

They help you understand your data at a glance and prepare you for deeper analysis.

Without them, you’re like someone trying to guess what a party was like without any context.

Whether you’re looking at survey responses, test scores, or party attendees, descriptive statistics give you the tools to summarize and describe your data in a way that’s easy to grasp.

This approach is crucial in educational settings, particularly for enhancing math learning outcomes. For those looking to deepen their understanding of math or seeking additional support, check out this link:  https://www.mathnasium.com/ math-tutors-near-me .

Remember, the goal of descriptive statistics is to simplify the complex.

Inferential Statistics: Beyond the Basics

Let’s keep the party analogy rolling, but this time, imagine you couldn’t attend the party yourself.

You’re curious if the party was as fun as everyone said it would be.

Instead of asking every single attendee, you decide to ask a few friends who went.

Based on their experiences, you try to infer what the entire party was like.

This is essentially what inferential statistics does with data.

It allows you to make predictions or draw conclusions about a larger group (the population) based on a smaller group (a sample). Let’s dive into how this works.

Probability

Inferential statistics is all about playing the odds.

When you make an inference, you’re saying, “Based on my sample, there’s a certain probability that my conclusion about the whole population is correct.”

It’s like betting on whether the party was fun, based on a few friends’ opinions.

The Central Limit Theorem (CLT)

The Central Limit Theorem is the superhero of statistics.

It tells us that if you take enough samples from a population, the sample means (averages) will form a normal distribution (a bell curve), no matter what the population distribution looks like.

This is crucial because it allows us to use sample data to make inferences about the population mean with a known level of uncertainty.

Confidence Intervals

Imagine you’re pretty sure the party was fun, but you want to know how fun.

A confidence interval gives you a range of values within which you believe the true mean fun level of the party lies.

It’s like saying, “I’m 95% confident the party’s fun rating was between 7 and 9 out of 10.”

Hypothesis Testing

This is where you get to be a bit of a detective. You start with a hypothesis (a guess) about the population.

For example, your null hypothesis might be “the party was average fun.” Then you use your sample data to test this hypothesis.

If the data strongly suggests otherwise, you might reject the null hypothesis and accept the alternative hypothesis, which could be “the party was super fun.”

The p-value tells you how likely it is that your data would have occurred by random chance if the null hypothesis were true.

A low p-value (typically less than 0.05) indicates that your findings are significant—that is, unlikely to have happened by chance.

It’s like saying, “The chance that all my friends are exaggerating about the party being fun is really low, so the party probably was fun.”

Why Inferential Statistics Matter?

Inferential statistics let us go beyond just describing our data.

They allow us to make educated guesses about a larger population based on a sample.

This is incredibly useful in almost every field—science, business, public health, and yes, even planning your next party.

By using probability, the Central Limit Theorem, confidence intervals, hypothesis testing, and p-values, we can make informed decisions without needing to ask every single person in the population.

It saves time, resources, and helps us understand the world more scientifically.

Remember, while inferential statistics gives us powerful tools for making predictions, those predictions come with a level of uncertainty.

Being a good data scientist means understanding and communicating that uncertainty clearly.

So next time you hear about a party you missed, use inferential statistics to figure out just how much FOMO (fear of missing out) you should really feel!

Common Statistical Tests: Choosing Your Data’s Best Friend

Alright, now that we’ve covered the basics of descriptive and inferential statistics, it’s time to talk about how we actually apply these concepts to make sense of data.

It’s like deciding on the best way to find out who was the life of the party.

You have several tools (tests) at your disposal, and choosing the right one depends on what you’re trying to find out and the type of data you have.

Let’s explore some of the most common statistical tests and when to use them.

T-Tests: Comparing Averages

Imagine you want to know if the average fun level was higher at this year’s party compared to last year’s.

A t-test helps you compare the means (averages) of two groups to see if they’re statistically different.

There are a couple of flavors:

• Independent t-test : Use this when comparing two different groups, like this year’s party vs. last year’s party.
• Paired t-test : Use this when comparing the same group at two different times or under two different conditions, like if you measured everyone’s fun level before and after the party.

ANOVA : When Three’s Not a Crowd.

But what if you had three or more parties to compare? That’s where ANOVA (Analysis of Variance) comes in handy.

It lets you compare the means across multiple groups at once to see if at least one of them is significantly different.

It’s like comparing the fun levels across several years’ parties to see if one year stood out.

Chi-Square Test: Categorically Speaking

Now, let’s say you’re interested in whether the type of music (pop, rock, electronic) affects party attendance.

Since you’re dealing with categories (types of music) and counts (number of attendees), you’ll use the Chi-Square test.

It’s great for seeing if there’s a relationship between two categorical variables.

Correlation and Regression: Finding Relationships

What if you suspect that the amount of snacks available at the party affects how long guests stay? To explore this, you’d use:

• Correlation analysis to see if there’s a relationship between two continuous variables (like snacks and party duration). It tells you how closely related two things are.
• Regression analysis goes a step further by not only showing if there’s a relationship but also how one variable predicts the other. It’s like saying, “For every extra bag of chips, guests stay an average of 10 minutes longer.”

Non-parametric Tests: When Assumptions Don’t Hold

All the tests mentioned above assume your data follows a normal distribution and meets other criteria.

But what if your data doesn’t play by these rules?

Enter non-parametric tests, like the Mann-Whitney U test (for comparing two groups when you can’t use a t-test) or the Kruskal-Wallis test (like ANOVA but for non-normal distributions).

Picking the Right Test

Choosing the right statistical test is crucial and depends on:

• The type of data you have (categorical vs. continuous).
• Whether you’re comparing groups or looking for relationships.
• The distribution of your data (normal vs. non-normal).

Why These Tests Matter?

Just like you’d pick the right tool for a job, selecting the appropriate statistical test helps you make valid and reliable conclusions about your data.

Whether you’re trying to prove a point, make a decision, or just understand the world a bit better, these tests are your gateway to insights.

By mastering these tests, you become a detective in the world of data, ready to uncover the truth behind the numbers!

Regression Analysis: Predicting the Future

Ever wondered if you could predict how much fun you’re going to have at a party based on the number of friends going, or how the amount of snacks available might affect the overall party vibe?

That’s where regression analysis comes into play, acting like a crystal ball for your data.

What is Regression Analysis?

Regression analysis is a powerful statistical method that allows you to examine the relationship between two or more variables of interest.

Think of it as detective work, where you’re trying to figure out if, how, and to what extent certain factors (like snacks and music volume) predict an outcome (like the fun level at a party).

The Two Main Characters: Independent and Dependent Variables

• Independent Variable(s): These are the predictors or factors that you suspect might influence the outcome. For example, the quantity of snacks.
• Dependent Variable: This is the outcome you’re interested in predicting. In our case, it could be the fun level of the party.

Linear Regression: The Straight Line Relationship

The most basic form of regression analysis is linear regression .

It predicts the outcome based on a linear relationship between the independent and dependent variables.

If you plot this on a graph, you’d ideally see a straight line where, as the amount of snacks increases, so does the fun level (hopefully!).

• Simple Linear Regression involves just one independent variable. It’s like saying, “Let’s see if just the number of snacks can predict the fun level.”
• Multiple Linear Regression takes it up a notch by including more than one independent variable. Now, you’re looking at whether the quantity of snacks, type of music, and number of guests together can predict the fun level.

Logistic Regression: When Outcomes are Either/Or

Not all predictions are about numbers.

Sometimes, you just want to know if something will happen or not—will the party be a hit or a flop?

Logistic regression is used for these binary outcomes.

Instead of predicting a precise fun level, it predicts the probability of the party being a hit based on the same predictors (snacks, music, guests).

Making Sense of the Results

• Coefficients: In regression analysis, each predictor has a coefficient, telling you how much the dependent variable is expected to change when that predictor changes by one unit, all else being equal.
• R-squared : This value tells you how much of the variation in your dependent variable can be explained by the independent variables. A higher R-squared means a better fit between your model and the data.

Why Regression Analysis Rocks?

Regression analysis is like having a superpower. It helps you understand which factors matter most, which can be ignored, and how different factors come together to influence the outcome.

This insight is invaluable whether you’re planning a party, running a business, or conducting scientific research.

Bringing It All Together

Imagine you’ve gathered data on several parties, including the number of guests, type of music, and amount of snacks, along with a fun level rating for each.

By running a regression analysis, you can start to predict future parties’ success, tailoring your planning to maximize fun.

It’s a practical tool for making informed decisions based on past data, helping you throw legendary parties, optimize business strategies, or understand complex relationships in your research.

In essence, regression analysis helps turn your data into actionable insights, guiding you towards smarter decisions and better predictions.

So next time you’re knee-deep in data, remember: regression analysis might just be the key to unlocking its secrets.

Non-parametric Methods: Playing By Different Rules

So far, we’ve talked a lot about statistical methods that rely on certain assumptions about your data, like it being normally distributed (forming that classic bell curve) or having a specific scale of measurement.

But what happens when your data doesn’t fit these molds?

Maybe the scores from your last party’s karaoke contest are all over the place, or you’re trying to compare the popularity of various party games but only have rankings, not scores.

This is where non-parametric methods come to the rescue.

Breaking Free from Assumptions

Non-parametric methods are the rebels of the statistical world.

They don’t assume your data follows a normal distribution or that it meets strict requirements regarding measurement scales.

These methods are perfect for dealing with ordinal data (like rankings), nominal data (like categories), or when your data is skewed or has outliers that would throw off other tests.

When to Use Non-parametric Methods?

• Your data is not normally distributed, and transformations don’t help.
• You have ordinal data (like survey responses that range from “Strongly Disagree” to “Strongly Agree”).
• You’re dealing with ranks or categories rather than precise measurements.
• Your sample size is small, making it hard to meet the assumptions required for parametric tests.

Some Popular Non-parametric Tests

• Mann-Whitney U Test: Think of it as the non-parametric counterpart to the independent samples t-test. Use this when you want to compare the differences between two independent groups on a ranking or ordinal scale.
• Kruskal-Wallis Test: This is your go-to when you have three or more groups to compare, and it’s similar to an ANOVA but for ranked/ordinal data or when your data doesn’t meet ANOVA’s assumptions.
• Spearman’s Rank Correlation: When you want to see if there’s a relationship between two sets of rankings, Spearman’s got your back. It’s like Pearson’s correlation for continuous data but designed for ranks.
• Wilcoxon Signed-Rank Test: Use this for comparing two related samples when you can’t use the paired t-test, typically because the differences between pairs are not normally distributed.

The Beauty of Flexibility

The real charm of non-parametric methods is their flexibility.

They let you work with data that’s not textbook perfect, which is often the case in the real world.

Whether you’re analyzing customer satisfaction surveys, comparing the effectiveness of different marketing strategies, or just trying to figure out if people prefer pizza or tacos at parties, non-parametric tests provide a robust way to get meaningful insights.

Keeping It Real

It’s important to remember that while non-parametric methods are incredibly useful, they also come with their own limitations.

They might be more conservative, meaning you might need a larger effect to detect a significant result compared to parametric tests.

Plus, because they often work with ranks rather than actual values, some information about your data might get lost in translation.

Non-parametric methods are your statistical toolbox’s Swiss Army knife, ready to tackle data that doesn’t fit into the neat categories required by more traditional tests.

They remind us that in the world of data analysis, there’s more than one way to uncover insights and make informed decisions.

So, the next time you’re faced with skewed distributions or rankings instead of scores, remember that non-parametric methods have got you covered, offering a way to navigate the complexities of real-world data.

Data Cleaning and Preparation: The Unsung Heroes of Data Analysis

Before any party can start, there’s always a bit of housecleaning to do—sweeping the floors, arranging the furniture, and maybe even hiding those laundry piles you’ve been ignoring all week.

Similarly, in the world of data analysis, before we can dive into the fun stuff like statistical tests and predictive modeling, we need to roll up our sleeves and get our data nice and tidy.

This process of data cleaning and preparation might not be the most glamorous part of data science, but it’s absolutely critical.

Let’s break down what this involves and why it’s so important.

Why Clean and Prepare Data?

Imagine trying to analyze party RSVPs when half the responses are “yes,” a quarter are “Y,” and the rest are a creative mix of “yup,” “sure,” and “why not?”

Without standardization, it’s hard to get a clear picture of how many guests to expect.

The same goes for any data set. Cleaning ensures that your data is consistent, accurate, and ready for analysis.

Preparation involves transforming this clean data into a format that’s useful for your specific analysis needs.

The Steps to Sparkling Clean Data

• Dealing with Missing Values: Sometimes, data is incomplete. Maybe a survey respondent skipped a question, or a sensor failed to record a reading. You’ll need to decide whether to fill in these gaps (imputation), ignore them, or drop the observations altogether.
• Identifying and Handling Outliers: Outliers are data points that are significantly different from the rest. They might be errors, or they might be valuable insights. The challenge is determining which is which and deciding how to handle them—remove, adjust, or analyze separately.
• Correcting Inconsistencies: This is like making sure all your RSVPs are in the same format. It could involve standardizing text entries, correcting typos, or converting all measurements to the same units.
• Formatting Data: Your analysis might require data in a specific format. This could mean transforming data types (e.g., converting dates into a uniform format) or restructuring data tables to make them easier to work with.
• Reducing Dimensionality: Sometimes, your data set might have more information than you actually need. Reducing dimensionality (through methods like Principal Component Analysis) can help simplify your data without losing valuable information.
• Creating New Variables: You might need to derive new variables from your existing ones to better capture the relationships in your data. For example, turning raw survey responses into a numerical satisfaction score.

The Tools of the Trade

There are many tools available to help with data cleaning and preparation, ranging from spreadsheet software like Excel to programming languages like Python and R.

These tools offer functions and libraries specifically designed to make data cleaning as painless as possible.

Why It Matters

Skipping the data cleaning and preparation stage is like trying to cook without prepping your ingredients first.

Sure, you might end up with something edible, but it’s not going to be as good as it could have been.

Clean and well-prepared data leads to more accurate, reliable, and meaningful analysis results.

It’s the foundation upon which all good data analysis is built.

Data cleaning and preparation might not be the flashiest part of data science, but it’s where all successful data analysis projects begin.

By taking the time to thoroughly clean and prepare your data, you’re setting yourself up for clearer insights, better decisions, and, ultimately, more impactful outcomes.

Software Tools for Statistical Analysis: Your Digital Assistants

Diving into the world of data without the right tools can feel like trying to cook a gourmet meal without a kitchen.

Just as you need pots, pans, and a stove to create a culinary masterpiece, you need the right software tools to analyze data and uncover the insights hidden within.

These digital assistants range from user-friendly applications for beginners to powerful suites for the pros.

Let’s take a closer look at some of the most popular software tools for statistical analysis.

R and RStudio: The Dynamic Duo

• R is like the Swiss Army knife of statistical analysis. It’s a programming language designed specifically for data analysis, graphics, and statistical modeling. Think of R as the kitchen where you’ll be cooking up your data analysis.
• RStudio is an integrated development environment (IDE) for R. It’s like having the best kitchen setup with organized countertops (your coding space) and all your tools and ingredients within reach (packages and datasets).

Why They Rock:

R is incredibly powerful and can handle almost any data analysis task you throw at it, from the basics to the most advanced statistical models.

Plus, there’s a vast community of users, which means a wealth of tutorials, forums, and free packages to add on.

Python with pandas and scipy: The Versatile Virtuoso

• Python is not just for programming; with the right libraries, it becomes an excellent tool for data analysis. It’s like a kitchen that’s not only great for baking but also equipped for gourmet cooking.
• pandas is a library that provides easy-to-use data structures and data analysis tools for Python. Imagine it as your sous-chef, helping you to slice and dice data with ease.
• scipy is another library used for scientific and technical computing. It’s like having a set of precision knives for the more intricate tasks.

Why They Rock: Python is known for its readability and simplicity, making it accessible for beginners. When combined with pandas and scipy, it becomes a powerhouse for data manipulation, analysis, and visualization.

SPSS: The Point-and-Click Professional

SPSS (Statistical Package for the Social Sciences) is a software package used for interactive, or batched, statistical analysis. Long produced by SPSS Inc., it was acquired by IBM in 2009.

Why It Rocks: SPSS is particularly user-friendly with its point-and-click interface, making it a favorite among non-programmers and researchers in the social sciences. It’s like having a kitchen gadget that does the job with the push of a button—no manual setup required.

SAS: The Corporate Chef

SAS (Statistical Analysis System) is a software suite developed for advanced analytics, multivariate analysis, business intelligence, data management, and predictive analytics.

Why It Rocks: SAS is a powerhouse in the corporate world, known for its stability, deep analytical capabilities, and support for large data sets. It’s like the industrial kitchen used by professional chefs to serve hundreds of guests.

Excel: The Accessible Apprentice

Excel might not be a specialized statistical software, but it’s widely accessible and capable of handling basic statistical analyses. Think of Excel as the microwave in your kitchen—it might not be fancy, but it gets the job done for quick and simple tasks.

Why It Rocks: Almost everyone has access to Excel and knows the basics, making it a great starting point for those new to data analysis. Plus, with add-ons like the Analysis ToolPak, Excel’s capabilities can be extended further into statistical territory.

Choosing Your Tool

Selecting the right software tool for statistical analysis is like choosing the right kitchen for your cooking style—it depends on your needs, expertise, and the complexity of your recipes (data).

Whether you’re a coding chef ready to tackle R or Python, or someone who prefers the straightforwardness of SPSS or Excel, there’s a tool out there that’s perfect for your data analysis kitchen.

Ethical Considerations

Embarking on a data analysis journey is like setting sail on the vast ocean of information.

Just as a captain needs a compass to navigate the seas safely and responsibly, a data analyst requires a strong sense of ethics to guide their exploration of data.

Ethical considerations in data analysis are the moral compass that ensures we respect privacy, consent, and integrity while uncovering the truths hidden within data. Let’s delve into why ethics are so crucial and what principles you should keep in mind.

Respect for Privacy

Imagine you’ve found a diary filled with personal secrets.

Reading it without permission would be a breach of privacy.

Similarly, when you’re handling data, especially personal or sensitive information, it’s essential to ensure that privacy is protected.

This means not only securing data against unauthorized access but also anonymizing data to prevent individuals from being identified.

Informed Consent

Before you can set sail, you need the ship owner’s permission.

In the world of data, this translates to informed consent. Participants should be fully aware of what their data will be used for and voluntarily agree to participate.

This is particularly important in research or when collecting data directly from individuals. It’s like asking for permission before you start the journey.

Data Integrity

Maintaining data integrity is like keeping the ship’s log accurate and unaltered during your voyage.

It involves ensuring the data is not corrupted or modified inappropriately and that any data analysis is conducted accurately and reliably.

Tampering with data or cherry-picking results to fit a narrative is not just unethical—it’s like falsifying the ship’s log, leading to mistrust and potentially dangerous outcomes.

Avoiding Bias

The sea is vast, and your compass must be calibrated correctly to avoid going off course. Similarly, avoiding bias in data analysis ensures your findings are valid and unbiased.

This means being aware of and actively addressing any personal, cultural, or statistical biases that might skew your analysis.

It’s about striving for objectivity and ensuring your journey is guided by truth, not preconceived notions.

Transparency and Accountability

A trustworthy captain is open about their navigational choices and ready to take responsibility for them.

In data analysis, this translates to transparency about your methods and accountability for your conclusions.

Sharing your methodologies, data sources, and any limitations of your analysis helps build trust and allows others to verify or challenge your findings.

Ethical Use of Findings

Finally, just as a captain must consider the impact of their journey on the wider world, you must consider how your data analysis will be used.

This means thinking about the potential consequences of your findings and striving to ensure they are used to benefit, not harm, society.

It’s about being mindful of the broader implications of your work and using data for good.

Navigating with a Moral Compass

In the realm of data analysis, ethical considerations form the moral compass that guides us through complex moral waters.

They ensure that our work respects individuals’ rights, contributes positively to society, and upholds the highest standards of integrity and professionalism.

Just as a captain navigates the seas with respect for the ocean and its dangers, a data analyst must navigate the world of data with a deep commitment to ethical principles.

This commitment ensures that the insights gained from data analysis serve to enlighten and improve, rather than exploit or harm.

Conclusion and Key Takeaways

And there you have it—a whirlwind tour through the fascinating landscape of statistical methods for data analysis.

From the grounding principles of descriptive and inferential statistics to the nuanced details of regression analysis and beyond, we’ve explored the tools and ethical considerations that guide us in turning raw data into meaningful insights.

The Takeaway

Think of data analysis as embarking on a grand adventure, one where numbers and facts are your map and compass.

Just as every explorer needs to understand the terrain, every aspiring data analyst must grasp these foundational concepts.

Whether it’s summarizing data sets with descriptive statistics, making predictions with inferential statistics, choosing the right statistical test, or navigating the ethical considerations that ensure our analyses benefit society, each aspect is a crucial step on your journey.

The Importance of Preparation

Remember, the key to a successful voyage is preparation.

Cleaning and preparing your data sets the stage for a smooth journey, while choosing the right software tools ensures you have the best equipment at your disposal.

And just as every responsible navigator respects the sea, every data analyst must navigate the ethical dimensions of their work with care and integrity.

Charting Your Course

As you embark on your own data analysis adventures, remember that the path you chart is unique to you.

Your questions will guide your journey, your curiosity will fuel your exploration, and the insights you gain will be your treasure.

The world of data is vast and full of mysteries waiting to be uncovered. With the tools and principles we’ve discussed, you’re well-equipped to start uncovering those mysteries, one data set at a time.

The Journey Ahead

The journey of statistical methods for data analysis is ongoing, and the landscape is ever-evolving.

As new methods emerge and our understanding deepens, there will always be new horizons to explore and new insights to discover.

But the fundamentals we’ve covered will remain your steadfast guide, helping you navigate the challenges and opportunities that lie ahead.

So set your sights on the questions that spark your curiosity, arm yourself with the tools of the trade, and embark on your data analysis journey with confidence.

About The Author

Silvia Valcheva

Silvia Valcheva is a digital marketer with over a decade of experience creating content for the tech industry. She has a strong passion for writing about emerging software and technologies such as big data, AI (Artificial Intelligence), IoT (Internet of Things), process automation, etc.

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Your Modern Business Guide To Data Analysis Methods And Techniques

Table of Contents

1) What Is Data Analysis?

2) Why Is Data Analysis Important?

3) What Is The Data Analysis Process?

4) Types Of Data Analysis Methods

5) Top Data Analysis Techniques To Apply

6) Quality Criteria For Data Analysis

7) Data Analysis Limitations & Barriers

8) Data Analysis Skills

9) Data Analysis In The Big Data Environment

In our data-rich age, understanding how to analyze and extract true meaning from our business’s digital insights is one of the primary drivers of success.

Despite the colossal volume of data we create every day, a mere 0.5% is actually analyzed and used for data discovery , improvement, and intelligence. While that may not seem like much, considering the amount of digital information we have at our fingertips, half a percent still accounts for a vast amount of data.

With so much data and so little time, knowing how to collect, curate, organize, and make sense of all of this potentially business-boosting information can be a minefield – but online data analysis is the solution.

In science, data analysis uses a more complex approach with advanced techniques to explore and experiment with data. On the other hand, in a business context, data is used to make data-driven decisions that will enable the company to improve its overall performance. In this post, we will cover the analysis of data from an organizational point of view while still going through the scientific and statistical foundations that are fundamental to understanding the basics of data analysis. 

To put all of that into perspective, we will answer a host of important analytical questions, explore analytical methods and techniques, while demonstrating how to perform analysis in the real world with a 17-step blueprint for success.

What Is Data Analysis?

Data analysis is the process of collecting, modeling, and analyzing data using various statistical and logical methods and techniques. Businesses rely on analytics processes and tools to extract insights that support strategic and operational decision-making.

All these various methods are largely based on two core areas: quantitative and qualitative research.

To explain the key differences between qualitative and quantitative research, here’s a video for your viewing pleasure:

Gaining a better understanding of different techniques and methods in quantitative research as well as qualitative insights will give your analyzing efforts a more clearly defined direction, so it’s worth taking the time to allow this particular knowledge to sink in. Additionally, you will be able to create a comprehensive analytical report that will skyrocket your analysis.

Apart from qualitative and quantitative categories, there are also other types of data that you should be aware of before dividing into complex data analysis processes. These categories include: 

• Big data: Refers to massive data sets that need to be analyzed using advanced software to reveal patterns and trends. It is considered to be one of the best analytical assets as it provides larger volumes of data at a faster rate. 
• Metadata: Putting it simply, metadata is data that provides insights about other data. It summarizes key information about specific data that makes it easier to find and reuse for later purposes. 
• Real time data: As its name suggests, real time data is presented as soon as it is acquired. From an organizational perspective, this is the most valuable data as it can help you make important decisions based on the latest developments. Our guide on real time analytics will tell you more about the topic. 
• Machine data: This is more complex data that is generated solely by a machine such as phones, computers, or even websites and embedded systems, without previous human interaction.

Why Is Data Analysis Important?

Before we go into detail about the categories of analysis along with its methods and techniques, you must understand the potential that analyzing data can bring to your organization.

• Informed decision-making : From a management perspective, you can benefit from analyzing your data as it helps you make decisions based on facts and not simple intuition. For instance, you can understand where to invest your capital, detect growth opportunities, predict your income, or tackle uncommon situations before they become problems. Through this, you can extract relevant insights from all areas in your organization, and with the help of dashboard software , present the data in a professional and interactive way to different stakeholders.
• Reduce costs : Another great benefit is to reduce costs. With the help of advanced technologies such as predictive analytics, businesses can spot improvement opportunities, trends, and patterns in their data and plan their strategies accordingly. In time, this will help you save money and resources on implementing the wrong strategies. And not just that, by predicting different scenarios such as sales and demand you can also anticipate production and supply. 
• Target customers better : Customers are arguably the most crucial element in any business. By using analytics to get a 360° vision of all aspects related to your customers, you can understand which channels they use to communicate with you, their demographics, interests, habits, purchasing behaviors, and more. In the long run, it will drive success to your marketing strategies, allow you to identify new potential customers, and avoid wasting resources on targeting the wrong people or sending the wrong message. You can also track customer satisfaction by analyzing your client’s reviews or your customer service department’s performance.

What Is The Data Analysis Process?

When we talk about analyzing data there is an order to follow in order to extract the needed conclusions. The analysis process consists of 5 key stages. We will cover each of them more in detail later in the post, but to start providing the needed context to understand what is coming next, here is a rundown of the 5 essential steps of data analysis. 

• Identify: Before you get your hands dirty with data, you first need to identify why you need it in the first place. The identification is the stage in which you establish the questions you will need to answer. For example, what is the customer's perception of our brand? Or what type of packaging is more engaging to our potential customers? Once the questions are outlined you are ready for the next step. 
• Collect: As its name suggests, this is the stage where you start collecting the needed data. Here, you define which sources of data you will use and how you will use them. The collection of data can come in different forms such as internal or external sources, surveys, interviews, questionnaires, and focus groups, among others.  An important note here is that the way you collect the data will be different in a quantitative and qualitative scenario. 
• Clean: Once you have the necessary data it is time to clean it and leave it ready for analysis. Not all the data you collect will be useful, when collecting big amounts of data in different formats it is very likely that you will find yourself with duplicate or badly formatted data. To avoid this, before you start working with your data you need to make sure to erase any white spaces, duplicate records, or formatting errors. This way you avoid hurting your analysis with bad-quality data. 
• Analyze : With the help of various techniques such as statistical analysis, regressions, neural networks, text analysis, and more, you can start analyzing and manipulating your data to extract relevant conclusions. At this stage, you find trends, correlations, variations, and patterns that can help you answer the questions you first thought of in the identify stage. Various technologies in the market assist researchers and average users with the management of their data. Some of them include business intelligence and visualization software, predictive analytics, and data mining, among others. 
• Interpret: Last but not least you have one of the most important steps: it is time to interpret your results. This stage is where the researcher comes up with courses of action based on the findings. For example, here you would understand if your clients prefer packaging that is red or green, plastic or paper, etc. Additionally, at this stage, you can also find some limitations and work on them. 

Now that you have a basic understanding of the key data analysis steps, let’s look at the top 17 essential methods.

17 Essential Types Of Data Analysis Methods

Before diving into the 17 essential types of methods, it is important that we go over really fast through the main analysis categories. Starting with the category of descriptive up to prescriptive analysis, the complexity and effort of data evaluation increases, but also the added value for the company.

a) Descriptive analysis - What happened.

The descriptive analysis method is the starting point for any analytic reflection, and it aims to answer the question of what happened? It does this by ordering, manipulating, and interpreting raw data from various sources to turn it into valuable insights for your organization.

Performing descriptive analysis is essential, as it enables us to present our insights in a meaningful way. Although it is relevant to mention that this analysis on its own will not allow you to predict future outcomes or tell you the answer to questions like why something happened, it will leave your data organized and ready to conduct further investigations.

b) Exploratory analysis - How to explore data relationships.

As its name suggests, the main aim of the exploratory analysis is to explore. Prior to it, there is still no notion of the relationship between the data and the variables. Once the data is investigated, exploratory analysis helps you to find connections and generate hypotheses and solutions for specific problems. A typical area of ​​application for it is data mining.

c) Diagnostic analysis - Why it happened.

Diagnostic data analytics empowers analysts and executives by helping them gain a firm contextual understanding of why something happened. If you know why something happened as well as how it happened, you will be able to pinpoint the exact ways of tackling the issue or challenge.

Designed to provide direct and actionable answers to specific questions, this is one of the world’s most important methods in research, among its other key organizational functions such as retail analytics , e.g.

c) Predictive analysis - What will happen.

The predictive method allows you to look into the future to answer the question: what will happen? In order to do this, it uses the results of the previously mentioned descriptive, exploratory, and diagnostic analysis, in addition to machine learning (ML) and artificial intelligence (AI). Through this, you can uncover future trends, potential problems or inefficiencies, connections, and casualties in your data.

With predictive analysis, you can unfold and develop initiatives that will not only enhance your various operational processes but also help you gain an all-important edge over the competition. If you understand why a trend, pattern, or event happened through data, you will be able to develop an informed projection of how things may unfold in particular areas of the business.

e) Prescriptive analysis - How will it happen.

Another of the most effective types of analysis methods in research. Prescriptive data techniques cross over from predictive analysis in the way that it revolves around using patterns or trends to develop responsive, practical business strategies.

By drilling down into prescriptive analysis, you will play an active role in the data consumption process by taking well-arranged sets of visual data and using it as a powerful fix to emerging issues in a number of key areas, including marketing, sales, customer experience, HR, fulfillment, finance, logistics analytics , and others.

As mentioned at the beginning of the post, data analysis methods can be divided into two big categories: quantitative and qualitative. Each of these categories holds a powerful analytical value that changes depending on the scenario and type of data you are working with. Below, we will discuss 17 methods that are divided into qualitative and quantitative approaches. 

Without further ado, here are the 17 essential types of data analysis methods with some use cases in the business world: 

A. Quantitative Methods 

To put it simply, quantitative analysis refers to all methods that use numerical data or data that can be turned into numbers (e.g. category variables like gender, age, etc.) to extract valuable insights. It is used to extract valuable conclusions about relationships, differences, and test hypotheses. Below we discuss some of the key quantitative methods. 

1. Cluster analysis

The action of grouping a set of data elements in a way that said elements are more similar (in a particular sense) to each other than to those in other groups – hence the term ‘cluster.’ Since there is no target variable when clustering, the method is often used to find hidden patterns in the data. The approach is also used to provide additional context to a trend or dataset.

Let's look at it from an organizational perspective. In a perfect world, marketers would be able to analyze each customer separately and give them the best-personalized service, but let's face it, with a large customer base, it is timely impossible to do that. That's where clustering comes in. By grouping customers into clusters based on demographics, purchasing behaviors, monetary value, or any other factor that might be relevant for your company, you will be able to immediately optimize your efforts and give your customers the best experience based on their needs.

2. Cohort analysis

This type of data analysis approach uses historical data to examine and compare a determined segment of users' behavior, which can then be grouped with others with similar characteristics. By using this methodology, it's possible to gain a wealth of insight into consumer needs or a firm understanding of a broader target group.

Cohort analysis can be really useful for performing analysis in marketing as it will allow you to understand the impact of your campaigns on specific groups of customers. To exemplify, imagine you send an email campaign encouraging customers to sign up for your site. For this, you create two versions of the campaign with different designs, CTAs, and ad content. Later on, you can use cohort analysis to track the performance of the campaign for a longer period of time and understand which type of content is driving your customers to sign up, repurchase, or engage in other ways.  

A useful tool to start performing cohort analysis method is Google Analytics. You can learn more about the benefits and limitations of using cohorts in GA in this useful guide . In the bottom image, you see an example of how you visualize a cohort in this tool. The segments (devices traffic) are divided into date cohorts (usage of devices) and then analyzed week by week to extract insights into performance.

3. Regression analysis

Regression uses historical data to understand how a dependent variable's value is affected when one (linear regression) or more independent variables (multiple regression) change or stay the same. By understanding each variable's relationship and how it developed in the past, you can anticipate possible outcomes and make better decisions in the future.

Let's bring it down with an example. Imagine you did a regression analysis of your sales in 2019 and discovered that variables like product quality, store design, customer service, marketing campaigns, and sales channels affected the overall result. Now you want to use regression to analyze which of these variables changed or if any new ones appeared during 2020. For example, you couldn’t sell as much in your physical store due to COVID lockdowns. Therefore, your sales could’ve either dropped in general or increased in your online channels. Through this, you can understand which independent variables affected the overall performance of your dependent variable, annual sales.

If you want to go deeper into this type of analysis, check out this article and learn more about how you can benefit from regression.

4. Neural networks

The neural network forms the basis for the intelligent algorithms of machine learning. It is a form of analytics that attempts, with minimal intervention, to understand how the human brain would generate insights and predict values. Neural networks learn from each and every data transaction, meaning that they evolve and advance over time.

A typical area of application for neural networks is predictive analytics. There are BI reporting tools that have this feature implemented within them, such as the Predictive Analytics Tool from datapine. This tool enables users to quickly and easily generate all kinds of predictions. All you have to do is select the data to be processed based on your KPIs, and the software automatically calculates forecasts based on historical and current data. Thanks to its user-friendly interface, anyone in your organization can manage it; there’s no need to be an advanced scientist. 

Here is an example of how you can use the predictive analysis tool from datapine:

**click to enlarge**

5. Factor analysis

The factor analysis also called “dimension reduction” is a type of data analysis used to describe variability among observed, correlated variables in terms of a potentially lower number of unobserved variables called factors. The aim here is to uncover independent latent variables, an ideal method for streamlining specific segments.

A good way to understand this data analysis method is a customer evaluation of a product. The initial assessment is based on different variables like color, shape, wearability, current trends, materials, comfort, the place where they bought the product, and frequency of usage. Like this, the list can be endless, depending on what you want to track. In this case, factor analysis comes into the picture by summarizing all of these variables into homogenous groups, for example, by grouping the variables color, materials, quality, and trends into a brother latent variable of design.

If you want to start analyzing data using factor analysis we recommend you take a look at this practical guide from UCLA.

6. Data mining

A method of data analysis that is the umbrella term for engineering metrics and insights for additional value, direction, and context. By using exploratory statistical evaluation, data mining aims to identify dependencies, relations, patterns, and trends to generate advanced knowledge.  When considering how to analyze data, adopting a data mining mindset is essential to success - as such, it’s an area that is worth exploring in greater detail.

An excellent use case of data mining is datapine intelligent data alerts . With the help of artificial intelligence and machine learning, they provide automated signals based on particular commands or occurrences within a dataset. For example, if you’re monitoring supply chain KPIs , you could set an intelligent alarm to trigger when invalid or low-quality data appears. By doing so, you will be able to drill down deep into the issue and fix it swiftly and effectively.

In the following picture, you can see how the intelligent alarms from datapine work. By setting up ranges on daily orders, sessions, and revenues, the alarms will notify you if the goal was not completed or if it exceeded expectations.

7. Time series analysis

As its name suggests, time series analysis is used to analyze a set of data points collected over a specified period of time. Although analysts use this method to monitor the data points in a specific interval of time rather than just monitoring them intermittently, the time series analysis is not uniquely used for the purpose of collecting data over time. Instead, it allows researchers to understand if variables changed during the duration of the study, how the different variables are dependent, and how did it reach the end result. 

In a business context, this method is used to understand the causes of different trends and patterns to extract valuable insights. Another way of using this method is with the help of time series forecasting. Powered by predictive technologies, businesses can analyze various data sets over a period of time and forecast different future events. 

A great use case to put time series analysis into perspective is seasonality effects on sales. By using time series forecasting to analyze sales data of a specific product over time, you can understand if sales rise over a specific period of time (e.g. swimwear during summertime, or candy during Halloween). These insights allow you to predict demand and prepare production accordingly.  

8. Decision Trees 

The decision tree analysis aims to act as a support tool to make smart and strategic decisions. By visually displaying potential outcomes, consequences, and costs in a tree-like model, researchers and company users can easily evaluate all factors involved and choose the best course of action. Decision trees are helpful to analyze quantitative data and they allow for an improved decision-making process by helping you spot improvement opportunities, reduce costs, and enhance operational efficiency and production.

But how does a decision tree actually works? This method works like a flowchart that starts with the main decision that you need to make and branches out based on the different outcomes and consequences of each decision. Each outcome will outline its own consequences, costs, and gains and, at the end of the analysis, you can compare each of them and make the smartest decision. 

Businesses can use them to understand which project is more cost-effective and will bring more earnings in the long run. For example, imagine you need to decide if you want to update your software app or build a new app entirely.  Here you would compare the total costs, the time needed to be invested, potential revenue, and any other factor that might affect your decision.  In the end, you would be able to see which of these two options is more realistic and attainable for your company or research.

9. Conjoint analysis 

Last but not least, we have the conjoint analysis. This approach is usually used in surveys to understand how individuals value different attributes of a product or service and it is one of the most effective methods to extract consumer preferences. When it comes to purchasing, some clients might be more price-focused, others more features-focused, and others might have a sustainable focus. Whatever your customer's preferences are, you can find them with conjoint analysis. Through this, companies can define pricing strategies, packaging options, subscription packages, and more. 

A great example of conjoint analysis is in marketing and sales. For instance, a cupcake brand might use conjoint analysis and find that its clients prefer gluten-free options and cupcakes with healthier toppings over super sugary ones. Thus, the cupcake brand can turn these insights into advertisements and promotions to increase sales of this particular type of product. And not just that, conjoint analysis can also help businesses segment their customers based on their interests. This allows them to send different messaging that will bring value to each of the segments. 

10. Correspondence Analysis

Also known as reciprocal averaging, correspondence analysis is a method used to analyze the relationship between categorical variables presented within a contingency table. A contingency table is a table that displays two (simple correspondence analysis) or more (multiple correspondence analysis) categorical variables across rows and columns that show the distribution of the data, which is usually answers to a survey or questionnaire on a specific topic. 

This method starts by calculating an “expected value” which is done by multiplying row and column averages and dividing it by the overall original value of the specific table cell. The “expected value” is then subtracted from the original value resulting in a “residual number” which is what allows you to extract conclusions about relationships and distribution. The results of this analysis are later displayed using a map that represents the relationship between the different values. The closest two values are in the map, the bigger the relationship. Let’s put it into perspective with an example. 

Imagine you are carrying out a market research analysis about outdoor clothing brands and how they are perceived by the public. For this analysis, you ask a group of people to match each brand with a certain attribute which can be durability, innovation, quality materials, etc. When calculating the residual numbers, you can see that brand A has a positive residual for innovation but a negative one for durability. This means that brand A is not positioned as a durable brand in the market, something that competitors could take advantage of. 

11. Multidimensional Scaling (MDS)

MDS is a method used to observe the similarities or disparities between objects which can be colors, brands, people, geographical coordinates, and more. The objects are plotted using an “MDS map” that positions similar objects together and disparate ones far apart. The (dis) similarities between objects are represented using one or more dimensions that can be observed using a numerical scale. For example, if you want to know how people feel about the COVID-19 vaccine, you can use 1 for “don’t believe in the vaccine at all”  and 10 for “firmly believe in the vaccine” and a scale of 2 to 9 for in between responses.  When analyzing an MDS map the only thing that matters is the distance between the objects, the orientation of the dimensions is arbitrary and has no meaning at all. 

Multidimensional scaling is a valuable technique for market research, especially when it comes to evaluating product or brand positioning. For instance, if a cupcake brand wants to know how they are positioned compared to competitors, it can define 2-3 dimensions such as taste, ingredients, shopping experience, or more, and do a multidimensional scaling analysis to find improvement opportunities as well as areas in which competitors are currently leading. 

Another business example is in procurement when deciding on different suppliers. Decision makers can generate an MDS map to see how the different prices, delivery times, technical services, and more of the different suppliers differ and pick the one that suits their needs the best. 

A final example proposed by a research paper on "An Improved Study of Multilevel Semantic Network Visualization for Analyzing Sentiment Word of Movie Review Data". Researchers picked a two-dimensional MDS map to display the distances and relationships between different sentiments in movie reviews. They used 36 sentiment words and distributed them based on their emotional distance as we can see in the image below where the words "outraged" and "sweet" are on opposite sides of the map, marking the distance between the two emotions very clearly.

Aside from being a valuable technique to analyze dissimilarities, MDS also serves as a dimension-reduction technique for large dimensional data. 

B. Qualitative Methods

Qualitative data analysis methods are defined as the observation of non-numerical data that is gathered and produced using methods of observation such as interviews, focus groups, questionnaires, and more. As opposed to quantitative methods, qualitative data is more subjective and highly valuable in analyzing customer retention and product development.

12. Text analysis

Text analysis, also known in the industry as text mining, works by taking large sets of textual data and arranging them in a way that makes it easier to manage. By working through this cleansing process in stringent detail, you will be able to extract the data that is truly relevant to your organization and use it to develop actionable insights that will propel you forward.

Modern software accelerate the application of text analytics. Thanks to the combination of machine learning and intelligent algorithms, you can perform advanced analytical processes such as sentiment analysis. This technique allows you to understand the intentions and emotions of a text, for example, if it's positive, negative, or neutral, and then give it a score depending on certain factors and categories that are relevant to your brand. Sentiment analysis is often used to monitor brand and product reputation and to understand how successful your customer experience is. To learn more about the topic check out this insightful article .

By analyzing data from various word-based sources, including product reviews, articles, social media communications, and survey responses, you will gain invaluable insights into your audience, as well as their needs, preferences, and pain points. This will allow you to create campaigns, services, and communications that meet your prospects’ needs on a personal level, growing your audience while boosting customer retention. There are various other “sub-methods” that are an extension of text analysis. Each of them serves a more specific purpose and we will look at them in detail next. 

13. Content Analysis

This is a straightforward and very popular method that examines the presence and frequency of certain words, concepts, and subjects in different content formats such as text, image, audio, or video. For example, the number of times the name of a celebrity is mentioned on social media or online tabloids. It does this by coding text data that is later categorized and tabulated in a way that can provide valuable insights, making it the perfect mix of quantitative and qualitative analysis.

There are two types of content analysis. The first one is the conceptual analysis which focuses on explicit data, for instance, the number of times a concept or word is mentioned in a piece of content. The second one is relational analysis, which focuses on the relationship between different concepts or words and how they are connected within a specific context. 

Content analysis is often used by marketers to measure brand reputation and customer behavior. For example, by analyzing customer reviews. It can also be used to analyze customer interviews and find directions for new product development. It is also important to note, that in order to extract the maximum potential out of this analysis method, it is necessary to have a clearly defined research question. 

14. Thematic Analysis

Very similar to content analysis, thematic analysis also helps in identifying and interpreting patterns in qualitative data with the main difference being that the first one can also be applied to quantitative analysis. The thematic method analyzes large pieces of text data such as focus group transcripts or interviews and groups them into themes or categories that come up frequently within the text. It is a great method when trying to figure out peoples view’s and opinions about a certain topic. For example, if you are a brand that cares about sustainability, you can do a survey of your customers to analyze their views and opinions about sustainability and how they apply it to their lives. You can also analyze customer service calls transcripts to find common issues and improve your service. 

Thematic analysis is a very subjective technique that relies on the researcher’s judgment. Therefore,  to avoid biases, it has 6 steps that include familiarization, coding, generating themes, reviewing themes, defining and naming themes, and writing up. It is also important to note that, because it is a flexible approach, the data can be interpreted in multiple ways and it can be hard to select what data is more important to emphasize. 

15. Narrative Analysis 

A bit more complex in nature than the two previous ones, narrative analysis is used to explore the meaning behind the stories that people tell and most importantly, how they tell them. By looking into the words that people use to describe a situation you can extract valuable conclusions about their perspective on a specific topic. Common sources for narrative data include autobiographies, family stories, opinion pieces, and testimonials, among others. 

From a business perspective, narrative analysis can be useful to analyze customer behaviors and feelings towards a specific product, service, feature, or others. It provides unique and deep insights that can be extremely valuable. However, it has some drawbacks.  

The biggest weakness of this method is that the sample sizes are usually very small due to the complexity and time-consuming nature of the collection of narrative data. Plus, the way a subject tells a story will be significantly influenced by his or her specific experiences, making it very hard to replicate in a subsequent study. 

16. Discourse Analysis

Discourse analysis is used to understand the meaning behind any type of written, verbal, or symbolic discourse based on its political, social, or cultural context. It mixes the analysis of languages and situations together. This means that the way the content is constructed and the meaning behind it is significantly influenced by the culture and society it takes place in. For example, if you are analyzing political speeches you need to consider different context elements such as the politician's background, the current political context of the country, the audience to which the speech is directed, and so on. 

From a business point of view, discourse analysis is a great market research tool. It allows marketers to understand how the norms and ideas of the specific market work and how their customers relate to those ideas. It can be very useful to build a brand mission or develop a unique tone of voice. 

17. Grounded Theory Analysis

Traditionally, researchers decide on a method and hypothesis and start to collect the data to prove that hypothesis. The grounded theory is the only method that doesn’t require an initial research question or hypothesis as its value lies in the generation of new theories. With the grounded theory method, you can go into the analysis process with an open mind and explore the data to generate new theories through tests and revisions. In fact, it is not necessary to collect the data and then start to analyze it. Researchers usually start to find valuable insights as they are gathering the data. 

All of these elements make grounded theory a very valuable method as theories are fully backed by data instead of initial assumptions. It is a great technique to analyze poorly researched topics or find the causes behind specific company outcomes. For example, product managers and marketers might use the grounded theory to find the causes of high levels of customer churn and look into customer surveys and reviews to develop new theories about the causes. 

How To Analyze Data? Top 17 Data Analysis Techniques To Apply

Now that we’ve answered the questions “what is data analysis’”, why is it important, and covered the different data analysis types, it’s time to dig deeper into how to perform your analysis by working through these 17 essential techniques.

1. Collaborate your needs

Before you begin analyzing or drilling down into any techniques, it’s crucial to sit down collaboratively with all key stakeholders within your organization, decide on your primary campaign or strategic goals, and gain a fundamental understanding of the types of insights that will best benefit your progress or provide you with the level of vision you need to evolve your organization.

2. Establish your questions

Once you’ve outlined your core objectives, you should consider which questions will need answering to help you achieve your mission. This is one of the most important techniques as it will shape the very foundations of your success.

To help you ask the right things and ensure your data works for you, you have to ask the right data analysis questions .

3. Data democratization

After giving your data analytics methodology some real direction, and knowing which questions need answering to extract optimum value from the information available to your organization, you should continue with democratization.

Data democratization is an action that aims to connect data from various sources efficiently and quickly so that anyone in your organization can access it at any given moment. You can extract data in text, images, videos, numbers, or any other format. And then perform cross-database analysis to achieve more advanced insights to share with the rest of the company interactively.  

Once you have decided on your most valuable sources, you need to take all of this into a structured format to start collecting your insights. For this purpose, datapine offers an easy all-in-one data connectors feature to integrate all your internal and external sources and manage them at your will. Additionally, datapine’s end-to-end solution automatically updates your data, allowing you to save time and focus on performing the right analysis to grow your company.

4. Think of governance 

When collecting data in a business or research context you always need to think about security and privacy. With data breaches becoming a topic of concern for businesses, the need to protect your client's or subject’s sensitive information becomes critical. 

To ensure that all this is taken care of, you need to think of a data governance strategy. According to Gartner , this concept refers to “ the specification of decision rights and an accountability framework to ensure the appropriate behavior in the valuation, creation, consumption, and control of data and analytics .” In simpler words, data governance is a collection of processes, roles, and policies, that ensure the efficient use of data while still achieving the main company goals. It ensures that clear roles are in place for who can access the information and how they can access it. In time, this not only ensures that sensitive information is protected but also allows for an efficient analysis as a whole. 

5. Clean your data

After harvesting from so many sources you will be left with a vast amount of information that can be overwhelming to deal with. At the same time, you can be faced with incorrect data that can be misleading to your analysis. The smartest thing you can do to avoid dealing with this in the future is to clean the data. This is fundamental before visualizing it, as it will ensure that the insights you extract from it are correct.

There are many things that you need to look for in the cleaning process. The most important one is to eliminate any duplicate observations; this usually appears when using multiple internal and external sources of information. You can also add any missing codes, fix empty fields, and eliminate incorrectly formatted data.

Another usual form of cleaning is done with text data. As we mentioned earlier, most companies today analyze customer reviews, social media comments, questionnaires, and several other text inputs. In order for algorithms to detect patterns, text data needs to be revised to avoid invalid characters or any syntax or spelling errors. 

Most importantly, the aim of cleaning is to prevent you from arriving at false conclusions that can damage your company in the long run. By using clean data, you will also help BI solutions to interact better with your information and create better reports for your organization.

6. Set your KPIs

Once you’ve set your sources, cleaned your data, and established clear-cut questions you want your insights to answer, you need to set a host of key performance indicators (KPIs) that will help you track, measure, and shape your progress in a number of key areas.

KPIs are critical to both qualitative and quantitative analysis research. This is one of the primary methods of data analysis you certainly shouldn’t overlook.

To help you set the best possible KPIs for your initiatives and activities, here is an example of a relevant logistics KPI : transportation-related costs. If you want to see more go explore our collection of key performance indicator examples .

7. Omit useless data

Having bestowed your data analysis tools and techniques with true purpose and defined your mission, you should explore the raw data you’ve collected from all sources and use your KPIs as a reference for chopping out any information you deem to be useless.

Trimming the informational fat is one of the most crucial methods of analysis as it will allow you to focus your analytical efforts and squeeze every drop of value from the remaining ‘lean’ information.

Any stats, facts, figures, or metrics that don’t align with your business goals or fit with your KPI management strategies should be eliminated from the equation.

8. Build a data management roadmap

While, at this point, this particular step is optional (you will have already gained a wealth of insight and formed a fairly sound strategy by now), creating a data governance roadmap will help your data analysis methods and techniques become successful on a more sustainable basis. These roadmaps, if developed properly, are also built so they can be tweaked and scaled over time.

Invest ample time in developing a roadmap that will help you store, manage, and handle your data internally, and you will make your analysis techniques all the more fluid and functional – one of the most powerful types of data analysis methods available today.

9. Integrate technology

There are many ways to analyze data, but one of the most vital aspects of analytical success in a business context is integrating the right decision support software and technology.

Robust analysis platforms will not only allow you to pull critical data from your most valuable sources while working with dynamic KPIs that will offer you actionable insights; it will also present them in a digestible, visual, interactive format from one central, live dashboard . A data methodology you can count on.

By integrating the right technology within your data analysis methodology, you’ll avoid fragmenting your insights, saving you time and effort while allowing you to enjoy the maximum value from your business’s most valuable insights.

For a look at the power of software for the purpose of analysis and to enhance your methods of analyzing, glance over our selection of dashboard examples .

10. Answer your questions

By considering each of the above efforts, working with the right technology, and fostering a cohesive internal culture where everyone buys into the different ways to analyze data as well as the power of digital intelligence, you will swiftly start to answer your most burning business questions. Arguably, the best way to make your data concepts accessible across the organization is through data visualization.

11. Visualize your data

Online data visualization is a powerful tool as it lets you tell a story with your metrics, allowing users across the organization to extract meaningful insights that aid business evolution – and it covers all the different ways to analyze data.

The purpose of analyzing is to make your entire organization more informed and intelligent, and with the right platform or dashboard, this is simpler than you think, as demonstrated by our marketing dashboard .

This visual, dynamic, and interactive online dashboard is a data analysis example designed to give Chief Marketing Officers (CMO) an overview of relevant metrics to help them understand if they achieved their monthly goals.

In detail, this example generated with a modern dashboard creator displays interactive charts for monthly revenues, costs, net income, and net income per customer; all of them are compared with the previous month so that you can understand how the data fluctuated. In addition, it shows a detailed summary of the number of users, customers, SQLs, and MQLs per month to visualize the whole picture and extract relevant insights or trends for your marketing reports .

The CMO dashboard is perfect for c-level management as it can help them monitor the strategic outcome of their marketing efforts and make data-driven decisions that can benefit the company exponentially.

12. Be careful with the interpretation

We already dedicated an entire post to data interpretation as it is a fundamental part of the process of data analysis. It gives meaning to the analytical information and aims to drive a concise conclusion from the analysis results. Since most of the time companies are dealing with data from many different sources, the interpretation stage needs to be done carefully and properly in order to avoid misinterpretations. 

To help you through the process, here we list three common practices that you need to avoid at all costs when looking at your data:

• Correlation vs. causation: The human brain is formatted to find patterns. This behavior leads to one of the most common mistakes when performing interpretation: confusing correlation with causation. Although these two aspects can exist simultaneously, it is not correct to assume that because two things happened together, one provoked the other. A piece of advice to avoid falling into this mistake is never to trust just intuition, trust the data. If there is no objective evidence of causation, then always stick to correlation. 
• Confirmation bias: This phenomenon describes the tendency to select and interpret only the data necessary to prove one hypothesis, often ignoring the elements that might disprove it. Even if it's not done on purpose, confirmation bias can represent a real problem, as excluding relevant information can lead to false conclusions and, therefore, bad business decisions. To avoid it, always try to disprove your hypothesis instead of proving it, share your analysis with other team members, and avoid drawing any conclusions before the entire analytical project is finalized.
• Statistical significance: To put it in short words, statistical significance helps analysts understand if a result is actually accurate or if it happened because of a sampling error or pure chance. The level of statistical significance needed might depend on the sample size and the industry being analyzed. In any case, ignoring the significance of a result when it might influence decision-making can be a huge mistake.

13. Build a narrative

Now, we’re going to look at how you can bring all of these elements together in a way that will benefit your business - starting with a little something called data storytelling.

The human brain responds incredibly well to strong stories or narratives. Once you’ve cleansed, shaped, and visualized your most invaluable data using various BI dashboard tools , you should strive to tell a story - one with a clear-cut beginning, middle, and end.

By doing so, you will make your analytical efforts more accessible, digestible, and universal, empowering more people within your organization to use your discoveries to their actionable advantage.

14. Consider autonomous technology

Autonomous technologies, such as artificial intelligence (AI) and machine learning (ML), play a significant role in the advancement of understanding how to analyze data more effectively.

Gartner predicts that by the end of this year, 80% of emerging technologies will be developed with AI foundations. This is a testament to the ever-growing power and value of autonomous technologies.

At the moment, these technologies are revolutionizing the analysis industry. Some examples that we mentioned earlier are neural networks, intelligent alarms, and sentiment analysis.

15. Share the load

If you work with the right tools and dashboards, you will be able to present your metrics in a digestible, value-driven format, allowing almost everyone in the organization to connect with and use relevant data to their advantage.

Modern dashboards consolidate data from various sources, providing access to a wealth of insights in one centralized location, no matter if you need to monitor recruitment metrics or generate reports that need to be sent across numerous departments. Moreover, these cutting-edge tools offer access to dashboards from a multitude of devices, meaning that everyone within the business can connect with practical insights remotely - and share the load.

Once everyone is able to work with a data-driven mindset, you will catalyze the success of your business in ways you never thought possible. And when it comes to knowing how to analyze data, this kind of collaborative approach is essential.

16. Data analysis tools

In order to perform high-quality analysis of data, it is fundamental to use tools and software that will ensure the best results. Here we leave you a small summary of four fundamental categories of data analysis tools for your organization.

• Business Intelligence: BI tools allow you to process significant amounts of data from several sources in any format. Through this, you can not only analyze and monitor your data to extract relevant insights but also create interactive reports and dashboards to visualize your KPIs and use them for your company's good. datapine is an amazing online BI software that is focused on delivering powerful online analysis features that are accessible to beginner and advanced users. Like this, it offers a full-service solution that includes cutting-edge analysis of data, KPIs visualization, live dashboards, reporting, and artificial intelligence technologies to predict trends and minimize risk.
• Statistical analysis: These tools are usually designed for scientists, statisticians, market researchers, and mathematicians, as they allow them to perform complex statistical analyses with methods like regression analysis, predictive analysis, and statistical modeling. A good tool to perform this type of analysis is R-Studio as it offers a powerful data modeling and hypothesis testing feature that can cover both academic and general data analysis. This tool is one of the favorite ones in the industry, due to its capability for data cleaning, data reduction, and performing advanced analysis with several statistical methods. Another relevant tool to mention is SPSS from IBM. The software offers advanced statistical analysis for users of all skill levels. Thanks to a vast library of machine learning algorithms, text analysis, and a hypothesis testing approach it can help your company find relevant insights to drive better decisions. SPSS also works as a cloud service that enables you to run it anywhere.
• SQL Consoles: SQL is a programming language often used to handle structured data in relational databases. Tools like these are popular among data scientists as they are extremely effective in unlocking these databases' value. Undoubtedly, one of the most used SQL software in the market is MySQL Workbench . This tool offers several features such as a visual tool for database modeling and monitoring, complete SQL optimization, administration tools, and visual performance dashboards to keep track of KPIs.
• Data Visualization: These tools are used to represent your data through charts, graphs, and maps that allow you to find patterns and trends in the data. datapine's already mentioned BI platform also offers a wealth of powerful online data visualization tools with several benefits. Some of them include: delivering compelling data-driven presentations to share with your entire company, the ability to see your data online with any device wherever you are, an interactive dashboard design feature that enables you to showcase your results in an interactive and understandable way, and to perform online self-service reports that can be used simultaneously with several other people to enhance team productivity.

17. Refine your process constantly 

Last is a step that might seem obvious to some people, but it can be easily ignored if you think you are done. Once you have extracted the needed results, you should always take a retrospective look at your project and think about what you can improve. As you saw throughout this long list of techniques, data analysis is a complex process that requires constant refinement. For this reason, you should always go one step further and keep improving. 

Quality Criteria For Data Analysis

So far we’ve covered a list of methods and techniques that should help you perform efficient data analysis. But how do you measure the quality and validity of your results? This is done with the help of some science quality criteria. Here we will go into a more theoretical area that is critical to understanding the fundamentals of statistical analysis in science. However, you should also be aware of these steps in a business context, as they will allow you to assess the quality of your results in the correct way. Let’s dig in. 

• Internal validity: The results of a survey are internally valid if they measure what they are supposed to measure and thus provide credible results. In other words , internal validity measures the trustworthiness of the results and how they can be affected by factors such as the research design, operational definitions, how the variables are measured, and more. For instance, imagine you are doing an interview to ask people if they brush their teeth two times a day. While most of them will answer yes, you can still notice that their answers correspond to what is socially acceptable, which is to brush your teeth at least twice a day. In this case, you can’t be 100% sure if respondents actually brush their teeth twice a day or if they just say that they do, therefore, the internal validity of this interview is very low. 
• External validity: Essentially, external validity refers to the extent to which the results of your research can be applied to a broader context. It basically aims to prove that the findings of a study can be applied in the real world. If the research can be applied to other settings, individuals, and times, then the external validity is high. 
• Reliability : If your research is reliable, it means that it can be reproduced. If your measurement were repeated under the same conditions, it would produce similar results. This means that your measuring instrument consistently produces reliable results. For example, imagine a doctor building a symptoms questionnaire to detect a specific disease in a patient. Then, various other doctors use this questionnaire but end up diagnosing the same patient with a different condition. This means the questionnaire is not reliable in detecting the initial disease. Another important note here is that in order for your research to be reliable, it also needs to be objective. If the results of a study are the same, independent of who assesses them or interprets them, the study can be considered reliable. Let’s see the objectivity criteria in more detail now. 
• Objectivity: In data science, objectivity means that the researcher needs to stay fully objective when it comes to its analysis. The results of a study need to be affected by objective criteria and not by the beliefs, personality, or values of the researcher. Objectivity needs to be ensured when you are gathering the data, for example, when interviewing individuals, the questions need to be asked in a way that doesn't influence the results. Paired with this, objectivity also needs to be thought of when interpreting the data. If different researchers reach the same conclusions, then the study is objective. For this last point, you can set predefined criteria to interpret the results to ensure all researchers follow the same steps. 

The discussed quality criteria cover mostly potential influences in a quantitative context. Analysis in qualitative research has by default additional subjective influences that must be controlled in a different way. Therefore, there are other quality criteria for this kind of research such as credibility, transferability, dependability, and confirmability. You can see each of them more in detail on this resource . 

Data Analysis Limitations & Barriers

Analyzing data is not an easy task. As you’ve seen throughout this post, there are many steps and techniques that you need to apply in order to extract useful information from your research. While a well-performed analysis can bring various benefits to your organization it doesn't come without limitations. In this section, we will discuss some of the main barriers you might encounter when conducting an analysis. Let’s see them more in detail. 

• Lack of clear goals: No matter how good your data or analysis might be if you don’t have clear goals or a hypothesis the process might be worthless. While we mentioned some methods that don’t require a predefined hypothesis, it is always better to enter the analytical process with some clear guidelines of what you are expecting to get out of it, especially in a business context in which data is utilized to support important strategic decisions. 
• Objectivity: Arguably one of the biggest barriers when it comes to data analysis in research is to stay objective. When trying to prove a hypothesis, researchers might find themselves, intentionally or unintentionally, directing the results toward an outcome that they want. To avoid this, always question your assumptions and avoid confusing facts with opinions. You can also show your findings to a research partner or external person to confirm that your results are objective. 
• Data representation: A fundamental part of the analytical procedure is the way you represent your data. You can use various graphs and charts to represent your findings, but not all of them will work for all purposes. Choosing the wrong visual can not only damage your analysis but can mislead your audience, therefore, it is important to understand when to use each type of data depending on your analytical goals. Our complete guide on the types of graphs and charts lists 20 different visuals with examples of when to use them. 
• Flawed correlation : Misleading statistics can significantly damage your research. We’ve already pointed out a few interpretation issues previously in the post, but it is an important barrier that we can't avoid addressing here as well. Flawed correlations occur when two variables appear related to each other but they are not. Confusing correlations with causation can lead to a wrong interpretation of results which can lead to building wrong strategies and loss of resources, therefore, it is very important to identify the different interpretation mistakes and avoid them. 
• Sample size: A very common barrier to a reliable and efficient analysis process is the sample size. In order for the results to be trustworthy, the sample size should be representative of what you are analyzing. For example, imagine you have a company of 1000 employees and you ask the question “do you like working here?” to 50 employees of which 49 say yes, which means 95%. Now, imagine you ask the same question to the 1000 employees and 950 say yes, which also means 95%. Saying that 95% of employees like working in the company when the sample size was only 50 is not a representative or trustworthy conclusion. The significance of the results is way more accurate when surveying a bigger sample size.   
• Privacy concerns: In some cases, data collection can be subjected to privacy regulations. Businesses gather all kinds of information from their customers from purchasing behaviors to addresses and phone numbers. If this falls into the wrong hands due to a breach, it can affect the security and confidentiality of your clients. To avoid this issue, you need to collect only the data that is needed for your research and, if you are using sensitive facts, make it anonymous so customers are protected. The misuse of customer data can severely damage a business's reputation, so it is important to keep an eye on privacy. 
• Lack of communication between teams : When it comes to performing data analysis on a business level, it is very likely that each department and team will have different goals and strategies. However, they are all working for the same common goal of helping the business run smoothly and keep growing. When teams are not connected and communicating with each other, it can directly affect the way general strategies are built. To avoid these issues, tools such as data dashboards enable teams to stay connected through data in a visually appealing way. 
• Innumeracy : Businesses are working with data more and more every day. While there are many BI tools available to perform effective analysis, data literacy is still a constant barrier. Not all employees know how to apply analysis techniques or extract insights from them. To prevent this from happening, you can implement different training opportunities that will prepare every relevant user to deal with data. 

Key Data Analysis Skills

As you've learned throughout this lengthy guide, analyzing data is a complex task that requires a lot of knowledge and skills. That said, thanks to the rise of self-service tools the process is way more accessible and agile than it once was. Regardless, there are still some key skills that are valuable to have when working with data, we list the most important ones below.

• Critical and statistical thinking: To successfully analyze data you need to be creative and think out of the box. Yes, that might sound like a weird statement considering that data is often tight to facts. However, a great level of critical thinking is required to uncover connections, come up with a valuable hypothesis, and extract conclusions that go a step further from the surface. This, of course, needs to be complemented by statistical thinking and an understanding of numbers. 
• Data cleaning: Anyone who has ever worked with data before will tell you that the cleaning and preparation process accounts for 80% of a data analyst's work, therefore, the skill is fundamental. But not just that, not cleaning the data adequately can also significantly damage the analysis which can lead to poor decision-making in a business scenario. While there are multiple tools that automate the cleaning process and eliminate the possibility of human error, it is still a valuable skill to dominate. 
• Data visualization: Visuals make the information easier to understand and analyze, not only for professional users but especially for non-technical ones. Having the necessary skills to not only choose the right chart type but know when to apply it correctly is key. This also means being able to design visually compelling charts that make the data exploration process more efficient. 
• SQL: The Structured Query Language or SQL is a programming language used to communicate with databases. It is fundamental knowledge as it enables you to update, manipulate, and organize data from relational databases which are the most common databases used by companies. It is fairly easy to learn and one of the most valuable skills when it comes to data analysis. 
• Communication skills: This is a skill that is especially valuable in a business environment. Being able to clearly communicate analytical outcomes to colleagues is incredibly important, especially when the information you are trying to convey is complex for non-technical people. This applies to in-person communication as well as written format, for example, when generating a dashboard or report. While this might be considered a “soft” skill compared to the other ones we mentioned, it should not be ignored as you most likely will need to share analytical findings with others no matter the context. 

Data Analysis In The Big Data Environment

Big data is invaluable to today’s businesses, and by using different methods for data analysis, it’s possible to view your data in a way that can help you turn insight into positive action.

To inspire your efforts and put the importance of big data into context, here are some insights that you should know:

• By 2026 the industry of big data is expected to be worth approximately $273.4 billion.
• 94% of enterprises say that analyzing data is important for their growth and digital transformation. 
• Companies that exploit the full potential of their data can increase their operating margins by 60% .
• We already told you the benefits of Artificial Intelligence through this article. This industry's financial impact is expected to grow up to $40 billion by 2025.

Data analysis concepts may come in many forms, but fundamentally, any solid methodology will help to make your business more streamlined, cohesive, insightful, and successful than ever before.

Key Takeaways From Data Analysis 

As we reach the end of our data analysis journey, we leave a small summary of the main methods and techniques to perform excellent analysis and grow your business.

17 Essential Types of Data Analysis Methods:

• Cluster analysis
• Cohort analysis
• Regression analysis
• Factor analysis
• Neural Networks
• Data Mining
• Text analysis
• Time series analysis
• Decision trees
• Conjoint analysis 
• Correspondence Analysis
• Multidimensional Scaling 
• Content analysis 
• Thematic analysis
• Narrative analysis 
• Grounded theory analysis
• Discourse analysis 

Top 17 Data Analysis Techniques:

• Collaborate your needs
• Establish your questions
• Data democratization
• Think of data governance 
• Clean your data
• Set your KPIs
• Omit useless data
• Build a data management roadmap
• Integrate technology
• Answer your questions
• Visualize your data
• Interpretation of data
• Consider autonomous technology
• Build a narrative
• Share the load
• Data Analysis tools
• Refine your process constantly 

We’ve pondered the data analysis definition and drilled down into the practical applications of data-centric analytics, and one thing is clear: by taking measures to arrange your data and making your metrics work for you, it’s possible to transform raw information into action - the kind of that will push your business to the next level.

Yes, good data analytics techniques result in enhanced business intelligence (BI). To help you understand this notion in more detail, read our exploration of business intelligence reporting .

And, if you’re ready to perform your own analysis, drill down into your facts and figures while interacting with your data on astonishing visuals, you can try our software for a free, 14-day trial .

JAMA Guide to Statistics and Methods

Explore this JAMA essay series that explains the basics of statistical techniques used in clinical research, to help clinicians interpret and critically appraise the medical literature.

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Article type.

This JAMA Guide to Statistics and Methods article explains effect score analyses, an approach for evaluating the heterogeneity of treatment effects, and examines its use in a study of oxygen-saturation targets in critically ill patients.

This JAMA Guide to Statistics and Methods explains the use of historical controls—persons who had received a specific control treatment in a previous study—when randomizing participants to that control treatment in a subsequent trial may not be practical or ethical.

This JAMA Guide to Statistics and Methods discusses the early stopping of clinical trials for futility due to lack of evidence supporting the desired benefit, evidence of harm, or practical issues that make successful completion unlikely.

This JAMA Guide to Statistics and Methods explains sequential, multiple assignment, randomized trial (SMART) study designs, in which some or all participants are randomized at 2 or more decision points depending on the participant’s response to prior treatment.

This JAMA Guide to Statistics and Methods article examines conditional power, calculated while a trial is ongoing and based on both the currently observed data and an assumed treatment effect for future patients.

This Guide to Statistics and Methods describes the use of target trial emulation to design an observational study so it preserves the advantages of a randomized clinical trial, points out the limitations of the method, and provides an example of its use.

This Guide to Statistics and Methods provides an overview of the use of adjustment for baseline characteristics in the analysis of randomized clinical trials and emphasizes several important considerations.

This Guide to Statistics and Methods provides an overview of regression models for ordinal outcomes, including an explanation of why they are used and their limitations.

This Guide to Statistics and Methods provides an overview of patient-reported outcome measures for clinical research, emphasizes several important considerations when using them, and points out their limitations.

This JAMA Guide to Statistics and Methods discusses instrumental variable analysis, a method designed to reduce or eliminate unobserved confounding in observational studies, with the goal of achieving unbiased estimation of treatment effects.

This JAMA Guide to Statistics and Methods describes collider bias, illustrates examples in directed acyclic graphs, and explains how it can threaten the internal validity of a study and the accurate estimation of causal relationships in randomized clinical trials and observational studies.

This JAMA Guide to Statistics and Methods discusses the CONSERVE guidelines, which address how to report extenuating circumstances that lead to a modification in trial design, conduct, or analysis.

This JAMA Guide to Statistics and Methods discusses the basics of causal directed acyclic graphs, which are useful tools for communicating researchers’ understanding of the potential interplay among variables and are commonly used for mediation analysis.

This JAMA Guide to Statistics and Methods discusses cardinality matching, a method for finding the largest possible number of matched pairs in an observational data set, with the goal of balanced and representative samples of study participants between groups.

This Guide to Statistics and Methods discusses the various approaches to estimating variability in treatment effects, including heterogeneity of treatment effect, which was used to assess the association between surgery to close patent foramen ovale and risk of recurrent stroke in patients who presented with a stroke in a related JAMA article.

This Guide to Statistics and Methods describes how confidence intervals can be used to help in the interpretation of nonsignificant findings across all study designs.

This JAMA Guide to Statistics and Methods describes why interim analyses are performed during group sequential trials, provides examples of the limitations of interim analyses, and provides guidance on interpreting the results of interim analyses performed during group sequential trials.

This JAMA Guide to Statistics and Methods describes how ACC/AHA guidelines are formatted to rate class (denoting strength of a recommendation) and level (indicating the level of evidence on which a recommendation is based) and summarizes the strengths and benefits of this rating system in comparison with other commonly used ones.

This JAMA Guide to Statistics and Methods takes a look at estimands, estimators, and estimates in the context of randomized clinical trials and suggests several qualities that make for good estimands, including their scope, ability to summarize treatment effects, external validity, and ability to provide good estimates.

This JAMA Guide to Statistics and Methods describes how intention-to-treat, per-protocol, and as-treated approaches to analysis differ with regard to the patient population and treatment assignments and their implications for interpretation of treatment effects in clinical trials.

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Home Market Research Research Tools and Apps

5 Statistical Analysis Methods for Research and Analysis

It all boils down to using the power of statistical analysis methods, which is how academics collaborate and collect data to identify trends and patterns.

Over the last ten years, everyday business has undergone a significant transformation. It’s not very uncommon for things to still appear to be the same, whether it’s the technology used in workspaces or the software used to communicate.

There is now an overwhelming amount of information available that was once rare. But it could be overwhelming if you don’t have the slightest concept of going through your company’s data to find meaningful and accurate meaning.

5 different statistical analysis methods will be covered in this blog, along with a detailed discussion of each method.

What is a statistical analysis method?

The practice of gathering and analyzing data to identify patterns and trends is known as statistical analysis . It is a method for eliminating bias from data evaluation by using numerical analysis. Data analytics and data analysis are closely related processes that involve extracting insights from data to make informed decisions.

And these statistical analysis methods are beneficial for gathering research interpretations, creating statistical models, and organizing surveys and studies.

Data analysis employs two basic statistical methods:

• Descriptive statistics, which use indexes like mean and median to summarize data,
• Inferential statistics , extrapolate results from data by utilizing statistical tests like the student t-test.

LEARN ABOUT: Descriptive Analysis

The following three factors determine whether a statistical approach is most appropriate:

• The study’s goal and primary purpose,
• The kind and dispersion of the data utilized, and
• The type of observations (Paired/Unpaired).

“Parametric” refers to all types of statistical procedures used to compare means. In contrast, “nonparametric” refers to statistical methods that compare measures other than means, such as medians, mean ranks, and proportions.

For each unique circumstance, statistical analytic methods in biostatistics can be used to analyze and interpret the data. Knowing the assumptions and conditions of the statistical methods is necessary for choosing the best statistical method for data analysis.

Whether you’re a data scientist or not, there’s no doubt that big data is taking the globe by storm. As a result, you must be aware of where to begin. There are 5 options for this statistical analysis method:

Big data is taking over the globe, no matter how you slice it. Mean, more often known as the average, is the initial technique used to conduct the statistical analysis. To find the mean, add a list of numbers, divide that total by the list’s components, and then add another list of numbers.

When this technique is applied, it is possible to quickly view the data while also determining the overall trend of the data collection . The straightforward and quick calculation is also advantageous to the method’s users.

The center of the data under consideration is determined using the statistical mean. The outcome is known as the presented data’s mean. Real-world interactions involving research, education, and athletics frequently use derogatory language. Consider how frequently a baseball player’s batting average—their mean—is brought up in conversation if you consider yourself a data scientist. As a result, you must be aware of where to begin.

Standard deviation

A statistical technique called standard deviation measures how widely distributed the data is from the mean.

When working with data, a high standard deviation indicates that the data is widely dispersed from the mean. A low deviation indicates that most data is in line with the mean and can also be referred to as the set’s expected value.

Standard deviation is frequently used when analyzing the dispersion of data points—whether or not they are clustered.

Imagine you are a marketer who just finished a client survey. Suppose you want to determine whether a bigger group of customers will likely provide the same responses. In that case, you should assess the responses’ dependability after receiving the survey findings. If the standard deviation is low, a greater range of customers may be projected with the answers.

Regression in statistics studies the connection between an independent variable and a dependent variable (the information you’re trying to assess) (the data used to predict the dependent variable).

It can also be explained in terms of how one variable influences another, or how changes in one inconsistent result in changes in another, or vice versa, simple cause and effect. It suggests that the result depends on one or more factors.

Regression analysis graphs and charts employ lines to indicate trends over a predetermined period as well as the strength or weakness of the correlations between the variables.

Hypothesis testing

The two sets of random variables inside the data set must be tested using hypothesis testing, sometimes referred to as “T Testing,” in statistical analysis.

This approach focuses on determining whether a given claim or conclusion holds for the data collection. It enables a comparison of the data with numerous assumptions and hypotheses. It can also help in predicting how choices will impact the company.

A hypothesis test in statistics determines a quantity under a particular assumption. The test’s outcome indicates whether the assumption is correct or whether it has been broken. The null hypothesis, sometimes known as hypothesis 0, is this presumption. The first hypothesis, often known as hypothesis 1, is any other theory that would conflict with hypothesis 0.

When you perform hypothesis testing, the test’s results are statistically significant if they demonstrate that the event could not have occurred by chance or at random.

Sample size determination

When evaluating data for statistical analysis, gathering reliable data can occasionally be challenging since the dataset is too huge. When this is the case, the majority choose the method known as sample size determination , which involves examining a sample or smaller data size.

You must choose the appropriate sample size for accuracy to complete this task effectively. You won’t get reliable results after your analysis if the sample size is too small.

You will use several data sampling techniques to achieve this result. To accomplish this, you may send a survey to your customers and then use the straightforward random sampling method to select the customer data for random analysis.

Conversely, excessive sample size can result in time and money lost. You can look at factors like cost, time, or the ease of data collection to decide the sample size.

Are you confused? Don’t worry! you can use our sample size calculator .

LEARN ABOUT: Theoretical Research

The ability to think analytically is vital for corporate success. Since data is one of the most important resources available today, using it effectively can result in better outcomes and decision-making.

Regardless of the statistical analysis methods you select, be sure to pay close attention to each potential drawback and its particular formula. No method is right or wrong, and there is no gold standard. It will depend on the information you’ve gathered and the conclusions you hope to draw.

By using QuestionPro, you can make crucial judgments more efficiently while better comprehending your clients and other study subjects. Use the features of the enterprise-grade research suite right away!

LEARN MORE         FREE TRIAL

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Home » Quantitative Research – Methods, Types and Analysis

Quantitative Research – Methods, Types and Analysis

Table of Contents

Quantitative Research

Quantitative research is a type of research that collects and analyzes numerical data to test hypotheses and answer research questions . This research typically involves a large sample size and uses statistical analysis to make inferences about a population based on the data collected. It often involves the use of surveys, experiments, or other structured data collection methods to gather quantitative data.

Quantitative Research Methods

Quantitative Research Methods are as follows:

Descriptive Research Design

Descriptive research design is used to describe the characteristics of a population or phenomenon being studied. This research method is used to answer the questions of what, where, when, and how. Descriptive research designs use a variety of methods such as observation, case studies, and surveys to collect data. The data is then analyzed using statistical tools to identify patterns and relationships.

Correlational Research Design

Correlational research design is used to investigate the relationship between two or more variables. Researchers use correlational research to determine whether a relationship exists between variables and to what extent they are related. This research method involves collecting data from a sample and analyzing it using statistical tools such as correlation coefficients.

Quasi-experimental Research Design

Quasi-experimental research design is used to investigate cause-and-effect relationships between variables. This research method is similar to experimental research design, but it lacks full control over the independent variable. Researchers use quasi-experimental research designs when it is not feasible or ethical to manipulate the independent variable.

Experimental Research Design

Experimental research design is used to investigate cause-and-effect relationships between variables. This research method involves manipulating the independent variable and observing the effects on the dependent variable. Researchers use experimental research designs to test hypotheses and establish cause-and-effect relationships.

Survey Research

Survey research involves collecting data from a sample of individuals using a standardized questionnaire. This research method is used to gather information on attitudes, beliefs, and behaviors of individuals. Researchers use survey research to collect data quickly and efficiently from a large sample size. Survey research can be conducted through various methods such as online, phone, mail, or in-person interviews.

Quantitative Research Analysis Methods

Here are some commonly used quantitative research analysis methods:

Statistical Analysis

Statistical analysis is the most common quantitative research analysis method. It involves using statistical tools and techniques to analyze the numerical data collected during the research process. Statistical analysis can be used to identify patterns, trends, and relationships between variables, and to test hypotheses and theories.

Regression Analysis

Regression analysis is a statistical technique used to analyze the relationship between one dependent variable and one or more independent variables. Researchers use regression analysis to identify and quantify the impact of independent variables on the dependent variable.

Factor Analysis

Factor analysis is a statistical technique used to identify underlying factors that explain the correlations among a set of variables. Researchers use factor analysis to reduce a large number of variables to a smaller set of factors that capture the most important information.

Structural Equation Modeling

Structural equation modeling is a statistical technique used to test complex relationships between variables. It involves specifying a model that includes both observed and unobserved variables, and then using statistical methods to test the fit of the model to the data.

Time Series Analysis

Time series analysis is a statistical technique used to analyze data that is collected over time. It involves identifying patterns and trends in the data, as well as any seasonal or cyclical variations.

Multilevel Modeling

Multilevel modeling is a statistical technique used to analyze data that is nested within multiple levels. For example, researchers might use multilevel modeling to analyze data that is collected from individuals who are nested within groups, such as students nested within schools.

Applications of Quantitative Research

Quantitative research has many applications across a wide range of fields. Here are some common examples:

• Market Research : Quantitative research is used extensively in market research to understand consumer behavior, preferences, and trends. Researchers use surveys, experiments, and other quantitative methods to collect data that can inform marketing strategies, product development, and pricing decisions.
• Health Research: Quantitative research is used in health research to study the effectiveness of medical treatments, identify risk factors for diseases, and track health outcomes over time. Researchers use statistical methods to analyze data from clinical trials, surveys, and other sources to inform medical practice and policy.
• Social Science Research: Quantitative research is used in social science research to study human behavior, attitudes, and social structures. Researchers use surveys, experiments, and other quantitative methods to collect data that can inform social policies, educational programs, and community interventions.
• Education Research: Quantitative research is used in education research to study the effectiveness of teaching methods, assess student learning outcomes, and identify factors that influence student success. Researchers use experimental and quasi-experimental designs, as well as surveys and other quantitative methods, to collect and analyze data.
• Environmental Research: Quantitative research is used in environmental research to study the impact of human activities on the environment, assess the effectiveness of conservation strategies, and identify ways to reduce environmental risks. Researchers use statistical methods to analyze data from field studies, experiments, and other sources.

Characteristics of Quantitative Research

Here are some key characteristics of quantitative research:

• Numerical data : Quantitative research involves collecting numerical data through standardized methods such as surveys, experiments, and observational studies. This data is analyzed using statistical methods to identify patterns and relationships.
• Large sample size: Quantitative research often involves collecting data from a large sample of individuals or groups in order to increase the reliability and generalizability of the findings.
• Objective approach: Quantitative research aims to be objective and impartial in its approach, focusing on the collection and analysis of data rather than personal beliefs, opinions, or experiences.
• Control over variables: Quantitative research often involves manipulating variables to test hypotheses and establish cause-and-effect relationships. Researchers aim to control for extraneous variables that may impact the results.
• Replicable : Quantitative research aims to be replicable, meaning that other researchers should be able to conduct similar studies and obtain similar results using the same methods.
• Statistical analysis: Quantitative research involves using statistical tools and techniques to analyze the numerical data collected during the research process. Statistical analysis allows researchers to identify patterns, trends, and relationships between variables, and to test hypotheses and theories.
• Generalizability: Quantitative research aims to produce findings that can be generalized to larger populations beyond the specific sample studied. This is achieved through the use of random sampling methods and statistical inference.

Examples of Quantitative Research

Here are some examples of quantitative research in different fields:

• Market Research: A company conducts a survey of 1000 consumers to determine their brand awareness and preferences. The data is analyzed using statistical methods to identify trends and patterns that can inform marketing strategies.
• Health Research : A researcher conducts a randomized controlled trial to test the effectiveness of a new drug for treating a particular medical condition. The study involves collecting data from a large sample of patients and analyzing the results using statistical methods.
• Social Science Research : A sociologist conducts a survey of 500 people to study attitudes toward immigration in a particular country. The data is analyzed using statistical methods to identify factors that influence these attitudes.
• Education Research: A researcher conducts an experiment to compare the effectiveness of two different teaching methods for improving student learning outcomes. The study involves randomly assigning students to different groups and collecting data on their performance on standardized tests.
• Environmental Research : A team of researchers conduct a study to investigate the impact of climate change on the distribution and abundance of a particular species of plant or animal. The study involves collecting data on environmental factors and population sizes over time and analyzing the results using statistical methods.
• Psychology : A researcher conducts a survey of 500 college students to investigate the relationship between social media use and mental health. The data is analyzed using statistical methods to identify correlations and potential causal relationships.
• Political Science: A team of researchers conducts a study to investigate voter behavior during an election. They use survey methods to collect data on voting patterns, demographics, and political attitudes, and analyze the results using statistical methods.

How to Conduct Quantitative Research

Here is a general overview of how to conduct quantitative research:

• Develop a research question: The first step in conducting quantitative research is to develop a clear and specific research question. This question should be based on a gap in existing knowledge, and should be answerable using quantitative methods.
• Develop a research design: Once you have a research question, you will need to develop a research design. This involves deciding on the appropriate methods to collect data, such as surveys, experiments, or observational studies. You will also need to determine the appropriate sample size, data collection instruments, and data analysis techniques.
• Collect data: The next step is to collect data. This may involve administering surveys or questionnaires, conducting experiments, or gathering data from existing sources. It is important to use standardized methods to ensure that the data is reliable and valid.
• Analyze data : Once the data has been collected, it is time to analyze it. This involves using statistical methods to identify patterns, trends, and relationships between variables. Common statistical techniques include correlation analysis, regression analysis, and hypothesis testing.
• Interpret results: After analyzing the data, you will need to interpret the results. This involves identifying the key findings, determining their significance, and drawing conclusions based on the data.
• Communicate findings: Finally, you will need to communicate your findings. This may involve writing a research report, presenting at a conference, or publishing in a peer-reviewed journal. It is important to clearly communicate the research question, methods, results, and conclusions to ensure that others can understand and replicate your research.

When to use Quantitative Research

Here are some situations when quantitative research can be appropriate:

• To test a hypothesis: Quantitative research is often used to test a hypothesis or a theory. It involves collecting numerical data and using statistical analysis to determine if the data supports or refutes the hypothesis.
• To generalize findings: If you want to generalize the findings of your study to a larger population, quantitative research can be useful. This is because it allows you to collect numerical data from a representative sample of the population and use statistical analysis to make inferences about the population as a whole.
• To measure relationships between variables: If you want to measure the relationship between two or more variables, such as the relationship between age and income, or between education level and job satisfaction, quantitative research can be useful. It allows you to collect numerical data on both variables and use statistical analysis to determine the strength and direction of the relationship.
• To identify patterns or trends: Quantitative research can be useful for identifying patterns or trends in data. For example, you can use quantitative research to identify trends in consumer behavior or to identify patterns in stock market data.
• To quantify attitudes or opinions : If you want to measure attitudes or opinions on a particular topic, quantitative research can be useful. It allows you to collect numerical data using surveys or questionnaires and analyze the data using statistical methods to determine the prevalence of certain attitudes or opinions.

Purpose of Quantitative Research

The purpose of quantitative research is to systematically investigate and measure the relationships between variables or phenomena using numerical data and statistical analysis. The main objectives of quantitative research include:

• Description : To provide a detailed and accurate description of a particular phenomenon or population.
• Explanation : To explain the reasons for the occurrence of a particular phenomenon, such as identifying the factors that influence a behavior or attitude.
• Prediction : To predict future trends or behaviors based on past patterns and relationships between variables.
• Control : To identify the best strategies for controlling or influencing a particular outcome or behavior.

Quantitative research is used in many different fields, including social sciences, business, engineering, and health sciences. It can be used to investigate a wide range of phenomena, from human behavior and attitudes to physical and biological processes. The purpose of quantitative research is to provide reliable and valid data that can be used to inform decision-making and improve understanding of the world around us.

Advantages of Quantitative Research

There are several advantages of quantitative research, including:

• Objectivity : Quantitative research is based on objective data and statistical analysis, which reduces the potential for bias or subjectivity in the research process.
• Reproducibility : Because quantitative research involves standardized methods and measurements, it is more likely to be reproducible and reliable.
• Generalizability : Quantitative research allows for generalizations to be made about a population based on a representative sample, which can inform decision-making and policy development.
• Precision : Quantitative research allows for precise measurement and analysis of data, which can provide a more accurate understanding of phenomena and relationships between variables.
• Efficiency : Quantitative research can be conducted relatively quickly and efficiently, especially when compared to qualitative research, which may involve lengthy data collection and analysis.
• Large sample sizes : Quantitative research can accommodate large sample sizes, which can increase the representativeness and generalizability of the results.

Limitations of Quantitative Research

There are several limitations of quantitative research, including:

• Limited understanding of context: Quantitative research typically focuses on numerical data and statistical analysis, which may not provide a comprehensive understanding of the context or underlying factors that influence a phenomenon.
• Simplification of complex phenomena: Quantitative research often involves simplifying complex phenomena into measurable variables, which may not capture the full complexity of the phenomenon being studied.
• Potential for researcher bias: Although quantitative research aims to be objective, there is still the potential for researcher bias in areas such as sampling, data collection, and data analysis.
• Limited ability to explore new ideas: Quantitative research is often based on pre-determined research questions and hypotheses, which may limit the ability to explore new ideas or unexpected findings.
• Limited ability to capture subjective experiences : Quantitative research is typically focused on objective data and may not capture the subjective experiences of individuals or groups being studied.
• Ethical concerns : Quantitative research may raise ethical concerns, such as invasion of privacy or the potential for harm to participants.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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Effective Use of Statistics in Research – Methods and Tools for Data Analysis

Remember that impending feeling you get when you are asked to analyze your data! Now that you have all the required raw data, you need to statistically prove your hypothesis. Representing your numerical data as part of statistics in research will also help in breaking the stereotype of being a biology student who can’t do math.

Statistical methods are essential for scientific research. In fact, statistical methods dominate the scientific research as they include planning, designing, collecting data, analyzing, drawing meaningful interpretation and reporting of research findings. Furthermore, the results acquired from research project are meaningless raw data unless analyzed with statistical tools. Therefore, determining statistics in research is of utmost necessity to justify research findings. In this article, we will discuss how using statistical methods for biology could help draw meaningful conclusion to analyze biological studies.

Table of Contents

Role of Statistics in Biological Research

Statistics is a branch of science that deals with collection, organization and analysis of data from the sample to the whole population. Moreover, it aids in designing a study more meticulously and also give a logical reasoning in concluding the hypothesis. Furthermore, biology study focuses on study of living organisms and their complex living pathways, which are very dynamic and cannot be explained with logical reasoning. However, statistics is more complex a field of study that defines and explains study patterns based on the sample sizes used. To be precise, statistics provides a trend in the conducted study.

Biological researchers often disregard the use of statistics in their research planning, and mainly use statistical tools at the end of their experiment. Therefore, giving rise to a complicated set of results which are not easily analyzed from statistical tools in research. Statistics in research can help a researcher approach the study in a stepwise manner, wherein the statistical analysis in research follows –

1. Establishing a Sample Size

Usually, a biological experiment starts with choosing samples and selecting the right number of repetitive experiments. Statistics in research deals with basics in statistics that provides statistical randomness and law of using large samples. Statistics teaches how choosing a sample size from a random large pool of sample helps extrapolate statistical findings and reduce experimental bias and errors.

2. Testing of Hypothesis

When conducting a statistical study with large sample pool, biological researchers must make sure that a conclusion is statistically significant. To achieve this, a researcher must create a hypothesis before examining the distribution of data. Furthermore, statistics in research helps interpret the data clustered near the mean of distributed data or spread across the distribution. These trends help analyze the sample and signify the hypothesis.

3. Data Interpretation Through Analysis

When dealing with large data, statistics in research assist in data analysis. This helps researchers to draw an effective conclusion from their experiment and observations. Concluding the study manually or from visual observation may give erroneous results; therefore, thorough statistical analysis will take into consideration all the other statistical measures and variance in the sample to provide a detailed interpretation of the data. Therefore, researchers produce a detailed and important data to support the conclusion.

Types of Statistical Research Methods That Aid in Data Analysis

Statistical analysis is the process of analyzing samples of data into patterns or trends that help researchers anticipate situations and make appropriate research conclusions. Based on the type of data, statistical analyses are of the following type:

1. Descriptive Analysis

The descriptive statistical analysis allows organizing and summarizing the large data into graphs and tables . Descriptive analysis involves various processes such as tabulation, measure of central tendency, measure of dispersion or variance, skewness measurements etc.

2. Inferential Analysis

The inferential statistical analysis allows to extrapolate the data acquired from a small sample size to the complete population. This analysis helps draw conclusions and make decisions about the whole population on the basis of sample data. It is a highly recommended statistical method for research projects that work with smaller sample size and meaning to extrapolate conclusion for large population.

3. Predictive Analysis

Predictive analysis is used to make a prediction of future events. This analysis is approached by marketing companies, insurance organizations, online service providers, data-driven marketing, and financial corporations.

4. Prescriptive Analysis

Prescriptive analysis examines data to find out what can be done next. It is widely used in business analysis for finding out the best possible outcome for a situation. It is nearly related to descriptive and predictive analysis. However, prescriptive analysis deals with giving appropriate suggestions among the available preferences.

5. Exploratory Data Analysis

EDA is generally the first step of the data analysis process that is conducted before performing any other statistical analysis technique. It completely focuses on analyzing patterns in the data to recognize potential relationships. EDA is used to discover unknown associations within data, inspect missing data from collected data and obtain maximum insights.

6. Causal Analysis

Causal analysis assists in understanding and determining the reasons behind “why” things happen in a certain way, as they appear. This analysis helps identify root cause of failures or simply find the basic reason why something could happen. For example, causal analysis is used to understand what will happen to the provided variable if another variable changes.

7. Mechanistic Analysis

This is a least common type of statistical analysis. The mechanistic analysis is used in the process of big data analytics and biological science. It uses the concept of understanding individual changes in variables that cause changes in other variables correspondingly while excluding external influences.

Important Statistical Tools In Research

Researchers in the biological field find statistical analysis in research as the scariest aspect of completing research. However, statistical tools in research can help researchers understand what to do with data and how to interpret the results, making this process as easy as possible.

1. Statistical Package for Social Science (SPSS)

It is a widely used software package for human behavior research. SPSS can compile descriptive statistics, as well as graphical depictions of result. Moreover, it includes the option to create scripts that automate analysis or carry out more advanced statistical processing.

2. R Foundation for Statistical Computing

This software package is used among human behavior research and other fields. R is a powerful tool and has a steep learning curve. However, it requires a certain level of coding. Furthermore, it comes with an active community that is engaged in building and enhancing the software and the associated plugins.

3. MATLAB (The Mathworks)

It is an analytical platform and a programming language. Researchers and engineers use this software and create their own code and help answer their research question. While MatLab can be a difficult tool to use for novices, it offers flexibility in terms of what the researcher needs.

4. Microsoft Excel

Not the best solution for statistical analysis in research, but MS Excel offers wide variety of tools for data visualization and simple statistics. It is easy to generate summary and customizable graphs and figures. MS Excel is the most accessible option for those wanting to start with statistics.

5. Statistical Analysis Software (SAS)

It is a statistical platform used in business, healthcare, and human behavior research alike. It can carry out advanced analyzes and produce publication-worthy figures, tables and charts .

6. GraphPad Prism

It is a premium software that is primarily used among biology researchers. But, it offers a range of variety to be used in various other fields. Similar to SPSS, GraphPad gives scripting option to automate analyses to carry out complex statistical calculations.

This software offers basic as well as advanced statistical tools for data analysis. However, similar to GraphPad and SPSS, minitab needs command over coding and can offer automated analyses.

Use of Statistical Tools In Research and Data Analysis

Statistical tools manage the large data. Many biological studies use large data to analyze the trends and patterns in studies. Therefore, using statistical tools becomes essential, as they manage the large data sets, making data processing more convenient.

Following these steps will help biological researchers to showcase the statistics in research in detail, and develop accurate hypothesis and use correct tools for it.

There are a range of statistical tools in research which can help researchers manage their research data and improve the outcome of their research by better interpretation of data. You could use statistics in research by understanding the research question, knowledge of statistics and your personal experience in coding.

Have you faced challenges while using statistics in research? How did you manage it? Did you use any of the statistical tools to help you with your research data? Do write to us or comment below!

Frequently Asked Questions

Statistics in research can help a researcher approach the study in a stepwise manner: 1. Establishing a sample size 2. Testing of hypothesis 3. Data interpretation through analysis

Statistical methods are essential for scientific research. In fact, statistical methods dominate the scientific research as they include planning, designing, collecting data, analyzing, drawing meaningful interpretation and reporting of research findings. Furthermore, the results acquired from research project are meaningless raw data unless analyzed with statistical tools. Therefore, determining statistics in research is of utmost necessity to justify research findings.

Statistical tools in research can help researchers understand what to do with data and how to interpret the results, making this process as easy as possible. They can manage large data sets, making data processing more convenient. A great number of tools are available to carry out statistical analysis of data like SPSS, SAS (Statistical Analysis Software), and Minitab.

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What is Statistical Analysis? Types, Methods, Software, Examples

Appinio Research · 29.02.2024 · 31min read

Ever wondered how we make sense of vast amounts of data to make informed decisions? Statistical analysis is the answer. In our data-driven world, statistical analysis serves as a powerful tool to uncover patterns, trends, and relationships hidden within data. From predicting sales trends to assessing the effectiveness of new treatments, statistical analysis empowers us to derive meaningful insights and drive evidence-based decision-making across various fields and industries. In this guide, we'll explore the fundamentals of statistical analysis, popular methods, software tools, practical examples, and best practices to help you harness the power of statistics effectively. Whether you're a novice or an experienced analyst, this guide will equip you with the knowledge and skills to navigate the world of statistical analysis with confidence.

What is Statistical Analysis?

Statistical analysis is a methodical process of collecting, analyzing, interpreting, and presenting data to uncover patterns, trends, and relationships. It involves applying statistical techniques and methodologies to make sense of complex data sets and draw meaningful conclusions.

Importance of Statistical Analysis

Statistical analysis plays a crucial role in various fields and industries due to its numerous benefits and applications:

• Informed Decision Making : Statistical analysis provides valuable insights that inform decision-making processes in business, healthcare, government, and academia. By analyzing data, organizations can identify trends, assess risks, and optimize strategies for better outcomes.
• Evidence-Based Research : Statistical analysis is fundamental to scientific research, enabling researchers to test hypotheses, draw conclusions, and validate theories using empirical evidence. It helps researchers quantify relationships, assess the significance of findings, and advance knowledge in their respective fields.
• Quality Improvement : In manufacturing and quality management, statistical analysis helps identify defects, improve processes, and enhance product quality. Techniques such as Six Sigma and Statistical Process Control (SPC) are used to monitor performance, reduce variation, and achieve quality objectives.
• Risk Assessment : In finance, insurance, and investment, statistical analysis is used for risk assessment and portfolio management. By analyzing historical data and market trends, analysts can quantify risks, forecast outcomes, and make informed decisions to mitigate financial risks.
• Predictive Modeling : Statistical analysis enables predictive modeling and forecasting in various domains, including sales forecasting, demand planning, and weather prediction. By analyzing historical data patterns, predictive models can anticipate future trends and outcomes with reasonable accuracy.
• Healthcare Decision Support : In healthcare, statistical analysis is integral to clinical research, epidemiology, and healthcare management. It helps healthcare professionals assess treatment effectiveness, analyze patient outcomes, and optimize resource allocation for improved patient care.

Statistical Analysis Applications

Statistical analysis finds applications across diverse domains and disciplines, including:

• Business and Economics : Market research , financial analysis, econometrics, and business intelligence.
• Healthcare and Medicine : Clinical trials, epidemiological studies, healthcare outcomes research, and disease surveillance.
• Social Sciences : Survey research, demographic analysis, psychology experiments, and public opinion polls.
• Engineering : Reliability analysis, quality control, process optimization, and product design.
• Environmental Science : Environmental monitoring, climate modeling, and ecological research.
• Education : Educational research, assessment, program evaluation, and learning analytics.
• Government and Public Policy : Policy analysis, program evaluation, census data analysis, and public administration.
• Technology and Data Science : Machine learning, artificial intelligence, data mining, and predictive analytics.

These applications demonstrate the versatility and significance of statistical analysis in addressing complex problems and informing decision-making across various sectors and disciplines.

Fundamentals of Statistics

Understanding the fundamentals of statistics is crucial for conducting meaningful analyses. Let's delve into some essential concepts that form the foundation of statistical analysis.

Basic Concepts

Statistics is the science of collecting, organizing, analyzing, and interpreting data to make informed decisions or conclusions. To embark on your statistical journey, familiarize yourself with these fundamental concepts:

• Population vs. Sample : A population comprises all the individuals or objects of interest in a study, while a sample is a subset of the population selected for analysis. Understanding the distinction between these two entities is vital, as statistical analyses often rely on samples to draw conclusions about populations.
• Independent Variables : Variables that are manipulated or controlled in an experiment.
• Dependent Variables : Variables that are observed or measured in response to changes in independent variables.
• Parameters vs. Statistics : Parameters are numerical measures that describe a population, whereas statistics are numerical measures that describe a sample. For instance, the population mean is denoted by μ (mu), while the sample mean is denoted by x̄ (x-bar).

Descriptive Statistics

Descriptive statistics involve methods for summarizing and describing the features of a dataset. These statistics provide insights into the central tendency, variability, and distribution of the data. Standard measures of descriptive statistics include:

• Mean : The arithmetic average of a set of values, calculated by summing all values and dividing by the number of observations.
• Median : The middle value in a sorted list of observations.
• Mode : The value that appears most frequently in a dataset.
• Range : The difference between the maximum and minimum values in a dataset.
• Variance : The average of the squared differences from the mean.
• Standard Deviation : The square root of the variance, providing a measure of the average distance of data points from the mean.
• Graphical Techniques : Graphical representations, including histograms, box plots, and scatter plots, offer visual insights into the distribution and relationships within a dataset. These visualizations aid in identifying patterns, outliers, and trends.

Inferential Statistics

Inferential statistics enable researchers to draw conclusions or make predictions about populations based on sample data. These methods allow for generalizations beyond the observed data. Fundamental techniques in inferential statistics include:

• Null Hypothesis (H0) : The hypothesis that there is no significant difference or relationship.
• Alternative Hypothesis (H1) : The hypothesis that there is a significant difference or relationship.
• Confidence Intervals : Confidence intervals provide a range of plausible values for a population parameter. They offer insights into the precision of sample estimates and the uncertainty associated with those estimates.
• Regression Analysis : Regression analysis examines the relationship between one or more independent variables and a dependent variable. It allows for the prediction of the dependent variable based on the values of the independent variables.
• Sampling Methods : Sampling methods, such as simple random sampling, stratified sampling, and cluster sampling , are employed to ensure that sample data are representative of the population of interest. These methods help mitigate biases and improve the generalizability of results.

Probability Distributions

Probability distributions describe the likelihood of different outcomes in a statistical experiment. Understanding these distributions is essential for modeling and analyzing random phenomena. Some common probability distributions include:

• Normal Distribution : The normal distribution, also known as the Gaussian distribution, is characterized by a symmetric, bell-shaped curve. Many natural phenomena follow this distribution, making it widely applicable in statistical analysis.
• Binomial Distribution : The binomial distribution describes the number of successes in a fixed number of independent Bernoulli trials. It is commonly used to model binary outcomes, such as success or failure, heads or tails.
• Poisson Distribution : The Poisson distribution models the number of events occurring in a fixed interval of time or space. It is often used to analyze rare or discrete events, such as the number of customer arrivals in a queue within a given time period.

Types of Statistical Analysis

Statistical analysis encompasses a diverse range of methods and approaches, each suited to different types of data and research questions. Understanding the various types of statistical analysis is essential for selecting the most appropriate technique for your analysis. Let's explore some common distinctions in statistical analysis methods.

Parametric vs. Non-parametric Analysis

Parametric and non-parametric analyses represent two broad categories of statistical methods, each with its own assumptions and applications.

• Parametric Analysis : Parametric methods assume that the data follow a specific probability distribution, often the normal distribution. These methods rely on estimating parameters (e.g., means, variances) from the data. Parametric tests typically provide more statistical power but require stricter assumptions. Examples of parametric tests include t-tests, ANOVA, and linear regression.
• Non-parametric Analysis : Non-parametric methods make fewer assumptions about the underlying distribution of the data. Instead of estimating parameters, non-parametric tests rely on ranks or other distribution-free techniques. Non-parametric tests are often used when data do not meet the assumptions of parametric tests or when dealing with ordinal or non-normal data. Examples of non-parametric tests include the Wilcoxon rank-sum test, Kruskal-Wallis test, and Spearman correlation.

Descriptive vs. Inferential Analysis

Descriptive and inferential analyses serve distinct purposes in statistical analysis, focusing on summarizing data and making inferences about populations, respectively.

• Descriptive Analysis : Descriptive statistics aim to describe and summarize the features of a dataset. These statistics provide insights into the central tendency, variability, and distribution of the data. Descriptive analysis techniques include measures of central tendency (e.g., mean, median, mode), measures of dispersion (e.g., variance, standard deviation), and graphical representations (e.g., histograms, box plots).
• Inferential Analysis : Inferential statistics involve making inferences or predictions about populations based on sample data. These methods allow researchers to generalize findings from the sample to the larger population. Inferential analysis techniques include hypothesis testing, confidence intervals, regression analysis, and sampling methods. These methods help researchers draw conclusions about population parameters, such as means, proportions, or correlations, based on sample data.

Exploratory vs. Confirmatory Analysis

Exploratory and confirmatory analyses represent two different approaches to data analysis, each serving distinct purposes in the research process.

• Exploratory Analysis : Exploratory data analysis (EDA) focuses on exploring data to discover patterns, relationships, and trends. EDA techniques involve visualizing data, identifying outliers, and generating hypotheses for further investigation. Exploratory analysis is particularly useful in the early stages of research when the goal is to gain insights and generate hypotheses rather than confirm specific hypotheses.
• Confirmatory Analysis : Confirmatory data analysis involves testing predefined hypotheses or theories based on prior knowledge or assumptions. Confirmatory analysis follows a structured approach, where hypotheses are tested using appropriate statistical methods. Confirmatory analysis is common in hypothesis-driven research, where the goal is to validate or refute specific hypotheses using empirical evidence. Techniques such as hypothesis testing, regression analysis, and experimental design are often employed in confirmatory analysis.

Methods of Statistical Analysis

Statistical analysis employs various methods to extract insights from data and make informed decisions. Let's explore some of the key methods used in statistical analysis and their applications.

Hypothesis Testing

Hypothesis testing is a fundamental concept in statistics, allowing researchers to make decisions about population parameters based on sample data. The process involves formulating null and alternative hypotheses, selecting an appropriate test statistic, determining the significance level, and interpreting the results. Standard hypothesis tests include:

• t-tests : Used to compare means between two groups.
• ANOVA (Analysis of Variance) : Extends the t-test to compare means across multiple groups.
• Chi-square test : Assessing the association between categorical variables.

Regression Analysis

Regression analysis explores the relationship between one or more independent variables and a dependent variable. It is widely used in predictive modeling and understanding the impact of variables on outcomes. Key types of regression analysis include:

• Simple Linear Regression : Examines the linear relationship between one independent variable and a dependent variable.
• Multiple Linear Regression : Extends simple linear regression to analyze the relationship between multiple independent variables and a dependent variable.
• Logistic Regression : Used for predicting binary outcomes or modeling probabilities.

Analysis of Variance (ANOVA)

ANOVA is a statistical technique used to compare means across two or more groups. It partitions the total variability in the data into components attributable to different sources, such as between-group differences and within-group variability. ANOVA is commonly used in experimental design and hypothesis testing scenarios.

Time Series Analysis

Time series analysis deals with analyzing data collected or recorded at successive time intervals. It helps identify patterns, trends, and seasonality in the data. Time series analysis techniques include:

• Trend Analysis : Identifying long-term trends or patterns in the data.
• Seasonal Decomposition : Separating the data into seasonal, trend, and residual components.
• Forecasting : Predicting future values based on historical data.

Survival Analysis

Survival analysis is used to analyze time-to-event data, such as time until death, failure, or occurrence of an event of interest. It is widely used in medical research, engineering, and social sciences to analyze survival probabilities and hazard rates over time.

Factor Analysis

Factor analysis is a statistical method used to identify underlying factors or latent variables that explain patterns of correlations among observed variables. It is commonly used in psychology, sociology, and market research to uncover underlying dimensions or constructs.

Cluster Analysis

Cluster analysis is a multivariate technique that groups similar objects or observations into clusters or segments based on their characteristics. It is widely used in market segmentation, image processing, and biological classification.

Principal Component Analysis (PCA)

PCA is a dimensionality reduction technique used to transform high-dimensional data into a lower-dimensional space while preserving most of the variability in the data. It identifies orthogonal axes (principal components) that capture the maximum variance in the data. PCA is useful for data visualization, feature selection, and data compression.

How to Choose the Right Statistical Analysis Method?

Selecting the appropriate statistical method is crucial for obtaining accurate and meaningful results from your data analysis.

Understanding Data Types and Distribution

Before choosing a statistical method, it's essential to understand the types of data you're working with and their distribution. Different statistical methods are suitable for different types of data:

• Continuous vs. Categorical Data : Determine whether your data are continuous (e.g., height, weight) or categorical (e.g., gender, race). Parametric methods such as t-tests and regression are typically used for continuous data , while non-parametric methods like chi-square tests are suitable for categorical data.
• Normality : Assess whether your data follows a normal distribution. Parametric methods often assume normality, so if your data are not normally distributed, non-parametric methods may be more appropriate.

Assessing Assumptions

Many statistical methods rely on certain assumptions about the data. Before applying a method, it's essential to assess whether these assumptions are met:

• Independence : Ensure that observations are independent of each other. Violations of independence assumptions can lead to biased results.
• Homogeneity of Variance : Verify that variances are approximately equal across groups, especially in ANOVA and regression analyses. Levene's test or Bartlett's test can be used to assess homogeneity of variance.
• Linearity : Check for linear relationships between variables, particularly in regression analysis. Residual plots can help diagnose violations of linearity assumptions.

Considering Research Objectives

Your research objectives should guide the selection of the appropriate statistical method.

• What are you trying to achieve with your analysis? : Determine whether you're interested in comparing groups, predicting outcomes, exploring relationships, or identifying patterns.
• What type of data are you analyzing? : Choose methods that are suitable for your data type and research questions.
• Are you testing specific hypotheses or exploring data for insights? : Confirmatory analyses involve testing predefined hypotheses, while exploratory analyses focus on discovering patterns or relationships in the data.

Consulting Statistical Experts

If you're unsure about the most appropriate statistical method for your analysis, don't hesitate to seek advice from statistical experts or consultants:

• Collaborate with Statisticians : Statisticians can provide valuable insights into the strengths and limitations of different statistical methods and help you select the most appropriate approach.
• Utilize Resources : Take advantage of online resources, forums, and statistical software documentation to learn about different methods and their applications.
• Peer Review : Consider seeking feedback from colleagues or peers familiar with statistical analysis to validate your approach and ensure rigor in your analysis.

By carefully considering these factors and consulting with experts when needed, you can confidently choose the suitable statistical method to address your research questions and obtain reliable results.

Statistical Analysis Software

Choosing the right software for statistical analysis is crucial for efficiently processing and interpreting your data. In addition to statistical analysis software, it's essential to consider tools for data collection, which lay the foundation for meaningful analysis.

What is Statistical Analysis Software?

Statistical software provides a range of tools and functionalities for data analysis, visualization, and interpretation. These software packages offer user-friendly interfaces and robust analytical capabilities, making them indispensable tools for researchers, analysts, and data scientists.

• Graphical User Interface (GUI) : Many statistical software packages offer intuitive GUIs that allow users to perform analyses using point-and-click interfaces. This makes statistical analysis accessible to users with varying levels of programming expertise.
• Scripting and Programming : Advanced users can leverage scripting and programming capabilities within statistical software to automate analyses, customize functions, and extend the software's functionality.
• Visualization : Statistical software often includes built-in visualization tools for creating charts, graphs, and plots to visualize data distributions, relationships, and trends.
• Data Management : These software packages provide features for importing, cleaning, and manipulating datasets, ensuring data integrity and consistency throughout the analysis process.

Popular Statistical Analysis Software

Several statistical software packages are widely used in various industries and research domains. Some of the most popular options include:

• R : R is a free, open-source programming language and software environment for statistical computing and graphics. It offers a vast ecosystem of packages for data manipulation, visualization, and analysis, making it a popular choice among statisticians and data scientists.
• Python : Python is a versatile programming language with robust libraries like NumPy, SciPy, and pandas for data analysis and scientific computing. Python's simplicity and flexibility make it an attractive option for statistical analysis, particularly for users with programming experience.
• SPSS : SPSS (Statistical Package for the Social Sciences) is a comprehensive statistical software package widely used in social science research, marketing, and healthcare. It offers a user-friendly interface and a wide range of statistical procedures for data analysis and reporting.
• SAS : SAS (Statistical Analysis System) is a powerful statistical software suite used for data management, advanced analytics, and predictive modeling. SAS is commonly employed in industries such as healthcare, finance, and government for data-driven decision-making.
• Stata : Stata is a statistical software package that provides tools for data analysis, manipulation, and visualization. It is popular in academic research, economics, and social sciences for its robust statistical capabilities and ease of use.
• MATLAB : MATLAB is a high-level programming language and environment for numerical computing and visualization. It offers built-in functions and toolboxes for statistical analysis, machine learning, and signal processing.

Data Collection Software

In addition to statistical analysis software, data collection software plays a crucial role in the research process. These tools facilitate data collection, management, and organization from various sources, ensuring data quality and reliability.

When it comes to data collection, precision and efficiency are paramount. Appinio offers a seamless solution for gathering real-time consumer insights, empowering you to make informed decisions swiftly. With our intuitive platform, you can define your target audience with precision, launch surveys effortlessly, and access valuable data in minutes.   Experience the power of Appinio and elevate your data collection process today. Ready to see it in action? Book a demo now!

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How to Choose the Right Statistical Analysis Software?

When selecting software for statistical analysis and data collection, consider the following factors:

• Compatibility : Ensure the software is compatible with your operating system, hardware, and data formats.
• Usability : Choose software that aligns with your level of expertise and provides features that meet your analysis and data collection requirements.
• Integration : Consider whether the software integrates with other tools and platforms in your workflow, such as data visualization software or data storage systems.
• Cost and Licensing : Evaluate the cost of licensing or subscription fees, as well as any additional costs for training, support, or maintenance.

By carefully evaluating these factors and considering your specific analysis and data collection needs, you can select the right software tools to support your research objectives and drive meaningful insights from your data.

Statistical Analysis Examples

Understanding statistical analysis methods is best achieved through practical examples. Let's explore three examples that demonstrate the application of statistical techniques in real-world scenarios.

Example 1: Linear Regression

Scenario : A marketing analyst wants to understand the relationship between advertising spending and sales revenue for a product.

Data : The analyst collects data on monthly advertising expenditures (in dollars) and corresponding sales revenue (in dollars) over the past year.

Analysis : Using simple linear regression, the analyst fits a regression model to the data, where advertising spending is the independent variable (X) and sales revenue is the dependent variable (Y). The regression analysis estimates the linear relationship between advertising spending and sales revenue, allowing the analyst to predict sales based on advertising expenditures.

Result : The regression analysis reveals a statistically significant positive relationship between advertising spending and sales revenue. For every additional dollar spent on advertising, sales revenue increases by an estimated amount (slope coefficient). The analyst can use this information to optimize advertising budgets and forecast sales performance.

Example 2: Hypothesis Testing

Scenario : A pharmaceutical company develops a new drug intended to lower blood pressure. The company wants to determine whether the new drug is more effective than the existing standard treatment.

Data : The company conducts a randomized controlled trial (RCT) involving two groups of participants: one group receives the new drug, and the other receives the standard treatment. Blood pressure measurements are taken before and after the treatment period.

Analysis : The company uses hypothesis testing, specifically a two-sample t-test, to compare the mean reduction in blood pressure between the two groups. The null hypothesis (H0) states that there is no difference in the mean reduction in blood pressure between the two treatments, while the alternative hypothesis (H1) suggests that the new drug is more effective.

Result : The t-test results indicate a statistically significant difference in the mean reduction in blood pressure between the two groups. The company concludes that the new drug is more effective than the standard treatment in lowering blood pressure, based on the evidence from the RCT.

Example 3: ANOVA

Scenario : A researcher wants to compare the effectiveness of three different teaching methods on student performance in a mathematics course.

Data : The researcher conducts an experiment where students are randomly assigned to one of three groups: traditional lecture-based instruction, active learning, or flipped classroom. At the end of the semester, students' scores on a standardized math test are recorded.

Analysis : The researcher performs an analysis of variance (ANOVA) to compare the mean test scores across the three teaching methods. ANOVA assesses whether there are statistically significant differences in mean scores between the groups.

Result : The ANOVA results reveal a significant difference in mean test scores between the three teaching methods. Post-hoc tests, such as Tukey's HSD (Honestly Significant Difference), can be conducted to identify which specific teaching methods differ significantly from each other in terms of student performance.

These examples illustrate how statistical analysis techniques can be applied to address various research questions and make data-driven decisions in different fields. By understanding and applying these methods effectively, researchers and analysts can derive valuable insights from their data to inform decision-making and drive positive outcomes.

Statistical Analysis Best Practices

Statistical analysis is a powerful tool for extracting insights from data, but it's essential to follow best practices to ensure the validity, reliability, and interpretability of your results.

• Clearly Define Research Questions : Before conducting any analysis, clearly define your research questions or objectives . This ensures that your analysis is focused and aligned with the goals of your study.
• Choose Appropriate Methods : Select statistical methods suitable for your data type, research design , and objectives. Consider factors such as data distribution, sample size, and assumptions of the chosen method.
• Preprocess Data : Clean and preprocess your data to remove errors, outliers, and missing values. Data preprocessing steps may include data cleaning, normalization, and transformation to ensure data quality and consistency.
• Check Assumptions : Verify that the assumptions of the chosen statistical methods are met. Assumptions may include normality, homogeneity of variance, independence, and linearity. Conduct diagnostic tests or exploratory data analysis to assess assumptions.
• Transparent Reporting : Document your analysis procedures, including data preprocessing steps, statistical methods used, and any assumptions made. Transparent reporting enhances reproducibility and allows others to evaluate the validity of your findings.
• Consider Sample Size : Ensure that your sample size is sufficient to detect meaningful effects or relationships. Power analysis can help determine the minimum sample size required to achieve adequate statistical power.
• Interpret Results Cautiously : Interpret statistical results with caution and consider the broader context of your research. Be mindful of effect sizes, confidence intervals, and practical significance when interpreting findings.
• Validate Findings : Validate your findings through robustness checks, sensitivity analyses, or replication studies. Cross-validation and bootstrapping techniques can help assess the stability and generalizability of your results.
• Avoid P-Hacking and Data Dredging : Guard against p-hacking and data dredging by pre-registering hypotheses, conducting planned analyses, and avoiding selective reporting of results. Maintain transparency and integrity in your analysis process.

By following these best practices, you can conduct rigorous and reliable statistical analyses that yield meaningful insights and contribute to evidence-based decision-making in your field.

Conclusion for Statistical Analysis

Statistical analysis is a vital tool for making sense of data and guiding decision-making across diverse fields. By understanding the fundamentals of statistical analysis, including concepts like hypothesis testing, regression analysis, and data visualization, you gain the ability to extract valuable insights from complex datasets. Moreover, selecting the appropriate statistical methods, choosing the right software, and following best practices ensure the validity and reliability of your analyses. In today's data-driven world, the ability to conduct rigorous statistical analysis is a valuable skill that empowers individuals and organizations to make informed decisions and drive positive outcomes. Whether you're a researcher, analyst, or decision-maker, mastering statistical analysis opens doors to new opportunities for understanding the world around us and unlocking the potential of data to solve real-world problems.

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Evidence‐based statistical analysis and methods in biomedical research (SAMBR) checklists according to design features

Alok kumar dwivedi.

1 Division of Biostatistics and Epidemiology, Department of Molecular and Translational Medicine, Paul L. Foster School of Medicine, Texas Tech University Health Sciences Center El Paso, El Paso Texas

Rakesh Shukla

2 Division of Biostatistics and Epidemiology, Department of Environmental Health, University of Cincinnati, Cincinnati Ohio

Statistical analysis according to design features and objectives is essential to ensure the validity and reliability of the study findings and conclusions in biomedical research. Heterogeneity in reporting study design elements and conducting statistical analyses is often observed for the same study design and study objective in medical literatures. Sometimes, researchers face a lot of predicaments using appropriate statistical approaches highlighted by methodologists for a specific study design either due to lack of accessibility or understanding of statistical methods or unavailability of checklists related to design and analysis in a concise format. The purpose of this review is to provide the checklist of statistical analysis and methods in biomedical research (SAMBR) to applied researchers.

Recent findings

We initially identified the important steps of reporting design features that may influence the choice of statistical analysis in biomedical research and essential steps of data analysis of common studies. We subsequently searched for statistical approaches employed for each study design/study objective available in publications and other resources. Compilation of these steps produced SAMBR guidance document, which includes three parts. Applied researchers can use part (A) and part (B) of SAMBR to describe or evaluate research design features and quality of statistical analysis, respectively, in reviewing studies or designing protocols. Part (C) of SAMBR can be used to perform essential and preferred evidence‐based data analysis specific to study design and objective.

Conclusions

We believe that the statistical methods checklists may improve reporting of research design, standardize methodological practices, and promote consistent application of statistical approaches, thus improving the quality of research studies. The checklists do not enforce the use of suggested statistical methods but rather highlight and encourage to conduct the best statistical practices. There is a need to develop an interactive web‐based application of the checklists for users for its wide applications.

1. INTRODUCTION

The overall quality and utility of biomedical research in generating proper evidence depend, in part, on the appropriate execution of research design, statistical methods, and interpretation of results and their quality reporting as well. Recently, a systematic review study identified nonadherence to standards of methodological approaches required by the Agency for Healthcare Research and Quality for research based on the National Inpatient Sample database even in high‐quality publications. 1 It is found that the appropriate use of methods and their standardized reporting helps in improving the quality of studies. 2 However, inconsistencies exist in methodological practices for similar study designs with the same objective/hypothesis. As a result, the quality of methodological standards in biomedical studies is often incredulous.

Guidelines and recommendations exist for assessing the quality of a study, or appropriate reporting and interpretation of results ( www.equator‐network.org ). Similarly, numerous statistical guidelines were developed for biomedical researchers to minimize misconduct of statistical approaches and improve the quality of biomedical studies. 3 , 4 , 5 , 6 However, these statistical guidelines mainly focus on improving the reporting of statistical methods used in studies. Unfortunately, guidance support is nonexistent for assessing best statistical practices of different types of studies as per the design features. Due to the lack of methodological standards checklist, misuse and abuse of statistical approaches in biomedical research have been noticed for a long time. 7 , 8

In recent years, novel statistical methods, computational program codes to analyze the complex problems, and statistical software for the ease of application of statistical methods and reporting have grown substantially. Numerous studies proposed alternative efficient and accurate approaches for specific study designs or distributional conditions and provided up‐to‐date statistical methods by comparing their performance on real data and extensive simulation studies. 9 , 10 However, the use of state‐of‐the‐art appropriate statistical methods for design and analysis of research studies is minimal in practice due to a lack of guidance for applied statisticians and applied researchers as recognized in the strengthening analytical thinking for observational studies (STRATOS). 11 For example, predictive intervals are computed and reported rarely in published meta‐analysis, 12 , 13 risk ratio models are rarely being used for the analysis of cross‐sectional or interventional studies even in high impact clinical journals, 14 , 15 , 16 inappropriate use and presentation of statistical modeling depending on the objective of the model building is common in published works, 17 inappropriate uses of graphs in animal studies and inappropriate interpretations of the results have also been noticed in biomedical studies as well. 18 Such examples and many more like these demonstrate that the use of appropriate statistical methods, accurate interpretations of results, and their reporting are not according to evidence‐based statistical methods and analysis. Thus, there is a need to develop checklists for evaluating the quality of statistical practices and a guidance document for promoting evidence‐based statistical analysis.

2. AIMS OF THE SAMBR

In the era of reproducible research, to increase the reproducibility, validity, and integrity of the research findings, we suggest following evidence‐based statistical practices in publications by use of appropriate statistical methods and their reporting relevant for specific objectives. Specifically, we (a) summarize the reporting elements of design features in studies to determine appropriate statistical analysis, (b) develop essential steps to be conducted in data analysis of common studies for promoting best statistical practices, and (c) provide evidence‐based essential and preferred choices of statistical methods for data analysis in different studies. Overall, the intention of the review is to provide checklists of statistical analysis and methods in biomedical research (SAMBR) according to specific objectives in different studies.

3. DEVELOPMENT OF THE CHECKLISTS

Initially, we identified the purpose and objectives of commonly employed study designs such as clinical trials, observational studies, and laboratory studies in biomedical research through various resources that may influence the choice of statistical analysis in studies. We also identified the essential steps to be followed in common studies to evaluate adherence to the best statistical practice in biomedical research. State‐of‐the‐art available statistical methods were identified for analyses (both unadjusted and adjusted and sensitivity) and reporting from high‐quality publications of biostatistics/epidemiology journals and other resources. The identified statistical methods were classified and linked with study designs and study objectives. When a clear choice did not exist, the decision was based on the qualitative evaluation of the statistical methods by comparing with other competing approaches in terms of statistical properties, assumptions, interpretation, and recommendations suggested by the researchers. The essential and preferred statistical procedures and appropriate references for employing each statistical method were provided under each study design and objective. Altogether, these procedures set the checklists for evidence‐based statistical analysis and their reporting for a specific study design in view of study purpose and objectives. Figure  1 shows the components of SAMBR and provides navigation to appropriate SAMBR checklist table as per study design and objective. Figure  2 summarizes the essential steps of data analysis according to common study designs/objectives.

Flow chart for selecting the appropriate checklist table specific to study design and objective

Flow diagram of checklists for common clinical studies. ITT, intention to treat analysis; PP, per protocol analysis; AT, as treated analysis; IV, instrument variable analysis; PSMA, propensity score matched analysis; PSS, propensity score stratified analysis; IPTW, inverse probability treatment weight analysis; IPTWRA, doubly robust inverse probability treatment weight and regression adjustment analysis; IV, instrument variable analysis; DAG, directed acyclic graph

4. COMPONENTS OF SAMBR

The SAMBR checklists have three parts as follows: Part (A) focuses on the reporting elements of common biomedical research designs, part (B) shows the essential steps to be followed in common studies for quality assessment of statistical analysis, and part (C) comprises the steps for data analysis and related essential and preferred choices of statistical approaches and methods for statistical analysis strictly linked to the type of research design and study objectives.

4.1. Part A: Research design

The items related to part (A) are displayed in Table  1 . Table  1 may help the investigators to describe the essential features of their study design and objectives of the study. The detail provided in Table  1 along with study setting, study population, eligibility criteria, and data collection procedures and methods can be used to develop materials and methods section of a study protocol.

Reporting elements for research design

4.2. Part B: General quality assessment tool for statistical analysis in common studies

Table  2 provides a tool to assess the quality of methodological standards in published studies. Our review identified 10 essential steps to be followed in data analysis and reporting for any common studies. Each of the 10 steps may be rated into no/low, medium, high adherence, or not applicable. The maximum number of items rated into moderate or high would indicate the good or excellent quality of the statistical analysis.

Statistical analysis and methods in biomedical research (SAMBR) checklist for assessing data analysis practice in biomedical studies

The explanation and use of each of the 10 steps in statistical analysis and reporting in biomedical studies are described in the following subsections:

4.2.1. Statistical analysis in view of study design, objective, and hypothesis

The choice of statistical methods and steps in data analysis is heavily linked with the study design features. The statistical analysis depends on study design type (randomized clinical trial [RCT], nonrandomized clinical trial [NRCT], and observational study), study design methods (matched study, two groups pre‐post study, cross‐over study, repeated measures study, etc), study hypothesis (superiority, non‐inferiority, equivalence), study purpose (inferential, predictive, or descriptive study), and type of outcome. RCTs mostly require adjustment of prognostic variables while observational studies require adjustment of confounding variables in multivariable analysis. Matched studies typically require paired data analysis compared with unmatched studies. The selection of screening variables in a multivariable model depends on the purpose of the multivariable model. The choice of statistical test used and design conditions (sampling design, level of significance, etc) applied in computing sample size and statistical power should be accounted for in primary data analysis. The research characteristics that may affect the choice of statistical analysis should be clearly described in research studies or publications.

4.2.2. Evidence‐based statistical methods

Variety of statistical tests with varying efficiencies are available for data analysis of a specific problem. Methodologists have been continuously making efforts to prioritize statistical methods in terms of their efficiency and power for their proper use, interpretation, and reporting in statistical analysis and results. The continuous growth in the development of advanced statistical methods suggests the use of evidence‐based state‐of‐the‐art statistical methods in data analysis. Superior statistical methods according to sample size and distributions of outcome and independent variables in the literature should be preferred for data analysis.

4.2.3. Eliminate known and unknown confounding effects or screen important variables that predict the outcome

In association studies, the efforts should be made for reducing confounding effects either at the designing phase through randomization, matching, restriction, stratification or at analysis phase through multivariable regression analysis or propensity score data analysis. In prediction studies, proper selection of variables is required for developing a parsimonious model. The use and reporting of statistical analysis should properly reflect such efforts.

4.2.4. Multivariable analysis for any studies by including factors that might confound or interact or predict the outcome

Exploration of interaction effect and inclusion of confounding or prognostic variables are mostly required in data analysis through multivariable regression analysis.

4.2.5. Assessment of the stability, validity, and robustness of the multivariable model

In inferential and descriptive models, the assessment of assumptions related to multivariable model and the stability of the developed model are critically important to draw appropriate inference while the selection of appropriate regression analysis in view of outcome distribution and the assessment of the validity of the developed model is critically important in predictive models.

4.2.6. Adjustment for the multiplicity of outcomes

Adjustment for the multiplicity of outcomes may be applied for studies with multiple outcomes in inferential and descriptive studies.

4.2.7. Reproducibility measures for statistical methods

The study should provide sufficient detail for statistical procedures as required by study objectives and study design. The study should also justify the robustness of statistical methods in view of study design features using evidence‐based statistical analysis and reporting practice. The presentation of study results should be based on used statistical methods, design, and objectives of the study.

4.2.8. Reproducibility measures for results

The study should provide some reproducibility measures for results by reporting the confidence interval, internal validity, and robustness of the findings using sensitivity and validation analysis.

4.2.9. Reproducibility measures for inference

The study should provide some reproducibility measures for inference by reporting predictive interval, external validation of the estimate/effect/prediction, heterogeneity analysis, or alternatives of the P value 19 as appropriate to ensure generalizability and accuracy of the inference made in the study.

4.2.10. Interpret the results in view of study design, limitations, and methods used for data analysis

The interpretation of study findings, its generalizability, and limitations should be made in view of study design features and statistical analysis after evaluating study setting, population, nature of the data, and accuracy of the results. Accordingly, the classification of significant or nonsignificant or conclusive or inconclusive findings should be made in the study.

4.3. Part C: Evidence‐based statistical analysis and methods as per study design and objective

Part (C) of the SAMBR is the extension of part (B) linking to statistical methods according to specific design and objectives. The choices of statistical procedures and their reporting are shown in Table  3 for an RCT. This table suggests that statistical analysis of an RCT should be according to a specific hypothesis and sub‐design of the study. Table  4 shows statistical procedures and evidence‐based suggested and preferred methods for NRCT. The statistical analysis of a nonrandomized study should demonstrate appropriate attempts to minimize known and unknown effects of confounding factors. Table  5 displays the steps involved in analyzing predictive studies and related statistical approaches. This table suggests that the appropriate selection of a model based on the distribution of outcome, the appropriate link function, and form of covariates and screening of important variables for predicting outcome are the most important steps in data analysis of a predictive model study. In the predictive model, statistical approaches should provide ample evidence to demonstrate external validity of the developed model. Table  6 describes the suggested methods for laboratory study. Statistical approaches for analysis of small sample size studies, paired or unpaired structure of data, adjustment for multiple comparisons, and appropriate reporting of experimental data are critical for fundamental studies. Table  7 shows the statistical procedures required for an inferential study. The statistical procedure involving all study design elements, their rigorousness, and model diagnostics are the most important steps in producing reliable inference from an inferential study.

Interventional randomized study

Abbreviations: AT, as treated analysis; ITT, intention to treat analysis; IV, instrument variable analysis; PPA, per protocol analysis.

Nonrandomized intervention study

Abbreviations: IV, instrument variable analysis; IPTW, inverse probability treatment weight analysis; IPTWRA, doubly robust inverse probability treatment weight and regression adjustment analysis; PSMA, propensity score matched analysis; PSS, propensity score stratified analysis.

Observational predictive study for diagnosis or prognosis

Note . Internal validation refers to assessing model performances by the random splitting of study sample data into test/development/derivation dataset and validation dataset while external validation refers to assessing model performances by either nonrandom split of study sample data into test/development dataset and validation dataset or on independent datasets in different settings from the study sample.

Laboratory study

Abbreviation: CI: confidence interval.

Observational inferential/etiologic study

Abbreviations: ANCOVA, analysis of covariance; CI, confidence interval; GEE, generalized estimating equations.

Table  8 delineates the steps involved in the statistical analyses for descriptive or risk factors study. The choice of the appropriate model along with the intensive exploration of interacting variables and stability of the developed model are critical for descriptive studies. Table  9 displays the data analysis steps for an exploratory study especially with high dimensional data. The selection of variables in the final multivariable model along with the intensive exploration of interacting variables and stability of the developed model are critical for exploratory studies. Tables  10 , ​ ,11, 11 , ​ ,12 12 show statistical analysis procedures for diagnostic studies as per objective and type of a reference test. The analysis of diagnostic studies should provide enough emphasis on developing simple, robust, and user‐friendly tool for screening and diagnosing the problem. Table  13 provides methods for meta‐analysis studies according to the number of studies and heterogeneity across studies. The statistical procedure should provide ample evidence to minimize various sources of biases in obtaining a pooled estimate from multiple studies.

Observational descriptive study

Observational exploratory study for high dimensional data

Abbreviation: GEE: generalized estimating equations.

Diagnostic accuracy or comparison study for binary tests in the presence of a binary reference test or an imperfect reference test

Diagnostic accuracy or comparison study for continuous/ordinal diagnostic markers and predictive study

Diagnostic agreement study

Meta‐analysis

For using the SAMBR checklists, the researcher may describe all the items in part A (Table  1 ) (1‐10) and part B (Table  2 ) in the study. Part (B) may be described using the appropriate section from part (C) related to their study design, and accordingly, develop statistical analysis plan for a proposal/grant and execute the statistical analyses from the referenced papers.

5. APPLICATION

For the purpose of SAMBR checklists illustration, we evaluated three recently published articles in oncology—an RCT, 88 an NRCT, 89 and a predictive study. 90 The adherence to SAMBR checklists was evaluated for these studies and reported in Table  14 . As per SAMBR checklists, these studies could have reported additional information to further improve quality and reproducibility. The RCT article applied intention‐to‐treat analysis, two‐sided test, and determined the unadjusted effect of treatment using stratified Cox model and log rank test as per the study design, objective and SAMBR checklists. However, this study did not report randomization accuracy, the adjusted effect of treatment after controlling for prognostic factors, and assess heterogeneity for composite outcome or treatment effect as per the preferred methods in SAMBR checklists. Also, this study did not report number‐needed‐to‐treat or years‐needed‐to‐treat and classify superiority using clinically meaningful limit as suggested in SAMBR checklists. This study concluded that palbociclib‐fulvestrant group showed longer overall survival than the placebo‐fulvestrant group without significant difference among advanced breast cancer patients (hazards ratio = 0.81, P  = .09). 88 Adjusting for prognostic factors may change the significant findings especially with borderline significant results. Similarly, published NRCT 89 did not fully adhere to analysis steps according to SAMBR checklists. The predictive study 90 did not report the selection of parsimonious model among competing models using a bootstrap approach as suggested in SAMBR checklists. Further, internal validation of the developed predictive models and necessary elements (model equation, baseline survival probability at a specific time, etc) were not provided as per SAMBR checklists, which makes them harder to use for predicting different types of cancer risk for a batch of at‐risk subjects.

Application of SAMBR‐part (C) for evaluating statistical analysis and methods in three published articles

Abbreviations: AIC, Akaike information criteria; CI, confidence interval; IPTW, inverse probability treatment weighting; MSPE, mean square prediction error; NA, not applicable; NNT, number‐needed‐to‐treat; NRCT, nonrandomized controlled trial; RCT, randomized controlled trial; SAMBR, statistical analysis and methods in biomedical research; YNT, years‐needed‐to‐treat.

6. CONCLUSIONS

SAMBR is an attempt for a modest proposal towards a concise resource document to be used for evidence‐based analytic practice. The SAMBR (a) suggests linking study objectives, design, and methods for proper selection and application of statistical methods; (b) suggests preferred reporting and summarizing of research question, sample size, and statistical analysis plan; (c) facilitates the choice of statistical approaches with proper references for their execution classified according to study design and study objectives in a concise format; (d) highlights and emphasizes uniform practice for data analysis and reporting. The SAMBR include three components, the first component of SAMBR would help in reporting essential design features to determine the appropriate checklist for statistical analysis specific to study objective and design, the second component of SAMBR would help reviewers to assess the quality reporting of statistical analysis, and third component includes various checklists specific to study design and objectives. We have provided flow charts to navigate researchers to appropriately select checklist as per their study design and objectives. However, ideally, these flow charts should be implemented on the web with skip patterns to direct researchers to the target checklist. We are in the process of developing a web‐based application of the SAMBR checklist and is a subject of our next publication. We plan to include not only the checklist but also step by step guidance to conduct the analyses using available commercial analytic software as well as using freely available analytic software (such as R).

The SAMBR checklists for various studies were not developed using expert opinions. However, we conducted an extensive review of research designs, statistical, and epidemiological published studies to develop these checklists. The purpose of the SAMBR checklists is to highlight the use and critical appraisal of evidence‐based statistical approaches by study design type and objectives. Although the developed checklists provide comprehensive evidence‐based statistical approaches for commonly used research designs, these checklists exclude synthesis of advanced statistical approaches and designs (such as Bayesian methods, structural equation modeling, methods for mixed study designs, multiple time‐to‐event data analysis, sequential or adaptive clinical trials, futility analysis, and survey designs), which need to be included periodically to revise the proposed checklists. The SAMBR checklists provide a quality reporting tool for ensuring methodological standards in common study designs. We believe that the checklists may reduce statistical controversies, promote consistent application of statistical approaches, thus improving the quality of research studies. The suggested methods need to be updated periodically in view of updated evidence. There is a need to develop an interactive web‐based application of the checklists for users for its wide‐availability and applications. The checklists do not enforce to use suggested statistical methods rather encourage to adhere and report minimum statistical analysis steps required for data analysis of common studies as per their objectives/hypothesis. Researchers may use alternative statistical procedures with proper justification as opposed to suggested methods classified for each step of data analysis.

AUTHORS' CONTRIBUTIONS

All authors had full access to the data in the study and take responsibility for the integrity of the data and the accuracy of the data analysis. Conceptualization , A.K.D.; Methodology , A.K.D. & R.S.; Investigation , A.K.D.; Formal Analysis , A.K.D.; Resources , A.K.D.; Writing ‐ Original Draft , A.K.D.; Writing ‐ Review & Editing , A.K.D. & R.S.; Visualization , A.K.D. & R.S.; Supervision , A.K.D. & R.S.; Funding Acquisition , F.M.L.

CONFLICT OF INTERESTS

The authors declare that they have no competing interests or any financial disclosure. All the authors have completed ICMJE disclosure form.

FUNDING INFORMATION

The author(s) received no financial support for the research, authorship, and/or publication of this article.

ACKNOWLEDGEMENTS

The authors would like to thank Pallavi Dubey and Muditha Perera for formatting references as per the journal criteria and providing their useful comments and insights.

Dwivedi AK, Shukla R. Evidence‐based statistical analysis and methods in biomedical research (SAMBR) checklists according to design features . Cancer Reports . 2020; 3 :e1211. 10.1002/cnr2.1211 [ PMC free article ] [ PubMed ] [ CrossRef ] [ Google Scholar ]

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• Knowledge Base

The Beginner's Guide to Statistical Analysis | 5 Steps & Examples

Statistical analysis means investigating trends, patterns, and relationships using quantitative data . It is an important research tool used by scientists, governments, businesses, and other organisations.

To draw valid conclusions, statistical analysis requires careful planning from the very start of the research process . You need to specify your hypotheses and make decisions about your research design, sample size, and sampling procedure.

After collecting data from your sample, you can organise and summarise the data using descriptive statistics . Then, you can use inferential statistics to formally test hypotheses and make estimates about the population. Finally, you can interpret and generalise your findings.

This article is a practical introduction to statistical analysis for students and researchers. We’ll walk you through the steps using two research examples. The first investigates a potential cause-and-effect relationship, while the second investigates a potential correlation between variables.

Table of contents

Step 1: write your hypotheses and plan your research design, step 2: collect data from a sample, step 3: summarise your data with descriptive statistics, step 4: test hypotheses or make estimates with inferential statistics, step 5: interpret your results, frequently asked questions about statistics.

To collect valid data for statistical analysis, you first need to specify your hypotheses and plan out your research design.

Writing statistical hypotheses

The goal of research is often to investigate a relationship between variables within a population . You start with a prediction, and use statistical analysis to test that prediction.

A statistical hypothesis is a formal way of writing a prediction about a population. Every research prediction is rephrased into null and alternative hypotheses that can be tested using sample data.

While the null hypothesis always predicts no effect or no relationship between variables, the alternative hypothesis states your research prediction of an effect or relationship.

• Null hypothesis: A 5-minute meditation exercise will have no effect on math test scores in teenagers.
• Alternative hypothesis: A 5-minute meditation exercise will improve math test scores in teenagers.
• Null hypothesis: Parental income and GPA have no relationship with each other in college students.
• Alternative hypothesis: Parental income and GPA are positively correlated in college students.

Planning your research design

A research design is your overall strategy for data collection and analysis. It determines the statistical tests you can use to test your hypothesis later on.

First, decide whether your research will use a descriptive, correlational, or experimental design. Experiments directly influence variables, whereas descriptive and correlational studies only measure variables.

• In an experimental design , you can assess a cause-and-effect relationship (e.g., the effect of meditation on test scores) using statistical tests of comparison or regression.
• In a correlational design , you can explore relationships between variables (e.g., parental income and GPA) without any assumption of causality using correlation coefficients and significance tests.
• In a descriptive design , you can study the characteristics of a population or phenomenon (e.g., the prevalence of anxiety in U.S. college students) using statistical tests to draw inferences from sample data.

Your research design also concerns whether you’ll compare participants at the group level or individual level, or both.

• In a between-subjects design , you compare the group-level outcomes of participants who have been exposed to different treatments (e.g., those who performed a meditation exercise vs those who didn’t).
• In a within-subjects design , you compare repeated measures from participants who have participated in all treatments of a study (e.g., scores from before and after performing a meditation exercise).
• In a mixed (factorial) design , one variable is altered between subjects and another is altered within subjects (e.g., pretest and posttest scores from participants who either did or didn’t do a meditation exercise).
• Experimental
• Correlational

First, you’ll take baseline test scores from participants. Then, your participants will undergo a 5-minute meditation exercise. Finally, you’ll record participants’ scores from a second math test.

In this experiment, the independent variable is the 5-minute meditation exercise, and the dependent variable is the math test score from before and after the intervention. Example: Correlational research design In a correlational study, you test whether there is a relationship between parental income and GPA in graduating college students. To collect your data, you will ask participants to fill in a survey and self-report their parents’ incomes and their own GPA.

Measuring variables

When planning a research design, you should operationalise your variables and decide exactly how you will measure them.

For statistical analysis, it’s important to consider the level of measurement of your variables, which tells you what kind of data they contain:

• Categorical data represents groupings. These may be nominal (e.g., gender) or ordinal (e.g. level of language ability).
• Quantitative data represents amounts. These may be on an interval scale (e.g. test score) or a ratio scale (e.g. age).

Many variables can be measured at different levels of precision. For example, age data can be quantitative (8 years old) or categorical (young). If a variable is coded numerically (e.g., level of agreement from 1–5), it doesn’t automatically mean that it’s quantitative instead of categorical.

Identifying the measurement level is important for choosing appropriate statistics and hypothesis tests. For example, you can calculate a mean score with quantitative data, but not with categorical data.

In a research study, along with measures of your variables of interest, you’ll often collect data on relevant participant characteristics.

In most cases, it’s too difficult or expensive to collect data from every member of the population you’re interested in studying. Instead, you’ll collect data from a sample.

Statistical analysis allows you to apply your findings beyond your own sample as long as you use appropriate sampling procedures . You should aim for a sample that is representative of the population.

Sampling for statistical analysis

There are two main approaches to selecting a sample.

• Probability sampling: every member of the population has a chance of being selected for the study through random selection.
• Non-probability sampling: some members of the population are more likely than others to be selected for the study because of criteria such as convenience or voluntary self-selection.

In theory, for highly generalisable findings, you should use a probability sampling method. Random selection reduces sampling bias and ensures that data from your sample is actually typical of the population. Parametric tests can be used to make strong statistical inferences when data are collected using probability sampling.

But in practice, it’s rarely possible to gather the ideal sample. While non-probability samples are more likely to be biased, they are much easier to recruit and collect data from. Non-parametric tests are more appropriate for non-probability samples, but they result in weaker inferences about the population.

If you want to use parametric tests for non-probability samples, you have to make the case that:

• your sample is representative of the population you’re generalising your findings to.
• your sample lacks systematic bias.

Keep in mind that external validity means that you can only generalise your conclusions to others who share the characteristics of your sample. For instance, results from Western, Educated, Industrialised, Rich and Democratic samples (e.g., college students in the US) aren’t automatically applicable to all non-WEIRD populations.

If you apply parametric tests to data from non-probability samples, be sure to elaborate on the limitations of how far your results can be generalised in your discussion section .

Create an appropriate sampling procedure

Based on the resources available for your research, decide on how you’ll recruit participants.

• Will you have resources to advertise your study widely, including outside of your university setting?
• Will you have the means to recruit a diverse sample that represents a broad population?
• Do you have time to contact and follow up with members of hard-to-reach groups?

Your participants are self-selected by their schools. Although you’re using a non-probability sample, you aim for a diverse and representative sample. Example: Sampling (correlational study) Your main population of interest is male college students in the US. Using social media advertising, you recruit senior-year male college students from a smaller subpopulation: seven universities in the Boston area.

Calculate sufficient sample size

Before recruiting participants, decide on your sample size either by looking at other studies in your field or using statistics. A sample that’s too small may be unrepresentative of the sample, while a sample that’s too large will be more costly than necessary.

There are many sample size calculators online. Different formulas are used depending on whether you have subgroups or how rigorous your study should be (e.g., in clinical research). As a rule of thumb, a minimum of 30 units or more per subgroup is necessary.

To use these calculators, you have to understand and input these key components:

• Significance level (alpha): the risk of rejecting a true null hypothesis that you are willing to take, usually set at 5%.
• Statistical power : the probability of your study detecting an effect of a certain size if there is one, usually 80% or higher.
• Expected effect size : a standardised indication of how large the expected result of your study will be, usually based on other similar studies.
• Population standard deviation: an estimate of the population parameter based on a previous study or a pilot study of your own.

Once you’ve collected all of your data, you can inspect them and calculate descriptive statistics that summarise them.

Inspect your data

There are various ways to inspect your data, including the following:

• Organising data from each variable in frequency distribution tables .
• Displaying data from a key variable in a bar chart to view the distribution of responses.
• Visualising the relationship between two variables using a scatter plot .

By visualising your data in tables and graphs, you can assess whether your data follow a skewed or normal distribution and whether there are any outliers or missing data.

A normal distribution means that your data are symmetrically distributed around a center where most values lie, with the values tapering off at the tail ends.

In contrast, a skewed distribution is asymmetric and has more values on one end than the other. The shape of the distribution is important to keep in mind because only some descriptive statistics should be used with skewed distributions.

Extreme outliers can also produce misleading statistics, so you may need a systematic approach to dealing with these values.

Calculate measures of central tendency

Measures of central tendency describe where most of the values in a data set lie. Three main measures of central tendency are often reported:

• Mode : the most popular response or value in the data set.
• Median : the value in the exact middle of the data set when ordered from low to high.
• Mean : the sum of all values divided by the number of values.

However, depending on the shape of the distribution and level of measurement, only one or two of these measures may be appropriate. For example, many demographic characteristics can only be described using the mode or proportions, while a variable like reaction time may not have a mode at all.

Calculate measures of variability

Measures of variability tell you how spread out the values in a data set are. Four main measures of variability are often reported:

• Range : the highest value minus the lowest value of the data set.
• Interquartile range : the range of the middle half of the data set.
• Standard deviation : the average distance between each value in your data set and the mean.
• Variance : the square of the standard deviation.

Once again, the shape of the distribution and level of measurement should guide your choice of variability statistics. The interquartile range is the best measure for skewed distributions, while standard deviation and variance provide the best information for normal distributions.

Using your table, you should check whether the units of the descriptive statistics are comparable for pretest and posttest scores. For example, are the variance levels similar across the groups? Are there any extreme values? If there are, you may need to identify and remove extreme outliers in your data set or transform your data before performing a statistical test.

From this table, we can see that the mean score increased after the meditation exercise, and the variances of the two scores are comparable. Next, we can perform a statistical test to find out if this improvement in test scores is statistically significant in the population. Example: Descriptive statistics (correlational study) After collecting data from 653 students, you tabulate descriptive statistics for annual parental income and GPA.

It’s important to check whether you have a broad range of data points. If you don’t, your data may be skewed towards some groups more than others (e.g., high academic achievers), and only limited inferences can be made about a relationship.

A number that describes a sample is called a statistic , while a number describing a population is called a parameter . Using inferential statistics , you can make conclusions about population parameters based on sample statistics.

Researchers often use two main methods (simultaneously) to make inferences in statistics.

• Estimation: calculating population parameters based on sample statistics.
• Hypothesis testing: a formal process for testing research predictions about the population using samples.

You can make two types of estimates of population parameters from sample statistics:

• A point estimate : a value that represents your best guess of the exact parameter.
• An interval estimate : a range of values that represent your best guess of where the parameter lies.

If your aim is to infer and report population characteristics from sample data, it’s best to use both point and interval estimates in your paper.

You can consider a sample statistic a point estimate for the population parameter when you have a representative sample (e.g., in a wide public opinion poll, the proportion of a sample that supports the current government is taken as the population proportion of government supporters).

There’s always error involved in estimation, so you should also provide a confidence interval as an interval estimate to show the variability around a point estimate.

A confidence interval uses the standard error and the z score from the standard normal distribution to convey where you’d generally expect to find the population parameter most of the time.

Hypothesis testing

Using data from a sample, you can test hypotheses about relationships between variables in the population. Hypothesis testing starts with the assumption that the null hypothesis is true in the population, and you use statistical tests to assess whether the null hypothesis can be rejected or not.

Statistical tests determine where your sample data would lie on an expected distribution of sample data if the null hypothesis were true. These tests give two main outputs:

• A test statistic tells you how much your data differs from the null hypothesis of the test.
• A p value tells you the likelihood of obtaining your results if the null hypothesis is actually true in the population.

Statistical tests come in three main varieties:

• Comparison tests assess group differences in outcomes.
• Regression tests assess cause-and-effect relationships between variables.
• Correlation tests assess relationships between variables without assuming causation.

Your choice of statistical test depends on your research questions, research design, sampling method, and data characteristics.

Parametric tests

Parametric tests make powerful inferences about the population based on sample data. But to use them, some assumptions must be met, and only some types of variables can be used. If your data violate these assumptions, you can perform appropriate data transformations or use alternative non-parametric tests instead.

A regression models the extent to which changes in a predictor variable results in changes in outcome variable(s).

• A simple linear regression includes one predictor variable and one outcome variable.
• A multiple linear regression includes two or more predictor variables and one outcome variable.

Comparison tests usually compare the means of groups. These may be the means of different groups within a sample (e.g., a treatment and control group), the means of one sample group taken at different times (e.g., pretest and posttest scores), or a sample mean and a population mean.

• A t test is for exactly 1 or 2 groups when the sample is small (30 or less).
• A z test is for exactly 1 or 2 groups when the sample is large.
• An ANOVA is for 3 or more groups.

The z and t tests have subtypes based on the number and types of samples and the hypotheses:

• If you have only one sample that you want to compare to a population mean, use a one-sample test .
• If you have paired measurements (within-subjects design), use a dependent (paired) samples test .
• If you have completely separate measurements from two unmatched groups (between-subjects design), use an independent (unpaired) samples test .
• If you expect a difference between groups in a specific direction, use a one-tailed test .
• If you don’t have any expectations for the direction of a difference between groups, use a two-tailed test .

The only parametric correlation test is Pearson’s r . The correlation coefficient ( r ) tells you the strength of a linear relationship between two quantitative variables.

However, to test whether the correlation in the sample is strong enough to be important in the population, you also need to perform a significance test of the correlation coefficient, usually a t test, to obtain a p value. This test uses your sample size to calculate how much the correlation coefficient differs from zero in the population.

You use a dependent-samples, one-tailed t test to assess whether the meditation exercise significantly improved math test scores. The test gives you:

• a t value (test statistic) of 3.00
• a p value of 0.0028

Although Pearson’s r is a test statistic, it doesn’t tell you anything about how significant the correlation is in the population. You also need to test whether this sample correlation coefficient is large enough to demonstrate a correlation in the population.

A t test can also determine how significantly a correlation coefficient differs from zero based on sample size. Since you expect a positive correlation between parental income and GPA, you use a one-sample, one-tailed t test. The t test gives you:

• a t value of 3.08
• a p value of 0.001

The final step of statistical analysis is interpreting your results.

Statistical significance

In hypothesis testing, statistical significance is the main criterion for forming conclusions. You compare your p value to a set significance level (usually 0.05) to decide whether your results are statistically significant or non-significant.

Statistically significant results are considered unlikely to have arisen solely due to chance. There is only a very low chance of such a result occurring if the null hypothesis is true in the population.

This means that you believe the meditation intervention, rather than random factors, directly caused the increase in test scores. Example: Interpret your results (correlational study) You compare your p value of 0.001 to your significance threshold of 0.05. With a p value under this threshold, you can reject the null hypothesis. This indicates a statistically significant correlation between parental income and GPA in male college students.

Note that correlation doesn’t always mean causation, because there are often many underlying factors contributing to a complex variable like GPA. Even if one variable is related to another, this may be because of a third variable influencing both of them, or indirect links between the two variables.

Effect size

A statistically significant result doesn’t necessarily mean that there are important real life applications or clinical outcomes for a finding.

In contrast, the effect size indicates the practical significance of your results. It’s important to report effect sizes along with your inferential statistics for a complete picture of your results. You should also report interval estimates of effect sizes if you’re writing an APA style paper .

With a Cohen’s d of 0.72, there’s medium to high practical significance to your finding that the meditation exercise improved test scores. Example: Effect size (correlational study) To determine the effect size of the correlation coefficient, you compare your Pearson’s r value to Cohen’s effect size criteria.

Decision errors

Type I and Type II errors are mistakes made in research conclusions. A Type I error means rejecting the null hypothesis when it’s actually true, while a Type II error means failing to reject the null hypothesis when it’s false.

You can aim to minimise the risk of these errors by selecting an optimal significance level and ensuring high power . However, there’s a trade-off between the two errors, so a fine balance is necessary.

Frequentist versus Bayesian statistics

Traditionally, frequentist statistics emphasises null hypothesis significance testing and always starts with the assumption of a true null hypothesis.

However, Bayesian statistics has grown in popularity as an alternative approach in the last few decades. In this approach, you use previous research to continually update your hypotheses based on your expectations and observations.

Bayes factor compares the relative strength of evidence for the null versus the alternative hypothesis rather than making a conclusion about rejecting the null hypothesis or not.

Hypothesis testing is a formal procedure for investigating our ideas about the world using statistics. It is used by scientists to test specific predictions, called hypotheses , by calculating how likely it is that a pattern or relationship between variables could have arisen by chance.

The research methods you use depend on the type of data you need to answer your research question .

• If you want to measure something or test a hypothesis , use quantitative methods . If you want to explore ideas, thoughts, and meanings, use qualitative methods .
• If you want to analyse a large amount of readily available data, use secondary data. If you want data specific to your purposes with control over how they are generated, collect primary data.
• If you want to establish cause-and-effect relationships between variables , use experimental methods. If you want to understand the characteristics of a research subject, use descriptive methods.

Statistical analysis is the main method for analyzing quantitative research data . It uses probabilities and models to test predictions about a population from sample data.

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Sleep Loss and Emotion: A Systematic Review and Meta-Analysis

Saul Mcleod, PhD

Editor-in-Chief for Simply Psychology

BSc (Hons) Psychology, MRes, PhD, University of Manchester

Saul Mcleod, PhD., is a qualified psychology teacher with over 18 years of experience in further and higher education. He has been published in peer-reviewed journals, including the Journal of Clinical Psychology.

Learn about our Editorial Process

Olivia Guy-Evans, MSc

Associate Editor for Simply Psychology

BSc (Hons) Psychology, MSc Psychology of Education

Olivia Guy-Evans is a writer and associate editor for Simply Psychology. She has previously worked in healthcare and educational sectors.

Sleep and emotion are fundamentally intertwined, both being universal human experiences that profoundly shape our daily functioning and well-being. Our emotional states influence every facet of our lives, from our physical health and cognitive performance to our social relationships and overall life satisfaction. Similarly, sleep plays a vital role in regulating our emotional processing , reactivity, and mood.

• This meta-analysis synthesized over 50 years of experimental research on sleep loss and emotion, examining the effects of sleep deprivation, sleep restriction, and sleep fragmentation on various emotional outcomes.
• Sleep loss resulted in reduced positive affect (SMD = -0.27 to -1.14), increased anxiety symptoms (SMD = 0.57-0.63), and blunted arousal in response to emotional stimuli (SMD = -0.20 to -0.53). Findings for negative affect, emotional valence, and depressive symptoms varied based on the type of sleep loss.
• Nonlinear dose-response effects were found for the amount of sleep loss on some emotional outcomes. Losing REM sleep had a stronger effect on unpleasant emotional reactivity compared to losing slow-wave sleep.
• While the research sheds light on the detrimental effects of sleep loss on emotions, it has some limitations such as relying predominantly on young adult samples and potential expectancy effects.
• The pervasiveness of insufficient sleep worldwide makes this an important public health issue with significant implications for emotional well-being and risk for psychiatric disorders.

Sleep loss is common in modern society, with large segments of the population regularly failing to obtain adequate sleep (Hafner et al., 2017).

Poor sleep is known to catalyze the development of emotional difficulties and affective disorders across the lifespan (Goldstein & Walker, 2014; Gregory et al., 2009).

While an increasing number of experimental studies have demonstrated the adverse effects of sleep loss on emotion in recent decades (Palmer & Alfano, 2017; Tempesta et al., 2018), findings have been mixed and a comprehensive quantitative synthesis was needed to integrate results across the heterogeneous research designs and consolidate conclusions.

This meta-analysis aimed to quantify the effects of various forms of experimental sleep loss (deprivation, restriction, fragmentation) on multiple aspects of emotional experience and elucidate factors that may influence these effects.

The researchers conducted a preregistered systematic review and meta-analysis following PRISMA guidelines.

They searched PubMed/MEDLINE, PsychINFO, and Web of Science databases for experimental studies examining the effects of sleep deprivation, sleep restriction, or sleep fragmentation on positive affect, negative affect, mood disturbance, emotional reactivity, anxiety symptoms and/or depressive symptoms in healthy populations.

Additional unpublished data was sought via listservs and contacting authors. Inclusion criteria required studies to have healthy samples, an experimental sleep loss manipulation, an adequate control/baseline condition, and an emotion-related dependent variable.

Two independent coders screened and extracted data from eligible studies.

Search strategy and terms

The search criteria included human studies mentioning experimental sleep manipulations and any emotion-related outcomes in the title/abstract. There were no restrictions on language, location or date.

Inclusion and exclusion criteria

Included studies had to 1) use healthy samples without psychiatric, sleep or medical disorders that impact sleep/emotions, 2) experimentally manipulate nighttime sleep deprivation, restriction or fragmentation, 3) have an adequate control/baseline condition, 4) assess an emotion-related dependent variable after the sleep manipulation.

Studies were excluded if they used specialized samples, nap/circadian protocols, or had an intervention prior to the emotional assessment that could affect outcomes.

Statistical measures

Standardized mean differences (Hedges’ g) were calculated for each eligible outcome. Multivariate multilevel random effects models were used to estimate overall effects for each sleep loss type and emotional outcome, accounting for non-independent effect sizes.

Mixed effects models examined potential moderators. Heterogeneity, outliers, and indices of publication bias were assessed.

The meta-analysis included 154 studies (N=5,717) yielding 1,338 effect sizes.

For sleep deprivation (k=599), significant effects were found for reduced positive affect (SMD=-0.86), increased negative affect (SMD=0.37), mood disturbance (SMD=0.71), blunted arousal (SMD=-0.53), and anxiety (SMD=0.63). Nonlinear dose-response effects showed negative affect, mood disturbance and anxiety peaking at 30-60 hours of wakefulness.

For sleep restriction (k=483), effects were significant for reduced positive affect (SMD=-0.56), increased negative affect (SMD=0.20), mood disturbance (SMD=0.56), greater unpleasantness (SMD=0.23), blunted arousal (SMD=-0.20), anxiety (SMD=0.57) and depression (SMD=0.46). Nonlinear dose-response effects found the largest deficits for positive affect and unpleasantness around 4 hours of sleep.

Sleep fragmentation (k=256) significantly reduced positive affect (SMD=-0.40) and blunted arousal (SMD=-0.36). There were no significant effects on negative affect, mood, or valence.

Some moderating effects of age, sex, and study characteristics emerged, though not consistently across outcomes. Importantly, losing REM sleep had a stronger effect than losing slow-wave sleep on ratings of unpleasantness to emotional stimuli.

This meta-analysis provides the most comprehensive picture to date of how sleep loss impacts human emotions.

It demonstrates that multiple aspects of emotional functioning are significantly altered by sleep deprivation, restriction, and fragmentation.

The most robust effects across all three types of sleep loss were found for reductions in positive affect, suggesting that inadequate sleep may be particularly detrimental for experiences and expressions of positive emotions.

This could have important mental health implications given the role of positive emotionality in psychological well-being and resilience (Fredrickson, 2001). The blunting of emotional arousal also seen after sleep loss may reflect impairments in top-down emotional processing.

In contrast, sleep loss effects on negative affect were smaller and less consistent across studies. The evolutionary importance of negative emotions for signaling threats and promoting survival could make negative affective responses more resistant to the effects of sleep loss compared to positive affect.

However, anxiety symptoms were consistently increased by sleep loss, indicating heightened feelings of apprehension and worry. The dose-response findings suggest these detrimental effects on negative affect and anxiety are exacerbated by more extreme sleep deprivation.

An intriguing finding was that losing REM sleep impacted ratings of emotional stimuli more than losing slow-wave sleep. This aligns with theories proposing a key role of REM sleep in emotional memory consolidation and maintaining emotional reactivity (Walker & van der Helm, 2009).

More targeted research comparing the effects of selective REM and slow-wave sleep deprivation on emotional reactivity and regulation is needed.

While only a small number of studies included children or older adults, some moderating effects of age did emerge, with sleep loss having stronger effects on mood disturbances in older individuals. Examining sleep-emotion dynamics in developmental and lifespan contexts is an important future direction.

Sex differences were also found for some outcomes, but not consistently, highlighting the need for more studies powered to detect potential gender differences in emotional vulnerability to sleep loss.

Overall, these findings underscore the consequences of insufficient sleep for affective experience and functioning. They provide an important foundation for further investigating the mechanisms linking sleep and emotion and developing interventions to mitigate the risks of sleep loss for emotional health.

• Preregistration of the study design and analytical plan
• Adherence to PRISMA guidelines for transparent reporting
• Comprehensive search strategy across multiple databases
• Inclusion of unpublished data to mitigate publication bias
• Rigorous coding procedures with two independent coders
• Examination of multiple types of sleep loss and emotional outcomes
• Advanced statistical methods accounting for non-independent effect sizes
• Assessment of heterogeneity, outliers, and publication bias indices

Limitations

• Most studies used young adult samples, limiting generalizability to other ages
• There was a lack of geographical diversity, with studies predominantly from Western countries
• Masking participants to sleep loss conditions is not possible, so expectancy effects may have influenced results
• Some analyses for specific emotional outcomes or sleep types had a small number of studies
• Variability in emotional assessments and sleep manipulation procedures across studies

Implications

The finding that even relatively modest amounts of sleep loss can have significant negative repercussions for emotional well-being has important real-world implications.

With up to one-third of the general adult population reporting insufficient sleep (Liu et al., 2016), a substantial proportion of people may be at heightened risk for emotional difficulties and affective disorders as a result of inadequate sleep.

This makes sleep a critical target for public health interventions aimed at promoting mental health.

The differential impacts of REM versus slow-wave sleep loss on emotional reactivity also have clinical relevance, suggesting sleep stage-specific interventions may be warranted for certain emotional issues.

The nonlinear dose-response effects for several outcomes indicate that sleeping less than 4-5 hours and/or being continuously awake for over 24 hours may represent particularly dangerous thresholds for emotional health.

Organizations and occupations where sleep loss is common (e.g., military, healthcare, shift work) need to be aware of the risks to emotional well-being and implement strategies to mitigate these effects.

Public policies regulating work hours and school start times should prioritize sleep to reduce adverse emotional consequences at the population level.

With the high rates of insufficient sleep among adolescents (Basch et al., 2014) and emerging mood disorders during this developmental period, optimizing sleep could be an important avenue for youth mental health promotion.

More broadly, initiatives to increase public awareness about the importance of sleep for emotional health, address barriers to adequate sleep, and promote evidence-based sleep hygiene practices have the potential to make a substantial and much-needed impact on psychological well-being and public health.

The current findings underscore the affective benefits of prioritizing sleep and the dangers of sacrificing it.

Primary reference

Palmer, C. A., Bower, J. L., Cho, K. W., Clementi, M. A., Lau, S., Oosterhoff, B., & Alfano, C. A. (2024). Sleep loss and emotion: A systematic review and meta-analysis of over 50 years of experimental research. Psychological Bulletin, 150 (4), 440–463. https://doi.org/10.1037/bul0000410

Other references

Basch, C. E., Basch, C. H., Ruggles, K. V., & Rajan, S. (2014). Prevalence of sleep duration on an average school night among 4 nationally representative successive samples of American high school students, 2007–2013. Preventing Chronic Disease, 11 , Article 140383. https://doi.org/10.5888/pcd11.140383

Fredrickson, B. L. (2001). The role of positive emotions in positive psychology. The broaden-and-build theory of positive emotions. American Psychologist, 56 (3), 218–226. https://doi.org/10.1037/0003-066X.56.3.218

Goldstein, A. N., & Walker, M. P. (2014). The role of sleep in emotional brain function. Annual Review of Clinical Psychology, 10, 679-708. https://doi.org/10.1146/annurev-clinpsy-032813-153716

Gregory, A. M., Rijsdijk, F. V., Lau, J. Y., Dahl, R. E., & Eley, T. C. (2009). The direction of longitudinal associations between sleep problems and depression symptoms: a study of twins aged 8 and 10 years. Sleep, 32 (2), 189-199. https://doi.org/10.1093/sleep/32.2.189

Hafner, M., Stepanek, M., Taylor, J., Troxel, W. M., & van Stolk, C. (2017). Why sleep matters—the economic costs of insufficient sleep: a cross-country comparative analysis. Rand Health Quarterly, 6 (4), 11. https://doi.org/10.7249/RB9962

Liu, Y., Wheaton, A. G., Chapman, D. P., Cunningham, T. J., Lu, H., & Croft, J. B. (2016). Prevalence of healthy sleep duration among adults — United States, 2014. MMWR. Morbidity and Mortality Weekly Report, 65 (6), 137–141. https://doi.org/10.15585/mmwr.mm6506a1

Palmer, C. A., & Alfano, C. A. (2017). Sleep and emotion regulation: An organizing, integrative review. Sleep Medicine Reviews, 31, 6-16. https://doi.org/10.1016/j.smrv.2015.12.006

Tempesta, D., Socci, V., De Gennaro, L., & Ferrara, M. (2018). Sleep and emotional processing. Sleep Medicine Reviews, 40, 183-195. https://doi.org/10.1016/j.smrv.2017.12.005

Walker, M. P., & van der Helm, E. (2009). Overnight therapy? The role of sleep in emotional brain processing. Psychological Bulletin, 135 (5), 731–748. https://doi.org/10.1037/a0016570

Keep Learning

• How does this meta-analysis advance our understanding of the relationship between sleep and emotion compared to previous individual studies? What are the advantages of synthesizing results across multiple studies?
• The strongest effects of sleep loss were found for positive affect. Why might inadequate sleep be particularly detrimental for positive emotions from an evolutionary or neurobiological perspective? What are the potential mental health implications of this finding?
• The study found some moderating effects of age on the sleep loss-emotion relationship. How might the effects of sleep loss on emotional functioning differ across the lifespan from childhood to older adulthood? What developmental factors could influence this?
• Losing REM sleep impacted emotional reactivity to unpleasant stimuli more than losing slow-wave sleep. What are the potential mechanisms that could explain this finding? How does it relate to theories about the role of REM sleep in emotional memory processing?
• Given the pervasiveness of insufficient sleep in the population, what public health strategies or policies could help mitigate the negative emotional consequences of sleep loss at a societal level? How could this research inform interventions for at-risk groups?
• What are some of the limitations of experimental sleep research for understanding real-world emotional functioning? How well do these controlled laboratory studies generalize to chronic partial sleep loss as it’s experienced in daily life?
• Where should sleep and emotion research go from here? What are the most pressing unanswered questions or promising future directions based on the current state of the science? What types of studies or methodologies are needed to advance the field?

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Research on Aluminum Electrolysis from 1970 to 2023: A Bibliometric Analysis

• Aluminum: Eliminating GHG Emissions
• Published: 13 May 2024

Cite this article

• Jingkai Lin 1 ,
• Chang Liu 1 ,
• Aimin Liu 1 ,
• Zhongning Shi 1 ,
• Zhaowen Wang 1 ,
• Shaoyan Jiang 2 ,
• Gang Wang 3 &
• Fengguo Liu   ORCID: orcid.org/0000-0003-1526-3877 1  

20 Accesses

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The purpose of this work is to analyze the development direction and prospects in the field of aluminum electrolysis and to provide reference information for related research and industry personnel. The scientific papers on aluminum electrolysis published in Scopus database from 1970 to 2023 were collected. Bibliometric methods and knowledge mapping visualization software were used to analyze the papers. Both quantitative statistics and qualitative comparative analysis of global scientific papers on aluminum electrolysis were done in terms of annual paper trends, papers by major countries, authors, institutions, journals and research topics, respectively. The results showed that the number of published papers has had an increasing trend in recent years. The top three productive countries are China, Russia and the US, respectively. The top three productive institutions are Northeastern University, Central South University and Norwegian University of Science and Technology, respectively. TMS Light Metals is the publication with the most papers on aluminum electrolysis. The distribution of research results in the field of aluminum electrolysis was analyzed using a visual analysis chart so that scholars can determine the research trends and hot spots in the field of aluminum electrolysis.

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Acknowledgements

The authors would like to acknowledge support from the National Natural Science Foundation of China (52341402, 51804070), Fundamental Research Funds for the Central Universities (N2325017) and State Key Laboratory of Advanced Refractories Funds (SKLAR202007).

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Li, X., Lin, J., Liu, C. et al. Research on Aluminum Electrolysis from 1970 to 2023: A Bibliometric Analysis. JOM (2024). https://doi.org/10.1007/s11837-024-06596-1

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DOI : https://doi.org/10.1007/s11837-024-06596-1

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