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A hypothesis test is a statistical inference method used to test the significance of a proposed (hypothesized) relation between population statistics (parameters) and their corresponding sample estimators . In other words, hypothesis tests are used to determine if there is enough evidence in a sample to prove a hypothesis true for the entire population.

The test considers two hypotheses: the null hypothesis , which is a statement meant to be tested, usually something like "there is no effect" with the intention of proving this false, and the alternate hypothesis , which is the statement meant to stand after the test is performed. The two hypotheses must be mutually exclusive ; moreover, in most applications, the two are complementary (one being the negation of the other). The test works by comparing the \(p\)-value to the level of significance (a chosen target). If the \(p\)-value is less than or equal to the level of significance, then the null hypothesis is rejected.

When analyzing data, only samples of a certain size might be manageable as efficient computations. In some situations the error terms follow a continuous or infinite distribution, hence the use of samples to suggest accuracy of the chosen test statistics. The method of hypothesis testing gives an advantage over guessing what distribution or which parameters the data follows.

Definitions and Methodology

Hypothesis test and confidence intervals.

In statistical inference, properties (parameters) of a population are analyzed by sampling data sets. Given assumptions on the distribution, i.e. a statistical model of the data, certain hypotheses can be deduced from the known behavior of the model. These hypotheses must be tested against sampled data from the population.

The null hypothesis \((\)denoted \(H_0)\) is a statement that is assumed to be true. If the null hypothesis is rejected, then there is enough evidence (statistical significance) to accept the alternate hypothesis \((\)denoted \(H_1).\) Before doing any test for significance, both hypotheses must be clearly stated and non-conflictive, i.e. mutually exclusive, statements. Rejecting the null hypothesis, given that it is true, is called a type I error and it is denoted \(\alpha\), which is also its probability of occurrence. Failing to reject the null hypothesis, given that it is false, is called a type II error and it is denoted \(\beta\), which is also its probability of occurrence. Also, \(\alpha\) is known as the significance level , and \(1-\beta\) is known as the power of the test. \(H_0\) \(\textbf{is true}\)\(\hspace{15mm}\) \(H_0\) \(\textbf{is false}\) \(\textbf{Reject}\) \(H_0\)\(\hspace{10mm}\) Type I error Correct Decision \(\textbf{Reject}\) \(H_1\) Correct Decision Type II error The test statistic is the standardized value following the sampled data under the assumption that the null hypothesis is true, and a chosen particular test. These tests depend on the statistic to be studied and the assumed distribution it follows, e.g. the population mean following a normal distribution. The \(p\)-value is the probability of observing an extreme test statistic in the direction of the alternate hypothesis, given that the null hypothesis is true. The critical value is the value of the assumed distribution of the test statistic such that the probability of making a type I error is small.

Methodologies: Given an estimator \(\hat \theta\) of a population statistic \(\theta\), following a probability distribution \(P(T)\), computed from a sample \(\mathcal{S},\) and given a significance level \(\alpha\) and test statistic \(t^*,\) define \(H_0\) and \(H_1;\) compute the test statistic \(t^*.\) \(p\)-value Approach (most prevalent): Find the \(p\)-value using \(t^*\) (right-tailed). If the \(p\)-value is at most \(\alpha,\) reject \(H_0\). Otherwise, reject \(H_1\). Critical Value Approach: Find the critical value solving the equation \(P(T\geq t_\alpha)=\alpha\) (right-tailed). If \(t^*>t_\alpha\), reject \(H_0\). Otherwise, reject \(H_1\). Note: Failing to reject \(H_0\) only means inability to accept \(H_1\), and it does not mean to accept \(H_0\).

Assume a normally distributed population has recorded cholesterol levels with various statistics computed. From a sample of 100 subjects in the population, the sample mean was 214.12 mg/dL (milligrams per deciliter), with a sample standard deviation of 45.71 mg/dL. Perform a hypothesis test, with significance level 0.05, to test if there is enough evidence to conclude that the population mean is larger than 200 mg/dL. Hypothesis Test We will perform a hypothesis test using the \(p\)-value approach with significance level \(\alpha=0.05:\) Define \(H_0\): \(\mu=200\). Define \(H_1\): \(\mu>200\). Since our values are normally distributed, the test statistic is \(z^*=\frac{\bar X - \mu_0}{\frac{s}{\sqrt{n}}}=\frac{214.12 - 200}{\frac{45.71}{\sqrt{100}}}\approx 3.09\). Using a standard normal distribution, we find that our \(p\)-value is approximately \(0.001\). Since the \(p\)-value is at most \(\alpha=0.05,\) we reject \(H_0\). Therefore, we can conclude that the test shows sufficient evidence to support the claim that \(\mu\) is larger than \(200\) mg/dL.

If the sample size was smaller, the normal and \(t\)-distributions behave differently. Also, the question itself must be managed by a double-tail test instead.

Assume a population's cholesterol levels are recorded and various statistics are computed. From a sample of 25 subjects, the sample mean was 214.12 mg/dL (milligrams per deciliter), with a sample standard deviation of 45.71 mg/dL. Perform a hypothesis test, with significance level 0.05, to test if there is enough evidence to conclude that the population mean is not equal to 200 mg/dL. Hypothesis Test We will perform a hypothesis test using the \(p\)-value approach with significance level \(\alpha=0.05\) and the \(t\)-distribution with 24 degrees of freedom: Define \(H_0\): \(\mu=200\). Define \(H_1\): \(\mu\neq 200\). Using the \(t\)-distribution, the test statistic is \(t^*=\frac{\bar X - \mu_0}{\frac{s}{\sqrt{n}}}=\frac{214.12 - 200}{\frac{45.71}{\sqrt{25}}}\approx 1.54\). Using a \(t\)-distribution with 24 degrees of freedom, we find that our \(p\)-value is approximately \(2(0.068)=0.136\). We have multiplied by two since this is a two-tailed argument, i.e. the mean can be smaller than or larger than. Since the \(p\)-value is larger than \(\alpha=0.05,\) we fail to reject \(H_0\). Therefore, the test does not show sufficient evidence to support the claim that \(\mu\) is not equal to \(200\) mg/dL.

The complement of the rejection on a two-tailed hypothesis test (with significance level \(\alpha\)) for a population parameter \(\theta\) is equivalent to finding a confidence interval \((\)with confidence level \(1-\alpha)\) for the population parameter \(\theta\). If the assumption on the parameter \(\theta\) falls inside the confidence interval, then the test has failed to reject the null hypothesis \((\)with \(p\)-value greater than \(\alpha).\) Otherwise, if \(\theta\) does not fall in the confidence interval, then the null hypothesis is rejected in favor of the alternate \((\)with \(p\)-value at most \(\alpha).\)

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• Normal Distribution
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• Confidence Intervals

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Statistics By Jim

Making statistics intuitive

Statistical Hypothesis Testing Overview

By Jim Frost 59 Comments

In this blog post, I explain why you need to use statistical hypothesis testing and help you navigate the essential terminology. Hypothesis testing is a crucial procedure to perform when you want to make inferences about a population using a random sample. These inferences include estimating population properties such as the mean, differences between means, proportions, and the relationships between variables.

This post provides an overview of statistical hypothesis testing. If you need to perform hypothesis tests, consider getting my book, Hypothesis Testing: An Intuitive Guide .

Why You Should Perform Statistical Hypothesis Testing

Hypothesis testing is a form of inferential statistics that allows us to draw conclusions about an entire population based on a representative sample. You gain tremendous benefits by working with a sample. In most cases, it is simply impossible to observe the entire population to understand its properties. The only alternative is to collect a random sample and then use statistics to analyze it.

While samples are much more practical and less expensive to work with, there are trade-offs. When you estimate the properties of a population from a sample, the sample statistics are unlikely to equal the actual population value exactly.  For instance, your sample mean is unlikely to equal the population mean. The difference between the sample statistic and the population value is the sample error.

Differences that researchers observe in samples might be due to sampling error rather than representing a true effect at the population level. If sampling error causes the observed difference, the next time someone performs the same experiment the results might be different. Hypothesis testing incorporates estimates of the sampling error to help you make the correct decision. Learn more about Sampling Error .

For example, if you are studying the proportion of defects produced by two manufacturing methods, any difference you observe between the two sample proportions might be sample error rather than a true difference. If the difference does not exist at the population level, you won’t obtain the benefits that you expect based on the sample statistics. That can be a costly mistake!

Let’s cover some basic hypothesis testing terms that you need to know.

Background information : Difference between Descriptive and Inferential Statistics and Populations, Parameters, and Samples in Inferential Statistics

Hypothesis Testing

Hypothesis testing is a statistical analysis that uses sample data to assess two mutually exclusive theories about the properties of a population. Statisticians call these theories the null hypothesis and the alternative hypothesis. A hypothesis test assesses your sample statistic and factors in an estimate of the sample error to determine which hypothesis the data support.

When you can reject the null hypothesis, the results are statistically significant, and your data support the theory that an effect exists at the population level.

The effect is the difference between the population value and the null hypothesis value. The effect is also known as population effect or the difference. For example, the mean difference between the health outcome for a treatment group and a control group is the effect.

Typically, you do not know the size of the actual effect. However, you can use a hypothesis test to help you determine whether an effect exists and to estimate its size. Hypothesis tests convert your sample effect into a test statistic, which it evaluates for statistical significance. Learn more about Test Statistics .

An effect can be statistically significant, but that doesn’t necessarily indicate that it is important in a real-world, practical sense. For more information, read my post about Statistical vs. Practical Significance .

Null Hypothesis

The null hypothesis is one of two mutually exclusive theories about the properties of the population in hypothesis testing. Typically, the null hypothesis states that there is no effect (i.e., the effect size equals zero). The null is often signified by H 0 .

In all hypothesis testing, the researchers are testing an effect of some sort. The effect can be the effectiveness of a new vaccination, the durability of a new product, the proportion of defect in a manufacturing process, and so on. There is some benefit or difference that the researchers hope to identify.

However, it’s possible that there is no effect or no difference between the experimental groups. In statistics, we call this lack of an effect the null hypothesis. Therefore, if you can reject the null, you can favor the alternative hypothesis, which states that the effect exists (doesn’t equal zero) at the population level.

You can think of the null as the default theory that requires sufficiently strong evidence against in order to reject it.

For example, in a 2-sample t-test, the null often states that the difference between the two means equals zero.

When you can reject the null hypothesis, your results are statistically significant. Learn more about Statistical Significance: Definition & Meaning .

Related post : Understanding the Null Hypothesis in More Detail

Alternative Hypothesis

The alternative hypothesis is the other theory about the properties of the population in hypothesis testing. Typically, the alternative hypothesis states that a population parameter does not equal the null hypothesis value. In other words, there is a non-zero effect. If your sample contains sufficient evidence, you can reject the null and favor the alternative hypothesis. The alternative is often identified with H 1 or H A .

For example, in a 2-sample t-test, the alternative often states that the difference between the two means does not equal zero.

You can specify either a one- or two-tailed alternative hypothesis:

If you perform a two-tailed hypothesis test, the alternative states that the population parameter does not equal the null value. For example, when the alternative hypothesis is H A : μ ≠ 0, the test can detect differences both greater than and less than the null value.

A one-tailed alternative has more power to detect an effect but it can test for a difference in only one direction. For example, H A : μ > 0 can only test for differences that are greater than zero.

Related posts : Understanding T-tests and One-Tailed and Two-Tailed Hypothesis Tests Explained

P-values are the probability that you would obtain the effect observed in your sample, or larger, if the null hypothesis is correct. In simpler terms, p-values tell you how strongly your sample data contradict the null. Lower p-values represent stronger evidence against the null. You use P-values in conjunction with the significance level to determine whether your data favor the null or alternative hypothesis.

Related post : Interpreting P-values Correctly

Significance Level (Alpha)

For instance, a significance level of 0.05 signifies a 5% risk of deciding that an effect exists when it does not exist.

Use p-values and significance levels together to help you determine which hypothesis the data support. If the p-value is less than your significance level, you can reject the null and conclude that the effect is statistically significant. In other words, the evidence in your sample is strong enough to be able to reject the null hypothesis at the population level.

Related posts : Graphical Approach to Significance Levels and P-values and Conceptual Approach to Understanding Significance Levels

Types of Errors in Hypothesis Testing

Statistical hypothesis tests are not 100% accurate because they use a random sample to draw conclusions about entire populations. There are two types of errors related to drawing an incorrect conclusion.

• False positives: You reject a null that is true. Statisticians call this a Type I error . The Type I error rate equals your significance level or alpha (α).
• False negatives: You fail to reject a null that is false. Statisticians call this a Type II error. Generally, you do not know the Type II error rate. However, it is a larger risk when you have a small sample size , noisy data, or a small effect size. The type II error rate is also known as beta (β).

Statistical power is the probability that a hypothesis test correctly infers that a sample effect exists in the population. In other words, the test correctly rejects a false null hypothesis. Consequently, power is inversely related to a Type II error. Power = 1 – β. Learn more about Power in Statistics .

Related posts : Types of Errors in Hypothesis Testing and Estimating a Good Sample Size for Your Study Using Power Analysis

Which Type of Hypothesis Test is Right for You?

There are many different types of procedures you can use. The correct choice depends on your research goals and the data you collect. Do you need to understand the mean or the differences between means? Or, perhaps you need to assess proportions. You can even use hypothesis testing to determine whether the relationships between variables are statistically significant.

To choose the proper statistical procedure, you’ll need to assess your study objectives and collect the correct type of data . This background research is necessary before you begin a study.

Related Post : Hypothesis Tests for Continuous, Binary, and Count Data

Statistical tests are crucial when you want to use sample data to make conclusions about a population because these tests account for sample error. Using significance levels and p-values to determine when to reject the null hypothesis improves the probability that you will draw the correct conclusion.

To see an alternative approach to these traditional hypothesis testing methods, learn about bootstrapping in statistics !

If you want to see examples of hypothesis testing in action, I recommend the following posts that I have written:

• How Effective Are Flu Shots? This example shows how you can use statistics to test proportions.
• Fatality Rates in Star Trek . This example shows how to use hypothesis testing with categorical data.
• Busting Myths About the Battle of the Sexes . A fun example based on a Mythbusters episode that assess continuous data using several different tests.
• Are Yawns Contagious? Another fun example inspired by a Mythbusters episode.

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Reader Interactions

January 14, 2024 at 8:43 am

Hello professor Jim, how are you doing! Pls. What are the properties of a population and their examples? Thanks for your time and understanding.

January 14, 2024 at 12:57 pm

Please read my post about Populations vs. Samples for more information and examples.

Also, please note there is a search bar in the upper-right margin of my website. Use that to search for topics.

July 5, 2023 at 7:05 am

Hello, I have a question as I read your post. You say in p-values section

“P-values are the probability that you would obtain the effect observed in your sample, or larger, if the null hypothesis is correct. In simpler terms, p-values tell you how strongly your sample data contradict the null. Lower p-values represent stronger evidence against the null.”

But according to your definition of effect, the null states that an effect does not exist, correct? So what I assume you want to say is that “P-values are the probability that you would obtain the effect observed in your sample, or larger, if the null hypothesis is **incorrect**.”

July 6, 2023 at 5:18 am

Hi Shrinivas,

The correct definition of p-value is that it is a probability that exists in the context of a true null hypothesis. So, the quotation is correct in stating “if the null hypothesis is correct.”

Essentially, the p-value tells you the likelihood of your observed results (or more extreme) if the null hypothesis is true. It gives you an idea of whether your results are surprising or unusual if there is no effect.

Hence, with sufficiently low p-values, you reject the null hypothesis because it’s telling you that your sample results were unlikely to have occurred if there was no effect in the population.

I hope that helps make it more clear. If not, let me know I’ll attempt to clarify!

May 8, 2023 at 12:47 am

Thanks a lot Ny best regards

May 7, 2023 at 11:15 pm

Hi Jim Can you tell me something about size effect? Thanks

May 8, 2023 at 12:29 am

Here’s a post that I’ve written about Effect Sizes that will hopefully tell you what you need to know. Please read that. Then, if you have any more specific questions about effect sizes, please post them there. Thanks!

January 7, 2023 at 4:19 pm

Hi Jim, I have only read two pages so far but I am really amazed because in few paragraphs you made me clearly understand the concepts of months of courses I received in biostatistics! Thanks so much for this work you have done it helps a lot!

January 10, 2023 at 3:25 pm

Thanks so much!

June 17, 2021 at 1:45 pm

Can you help in the following question: Rocinante36 is priced at ₹7 lakh and has been designed to deliver a mileage of 22 km/litre and a top speed of 140 km/hr. Formulate the null and alternative hypotheses for mileage and top speed to check whether the new models are performing as per the desired design specifications.

April 19, 2021 at 1:51 pm

Its indeed great to read your work statistics.

I have a doubt regarding the one sample t-test. So as per your book on hypothesis testing with reference to page no 45, you have mentioned the difference between “the sample mean and the hypothesised mean is statistically significant”. So as per my understanding it should be quoted like “the difference between the population mean and the hypothesised mean is statistically significant”. The catch here is the hypothesised mean represents the sample mean.

Please help me understand this.

Regards Rajat

April 19, 2021 at 3:46 pm

Thanks for buying my book. I’m so glad it’s been helpful!

The test is performed on the sample but the results apply to the population. Hence, if the difference between the sample mean (observed in your study) and the hypothesized mean is statistically significant, that suggests that population does not equal the hypothesized mean.

For one sample tests, the hypothesized mean is not the sample mean. It is a mean that you want to use for the test value. It usually represents a value that is important to your research. In other words, it’s a value that you pick for some theoretical/practical reasons. You pick it because you want to determine whether the population mean is different from that particular value.

I hope that helps!

November 5, 2020 at 6:24 am

Jim, you are such a magnificent statistician/economist/econometrician/data scientist etc whatever profession. Your work inspires and simplifies the lives of so many researchers around the world. I truly admire you and your work. I will buy a copy of each book you have on statistics or econometrics. Keep doing the good work. Remain ever blessed

November 6, 2020 at 9:47 pm

Hi Renatus,

Thanks so much for you very kind comments. You made my day!! I’m so glad that my website has been helpful. And, thanks so much for supporting my books! 🙂

November 2, 2020 at 9:32 pm

Hi Jim, I hope you are aware of 2019 American Statistical Association’s official statement on Statistical Significance: https://www.tandfonline.com/doi/full/10.1080/00031305.2019.1583913 In case you do not bother reading the full article, may I quote you the core message here: “We conclude, based on our review of the articles in this special issue and the broader literature, that it is time to stop using the term “statistically significant” entirely. Nor should variants such as “significantly different,” “p < 0.05,” and “nonsignificant” survive, whether expressed in words, by asterisks in a table, or in some other way."

With best wishes,

November 3, 2020 at 2:09 am

I’m definitely aware of the debate surrounding how to use p-values most effectively. However, I need to correct you on one point. The link you provide is NOT a statement by the American Statistical Association. It is an editorial by several authors.

There is considerable debate over this issue. There are problems with p-values. However, as the authors state themselves, much of the problem is over people’s mindsets about how to use p-values and their incorrect interpretations about what statistical significance does and does not mean.

If you were to read my website more thoroughly, you’d be aware that I share many of their concerns and I address them in multiple posts. One of the authors’ key points is the need to be thoughtful and conduct thoughtful research and analysis. I emphasize this aspect in multiple posts on this topic. I’ll ask you to read the following three because they all address some of the authors’ concerns and suggestions. But you might run across others to read as well.

Five Tips for Using P-values to Avoid Being Misled How to Interpret P-values Correctly P-values and the Reproducibility of Experimental Results

September 24, 2020 at 11:52 pm

HI Jim, i just want you to know that you made explanation for Statistics so simple! I should say lesser and fewer words that reduce the complexity. All the best! 🙂

September 25, 2020 at 1:03 am

Thanks, Rene! Your kind words mean a lot to me! I’m so glad it has been helpful!

September 23, 2020 at 2:21 am

Honestly, I never understood stats during my entire M.Ed course and was another nightmare for me. But how easily you have explained each concept, I have understood stats way beyond my imagination. Thank you so much for helping ignorant research scholars like us. Looking forward to get hardcopy of your book. Kindly tell is it available through flipkart?

September 24, 2020 at 11:14 pm

I’m so happy to hear that my website has been helpful!

I checked on flipkart and it appears like my books are not available there. I’m never exactly sure where they’re available due to the vagaries of different distribution channels. They are available on Amazon in India.

Introduction to Statistics: An Intuitive Guide (Amazon IN) Hypothesis Testing: An Intuitive Guide (Amazon IN)

July 26, 2020 at 11:57 am

Dear Jim I am a teacher from India . I don’t have any background in statistics, and still I should tell that in a single read I can follow your explanations . I take my entire biostatistics class for botany graduates with your explanations. Thanks a lot. May I know how I can avail your books in India

July 28, 2020 at 12:31 am

Right now my books are only available as ebooks from my website. However, soon I’ll have some exciting news about other ways to obtain it. Stay tuned! I’ll announce it on my email list. If you’re not already on it, you can sign up using the form that is in the right margin of my website.

June 22, 2020 at 2:02 pm

Also can you please let me if this book covers topics like EDA and principal component analysis?

June 22, 2020 at 2:07 pm

This book doesn’t cover principal components analysis. Although, I wouldn’t really classify that as a hypothesis test. In the future, I might write a multivariate analysis book that would cover this and others. But, that’s well down the road.

My Introduction to Statistics covers EDA. That’s the largely graphical look at your data that you often do prior to hypothesis testing. The Introduction book perfectly leads right into the Hypothesis Testing book.

June 22, 2020 at 1:45 pm

Thanks for the detailed explanation. It does clear my doubts. I saw that your book related to hypothesis testing has the topics that I am studying currently. I am looking forward to purchasing it.

Regards, Take Care

June 19, 2020 at 1:03 pm

For this particular article I did not understand a couple of statements and it would great if you could help: 1)”If sample error causes the observed difference, the next time someone performs the same experiment the results might be different.” 2)”If the difference does not exist at the population level, you won’t obtain the benefits that you expect based on the sample statistics.”

I discovered your articles by chance and now I keep coming back to read & understand statistical concepts. These articles are very informative & easy to digest. Thanks for the simplifying things.

June 20, 2020 at 9:53 pm

I’m so happy to hear that you’ve found my website to be helpful!

To answer your questions, keep in mind that a central tenant of inferential statistics is that the random sample that a study drew was only one of an infinite number of possible it could’ve drawn. Each random sample produces different results. Most results will cluster around the population value assuming they used good methodology. However, random sampling error always exists and makes it so that population estimates from a sample almost never exactly equal the correct population value.

So, imagine that we’re studying a medication and comparing the treatment and control groups. Suppose that the medicine is truly not effect and that the population difference between the treatment and control group is zero (i.e., no difference.) Despite the true difference being zero, most sample estimates will show some degree of either a positive or negative effect thanks to random sampling error. So, just because a study has an observed difference does not mean that a difference exists at the population level. So, on to your questions:

1. If the observed difference is just random error, then it makes sense that if you collected another random sample, the difference could change. It could change from negative to positive, positive to negative, more extreme, less extreme, etc. However, if the difference exists at the population level, most random samples drawn from the population will reflect that difference. If the medicine has an effect, most random samples will reflect that fact and not bounce around on both sides of zero as much.

2. This is closely related to the previous answer. If there is no difference at the population level, but say you approve the medicine because of the observed effects in a sample. Even though your random sample showed an effect (which was really random error), that effect doesn’t exist. So, when you start using it on a larger scale, people won’t benefit from the medicine. That’s why it’s important to separate out what is easily explained by random error versus what is not easily explained by it.

I think reading my post about how hypothesis tests work will help clarify this process. Also, in about 24 hours (as I write this), I’ll be releasing my new ebook about Hypothesis Testing!

May 29, 2020 at 5:23 am

Hi Jim, I really enjoy your blog. Can you please link me on your blog where you discuss about Subgroup analysis and how it is done? I need to use non parametric and parametric statistical methods for my work and also do subgroup analysis in order to identify potential groups of patients that may benefit more from using a treatment than other groups.

May 29, 2020 at 2:12 pm

Hi, I don’t have a specific article about subgroup analysis. However, subgroup analysis is just the dividing up of a larger sample into subgroups and then analyzing those subgroups separately. You can use the various analyses I write about on the subgroups.

Alternatively, you can include the subgroups in regression analysis as an indicator variable and include that variable as a main effect and an interaction effect to see how the relationships vary by subgroup without needing to subdivide your data. I write about that approach in my article about comparing regression lines . This approach is my preferred approach when possible.

April 19, 2020 at 7:58 am

sir is confidence interval is a part of estimation?

April 17, 2020 at 3:36 pm

Sir can u plz briefly explain alternatives of hypothesis testing? I m unable to find the answer

April 18, 2020 at 1:22 am

Assuming you want to draw conclusions about populations by using samples (i.e., inferential statistics ), you can use confidence intervals and bootstrap methods as alternatives to the traditional hypothesis testing methods.

March 9, 2020 at 10:01 pm

Hi JIm, could you please help with activities that can best teach concepts of hypothesis testing through simulation, Also, do you have any question set that would enhance students intuition why learning hypothesis testing as a topic in introductory statistics. Thanks.

March 5, 2020 at 3:48 pm

Hi Jim, I’m studying multiple hypothesis testing & was wondering if you had any material that would be relevant. I’m more trying to understand how testing multiple samples simultaneously affects your results & more on the Bonferroni Correction

March 5, 2020 at 4:05 pm

I write about multiple comparisons (aka post hoc tests) in the ANOVA context . I don’t talk about Bonferroni Corrections specifically but I cover related types of corrections. I’m not sure if that exactly addresses what you want to know but is probably the closest I have already written. I hope it helps!

January 14, 2020 at 9:03 pm

Thank you! Have a great day/evening.

January 13, 2020 at 7:10 pm

Any help would be greatly appreciated. What is the difference between The Hypothesis Test and The Statistical Test of Hypothesis?

January 14, 2020 at 11:02 am

They sound like the same thing to me. Unless this is specialized terminology for a particular field or the author was intending something specific, I’d guess they’re one and the same.

April 1, 2019 at 10:00 am

so these are the only two forms of Hypothesis used in statistical testing?

April 1, 2019 at 10:02 am

Are you referring to the null and alternative hypothesis? If so, yes, that’s those are the standard hypotheses in a statistical hypothesis test.

April 1, 2019 at 9:57 am

year very insightful post, thanks for the write up

October 27, 2018 at 11:09 pm

hi there, am upcoming statistician, out of all blogs that i have read, i have found this one more useful as long as my problem is concerned. thanks so much

October 27, 2018 at 11:14 pm

Hi Stano, you’re very welcome! Thanks for your kind words. They mean a lot! I’m happy to hear that my posts were able to help you. I’m sure you will be a fantastic statistician. Best of luck with your studies!

October 26, 2018 at 11:39 am

Dear Jim, thank you very much for your explanations! I have a question. Can I use t-test to compare two samples in case each of them have right bias?

October 26, 2018 at 12:00 pm

Hi Tetyana,

You’re very welcome!

The term “right bias” is not a standard term. Do you by chance mean right skewed distributions? In other words, if you plot the distribution for each group on a histogram they have longer right tails? These are not the symmetrical bell-shape curves of the normal distribution.

If that’s the case, yes you can as long as you exceed a specific sample size within each group. I include a table that contains these sample size requirements in my post about nonparametric vs parametric analyses .

Bias in statistics refers to cases where an estimate of a value is systematically higher or lower than the true value. If this is the case, you might be able to use t-tests, but you’d need to be sure to understand the nature of the bias so you would understand what the results are really indicating.

I hope this helps!

April 2, 2018 at 7:28 am

Simple and upto the point 👍 Thank you so much.

April 2, 2018 at 11:11 am

Hi Kalpana, thanks! And I’m glad it was helpful!

March 26, 2018 at 8:41 am

Am I correct if I say: Alpha – Probability of wrongly rejection of null hypothesis P-value – Probability of wrongly acceptance of null hypothesis

March 28, 2018 at 3:14 pm

You’re correct about alpha. Alpha is the probability of rejecting the null hypothesis when the null is true.

Unfortunately, your definition of the p-value is a bit off. The p-value has a fairly convoluted definition. It is the probability of obtaining the effect observed in a sample, or more extreme, if the null hypothesis is true. The p-value does NOT indicate the probability that either the null or alternative is true or false. Although, those are very common misinterpretations. To learn more, read my post about how to interpret p-values correctly .

March 2, 2018 at 6:10 pm

I recently started reading your blog and it is very helpful to understand each concept of statistical tests in easy way with some good examples. Also, I recommend to other people go through all these blogs which you posted. Specially for those people who have not statistical background and they are facing to many problems while studying statistical analysis.

Thank you for your such good blogs.

March 3, 2018 at 10:12 pm

Hi Amit, I’m so glad that my blog posts have been helpful for you! It means a lot to me that you took the time to write such a nice comment! Also, thanks for recommending by blog to others! I try really hard to write posts about statistics that are easy to understand.

January 17, 2018 at 7:03 am

I recently started reading your blog and I find it very interesting. I am learning statistics by my own, and I generally do many google search to understand the concepts. So this blog is quite helpful for me, as it have most of the content which I am looking for.

January 17, 2018 at 3:56 pm

Hi Shashank, thank you! And, I’m very glad to hear that my blog is helpful!

January 2, 2018 at 2:28 pm

thank u very much sir.

January 2, 2018 at 2:36 pm

You’re very welcome, Hiral!

November 21, 2017 at 12:43 pm

Thank u so much sir….your posts always helps me to be a #statistician

November 21, 2017 at 2:40 pm

Hi Sachin, you’re very welcome! I’m happy that you find my posts to be helpful!

November 19, 2017 at 8:22 pm

great post as usual, but it would be nice to see an example.

November 19, 2017 at 8:27 pm

Thank you! At the end of this post, I have links to four other posts that show examples of hypothesis tests in action. You’ll find what you’re looking for in those posts!

Comments and Questions Cancel reply

• Hypothesis Testing: Definition, Uses, Limitations + Examples

Hypothesis testing is as old as the scientific method and is at the heart of the research process. 

Research exists to validate or disprove assumptions about various phenomena. The process of validation involves testing and it is in this context that we will explore hypothesis testing. 

What is a Hypothesis? 

A hypothesis is a calculated prediction or assumption about a population parameter based on limited evidence. The whole idea behind hypothesis formulation is testing—this means the researcher subjects his or her calculated assumption to a series of evaluations to know whether they are true or false. 

Typically, every research starts with a hypothesis—the investigator makes a claim and experiments to prove that this claim is true or false . For instance, if you predict that students who drink milk before class perform better than those who don’t, then this becomes a hypothesis that can be confirmed or refuted using an experiment.  

Read: What is Empirical Research Study? [Examples & Method]

What are the Types of Hypotheses? 

1. simple hypothesis.

Also known as a basic hypothesis, a simple hypothesis suggests that an independent variable is responsible for a corresponding dependent variable. In other words, an occurrence of the independent variable inevitably leads to an occurrence of the dependent variable. 

Typically, simple hypotheses are considered as generally true, and they establish a causal relationship between two variables. 

Examples of Simple Hypothesis  

• Drinking soda and other sugary drinks can cause obesity. 
• Smoking cigarettes daily leads to lung cancer.

2. Complex Hypothesis

A complex hypothesis is also known as a modal. It accounts for the causal relationship between two independent variables and the resulting dependent variables. This means that the combination of the independent variables leads to the occurrence of the dependent variables . 

Examples of Complex Hypotheses  

• Adults who do not smoke and drink are less likely to develop liver-related conditions.
• Global warming causes icebergs to melt which in turn causes major changes in weather patterns.

3. Null Hypothesis

As the name suggests, a null hypothesis is formed when a researcher suspects that there’s no relationship between the variables in an observation. In this case, the purpose of the research is to approve or disapprove this assumption. 

Examples of Null Hypothesis

• This is no significant change in a student’s performance if they drink coffee or tea before classes. 
• There’s no significant change in the growth of a plant if one uses distilled water only or vitamin-rich water. 

Read: Research Report: Definition, Types + [Writing Guide]

4. Alternative Hypothesis 

To disapprove a null hypothesis, the researcher has to come up with an opposite assumption—this assumption is known as the alternative hypothesis. This means if the null hypothesis says that A is false, the alternative hypothesis assumes that A is true. 

An alternative hypothesis can be directional or non-directional depending on the direction of the difference. A directional alternative hypothesis specifies the direction of the tested relationship, stating that one variable is predicted to be larger or smaller than the null value while a non-directional hypothesis only validates the existence of a difference without stating its direction. 

Examples of Alternative Hypotheses  

• Starting your day with a cup of tea instead of a cup of coffee can make you more alert in the morning. 
• The growth of a plant improves significantly when it receives distilled water instead of vitamin-rich water. 

5. Logical Hypothesis

Logical hypotheses are some of the most common types of calculated assumptions in systematic investigations. It is an attempt to use your reasoning to connect different pieces in research and build a theory using little evidence. In this case, the researcher uses any data available to him, to form a plausible assumption that can be tested. 

Examples of Logical Hypothesis

• Waking up early helps you to have a more productive day. 
• Beings from Mars would not be able to breathe the air in the atmosphere of the Earth. 

6. Empirical Hypothesis  

After forming a logical hypothesis, the next step is to create an empirical or working hypothesis. At this stage, your logical hypothesis undergoes systematic testing to prove or disprove the assumption. An empirical hypothesis is subject to several variables that can trigger changes and lead to specific outcomes. 

Examples of Empirical Testing 

• People who eat more fish run faster than people who eat meat.
• Women taking vitamin E grow hair faster than those taking vitamin K.

7. Statistical Hypothesis

When forming a statistical hypothesis, the researcher examines the portion of a population of interest and makes a calculated assumption based on the data from this sample. A statistical hypothesis is most common with systematic investigations involving a large target audience. Here, it’s impossible to collect responses from every member of the population so you have to depend on data from your sample and extrapolate the results to the wider population. 

Examples of Statistical Hypothesis  

• 45% of students in Louisiana have middle-income parents. 
• 80% of the UK’s population gets a divorce because of irreconcilable differences.

What is Hypothesis Testing? 

Hypothesis testing is an assessment method that allows researchers to determine the plausibility of a hypothesis. It involves testing an assumption about a specific population parameter to know whether it’s true or false. These population parameters include variance, standard deviation, and median. 

Typically, hypothesis testing starts with developing a null hypothesis and then performing several tests that support or reject the null hypothesis. The researcher uses test statistics to compare the association or relationship between two or more variables. 

Explore: Research Bias: Definition, Types + Examples

Researchers also use hypothesis testing to calculate the coefficient of variation and determine if the regression relationship and the correlation coefficient are statistically significant.

How Hypothesis Testing Works

The basis of hypothesis testing is to examine and analyze the null hypothesis and alternative hypothesis to know which one is the most plausible assumption. Since both assumptions are mutually exclusive, only one can be true. In other words, the occurrence of a null hypothesis destroys the chances of the alternative coming to life, and vice-versa. 

Interesting: 21 Chrome Extensions for Academic Researchers in 2021

What Are The Stages of Hypothesis Testing?  

To successfully confirm or refute an assumption, the researcher goes through five (5) stages of hypothesis testing; 

• Determine the null hypothesis
• Specify the alternative hypothesis
• Set the significance level
• Calculate the test statistics and corresponding P-value
• Draw your conclusion
• Determine the Null Hypothesis

Like we mentioned earlier, hypothesis testing starts with creating a null hypothesis which stands as an assumption that a certain statement is false or implausible. For example, the null hypothesis (H0) could suggest that different subgroups in the research population react to a variable in the same way. 

• Specify the Alternative Hypothesis

Once you know the variables for the null hypothesis, the next step is to determine the alternative hypothesis. The alternative hypothesis counters the null assumption by suggesting the statement or assertion is true. Depending on the purpose of your research, the alternative hypothesis can be one-sided or two-sided. 

Using the example we established earlier, the alternative hypothesis may argue that the different sub-groups react differently to the same variable based on several internal and external factors. 

• Set the Significance Level

Many researchers create a 5% allowance for accepting the value of an alternative hypothesis, even if the value is untrue. This means that there is a 0.05 chance that one would go with the value of the alternative hypothesis, despite the truth of the null hypothesis. 

Something to note here is that the smaller the significance level, the greater the burden of proof needed to reject the null hypothesis and support the alternative hypothesis.

Explore: What is Data Interpretation? + [Types, Method & Tools]

• Calculate the Test Statistics and Corresponding P-Value 

Test statistics in hypothesis testing allow you to compare different groups between variables while the p-value accounts for the probability of obtaining sample statistics if your null hypothesis is true. In this case, your test statistics can be the mean, median and similar parameters. 

If your p-value is 0.65, for example, then it means that the variable in your hypothesis will happen 65 in100 times by pure chance. Use this formula to determine the p-value for your data: 

• Draw Your Conclusions

After conducting a series of tests, you should be able to agree or refute the hypothesis based on feedback and insights from your sample data.  

Applications of Hypothesis Testing in Research

Hypothesis testing isn’t only confined to numbers and calculations; it also has several real-life applications in business, manufacturing, advertising, and medicine. 

In a factory or other manufacturing plants, hypothesis testing is an important part of quality and production control before the final products are approved and sent out to the consumer. 

During ideation and strategy development, C-level executives use hypothesis testing to evaluate their theories and assumptions before any form of implementation. For example, they could leverage hypothesis testing to determine whether or not some new advertising campaign, marketing technique, etc. causes increased sales. 

In addition, hypothesis testing is used during clinical trials to prove the efficacy of a drug or new medical method before its approval for widespread human usage. 

What is an Example of Hypothesis Testing?

An employer claims that her workers are of above-average intelligence. She takes a random sample of 20 of them and gets the following results: 

Mean IQ Scores: 110

Standard Deviation: 15 

Mean Population IQ: 100

Step 1: Using the value of the mean population IQ, we establish the null hypothesis as 100.

Step 2: State that the alternative hypothesis is greater than 100.

Step 3: State the alpha level as 0.05 or 5% 

Step 4: Find the rejection region area (given by your alpha level above) from the z-table. An area of .05 is equal to a z-score of 1.645.

Step 5: Calculate the test statistics using this formula

Z = (110–100) ÷ (15÷√20) 

10 ÷ 3.35 = 2.99 

If the value of the test statistics is higher than the value of the rejection region, then you should reject the null hypothesis. If it is less, then you cannot reject the null. 

In this case, 2.99 > 1.645 so we reject the null. 

Importance/Benefits of Hypothesis Testing 

The most significant benefit of hypothesis testing is it allows you to evaluate the strength of your claim or assumption before implementing it in your data set. Also, hypothesis testing is the only valid method to prove that something “is or is not”. Other benefits include: 

• Hypothesis testing provides a reliable framework for making any data decisions for your population of interest. 
• It helps the researcher to successfully extrapolate data from the sample to the larger population. 
• Hypothesis testing allows the researcher to determine whether the data from the sample is statistically significant. 
• Hypothesis testing is one of the most important processes for measuring the validity and reliability of outcomes in any systematic investigation. 
• It helps to provide links to the underlying theory and specific research questions.

Criticism and Limitations of Hypothesis Testing

Several limitations of hypothesis testing can affect the quality of data you get from this process. Some of these limitations include: 

• The interpretation of a p-value for observation depends on the stopping rule and definition of multiple comparisons. This makes it difficult to calculate since the stopping rule is subject to numerous interpretations, plus “multiple comparisons” are unavoidably ambiguous. 
• Conceptual issues often arise in hypothesis testing, especially if the researcher merges Fisher and Neyman-Pearson’s methods which are conceptually distinct. 
• In an attempt to focus on the statistical significance of the data, the researcher might ignore the estimation and confirmation by repeated experiments.
• Hypothesis testing can trigger publication bias, especially when it requires statistical significance as a criterion for publication.
• When used to detect whether a difference exists between groups, hypothesis testing can trigger absurd assumptions that affect the reliability of your observation.

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Hypothesis testing explained in 4 parts, yuzheng sun, phd.

As data scientists, Hypothesis Testing is expected to be well understood, but often not in reality. It is mainly because our textbooks blend two schools of thought – p-value and significance testing vs. hypothesis testing – inconsistently.

For example, some questions are not obvious unless you have thought through them before:

Are power or beta dependent on the null hypothesis?

Can we accept the null hypothesis? Why?

How does MDE change with alpha holding beta constant?

Why do we use standard error in Hypothesis Testing but not the standard deviation?

Why can’t we be specific about the alternative hypothesis so we can properly model it?

Why is the fundamental tradeoff of the Hypothesis Testing about mistake vs. discovery, not about alpha vs. beta?

Addressing this problem is not easy. The topic of Hypothesis Testing is convoluted. In this article, there are 10 concepts that we will introduce incrementally, aid you with visualizations, and include intuitive explanations. After this article, you will have clear answers to the questions above that you truly understand on a first-principle level and explain these concepts well to your stakeholders.

We break this article into four parts.

Set up the question properly using core statistical concepts, and connect them to Hypothesis Testing, while striking a balance between technically correct and simplicity. Specifically, 

We emphasize a clear distinction between the standard deviation and the standard error, and why the latter is used in Hypothesis Testing

We explain fully when can you “accept” a hypothesis, when shall you say “failing to reject” instead of “accept”, and why

Introduce alpha, type I error, and the critical value with the null hypothesis

Introduce beta, type II error, and power with the alternative hypothesis

Introduce minimum detectable effects and the relationship between the factors with power calculations , with a high-level summary and practical recommendations

Part 1 - Hypothesis Testing, the central limit theorem, population, sample, standard deviation, and standard error

In Hypothesis Testing, we begin with a null hypothesis , which generally asserts that there is no effect between our treatment and control groups. Commonly, this is expressed as the difference in means between the treatment and control groups being zero.

The central limit theorem suggests an important property of this difference in means — given a sufficiently large sample size, the underlying distribution of this difference in means will approximate a normal distribution, regardless of the population's original distribution. There are two notes:

1. The distribution of the population for the treatment and control groups can vary, but the observed means (when you observe many samples and calculate many means) are always normally distributed with a large enough sample. Below is a chart, where the n=10 and n=30 correspond to the underlying distribution of the sample means.

2. Pay attention to “the underlying distribution”. Standard deviation vs. standard error is a potentially confusing concept. Let’s clarify.

Standard deviation vs. Standard error

Let’s declare our null hypothesis as having no treatment effect. Then, to simplify, let’s propose the following normal distribution with a mean of 0 and a standard deviation of 1 as the range of possible outcomes with probabilities associated with this null hypothesis.

The language around population, sample, group, and estimators can get confusing. Again, to simplify, let’s forget that the null hypothesis is about the mean estimator, and declare that we can either observe the mean hypothesis once or many times. When we observe it many times, it forms a sample*, and our goal is to make decisions based on this sample.

* For technical folks, the observation is actually about a single sample, many samples are a group, and the difference in groups is the distribution we are talking about as the mean hypothesis. The red curve represents the distribution of the estimator of this difference, and then we can have another sample consisting of many observations of this estimator. In my simplified language, the red curve is the distribution of the estimator, and the blue curve with sample size is the repeated observations of it. If you have a better way to express these concepts without causing confusiongs, please suggest.

This probability density function means if there is one realization from this distribution, the realitization can be anywhere on the x-axis, with the relative likelihood on the y-axis.

If we draw multiple observations , they form a sample . Each observation in this sample follows the property of this underlying distribution – more likely to be close to 0, and equally likely to be on either side, which makes the odds of positive and negative cancel each other out, so the mean of this sample is even more centered around 0.

We use the standard error to represent the error of our “sample mean” . 

The standard error = the standard deviation of the observed sample / sqrt (sample size). 

For a sample size of 30, the standard error is roughly 0.18. Compared with the underlying distribution, the distribution of the sample mean is much narrower.

In Hypothesis Testing, we try to draw some conclusions – is there a treatment effect or not? – based on a sample. So when we talk about alpha and beta, which are the probabilities of type I and type II errors , we are talking about the probabilities based on the plot of sample means and standard error .

Part 2, The null hypothesis: alpha and the critical value

From Part 1, we stated that a null hypothesis is commonly expressed as the difference in means between the treatment and control groups being zero.

Without loss of generality*, let’s assume the underlying distribution of our null hypothesis is mean 0 and standard deviation 1

Then the sample mean of the null hypothesis is 0 and the standard error of 1/√ n, where n is the sample size.

When the sample size is 30, this distribution has a standard error of ≈0.18 looks like the below. 

*: A note for the technical readers: The null hypothesis is about the difference in means, but here, without complicating things, we made the subtle change to just draw the distribution of this “estimator of this difference in means”. Everything below speaks to this “estimator”.

The reason we have the null hypothesis is that we want to make judgments, particularly whether a  treatment effect exists. But in the world of probabilities, any observation, and any sample mean can happen, with different probabilities. So we need a decision rule to help us quantify our risk of making mistakes.

The decision rule is, let’s set a threshold. When the sample mean is above the threshold, we reject the null hypothesis; when the sample mean is below the threshold, we accept the null hypothesis.

Accepting a hypothesis vs. failing to reject a hypothesis

It’s worth noting that you may have heard of “we never accept a hypothesis, we just fail to reject a hypothesis” and be subconsciously confused by it. The deep reason is that modern textbooks do an inconsistent blend of Fisher’s significance testing and Neyman-Pearson’s Hypothesis Testing definitions and ignore important caveats ( ref ). To clarify:

First of all, we can never “prove” a particular hypothesis given any observations, because there are infinitely many true hypotheses (with different probabilities) given an observation. We will visualize it in Part 3.

Second, “accepting” a hypothesis does not mean that you believe in it, but only that you act as if it were true. So technically, there is no problem with “accepting” a hypothesis.

But, third, when we talk about p-values and confidence intervals, “accepting” the null hypothesis is at best confusing. The reason is that “the p-value above the threshold” just means we failed to reject the null hypothesis. In the strict Fisher’s p-value framework, there is no alternative hypothesis. While we have a clear criterion for rejecting the null hypothesis (p < alpha), we don't have a similar clear-cut criterion for "accepting" the null hypothesis based on beta.

So the dangers in calling “accepting a hypothesis” in the p-value setting are:

Many people misinterpret “accepting” the null hypothesis as “proving” the null hypothesis, which is wrong; 

“Accepting the null hypothesis” is not rigorously defined, and doesn’t speak to the purpose of the test, which is about whether or not we reject the null hypothesis. 

In this article, we will stay consistent within the Neyman-Pearson framework , where “accepting” a hypothesis is legal and necessary. Otherwise, we cannot draw any distributions without acting as if some hypothesis was true.

You don’t need to know the name Neyman-Pearson to understand anything, but pay attention to our language, as we choose our words very carefully to avoid mistakes and confusion.

So far, we have constructed a simple world of one hypothesis as the only truth, and a decision rule with two potential outcomes – one of the outcomes is “reject the null hypothesis when it is true” and the other outcome is “accept the null hypothesis when it is true”. The likelihoods of both outcomes come from the distribution where the null hypothesis is true.

Later, when we introduce the alternative hypothesis and MDE, we will gradually walk into the world of infinitely many alternative hypotheses and visualize why we cannot “prove” a hypothesis.

We save the distinction between the p-value/significance framework vs. Hypothesis Testing in another article where you will have the full picture.

Type I error, alpha, and the critical value

We’re able to construct a distribution of the sample mean for this null hypothesis using the standard error. Since we only have the null hypothesis as the truth of our universe, we can only make one type of mistake – falsely rejecting the null hypothesis when it is true. This is the type I error , and the probability is called alpha . Suppose we want alpha to be 5%. We can calculate the threshold required to make it happen. This threshold is called the critical value . Below is the chart we further constructed with our sample of 30.

In this chart, alpha is the blue area under the curve. The critical value is 0.3. If our sample mean is above 0.3, we reject the null hypothesis. We have a 5% chance of making the type I error.

Type I error: Falsely rejecting the null hypothesis when the null hypothesis is true

Alpha: The probability of making a Type I error

Critical value: The threshold to determine whether the null hypothesis is to be rejected or not

Part 3, The alternative hypothesis: beta and power

You may have noticed in part 2 that we only spoke to Type I error – rejecting the null hypothesis when it is true. What about the Type II error – falsely accepting the null hypothesis when it is not true?

But it is weird to call “accepting” false unless we know the truth. So we need an alternative hypothesis which serves as the alternative truth. 

Alternative hypotheses are theoretical constructs

There is an important concept that most textbooks fail to emphasize – that is, you can have infinitely many alternative hypotheses for a given null hypothesis, we just choose one. None of them are more special or “real” than the others. 

Let’s visualize it with an example. Suppose we observed a sample mean of 0.51, what is the true alternative hypothesis?

With this visualization, you can see why we have “infinitely many alternative hypotheses” because, given the observation, there is an infinite number of alternative hypotheses (plus the null hypothesis) that can be true, each with different probabilities. Some are more likely than others, but all are possible.

Remember, alternative hypotheses are a theoretical construct. We choose one particular alternative hypothesis to calculate certain probabilities. By now, we should have more understanding of why we cannot “accept” the null hypothesis given an observation. We can’t prove that the null hypothesis is true, we just fail to accept it given the observation and our pre-determined decision rule. 

We will fully reconcile this idea of picking one alternative hypothesis out of the world of infinite possibilities when we talk about MDE. The idea of “accept” vs. “fail to reject” is deeper, and we won’t cover it fully in this article. We will do so when we have an article about the p-value and the confidence interval.

Type II error and Beta

For the sake of simplicity and easy comparison, let’s choose an alternative hypothesis with a mean of 0.5, and a standard deviation of

1. Again, with a sample size of 30, the standard error ≈0.18. There are now two potential “truths” in our simple universe.

Remember from the null hypothesis, we want alpha to be 5% so the corresponding critical value is 0.30. We modify our rule as follows:

If the observation is above 0.30, we reject the null hypothesis and accept the alternative hypothesis ; 

If the observation is below 0.30, we accept the null hypothesis and reject the alternative hypothesis .

With the introduction of the alternative hypothesis, the alternative “(hypothesized) truth”, we can call “accepting the null hypothesis and rejecting the alternative hypothesis” a mistake – the Type II error. We can also calculate the probability of this mistake. This is called beta, which is illustrated by the red area below.

From the visualization, we can see that beta is conditional on the alternative hypothesis and the critical value. Let’s elaborate on these two relationships one by one, very explicitly, as both of them are important.

First, Let’s visualize how beta changes with the mean of the alternative hypothesis by setting another alternative hypothesis where mean = 1 instead of 0.5

Beta change from 13.7% to 0.0%. Namely, beta is the probability of falsely rejecting a particular alternative hypothesis when we assume it is true. When we assume a different alternative hypothesis is true, we get a different beta. So strictly speaking, beta only speaks to the probability of falsely rejecting a particular alternative hypothesis when it is true . Nothing else. It’s only under other conditions, that “rejecting the alternative hypothesis” implies “accepting” the null hypothesis or “failing to accept the null hypothesis”. We will further elaborate when we talk about p-value and confidence interval in another article. But what we talked about so far is true and enough for understanding power.

Second, there is a relationship between alpha and beta. Namely, given the null hypothesis and the alternative hypothesis, alpha would determine the critical value, and the critical value determines beta. This speaks to the tradeoff between mistake and discovery. 

If we tolerate more alpha, we will have a smaller critical value, and for the same beta, we can detect a smaller alternative hypothesis

If we tolerate more beta, we can also detect a smaller alternative hypothesis. 

In short, if we tolerate more mistakes (either Type I or Type II), we can detect a smaller true effect. Mistake vs. discovery is the fundamental tradeoff of Hypothesis Testing.

So tolerating more mistakes leads to more chance of discovery. This is the concept of MDE that we will elaborate on in part 4.

Finally, we’re ready to define power. Power is an important and fundamental topic in statistical testing, and we’ll explain the concept in three different ways.

Three ways to understand power

First, the technical definition of power is 1−β. It represents that given an alternative hypothesis and given our null, sample size, and decision rule (alpha = 0.05), the probability is that we accept this particular hypothesis. We visualize the yellow area below.

Second, power is really intuitive in its definition. A real-world example is trying to determine the most popular car manufacturer in the world. If I observe one car and see one brand, my observation is not very powerful. But if I observe a million cars, my observation is very powerful. Powerful tests mean that I have a high chance of detecting a true effect.

Third, to illustrate the two concepts concisely, let’s run a visualization by just changing the sample size from 30 to 100 and see how power increases from 86.3% to almost 100%.

As the graph shows, we can easily see that power increases with sample size . The reason is that the distribution of both the null hypothesis and the alternative hypothesis became narrower as their sample means got more accurate. We are less likely to make either a type I error (which reduces the critical value) or a type II error.  

Type II error: Failing to reject the null hypothesis when the alternative hypothesis is true

Beta: The probability of making a type II error

Power: The ability of the test to detect a true effect when it’s there

Part 4, Power calculation: MDE

The relationship between mde, alternative hypothesis, and power.

Now, we are ready to tackle the most nuanced definition of them all: Minimum detectable effect (MDE). First, let’s make the sample mean of the alternative hypothesis explicit on the graph with a red dotted line.

What if we keep the same sample size, but want power to be 80%? This is when we recall the previous chapter that “alternative hypotheses are theoretical constructs”. We can have a different alternative that corresponds to 80% power. After some calculations, we discovered that when it’s the alternative hypothesis with mean = 0.45 (if we keep the standard deviation to be 1).

This is where we reconcile the concept of “infinitely many alternative hypotheses” with the concept of minimum detectable delta. Remember that in statistical testing, we want more power. The “ minimum ” in the “ minimum detectable effect”, is the minimum value of the mean of the alternative hypothesis that would give us 80% power. Any alternative hypothesis with a mean to the right of MDE gives us sufficient power.

In other words, there are indeed infinitely many alternative hypotheses to the right of this mean 0.45. The particular alternative hypothesis with a mean of 0.45 gives us the minimum value where power is sufficient. We call it the minimum detectable effect, or MDE.

The complete definition of MDE from scratch

Let’s go through how we derived MDE from the beginning:

We fixed the distribution of sample means of the null hypothesis, and fixed sample size, so we can draw the blue distribution

For our decision rule, we require alpha to be 5%. We derived that the critical value shall be 0.30 to make 5% alpha happen

We fixed the alternative hypothesis to be normally distributed with a standard deviation of 1 so the standard error is 0.18, the mean can be anywhere as there are infinitely many alternative hypotheses

For our decision rule, we require beta to be 20% or less, so our power is 80% or more. 

We derived that the minimum value of the observed mean of the alternative hypothesis that we can detect with our decision rule is 0.45. Any value above 0.45 would give us sufficient power.

How MDE changes with sample size

Now, let’s tie everything together by increasing the sample size, holding alpha and beta constant, and see how MDE changes.

Narrower distribution of the sample mean + holding alpha constant -> smaller critical value from 0.3 to 0.16

+ holding beta constant -> MDE decreases from 0.45 to 0.25

This is the other key takeaway:  The larger the sample size, the smaller of an effect we can detect, and the smaller the MDE.

This is a critical takeaway for statistical testing. It suggests that even for companies not with large sample sizes if their treatment effects are large, AB testing can reliably detect it.

Summary of Hypothesis Testing

Let’s review all the concepts together.

Assuming the null hypothesis is correct:

Alpha: When the null hypothesis is true, the probability of rejecting it

Critical value: The threshold to determine rejecting vs. accepting the null hypothesis

Assuming an alternative hypothesis is correct:

Beta: When the alternative hypothesis is true, the probability of rejecting it

Power: The chance that a real effect will produce significant results

Power calculation:

Minimum detectable effect (MDE): Given sample sizes and distributions, the minimum mean of alternative distribution that would give us the desired alpha and sufficient power (usually alpha = 0.05 and power >= 0.8)

Relationship among the factors, all else equal: Larger sample, more power; Larger sample, smaller MDE

Everything we talk about is under the Neyman-Pearson framework. There is no need to mention the p-value and significance under this framework. Blending the two frameworks is the inconsistency brought by our textbooks. Clarifying the inconsistency and correctly blending them are topics for another day.

Practical recommendations

That’s it. But it’s only the beginning. In practice, there are many crafts in using power well, for example:

Why peeking introduces a behavior bias, and how to use sequential testing to correct it

Why having multiple comparisons affects alpha, and how to use Bonferroni correction

The relationship between sample size, duration of the experiment, and allocation of the experiment?

Treat your allocation as a resource for experimentation, understand when interaction effects are okay, and when they are not okay, and how to use layers to manage

Practical considerations for setting an MDE

Also, in the above examples, we fixed the distribution, but in reality, the variance of the distribution plays an important role. There are different ways of calculating the variance and different ways to reduce variance, such as CUPED, or stratified sampling.

Related resources:

How to calculate power with an uneven split of sample size: https://blog.statsig.com/calculating-sample-sizes-for-a-b-tests-7854d56c2646

Real-life applications: https://blog.statsig.com/you-dont-need-large-sample-sizes-to-run-a-b-tests-6044823e9992

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Hypothesis Testing

Hypothesis testing is a tool for making statistical inferences about the population data. It is an analysis tool that tests assumptions and determines how likely something is within a given standard of accuracy. Hypothesis testing provides a way to verify whether the results of an experiment are valid.

A null hypothesis and an alternative hypothesis are set up before performing the hypothesis testing. This helps to arrive at a conclusion regarding the sample obtained from the population. In this article, we will learn more about hypothesis testing, its types, steps to perform the testing, and associated examples.

What is Hypothesis Testing in Statistics?

Hypothesis testing uses sample data from the population to draw useful conclusions regarding the population probability distribution . It tests an assumption made about the data using different types of hypothesis testing methodologies. The hypothesis testing results in either rejecting or not rejecting the null hypothesis.

Hypothesis Testing Definition

Hypothesis testing can be defined as a statistical tool that is used to identify if the results of an experiment are meaningful or not. It involves setting up a null hypothesis and an alternative hypothesis. These two hypotheses will always be mutually exclusive. This means that if the null hypothesis is true then the alternative hypothesis is false and vice versa. An example of hypothesis testing is setting up a test to check if a new medicine works on a disease in a more efficient manner.

Null Hypothesis

The null hypothesis is a concise mathematical statement that is used to indicate that there is no difference between two possibilities. In other words, there is no difference between certain characteristics of data. This hypothesis assumes that the outcomes of an experiment are based on chance alone. It is denoted as \(H_{0}\). Hypothesis testing is used to conclude if the null hypothesis can be rejected or not. Suppose an experiment is conducted to check if girls are shorter than boys at the age of 5. The null hypothesis will say that they are the same height.

Alternative Hypothesis

The alternative hypothesis is an alternative to the null hypothesis. It is used to show that the observations of an experiment are due to some real effect. It indicates that there is a statistical significance between two possible outcomes and can be denoted as \(H_{1}\) or \(H_{a}\). For the above-mentioned example, the alternative hypothesis would be that girls are shorter than boys at the age of 5.

Hypothesis Testing P Value

In hypothesis testing, the p value is used to indicate whether the results obtained after conducting a test are statistically significant or not. It also indicates the probability of making an error in rejecting or not rejecting the null hypothesis.This value is always a number between 0 and 1. The p value is compared to an alpha level, \(\alpha\) or significance level. The alpha level can be defined as the acceptable risk of incorrectly rejecting the null hypothesis. The alpha level is usually chosen between 1% to 5%.

Hypothesis Testing Critical region

All sets of values that lead to rejecting the null hypothesis lie in the critical region. Furthermore, the value that separates the critical region from the non-critical region is known as the critical value.

Hypothesis Testing Formula

Depending upon the type of data available and the size, different types of hypothesis testing are used to determine whether the null hypothesis can be rejected or not. The hypothesis testing formula for some important test statistics are given below:

• z = \(\frac{\overline{x}-\mu}{\frac{\sigma}{\sqrt{n}}}\). \(\overline{x}\) is the sample mean, \(\mu\) is the population mean, \(\sigma\) is the population standard deviation and n is the size of the sample.
• t = \(\frac{\overline{x}-\mu}{\frac{s}{\sqrt{n}}}\). s is the sample standard deviation.
• \(\chi ^{2} = \sum \frac{(O_{i}-E_{i})^{2}}{E_{i}}\). \(O_{i}\) is the observed value and \(E_{i}\) is the expected value.

We will learn more about these test statistics in the upcoming section.

Types of Hypothesis Testing

Selecting the correct test for performing hypothesis testing can be confusing. These tests are used to determine a test statistic on the basis of which the null hypothesis can either be rejected or not rejected. Some of the important tests used for hypothesis testing are given below.

Hypothesis Testing Z Test

A z test is a way of hypothesis testing that is used for a large sample size (n ≥ 30). It is used to determine whether there is a difference between the population mean and the sample mean when the population standard deviation is known. It can also be used to compare the mean of two samples. It is used to compute the z test statistic. The formulas are given as follows:

• One sample: z = \(\frac{\overline{x}-\mu}{\frac{\sigma}{\sqrt{n}}}\).
• Two samples: z = \(\frac{(\overline{x_{1}}-\overline{x_{2}})-(\mu_{1}-\mu_{2})}{\sqrt{\frac{\sigma_{1}^{2}}{n_{1}}+\frac{\sigma_{2}^{2}}{n_{2}}}}\).

Hypothesis Testing t Test

The t test is another method of hypothesis testing that is used for a small sample size (n < 30). It is also used to compare the sample mean and population mean. However, the population standard deviation is not known. Instead, the sample standard deviation is known. The mean of two samples can also be compared using the t test.

• One sample: t = \(\frac{\overline{x}-\mu}{\frac{s}{\sqrt{n}}}\).
• Two samples: t = \(\frac{(\overline{x_{1}}-\overline{x_{2}})-(\mu_{1}-\mu_{2})}{\sqrt{\frac{s_{1}^{2}}{n_{1}}+\frac{s_{2}^{2}}{n_{2}}}}\).

Hypothesis Testing Chi Square

The Chi square test is a hypothesis testing method that is used to check whether the variables in a population are independent or not. It is used when the test statistic is chi-squared distributed.

One Tailed Hypothesis Testing

One tailed hypothesis testing is done when the rejection region is only in one direction. It can also be known as directional hypothesis testing because the effects can be tested in one direction only. This type of testing is further classified into the right tailed test and left tailed test.

Right Tailed Hypothesis Testing

The right tail test is also known as the upper tail test. This test is used to check whether the population parameter is greater than some value. The null and alternative hypotheses for this test are given as follows:

\(H_{0}\): The population parameter is ≤ some value

\(H_{1}\): The population parameter is > some value.

If the test statistic has a greater value than the critical value then the null hypothesis is rejected

Left Tailed Hypothesis Testing

The left tail test is also known as the lower tail test. It is used to check whether the population parameter is less than some value. The hypotheses for this hypothesis testing can be written as follows:

\(H_{0}\): The population parameter is ≥ some value

\(H_{1}\): The population parameter is < some value.

The null hypothesis is rejected if the test statistic has a value lesser than the critical value.

Two Tailed Hypothesis Testing

In this hypothesis testing method, the critical region lies on both sides of the sampling distribution. It is also known as a non - directional hypothesis testing method. The two-tailed test is used when it needs to be determined if the population parameter is assumed to be different than some value. The hypotheses can be set up as follows:

\(H_{0}\): the population parameter = some value

\(H_{1}\): the population parameter ≠ some value

The null hypothesis is rejected if the test statistic has a value that is not equal to the critical value.

Hypothesis Testing Steps

Hypothesis testing can be easily performed in five simple steps. The most important step is to correctly set up the hypotheses and identify the right method for hypothesis testing. The basic steps to perform hypothesis testing are as follows:

• Step 1: Set up the null hypothesis by correctly identifying whether it is the left-tailed, right-tailed, or two-tailed hypothesis testing.
• Step 2: Set up the alternative hypothesis.
• Step 3: Choose the correct significance level, \(\alpha\), and find the critical value.
• Step 4: Calculate the correct test statistic (z, t or \(\chi\)) and p-value.
• Step 5: Compare the test statistic with the critical value or compare the p-value with \(\alpha\) to arrive at a conclusion. In other words, decide if the null hypothesis is to be rejected or not.

Hypothesis Testing Example

The best way to solve a problem on hypothesis testing is by applying the 5 steps mentioned in the previous section. Suppose a researcher claims that the mean average weight of men is greater than 100kgs with a standard deviation of 15kgs. 30 men are chosen with an average weight of 112.5 Kgs. Using hypothesis testing, check if there is enough evidence to support the researcher's claim. The confidence interval is given as 95%.

Step 1: This is an example of a right-tailed test. Set up the null hypothesis as \(H_{0}\): \(\mu\) = 100.

Step 2: The alternative hypothesis is given by \(H_{1}\): \(\mu\) > 100.

Step 3: As this is a one-tailed test, \(\alpha\) = 100% - 95% = 5%. This can be used to determine the critical value.

1 - \(\alpha\) = 1 - 0.05 = 0.95

0.95 gives the required area under the curve. Now using a normal distribution table, the area 0.95 is at z = 1.645. A similar process can be followed for a t-test. The only additional requirement is to calculate the degrees of freedom given by n - 1.

Step 4: Calculate the z test statistic. This is because the sample size is 30. Furthermore, the sample and population means are known along with the standard deviation.

z = \(\frac{\overline{x}-\mu}{\frac{\sigma}{\sqrt{n}}}\).

\(\mu\) = 100, \(\overline{x}\) = 112.5, n = 30, \(\sigma\) = 15

z = \(\frac{112.5-100}{\frac{15}{\sqrt{30}}}\) = 4.56

Step 5: Conclusion. As 4.56 > 1.645 thus, the null hypothesis can be rejected.

Hypothesis Testing and Confidence Intervals

Confidence intervals form an important part of hypothesis testing. This is because the alpha level can be determined from a given confidence interval. Suppose a confidence interval is given as 95%. Subtract the confidence interval from 100%. This gives 100 - 95 = 5% or 0.05. This is the alpha value of a one-tailed hypothesis testing. To obtain the alpha value for a two-tailed hypothesis testing, divide this value by 2. This gives 0.05 / 2 = 0.025.

Related Articles:

• Probability and Statistics
• Data Handling

Important Notes on Hypothesis Testing

• Hypothesis testing is a technique that is used to verify whether the results of an experiment are statistically significant.
• It involves the setting up of a null hypothesis and an alternate hypothesis.
• There are three types of tests that can be conducted under hypothesis testing - z test, t test, and chi square test.
• Hypothesis testing can be classified as right tail, left tail, and two tail tests.

Examples on Hypothesis Testing

• Example 1: The average weight of a dumbbell in a gym is 90lbs. However, a physical trainer believes that the average weight might be higher. A random sample of 5 dumbbells with an average weight of 110lbs and a standard deviation of 18lbs. Using hypothesis testing check if the physical trainer's claim can be supported for a 95% confidence level. Solution: As the sample size is lesser than 30, the t-test is used. \(H_{0}\): \(\mu\) = 90, \(H_{1}\): \(\mu\) > 90 \(\overline{x}\) = 110, \(\mu\) = 90, n = 5, s = 18. \(\alpha\) = 0.05 Using the t-distribution table, the critical value is 2.132 t = \(\frac{\overline{x}-\mu}{\frac{s}{\sqrt{n}}}\) t = 2.484 As 2.484 > 2.132, the null hypothesis is rejected. Answer: The average weight of the dumbbells may be greater than 90lbs
• Example 2: The average score on a test is 80 with a standard deviation of 10. With a new teaching curriculum introduced it is believed that this score will change. On random testing, the score of 38 students, the mean was found to be 88. With a 0.05 significance level, is there any evidence to support this claim? Solution: This is an example of two-tail hypothesis testing. The z test will be used. \(H_{0}\): \(\mu\) = 80, \(H_{1}\): \(\mu\) ≠ 80 \(\overline{x}\) = 88, \(\mu\) = 80, n = 36, \(\sigma\) = 10. \(\alpha\) = 0.05 / 2 = 0.025 The critical value using the normal distribution table is 1.96 z = \(\frac{\overline{x}-\mu}{\frac{\sigma}{\sqrt{n}}}\) z = \(\frac{88-80}{\frac{10}{\sqrt{36}}}\) = 4.8 As 4.8 > 1.96, the null hypothesis is rejected. Answer: There is a difference in the scores after the new curriculum was introduced.
• Example 3: The average score of a class is 90. However, a teacher believes that the average score might be lower. The scores of 6 students were randomly measured. The mean was 82 with a standard deviation of 18. With a 0.05 significance level use hypothesis testing to check if this claim is true. Solution: The t test will be used. \(H_{0}\): \(\mu\) = 90, \(H_{1}\): \(\mu\) < 90 \(\overline{x}\) = 110, \(\mu\) = 90, n = 6, s = 18 The critical value from the t table is -2.015 t = \(\frac{\overline{x}-\mu}{\frac{s}{\sqrt{n}}}\) t = \(\frac{82-90}{\frac{18}{\sqrt{6}}}\) t = -1.088 As -1.088 > -2.015, we fail to reject the null hypothesis. Answer: There is not enough evidence to support the claim.

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FAQs on Hypothesis Testing

What is hypothesis testing.

Hypothesis testing in statistics is a tool that is used to make inferences about the population data. It is also used to check if the results of an experiment are valid.

What is the z Test in Hypothesis Testing?

The z test in hypothesis testing is used to find the z test statistic for normally distributed data . The z test is used when the standard deviation of the population is known and the sample size is greater than or equal to 30.

What is the t Test in Hypothesis Testing?

The t test in hypothesis testing is used when the data follows a student t distribution . It is used when the sample size is less than 30 and standard deviation of the population is not known.

What is the formula for z test in Hypothesis Testing?

The formula for a one sample z test in hypothesis testing is z = \(\frac{\overline{x}-\mu}{\frac{\sigma}{\sqrt{n}}}\) and for two samples is z = \(\frac{(\overline{x_{1}}-\overline{x_{2}})-(\mu_{1}-\mu_{2})}{\sqrt{\frac{\sigma_{1}^{2}}{n_{1}}+\frac{\sigma_{2}^{2}}{n_{2}}}}\).

What is the p Value in Hypothesis Testing?

The p value helps to determine if the test results are statistically significant or not. In hypothesis testing, the null hypothesis can either be rejected or not rejected based on the comparison between the p value and the alpha level.

What is One Tail Hypothesis Testing?

When the rejection region is only on one side of the distribution curve then it is known as one tail hypothesis testing. The right tail test and the left tail test are two types of directional hypothesis testing.

What is the Alpha Level in Two Tail Hypothesis Testing?

To get the alpha level in a two tail hypothesis testing divide \(\alpha\) by 2. This is done as there are two rejection regions in the curve.

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What Is Hypothesis Testing?

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Hypothesis Testing: 4 Steps and Example

Hypothesis testing, sometimes called significance testing, is an act in statistics whereby an analyst tests an assumption regarding a population parameter. The methodology employed by the analyst depends on the nature of the data used and the reason for the analysis.

Hypothesis testing is used to assess the plausibility of a hypothesis by using sample data. Such data may come from a larger population or a data-generating process. The word "population" will be used for both of these cases in the following descriptions.

Key Takeaways

• Hypothesis testing is used to assess the plausibility of a hypothesis by using sample data.
• The test provides evidence concerning the plausibility of the hypothesis, given the data.
• Statistical analysts test a hypothesis by measuring and examining a random sample of the population being analyzed.
• The four steps of hypothesis testing include stating the hypotheses, formulating an analysis plan, analyzing the sample data, and analyzing the result.

How Hypothesis Testing Works

In hypothesis testing, an  analyst  tests a statistical sample, intending to provide evidence on the plausibility of the null hypothesis. Statistical analysts measure and examine a random sample of the population being analyzed. All analysts use a random population sample to test two different hypotheses: the null hypothesis and the alternative hypothesis.

The null hypothesis is usually a hypothesis of equality between population parameters; e.g., a null hypothesis may state that the population mean return is equal to zero. The alternative hypothesis is effectively the opposite of a null hypothesis. Thus, they are mutually exclusive , and only one can be true. However, one of the two hypotheses will always be true.

The null hypothesis is a statement about a population parameter, such as the population mean, that is assumed to be true.

• State the hypotheses.
• Formulate an analysis plan, which outlines how the data will be evaluated.
• Carry out the plan and analyze the sample data.
• Analyze the results and either reject the null hypothesis, or state that the null hypothesis is plausible, given the data.

Example of Hypothesis Testing

If an individual wants to test that a penny has exactly a 50% chance of landing on heads, the null hypothesis would be that 50% is correct, and the alternative hypothesis would be that 50% is not correct. Mathematically, the null hypothesis is represented as Ho: P = 0.5. The alternative hypothesis is shown as "Ha" and is identical to the null hypothesis, except with the equal sign struck-through, meaning that it does not equal 50%.

A random sample of 100 coin flips is taken, and the null hypothesis is tested. If it is found that the 100 coin flips were distributed as 40 heads and 60 tails, the analyst would assume that a penny does not have a 50% chance of landing on heads and would reject the null hypothesis and accept the alternative hypothesis.

If there were 48 heads and 52 tails, then it is plausible that the coin could be fair and still produce such a result. In cases such as this where the null hypothesis is "accepted," the analyst states that the difference between the expected results (50 heads and 50 tails) and the observed results (48 heads and 52 tails) is "explainable by chance alone."

When Did Hypothesis Testing Begin?

Some statisticians attribute the first hypothesis tests to satirical writer John Arbuthnot in 1710, who studied male and female births in England after observing that in nearly every year, male births exceeded female births by a slight proportion. Arbuthnot calculated that the probability of this happening by chance was small, and therefore it was due to “divine providence.”

What are the Benefits of Hypothesis Testing?

Hypothesis testing helps assess the accuracy of new ideas or theories by testing them against data. This allows researchers to determine whether the evidence supports their hypothesis, helping to avoid false claims and conclusions. Hypothesis testing also provides a framework for decision-making based on data rather than personal opinions or biases. By relying on statistical analysis, hypothesis testing helps to reduce the effects of chance and confounding variables, providing a robust framework for making informed conclusions.

What are the Limitations of Hypothesis Testing?

Hypothesis testing relies exclusively on data and doesn’t provide a comprehensive understanding of the subject being studied. Additionally, the accuracy of the results depends on the quality of the available data and the statistical methods used. Inaccurate data or inappropriate hypothesis formulation may lead to incorrect conclusions or failed tests. Hypothesis testing can also lead to errors, such as analysts either accepting or rejecting a null hypothesis when they shouldn’t have. These errors may result in false conclusions or missed opportunities to identify significant patterns or relationships in the data.

Hypothesis testing refers to a statistical process that helps researchers determine the reliability of a study. By using a well-formulated hypothesis and set of statistical tests, individuals or businesses can make inferences about the population that they are studying and draw conclusions based on the data presented. All hypothesis testing methods have the same four-step process, which includes stating the hypotheses, formulating an analysis plan, analyzing the sample data, and analyzing the result.

Sage. " Introduction to Hypothesis Testing ," Page 4.

Elder Research. " Who Invented the Null Hypothesis? "

Formplus. " Hypothesis Testing: Definition, Uses, Limitations and Examples ."

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In today’s data-driven world, decisions are based on data all the time. Hypothesis plays a crucial role in that process, whether it may be making business decisions, in the health sector, academia, or in quality improvement. Without hypothesis & hypothesis tests, you risk drawing the wrong conclusions and making bad decisions. In this tutorial, you will look at Hypothesis Testing in Statistics.

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What Is Hypothesis Testing in Statistics?

Hypothesis Testing is a type of statistical analysis in which you put your assumptions about a population parameter to the test. It is used to estimate the relationship between 2 statistical variables.

Let's discuss few examples of statistical hypothesis from real-life - 

• A teacher assumes that 60% of his college's students come from lower-middle-class families.
• A doctor believes that 3D (Diet, Dose, and Discipline) is 90% effective for diabetic patients.

Now that you know about hypothesis testing, look at the two types of hypothesis testing in statistics.

Hypothesis Testing Formula

Z = ( x̅ – μ0 ) / (σ /√n)

• Here, x̅ is the sample mean,
• μ0 is the population mean,
• σ is the standard deviation,
• n is the sample size.

How Hypothesis Testing Works?

An analyst performs hypothesis testing on a statistical sample to present evidence of the plausibility of the null hypothesis. Measurements and analyses are conducted on a random sample of the population to test a theory. Analysts use a random population sample to test two hypotheses: the null and alternative hypotheses.

The null hypothesis is typically an equality hypothesis between population parameters; for example, a null hypothesis may claim that the population means return equals zero. The alternate hypothesis is essentially the inverse of the null hypothesis (e.g., the population means the return is not equal to zero). As a result, they are mutually exclusive, and only one can be correct. One of the two possibilities, however, will always be correct.

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Null Hypothesis and Alternative Hypothesis

The Null Hypothesis is the assumption that the event will not occur. A null hypothesis has no bearing on the study's outcome unless it is rejected.

H0 is the symbol for it, and it is pronounced H-naught.

The Alternate Hypothesis is the logical opposite of the null hypothesis. The acceptance of the alternative hypothesis follows the rejection of the null hypothesis. H1 is the symbol for it.

Let's understand this with an example.

A sanitizer manufacturer claims that its product kills 95 percent of germs on average. 

To put this company's claim to the test, create a null and alternate hypothesis.

H0 (Null Hypothesis): Average = 95%.

Alternative Hypothesis (H1): The average is less than 95%.

Another straightforward example to understand this concept is determining whether or not a coin is fair and balanced. The null hypothesis states that the probability of a show of heads is equal to the likelihood of a show of tails. In contrast, the alternate theory states that the probability of a show of heads and tails would be very different.

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Hypothesis Testing Calculation With Examples

Let's consider a hypothesis test for the average height of women in the United States. Suppose our null hypothesis is that the average height is 5'4". We gather a sample of 100 women and determine that their average height is 5'5". The standard deviation of population is 2.

To calculate the z-score, we would use the following formula:

z = ( x̅ – μ0 ) / (σ /√n)

z = (5'5" - 5'4") / (2" / √100)

z = 0.5 / (0.045)

We will reject the null hypothesis as the z-score of 11.11 is very large and conclude that there is evidence to suggest that the average height of women in the US is greater than 5'4".

Steps in Hypothesis Testing

Hypothesis testing is a statistical method to determine if there is enough evidence in a sample of data to infer that a certain condition is true for the entire population. Here’s a breakdown of the typical steps involved in hypothesis testing:

Formulate Hypotheses

• Null Hypothesis (H0): This hypothesis states that there is no effect or difference, and it is the hypothesis you attempt to reject with your test.
• Alternative Hypothesis (H1 or Ha): This hypothesis is what you might believe to be true or hope to prove true. It is usually considered the opposite of the null hypothesis.

Choose the Significance Level (α)

The significance level, often denoted by alpha (α), is the probability of rejecting the null hypothesis when it is true. Common choices for α are 0.05 (5%), 0.01 (1%), and 0.10 (10%).

Select the Appropriate Test

Choose a statistical test based on the type of data and the hypothesis. Common tests include t-tests, chi-square tests, ANOVA, and regression analysis. The selection depends on data type, distribution, sample size, and whether the hypothesis is one-tailed or two-tailed.

Collect Data

Gather the data that will be analyzed in the test. This data should be representative of the population to infer conclusions accurately.

Calculate the Test Statistic

Based on the collected data and the chosen test, calculate a test statistic that reflects how much the observed data deviates from the null hypothesis.

Determine the p-value

The p-value is the probability of observing test results at least as extreme as the results observed, assuming the null hypothesis is correct. It helps determine the strength of the evidence against the null hypothesis.

Make a Decision

Compare the p-value to the chosen significance level:

• If the p-value ≤ α: Reject the null hypothesis, suggesting sufficient evidence in the data supports the alternative hypothesis.
• If the p-value > α: Do not reject the null hypothesis, suggesting insufficient evidence to support the alternative hypothesis.

Report the Results

Present the findings from the hypothesis test, including the test statistic, p-value, and the conclusion about the hypotheses.

Perform Post-hoc Analysis (if necessary)

Depending on the results and the study design, further analysis may be needed to explore the data more deeply or to address multiple comparisons if several hypotheses were tested simultaneously.

Types of Hypothesis Testing

To determine whether a discovery or relationship is statistically significant, hypothesis testing uses a z-test. It usually checks to see if two means are the same (the null hypothesis). Only when the population standard deviation is known and the sample size is 30 data points or more, can a z-test be applied.

A statistical test called a t-test is employed to compare the means of two groups. To determine whether two groups differ or if a procedure or treatment affects the population of interest, it is frequently used in hypothesis testing.

Chi-Square 

You utilize a Chi-square test for hypothesis testing concerning whether your data is as predicted. To determine if the expected and observed results are well-fitted, the Chi-square test analyzes the differences between categorical variables from a random sample. The test's fundamental premise is that the observed values in your data should be compared to the predicted values that would be present if the null hypothesis were true.

Hypothesis Testing and Confidence Intervals

Both confidence intervals and hypothesis tests are inferential techniques that depend on approximating the sample distribution. Data from a sample is used to estimate a population parameter using confidence intervals. Data from a sample is used in hypothesis testing to examine a given hypothesis. We must have a postulated parameter to conduct hypothesis testing.

Bootstrap distributions and randomization distributions are created using comparable simulation techniques. The observed sample statistic is the focal point of a bootstrap distribution, whereas the null hypothesis value is the focal point of a randomization distribution.

A variety of feasible population parameter estimates are included in confidence ranges. In this lesson, we created just two-tailed confidence intervals. There is a direct connection between these two-tail confidence intervals and these two-tail hypothesis tests. The results of a two-tailed hypothesis test and two-tailed confidence intervals typically provide the same results. In other words, a hypothesis test at the 0.05 level will virtually always fail to reject the null hypothesis if the 95% confidence interval contains the predicted value. A hypothesis test at the 0.05 level will nearly certainly reject the null hypothesis if the 95% confidence interval does not include the hypothesized parameter.

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Simple and Composite Hypothesis Testing

Depending on the population distribution, you can classify the statistical hypothesis into two types.

Simple Hypothesis: A simple hypothesis specifies an exact value for the parameter.

Composite Hypothesis: A composite hypothesis specifies a range of values.

A company is claiming that their average sales for this quarter are 1000 units. This is an example of a simple hypothesis.

Suppose the company claims that the sales are in the range of 900 to 1000 units. Then this is a case of a composite hypothesis.

One-Tailed and Two-Tailed Hypothesis Testing

The One-Tailed test, also called a directional test, considers a critical region of data that would result in the null hypothesis being rejected if the test sample falls into it, inevitably meaning the acceptance of the alternate hypothesis.

In a one-tailed test, the critical distribution area is one-sided, meaning the test sample is either greater or lesser than a specific value.

In two tails, the test sample is checked to be greater or less than a range of values in a Two-Tailed test, implying that the critical distribution area is two-sided.

If the sample falls within this range, the alternate hypothesis will be accepted, and the null hypothesis will be rejected.

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Right Tailed Hypothesis Testing

If the larger than (>) sign appears in your hypothesis statement, you are using a right-tailed test, also known as an upper test. Or, to put it another way, the disparity is to the right. For instance, you can contrast the battery life before and after a change in production. Your hypothesis statements can be the following if you want to know if the battery life is longer than the original (let's say 90 hours):

• The null hypothesis is (H0 <= 90) or less change.
• A possibility is that battery life has risen (H1) > 90.

The crucial point in this situation is that the alternate hypothesis (H1), not the null hypothesis, decides whether you get a right-tailed test.

Left Tailed Hypothesis Testing

Alternative hypotheses that assert the true value of a parameter is lower than the null hypothesis are tested with a left-tailed test; they are indicated by the asterisk "<".

Suppose H0: mean = 50 and H1: mean not equal to 50

According to the H1, the mean can be greater than or less than 50. This is an example of a Two-tailed test.

In a similar manner, if H0: mean >=50, then H1: mean <50

Here the mean is less than 50. It is called a One-tailed test.

Type 1 and Type 2 Error

A hypothesis test can result in two types of errors.

Type 1 Error: A Type-I error occurs when sample results reject the null hypothesis despite being true.

Type 2 Error: A Type-II error occurs when the null hypothesis is not rejected when it is false, unlike a Type-I error.

Suppose a teacher evaluates the examination paper to decide whether a student passes or fails.

H0: Student has passed

H1: Student has failed

Type I error will be the teacher failing the student [rejects H0] although the student scored the passing marks [H0 was true]. 

Type II error will be the case where the teacher passes the student [do not reject H0] although the student did not score the passing marks [H1 is true].

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Limitations of Hypothesis Testing

Hypothesis testing has some limitations that researchers should be aware of:

• It cannot prove or establish the truth: Hypothesis testing provides evidence to support or reject a hypothesis, but it cannot confirm the absolute truth of the research question.
• Results are sample-specific: Hypothesis testing is based on analyzing a sample from a population, and the conclusions drawn are specific to that particular sample.
• Possible errors: During hypothesis testing, there is a chance of committing type I error (rejecting a true null hypothesis) or type II error (failing to reject a false null hypothesis).
• Assumptions and requirements: Different tests have specific assumptions and requirements that must be met to accurately interpret results.

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After reading this tutorial, you would have a much better understanding of hypothesis testing, one of the most important concepts in the field of Data Science . The majority of hypotheses are based on speculation about observed behavior, natural phenomena, or established theories.

If you are interested in statistics of data science and skills needed for such a career, you ought to explore the Post Graduate Program in Data Science.

If you have any questions regarding this ‘Hypothesis Testing In Statistics’ tutorial, do share them in the comment section. Our subject matter expert will respond to your queries. Happy learning!

1. What is hypothesis testing in statistics with example?

Hypothesis testing is a statistical method used to determine if there is enough evidence in a sample data to draw conclusions about a population. It involves formulating two competing hypotheses, the null hypothesis (H0) and the alternative hypothesis (Ha), and then collecting data to assess the evidence. An example: testing if a new drug improves patient recovery (Ha) compared to the standard treatment (H0) based on collected patient data.

2. What is H0 and H1 in statistics?

In statistics, H0​ and H1​ represent the null and alternative hypotheses. The null hypothesis, H0​, is the default assumption that no effect or difference exists between groups or conditions. The alternative hypothesis, H1​, is the competing claim suggesting an effect or a difference. Statistical tests determine whether to reject the null hypothesis in favor of the alternative hypothesis based on the data.

3. What is a simple hypothesis with an example?

A simple hypothesis is a specific statement predicting a single relationship between two variables. It posits a direct and uncomplicated outcome. For example, a simple hypothesis might state, "Increased sunlight exposure increases the growth rate of sunflowers." Here, the hypothesis suggests a direct relationship between the amount of sunlight (independent variable) and the growth rate of sunflowers (dependent variable), with no additional variables considered.

4. What are the 3 major types of hypothesis?

The three major types of hypotheses are:

• Null Hypothesis (H0): Represents the default assumption, stating that there is no significant effect or relationship in the data.
• Alternative Hypothesis (Ha): Contradicts the null hypothesis and proposes a specific effect or relationship that researchers want to investigate.
• Nondirectional Hypothesis: An alternative hypothesis that doesn't specify the direction of the effect, leaving it open for both positive and negative possibilities.

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About the Author

Avijeet is a Senior Research Analyst at Simplilearn. Passionate about Data Analytics, Machine Learning, and Deep Learning, Avijeet is also interested in politics, cricket, and football.

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Frequently asked questions

What is hypothesis testing.

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.

Frequently asked questions: Methodology

Attrition refers to participants leaving a study. It always happens to some extent—for example, in randomized controlled trials for medical research.

Differential attrition occurs when attrition or dropout rates differ systematically between the intervention and the control group . As a result, the characteristics of the participants who drop out differ from the characteristics of those who stay in the study. Because of this, study results may be biased .

Action research is conducted in order to solve a particular issue immediately, while case studies are often conducted over a longer period of time and focus more on observing and analyzing a particular ongoing phenomenon.

Action research is focused on solving a problem or informing individual and community-based knowledge in a way that impacts teaching, learning, and other related processes. It is less focused on contributing theoretical input, instead producing actionable input.

Action research is particularly popular with educators as a form of systematic inquiry because it prioritizes reflection and bridges the gap between theory and practice. Educators are able to simultaneously investigate an issue as they solve it, and the method is very iterative and flexible.

A cycle of inquiry is another name for action research . It is usually visualized in a spiral shape following a series of steps, such as “planning → acting → observing → reflecting.”

To make quantitative observations , you need to use instruments that are capable of measuring the quantity you want to observe. For example, you might use a ruler to measure the length of an object or a thermometer to measure its temperature.

Criterion validity and construct validity are both types of measurement validity . In other words, they both show you how accurately a method measures something.

While construct validity is the degree to which a test or other measurement method measures what it claims to measure, criterion validity is the degree to which a test can predictively (in the future) or concurrently (in the present) measure something.

Construct validity is often considered the overarching type of measurement validity . You need to have face validity , content validity , and criterion validity in order to achieve construct validity.

Convergent validity and discriminant validity are both subtypes of construct validity . Together, they help you evaluate whether a test measures the concept it was designed to measure.

• Convergent validity indicates whether a test that is designed to measure a particular construct correlates with other tests that assess the same or similar construct.
• Discriminant validity indicates whether two tests that should not be highly related to each other are indeed not related. This type of validity is also called divergent validity .

You need to assess both in order to demonstrate construct validity. Neither one alone is sufficient for establishing construct validity.

• Discriminant validity indicates whether two tests that should not be highly related to each other are indeed not related

Content validity shows you how accurately a test or other measurement method taps  into the various aspects of the specific construct you are researching.

In other words, it helps you answer the question: “does the test measure all aspects of the construct I want to measure?” If it does, then the test has high content validity.

The higher the content validity, the more accurate the measurement of the construct.

If the test fails to include parts of the construct, or irrelevant parts are included, the validity of the instrument is threatened, which brings your results into question.

Face validity and content validity are similar in that they both evaluate how suitable the content of a test is. The difference is that face validity is subjective, and assesses content at surface level.

When a test has strong face validity, anyone would agree that the test’s questions appear to measure what they are intended to measure.

For example, looking at a 4th grade math test consisting of problems in which students have to add and multiply, most people would agree that it has strong face validity (i.e., it looks like a math test).

On the other hand, content validity evaluates how well a test represents all the aspects of a topic. Assessing content validity is more systematic and relies on expert evaluation. of each question, analyzing whether each one covers the aspects that the test was designed to cover.

A 4th grade math test would have high content validity if it covered all the skills taught in that grade. Experts(in this case, math teachers), would have to evaluate the content validity by comparing the test to the learning objectives.

Snowball sampling is a non-probability sampling method . Unlike probability sampling (which involves some form of random selection ), the initial individuals selected to be studied are the ones who recruit new participants.

Because not every member of the target population has an equal chance of being recruited into the sample, selection in snowball sampling is non-random.

Snowball sampling is a non-probability sampling method , where there is not an equal chance for every member of the population to be included in the sample .

This means that you cannot use inferential statistics and make generalizations —often the goal of quantitative research . As such, a snowball sample is not representative of the target population and is usually a better fit for qualitative research .

Snowball sampling relies on the use of referrals. Here, the researcher recruits one or more initial participants, who then recruit the next ones.

Participants share similar characteristics and/or know each other. Because of this, not every member of the population has an equal chance of being included in the sample, giving rise to sampling bias .

Snowball sampling is best used in the following cases:

• If there is no sampling frame available (e.g., people with a rare disease)
• If the population of interest is hard to access or locate (e.g., people experiencing homelessness)
• If the research focuses on a sensitive topic (e.g., extramarital affairs)

The reproducibility and replicability of a study can be ensured by writing a transparent, detailed method section and using clear, unambiguous language.

Reproducibility and replicability are related terms.

• Reproducing research entails reanalyzing the existing data in the same manner.
• Replicating (or repeating ) the research entails reconducting the entire analysis, including the collection of new data . 
• A successful reproduction shows that the data analyses were conducted in a fair and honest manner.
• A successful replication shows that the reliability of the results is high.

Stratified sampling and quota sampling both involve dividing the population into subgroups and selecting units from each subgroup. The purpose in both cases is to select a representative sample and/or to allow comparisons between subgroups.

The main difference is that in stratified sampling, you draw a random sample from each subgroup ( probability sampling ). In quota sampling you select a predetermined number or proportion of units, in a non-random manner ( non-probability sampling ).

Purposive and convenience sampling are both sampling methods that are typically used in qualitative data collection.

A convenience sample is drawn from a source that is conveniently accessible to the researcher. Convenience sampling does not distinguish characteristics among the participants. On the other hand, purposive sampling focuses on selecting participants possessing characteristics associated with the research study.

The findings of studies based on either convenience or purposive sampling can only be generalized to the (sub)population from which the sample is drawn, and not to the entire population.

Random sampling or probability sampling is based on random selection. This means that each unit has an equal chance (i.e., equal probability) of being included in the sample.

On the other hand, convenience sampling involves stopping people at random, which means that not everyone has an equal chance of being selected depending on the place, time, or day you are collecting your data.

Convenience sampling and quota sampling are both non-probability sampling methods. They both use non-random criteria like availability, geographical proximity, or expert knowledge to recruit study participants.

However, in convenience sampling, you continue to sample units or cases until you reach the required sample size.

In quota sampling, you first need to divide your population of interest into subgroups (strata) and estimate their proportions (quota) in the population. Then you can start your data collection, using convenience sampling to recruit participants, until the proportions in each subgroup coincide with the estimated proportions in the population.

A sampling frame is a list of every member in the entire population . It is important that the sampling frame is as complete as possible, so that your sample accurately reflects your population.

Stratified and cluster sampling may look similar, but bear in mind that groups created in cluster sampling are heterogeneous , so the individual characteristics in the cluster vary. In contrast, groups created in stratified sampling are homogeneous , as units share characteristics.

Relatedly, in cluster sampling you randomly select entire groups and include all units of each group in your sample. However, in stratified sampling, you select some units of all groups and include them in your sample. In this way, both methods can ensure that your sample is representative of the target population .

A systematic review is secondary research because it uses existing research. You don’t collect new data yourself.

The key difference between observational studies and experimental designs is that a well-done observational study does not influence the responses of participants, while experiments do have some sort of treatment condition applied to at least some participants by random assignment .

An observational study is a great choice for you if your research question is based purely on observations. If there are ethical, logistical, or practical concerns that prevent you from conducting a traditional experiment , an observational study may be a good choice. In an observational study, there is no interference or manipulation of the research subjects, as well as no control or treatment groups .

It’s often best to ask a variety of people to review your measurements. You can ask experts, such as other researchers, or laypeople, such as potential participants, to judge the face validity of tests.

While experts have a deep understanding of research methods , the people you’re studying can provide you with valuable insights you may have missed otherwise.

Face validity is important because it’s a simple first step to measuring the overall validity of a test or technique. It’s a relatively intuitive, quick, and easy way to start checking whether a new measure seems useful at first glance.

Good face validity means that anyone who reviews your measure says that it seems to be measuring what it’s supposed to. With poor face validity, someone reviewing your measure may be left confused about what you’re measuring and why you’re using this method.

Face validity is about whether a test appears to measure what it’s supposed to measure. This type of validity is concerned with whether a measure seems relevant and appropriate for what it’s assessing only on the surface.

Statistical analyses are often applied to test validity with data from your measures. You test convergent validity and discriminant validity with correlations to see if results from your test are positively or negatively related to those of other established tests.

You can also use regression analyses to assess whether your measure is actually predictive of outcomes that you expect it to predict theoretically. A regression analysis that supports your expectations strengthens your claim of construct validity .

When designing or evaluating a measure, construct validity helps you ensure you’re actually measuring the construct you’re interested in. If you don’t have construct validity, you may inadvertently measure unrelated or distinct constructs and lose precision in your research.

Construct validity is often considered the overarching type of measurement validity ,  because it covers all of the other types. You need to have face validity , content validity , and criterion validity to achieve construct validity.

Construct validity is about how well a test measures the concept it was designed to evaluate. It’s one of four types of measurement validity , which includes construct validity, face validity , and criterion validity.

There are two subtypes of construct validity.

• Convergent validity : The extent to which your measure corresponds to measures of related constructs
• Discriminant validity : The extent to which your measure is unrelated or negatively related to measures of distinct constructs

Naturalistic observation is a valuable tool because of its flexibility, external validity , and suitability for topics that can’t be studied in a lab setting.

The downsides of naturalistic observation include its lack of scientific control , ethical considerations , and potential for bias from observers and subjects.

Naturalistic observation is a qualitative research method where you record the behaviors of your research subjects in real world settings. You avoid interfering or influencing anything in a naturalistic observation.

You can think of naturalistic observation as “people watching” with a purpose.

A dependent variable is what changes as a result of the independent variable manipulation in experiments . It’s what you’re interested in measuring, and it “depends” on your independent variable.

In statistics, dependent variables are also called:

• Response variables (they respond to a change in another variable)
• Outcome variables (they represent the outcome you want to measure)
• Left-hand-side variables (they appear on the left-hand side of a regression equation)

An independent variable is the variable you manipulate, control, or vary in an experimental study to explore its effects. It’s called “independent” because it’s not influenced by any other variables in the study.

Independent variables are also called:

• Explanatory variables (they explain an event or outcome)
• Predictor variables (they can be used to predict the value of a dependent variable)
• Right-hand-side variables (they appear on the right-hand side of a regression equation).

As a rule of thumb, questions related to thoughts, beliefs, and feelings work well in focus groups. Take your time formulating strong questions, paying special attention to phrasing. Be careful to avoid leading questions , which can bias your responses.

Overall, your focus group questions should be:

• Open-ended and flexible
• Impossible to answer with “yes” or “no” (questions that start with “why” or “how” are often best)
• Unambiguous, getting straight to the point while still stimulating discussion
• Unbiased and neutral

A structured interview is a data collection method that relies on asking questions in a set order to collect data on a topic. They are often quantitative in nature. Structured interviews are best used when: 

• You already have a very clear understanding of your topic. Perhaps significant research has already been conducted, or you have done some prior research yourself, but you already possess a baseline for designing strong structured questions.
• You are constrained in terms of time or resources and need to analyze your data quickly and efficiently.
• Your research question depends on strong parity between participants, with environmental conditions held constant.

More flexible interview options include semi-structured interviews , unstructured interviews , and focus groups .

Social desirability bias is the tendency for interview participants to give responses that will be viewed favorably by the interviewer or other participants. It occurs in all types of interviews and surveys , but is most common in semi-structured interviews , unstructured interviews , and focus groups .

Social desirability bias can be mitigated by ensuring participants feel at ease and comfortable sharing their views. Make sure to pay attention to your own body language and any physical or verbal cues, such as nodding or widening your eyes.

This type of bias can also occur in observations if the participants know they’re being observed. They might alter their behavior accordingly.

The interviewer effect is a type of bias that emerges when a characteristic of an interviewer (race, age, gender identity, etc.) influences the responses given by the interviewee.

There is a risk of an interviewer effect in all types of interviews , but it can be mitigated by writing really high-quality interview questions.

A semi-structured interview is a blend of structured and unstructured types of interviews. Semi-structured interviews are best used when:

• You have prior interview experience. Spontaneous questions are deceptively challenging, and it’s easy to accidentally ask a leading question or make a participant uncomfortable.
• Your research question is exploratory in nature. Participant answers can guide future research questions and help you develop a more robust knowledge base for future research.

An unstructured interview is the most flexible type of interview, but it is not always the best fit for your research topic.

Unstructured interviews are best used when:

• You are an experienced interviewer and have a very strong background in your research topic, since it is challenging to ask spontaneous, colloquial questions.
• Your research question is exploratory in nature. While you may have developed hypotheses, you are open to discovering new or shifting viewpoints through the interview process.
• You are seeking descriptive data, and are ready to ask questions that will deepen and contextualize your initial thoughts and hypotheses.
• Your research depends on forming connections with your participants and making them feel comfortable revealing deeper emotions, lived experiences, or thoughts.

The four most common types of interviews are:

• Structured interviews : The questions are predetermined in both topic and order. 
• Semi-structured interviews : A few questions are predetermined, but other questions aren’t planned.
• Unstructured interviews : None of the questions are predetermined.
• Focus group interviews : The questions are presented to a group instead of one individual.

Deductive reasoning is commonly used in scientific research, and it’s especially associated with quantitative research .

In research, you might have come across something called the hypothetico-deductive method . It’s the scientific method of testing hypotheses to check whether your predictions are substantiated by real-world data.

Deductive reasoning is a logical approach where you progress from general ideas to specific conclusions. It’s often contrasted with inductive reasoning , where you start with specific observations and form general conclusions.

Deductive reasoning is also called deductive logic.

There are many different types of inductive reasoning that people use formally or informally.

Here are a few common types:

• Inductive generalization : You use observations about a sample to come to a conclusion about the population it came from.
• Statistical generalization: You use specific numbers about samples to make statements about populations.
• Causal reasoning: You make cause-and-effect links between different things.
• Sign reasoning: You make a conclusion about a correlational relationship between different things.
• Analogical reasoning: You make a conclusion about something based on its similarities to something else.

Inductive reasoning is a bottom-up approach, while deductive reasoning is top-down.

Inductive reasoning takes you from the specific to the general, while in deductive reasoning, you make inferences by going from general premises to specific conclusions.

In inductive research , you start by making observations or gathering data. Then, you take a broad scan of your data and search for patterns. Finally, you make general conclusions that you might incorporate into theories.

Inductive reasoning is a method of drawing conclusions by going from the specific to the general. It’s usually contrasted with deductive reasoning, where you proceed from general information to specific conclusions.

Inductive reasoning is also called inductive logic or bottom-up reasoning.

A hypothesis states your predictions about what your research will find. It is a tentative answer to your research question that has not yet been tested. For some research projects, you might have to write several hypotheses that address different aspects of your research question.

A hypothesis is not just a guess — it should be based on existing theories and knowledge. It also has to be testable, which means you can support or refute it through scientific research methods (such as experiments, observations and statistical analysis of data).

Triangulation can help:

• Reduce research bias that comes from using a single method, theory, or investigator
• Enhance validity by approaching the same topic with different tools
• Establish credibility by giving you a complete picture of the research problem

But triangulation can also pose problems:

• It’s time-consuming and labor-intensive, often involving an interdisciplinary team.
• Your results may be inconsistent or even contradictory.

There are four main types of triangulation :

• Data triangulation : Using data from different times, spaces, and people
• Investigator triangulation : Involving multiple researchers in collecting or analyzing data
• Theory triangulation : Using varying theoretical perspectives in your research
• Methodological triangulation : Using different methodologies to approach the same topic

Many academic fields use peer review , largely to determine whether a manuscript is suitable for publication. Peer review enhances the credibility of the published manuscript.

However, peer review is also common in non-academic settings. The United Nations, the European Union, and many individual nations use peer review to evaluate grant applications. It is also widely used in medical and health-related fields as a teaching or quality-of-care measure. 

Peer assessment is often used in the classroom as a pedagogical tool. Both receiving feedback and providing it are thought to enhance the learning process, helping students think critically and collaboratively.

Peer review can stop obviously problematic, falsified, or otherwise untrustworthy research from being published. It also represents an excellent opportunity to get feedback from renowned experts in your field. It acts as a first defense, helping you ensure your argument is clear and that there are no gaps, vague terms, or unanswered questions for readers who weren’t involved in the research process.

Peer-reviewed articles are considered a highly credible source due to this stringent process they go through before publication.

In general, the peer review process follows the following steps: 

• First, the author submits the manuscript to the editor.
• Reject the manuscript and send it back to author, or 
• Send it onward to the selected peer reviewer(s) 
• Next, the peer review process occurs. The reviewer provides feedback, addressing any major or minor issues with the manuscript, and gives their advice regarding what edits should be made. 
• Lastly, the edited manuscript is sent back to the author. They input the edits, and resubmit it to the editor for publication.

Exploratory research is often used when the issue you’re studying is new or when the data collection process is challenging for some reason.

You can use exploratory research if you have a general idea or a specific question that you want to study but there is no preexisting knowledge or paradigm with which to study it.

Exploratory research is a methodology approach that explores research questions that have not previously been studied in depth. It is often used when the issue you’re studying is new, or the data collection process is challenging in some way.

Explanatory research is used to investigate how or why a phenomenon occurs. Therefore, this type of research is often one of the first stages in the research process , serving as a jumping-off point for future research.

Exploratory research aims to explore the main aspects of an under-researched problem, while explanatory research aims to explain the causes and consequences of a well-defined problem.

Explanatory research is a research method used to investigate how or why something occurs when only a small amount of information is available pertaining to that topic. It can help you increase your understanding of a given topic.

Clean data are valid, accurate, complete, consistent, unique, and uniform. Dirty data include inconsistencies and errors.

Dirty data can come from any part of the research process, including poor research design , inappropriate measurement materials, or flawed data entry.

Data cleaning takes place between data collection and data analyses. But you can use some methods even before collecting data.

For clean data, you should start by designing measures that collect valid data. Data validation at the time of data entry or collection helps you minimize the amount of data cleaning you’ll need to do.

After data collection, you can use data standardization and data transformation to clean your data. You’ll also deal with any missing values, outliers, and duplicate values.

Every dataset requires different techniques to clean dirty data , but you need to address these issues in a systematic way. You focus on finding and resolving data points that don’t agree or fit with the rest of your dataset.

These data might be missing values, outliers, duplicate values, incorrectly formatted, or irrelevant. You’ll start with screening and diagnosing your data. Then, you’ll often standardize and accept or remove data to make your dataset consistent and valid.

Data cleaning is necessary for valid and appropriate analyses. Dirty data contain inconsistencies or errors , but cleaning your data helps you minimize or resolve these.

Without data cleaning, you could end up with a Type I or II error in your conclusion. These types of erroneous conclusions can be practically significant with important consequences, because they lead to misplaced investments or missed opportunities.

Data cleaning involves spotting and resolving potential data inconsistencies or errors to improve your data quality. An error is any value (e.g., recorded weight) that doesn’t reflect the true value (e.g., actual weight) of something that’s being measured.

In this process, you review, analyze, detect, modify, or remove “dirty” data to make your dataset “clean.” Data cleaning is also called data cleansing or data scrubbing.

Research misconduct means making up or falsifying data, manipulating data analyses, or misrepresenting results in research reports. It’s a form of academic fraud.

These actions are committed intentionally and can have serious consequences; research misconduct is not a simple mistake or a point of disagreement but a serious ethical failure.

Anonymity means you don’t know who the participants are, while confidentiality means you know who they are but remove identifying information from your research report. Both are important ethical considerations .

You can only guarantee anonymity by not collecting any personally identifying information—for example, names, phone numbers, email addresses, IP addresses, physical characteristics, photos, or videos.

You can keep data confidential by using aggregate information in your research report, so that you only refer to groups of participants rather than individuals.

Research ethics matter for scientific integrity, human rights and dignity, and collaboration between science and society. These principles make sure that participation in studies is voluntary, informed, and safe.

Ethical considerations in research are a set of principles that guide your research designs and practices. These principles include voluntary participation, informed consent, anonymity, confidentiality, potential for harm, and results communication.

Scientists and researchers must always adhere to a certain code of conduct when collecting data from others .

These considerations protect the rights of research participants, enhance research validity , and maintain scientific integrity.

In multistage sampling , you can use probability or non-probability sampling methods .

For a probability sample, you have to conduct probability sampling at every stage.

You can mix it up by using simple random sampling , systematic sampling , or stratified sampling to select units at different stages, depending on what is applicable and relevant to your study.

Multistage sampling can simplify data collection when you have large, geographically spread samples, and you can obtain a probability sample without a complete sampling frame.

But multistage sampling may not lead to a representative sample, and larger samples are needed for multistage samples to achieve the statistical properties of simple random samples .

These are four of the most common mixed methods designs :

• Convergent parallel: Quantitative and qualitative data are collected at the same time and analyzed separately. After both analyses are complete, compare your results to draw overall conclusions. 
• Embedded: Quantitative and qualitative data are collected at the same time, but within a larger quantitative or qualitative design. One type of data is secondary to the other.
• Explanatory sequential: Quantitative data is collected and analyzed first, followed by qualitative data. You can use this design if you think your qualitative data will explain and contextualize your quantitative findings.
• Exploratory sequential: Qualitative data is collected and analyzed first, followed by quantitative data. You can use this design if you think the quantitative data will confirm or validate your qualitative findings.

Triangulation in research means using multiple datasets, methods, theories and/or investigators to address a research question. It’s a research strategy that can help you enhance the validity and credibility of your findings.

Triangulation is mainly used in qualitative research , but it’s also commonly applied in quantitative research . Mixed methods research always uses triangulation.

In multistage sampling , or multistage cluster sampling, you draw a sample from a population using smaller and smaller groups at each stage.

This method is often used to collect data from a large, geographically spread group of people in national surveys, for example. You take advantage of hierarchical groupings (e.g., from state to city to neighborhood) to create a sample that’s less expensive and time-consuming to collect data from.

No, the steepness or slope of the line isn’t related to the correlation coefficient value. The correlation coefficient only tells you how closely your data fit on a line, so two datasets with the same correlation coefficient can have very different slopes.

To find the slope of the line, you’ll need to perform a regression analysis .

Correlation coefficients always range between -1 and 1.

The sign of the coefficient tells you the direction of the relationship: a positive value means the variables change together in the same direction, while a negative value means they change together in opposite directions.

The absolute value of a number is equal to the number without its sign. The absolute value of a correlation coefficient tells you the magnitude of the correlation: the greater the absolute value, the stronger the correlation.

These are the assumptions your data must meet if you want to use Pearson’s r :

• Both variables are on an interval or ratio level of measurement
• Data from both variables follow normal distributions
• Your data have no outliers
• Your data is from a random or representative sample
• You expect a linear relationship between the two variables

Quantitative research designs can be divided into two main categories:

• Correlational and descriptive designs are used to investigate characteristics, averages, trends, and associations between variables.
• Experimental and quasi-experimental designs are used to test causal relationships .

Qualitative research designs tend to be more flexible. Common types of qualitative design include case study , ethnography , and grounded theory designs.

A well-planned research design helps ensure that your methods match your research aims, that you collect high-quality data, and that you use the right kind of analysis to answer your questions, utilizing credible sources . This allows you to draw valid , trustworthy conclusions.

The priorities of a research design can vary depending on the field, but you usually have to specify:

• Your research questions and/or hypotheses
• Your overall approach (e.g., qualitative or quantitative )
• The type of design you’re using (e.g., a survey , experiment , or case study )
• Your sampling methods or criteria for selecting subjects
• Your data collection methods (e.g., questionnaires , observations)
• Your data collection procedures (e.g., operationalization , timing and data management)
• Your data analysis methods (e.g., statistical tests  or thematic analysis )

A research design is a strategy for answering your   research question . It defines your overall approach and determines how you will collect and analyze data.

Questionnaires can be self-administered or researcher-administered.

Self-administered questionnaires can be delivered online or in paper-and-pen formats, in person or through mail. All questions are standardized so that all respondents receive the same questions with identical wording.

Researcher-administered questionnaires are interviews that take place by phone, in-person, or online between researchers and respondents. You can gain deeper insights by clarifying questions for respondents or asking follow-up questions.

You can organize the questions logically, with a clear progression from simple to complex, or randomly between respondents. A logical flow helps respondents process the questionnaire easier and quicker, but it may lead to bias. Randomization can minimize the bias from order effects.

Closed-ended, or restricted-choice, questions offer respondents a fixed set of choices to select from. These questions are easier to answer quickly.

Open-ended or long-form questions allow respondents to answer in their own words. Because there are no restrictions on their choices, respondents can answer in ways that researchers may not have otherwise considered.

A questionnaire is a data collection tool or instrument, while a survey is an overarching research method that involves collecting and analyzing data from people using questionnaires.

The third variable and directionality problems are two main reasons why correlation isn’t causation .

The third variable problem means that a confounding variable affects both variables to make them seem causally related when they are not.

The directionality problem is when two variables correlate and might actually have a causal relationship, but it’s impossible to conclude which variable causes changes in the other.

Correlation describes an association between variables : when one variable changes, so does the other. A correlation is a statistical indicator of the relationship between variables.

Causation means that changes in one variable brings about changes in the other (i.e., there is a cause-and-effect relationship between variables). The two variables are correlated with each other, and there’s also a causal link between them.

While causation and correlation can exist simultaneously, correlation does not imply causation. In other words, correlation is simply a relationship where A relates to B—but A doesn’t necessarily cause B to happen (or vice versa). Mistaking correlation for causation is a common error and can lead to false cause fallacy .

Controlled experiments establish causality, whereas correlational studies only show associations between variables.

• In an experimental design , you manipulate an independent variable and measure its effect on a dependent variable. Other variables are controlled so they can’t impact the results.
• In a correlational design , you measure variables without manipulating any of them. You can test whether your variables change together, but you can’t be sure that one variable caused a change in another.

In general, correlational research is high in external validity while experimental research is high in internal validity .

A correlation is usually tested for two variables at a time, but you can test correlations between three or more variables.

A correlation coefficient is a single number that describes the strength and direction of the relationship between your variables.

Different types of correlation coefficients might be appropriate for your data based on their levels of measurement and distributions . The Pearson product-moment correlation coefficient (Pearson’s r ) is commonly used to assess a linear relationship between two quantitative variables.

A correlational research design investigates relationships between two variables (or more) without the researcher controlling or manipulating any of them. It’s a non-experimental type of quantitative research .

A correlation reflects the strength and/or direction of the association between two or more variables.

• A positive correlation means that both variables change in the same direction.
• A negative correlation means that the variables change in opposite directions.
• A zero correlation means there’s no relationship between the variables.

Random error  is almost always present in scientific studies, even in highly controlled settings. While you can’t eradicate it completely, you can reduce random error by taking repeated measurements, using a large sample, and controlling extraneous variables .

You can avoid systematic error through careful design of your sampling , data collection , and analysis procedures. For example, use triangulation to measure your variables using multiple methods; regularly calibrate instruments or procedures; use random sampling and random assignment ; and apply masking (blinding) where possible.

Systematic error is generally a bigger problem in research.

With random error, multiple measurements will tend to cluster around the true value. When you’re collecting data from a large sample , the errors in different directions will cancel each other out.

Systematic errors are much more problematic because they can skew your data away from the true value. This can lead you to false conclusions ( Type I and II errors ) about the relationship between the variables you’re studying.

Random and systematic error are two types of measurement error.

Random error is a chance difference between the observed and true values of something (e.g., a researcher misreading a weighing scale records an incorrect measurement).

Systematic error is a consistent or proportional difference between the observed and true values of something (e.g., a miscalibrated scale consistently records weights as higher than they actually are).

On graphs, the explanatory variable is conventionally placed on the x-axis, while the response variable is placed on the y-axis.

• If you have quantitative variables , use a scatterplot or a line graph.
• If your response variable is categorical, use a scatterplot or a line graph.
• If your explanatory variable is categorical, use a bar graph.

The term “ explanatory variable ” is sometimes preferred over “ independent variable ” because, in real world contexts, independent variables are often influenced by other variables. This means they aren’t totally independent.

Multiple independent variables may also be correlated with each other, so “explanatory variables” is a more appropriate term.

The difference between explanatory and response variables is simple:

• An explanatory variable is the expected cause, and it explains the results.
• A response variable is the expected effect, and it responds to other variables.

In a controlled experiment , all extraneous variables are held constant so that they can’t influence the results. Controlled experiments require:

• A control group that receives a standard treatment, a fake treatment, or no treatment.
• Random assignment of participants to ensure the groups are equivalent.

Depending on your study topic, there are various other methods of controlling variables .

There are 4 main types of extraneous variables :

• Demand characteristics : environmental cues that encourage participants to conform to researchers’ expectations.
• Experimenter effects : unintentional actions by researchers that influence study outcomes.
• Situational variables : environmental variables that alter participants’ behaviors.
• Participant variables : any characteristic or aspect of a participant’s background that could affect study results.

An extraneous variable is any variable that you’re not investigating that can potentially affect the dependent variable of your research study.

A confounding variable is a type of extraneous variable that not only affects the dependent variable, but is also related to the independent variable.

In a factorial design, multiple independent variables are tested.

If you test two variables, each level of one independent variable is combined with each level of the other independent variable to create different conditions.

Within-subjects designs have many potential threats to internal validity , but they are also very statistically powerful .

Advantages:

• Only requires small samples
• Statistically powerful
• Removes the effects of individual differences on the outcomes

Disadvantages:

• Internal validity threats reduce the likelihood of establishing a direct relationship between variables
• Time-related effects, such as growth, can influence the outcomes
• Carryover effects mean that the specific order of different treatments affect the outcomes

While a between-subjects design has fewer threats to internal validity , it also requires more participants for high statistical power than a within-subjects design .

• Prevents carryover effects of learning and fatigue.
• Shorter study duration.
• Needs larger samples for high power.
• Uses more resources to recruit participants, administer sessions, cover costs, etc.
• Individual differences may be an alternative explanation for results.

Yes. Between-subjects and within-subjects designs can be combined in a single study when you have two or more independent variables (a factorial design). In a mixed factorial design, one variable is altered between subjects and another is altered within subjects.

In a between-subjects design , every participant experiences only one condition, and researchers assess group differences between participants in various conditions.

In a within-subjects design , each participant experiences all conditions, and researchers test the same participants repeatedly for differences between conditions.

The word “between” means that you’re comparing different conditions between groups, while the word “within” means you’re comparing different conditions within the same group.

Random assignment is used in experiments with a between-groups or independent measures design. In this research design, there’s usually a control group and one or more experimental groups. Random assignment helps ensure that the groups are comparable.

In general, you should always use random assignment in this type of experimental design when it is ethically possible and makes sense for your study topic.

To implement random assignment , assign a unique number to every member of your study’s sample .

Then, you can use a random number generator or a lottery method to randomly assign each number to a control or experimental group. You can also do so manually, by flipping a coin or rolling a dice to randomly assign participants to groups.

Random selection, or random sampling , is a way of selecting members of a population for your study’s sample.

In contrast, random assignment is a way of sorting the sample into control and experimental groups.

Random sampling enhances the external validity or generalizability of your results, while random assignment improves the internal validity of your study.

In experimental research, random assignment is a way of placing participants from your sample into different groups using randomization. With this method, every member of the sample has a known or equal chance of being placed in a control group or an experimental group.

“Controlling for a variable” means measuring extraneous variables and accounting for them statistically to remove their effects on other variables.

Researchers often model control variable data along with independent and dependent variable data in regression analyses and ANCOVAs . That way, you can isolate the control variable’s effects from the relationship between the variables of interest.

Control variables help you establish a correlational or causal relationship between variables by enhancing internal validity .

If you don’t control relevant extraneous variables , they may influence the outcomes of your study, and you may not be able to demonstrate that your results are really an effect of your independent variable .

A control variable is any variable that’s held constant in a research study. It’s not a variable of interest in the study, but it’s controlled because it could influence the outcomes.

Including mediators and moderators in your research helps you go beyond studying a simple relationship between two variables for a fuller picture of the real world. They are important to consider when studying complex correlational or causal relationships.

Mediators are part of the causal pathway of an effect, and they tell you how or why an effect takes place. Moderators usually help you judge the external validity of your study by identifying the limitations of when the relationship between variables holds.

If something is a mediating variable :

• It’s caused by the independent variable .
• It influences the dependent variable
• When it’s taken into account, the statistical correlation between the independent and dependent variables is higher than when it isn’t considered.

A confounder is a third variable that affects variables of interest and makes them seem related when they are not. In contrast, a mediator is the mechanism of a relationship between two variables: it explains the process by which they are related.

A mediator variable explains the process through which two variables are related, while a moderator variable affects the strength and direction of that relationship.

There are three key steps in systematic sampling :

• Define and list your population , ensuring that it is not ordered in a cyclical or periodic order.
• Decide on your sample size and calculate your interval, k , by dividing your population by your target sample size.
• Choose every k th member of the population as your sample.

Systematic sampling is a probability sampling method where researchers select members of the population at a regular interval – for example, by selecting every 15th person on a list of the population. If the population is in a random order, this can imitate the benefits of simple random sampling .

Yes, you can create a stratified sample using multiple characteristics, but you must ensure that every participant in your study belongs to one and only one subgroup. In this case, you multiply the numbers of subgroups for each characteristic to get the total number of groups.

For example, if you were stratifying by location with three subgroups (urban, rural, or suburban) and marital status with five subgroups (single, divorced, widowed, married, or partnered), you would have 3 x 5 = 15 subgroups.

You should use stratified sampling when your sample can be divided into mutually exclusive and exhaustive subgroups that you believe will take on different mean values for the variable that you’re studying.

Using stratified sampling will allow you to obtain more precise (with lower variance ) statistical estimates of whatever you are trying to measure.

For example, say you want to investigate how income differs based on educational attainment, but you know that this relationship can vary based on race. Using stratified sampling, you can ensure you obtain a large enough sample from each racial group, allowing you to draw more precise conclusions.

In stratified sampling , researchers divide subjects into subgroups called strata based on characteristics that they share (e.g., race, gender, educational attainment).

Once divided, each subgroup is randomly sampled using another probability sampling method.

Cluster sampling is more time- and cost-efficient than other probability sampling methods , particularly when it comes to large samples spread across a wide geographical area.

However, it provides less statistical certainty than other methods, such as simple random sampling , because it is difficult to ensure that your clusters properly represent the population as a whole.

There are three types of cluster sampling : single-stage, double-stage and multi-stage clustering. In all three types, you first divide the population into clusters, then randomly select clusters for use in your sample.

• In single-stage sampling , you collect data from every unit within the selected clusters.
• In double-stage sampling , you select a random sample of units from within the clusters.
• In multi-stage sampling , you repeat the procedure of randomly sampling elements from within the clusters until you have reached a manageable sample.

Cluster sampling is a probability sampling method in which you divide a population into clusters, such as districts or schools, and then randomly select some of these clusters as your sample.

The clusters should ideally each be mini-representations of the population as a whole.

If properly implemented, simple random sampling is usually the best sampling method for ensuring both internal and external validity . However, it can sometimes be impractical and expensive to implement, depending on the size of the population to be studied,

If you have a list of every member of the population and the ability to reach whichever members are selected, you can use simple random sampling.

The American Community Survey  is an example of simple random sampling . In order to collect detailed data on the population of the US, the Census Bureau officials randomly select 3.5 million households per year and use a variety of methods to convince them to fill out the survey.

Simple random sampling is a type of probability sampling in which the researcher randomly selects a subset of participants from a population . Each member of the population has an equal chance of being selected. Data is then collected from as large a percentage as possible of this random subset.

Quasi-experimental design is most useful in situations where it would be unethical or impractical to run a true experiment .

Quasi-experiments have lower internal validity than true experiments, but they often have higher external validity  as they can use real-world interventions instead of artificial laboratory settings.

A quasi-experiment is a type of research design that attempts to establish a cause-and-effect relationship. The main difference with a true experiment is that the groups are not randomly assigned.

Blinding is important to reduce research bias (e.g., observer bias , demand characteristics ) and ensure a study’s internal validity .

If participants know whether they are in a control or treatment group , they may adjust their behavior in ways that affect the outcome that researchers are trying to measure. If the people administering the treatment are aware of group assignment, they may treat participants differently and thus directly or indirectly influence the final results.

• In a single-blind study , only the participants are blinded.
• In a double-blind study , both participants and experimenters are blinded.
• In a triple-blind study , the assignment is hidden not only from participants and experimenters, but also from the researchers analyzing the data.

Blinding means hiding who is assigned to the treatment group and who is assigned to the control group in an experiment .

A true experiment (a.k.a. a controlled experiment) always includes at least one control group that doesn’t receive the experimental treatment.

However, some experiments use a within-subjects design to test treatments without a control group. In these designs, you usually compare one group’s outcomes before and after a treatment (instead of comparing outcomes between different groups).

For strong internal validity , it’s usually best to include a control group if possible. Without a control group, it’s harder to be certain that the outcome was caused by the experimental treatment and not by other variables.

An experimental group, also known as a treatment group, receives the treatment whose effect researchers wish to study, whereas a control group does not. They should be identical in all other ways.

Individual Likert-type questions are generally considered ordinal data , because the items have clear rank order, but don’t have an even distribution.

Overall Likert scale scores are sometimes treated as interval data. These scores are considered to have directionality and even spacing between them.

The type of data determines what statistical tests you should use to analyze your data.

A Likert scale is a rating scale that quantitatively assesses opinions, attitudes, or behaviors. It is made up of 4 or more questions that measure a single attitude or trait when response scores are combined.

To use a Likert scale in a survey , you present participants with Likert-type questions or statements, and a continuum of items, usually with 5 or 7 possible responses, to capture their degree of agreement.

In scientific research, concepts are the abstract ideas or phenomena that are being studied (e.g., educational achievement). Variables are properties or characteristics of the concept (e.g., performance at school), while indicators are ways of measuring or quantifying variables (e.g., yearly grade reports).

The process of turning abstract concepts into measurable variables and indicators is called operationalization .

There are various approaches to qualitative data analysis , but they all share five steps in common:

• Prepare and organize your data.
• Review and explore your data.
• Develop a data coding system.
• Assign codes to the data.
• Identify recurring themes.

The specifics of each step depend on the focus of the analysis. Some common approaches include textual analysis , thematic analysis , and discourse analysis .

There are five common approaches to qualitative research :

• Grounded theory involves collecting data in order to develop new theories.
• Ethnography involves immersing yourself in a group or organization to understand its culture.
• Narrative research involves interpreting stories to understand how people make sense of their experiences and perceptions.
• Phenomenological research involves investigating phenomena through people’s lived experiences.
• Action research links theory and practice in several cycles to drive innovative changes.

Operationalization means turning abstract conceptual ideas into measurable observations.

For example, the concept of social anxiety isn’t directly observable, but it can be operationally defined in terms of self-rating scores, behavioral avoidance of crowded places, or physical anxiety symptoms in social situations.

Before collecting data , it’s important to consider how you will operationalize the variables that you want to measure.

When conducting research, collecting original data has significant advantages:

• You can tailor data collection to your specific research aims (e.g. understanding the needs of your consumers or user testing your website)
• You can control and standardize the process for high reliability and validity (e.g. choosing appropriate measurements and sampling methods )

However, there are also some drawbacks: data collection can be time-consuming, labor-intensive and expensive. In some cases, it’s more efficient to use secondary data that has already been collected by someone else, but the data might be less reliable.

Data collection is the systematic process by which observations or measurements are gathered in research. It is used in many different contexts by academics, governments, businesses, and other organizations.

There are several methods you can use to decrease the impact of confounding variables on your research: restriction, matching, statistical control and randomization.

In restriction , you restrict your sample by only including certain subjects that have the same values of potential confounding variables.

In matching , you match each of the subjects in your treatment group with a counterpart in the comparison group. The matched subjects have the same values on any potential confounding variables, and only differ in the independent variable .

In statistical control , you include potential confounders as variables in your regression .

In randomization , you randomly assign the treatment (or independent variable) in your study to a sufficiently large number of subjects, which allows you to control for all potential confounding variables.

A confounding variable is closely related to both the independent and dependent variables in a study. An independent variable represents the supposed cause , while the dependent variable is the supposed effect . A confounding variable is a third variable that influences both the independent and dependent variables.

Failing to account for confounding variables can cause you to wrongly estimate the relationship between your independent and dependent variables.

To ensure the internal validity of your research, you must consider the impact of confounding variables. If you fail to account for them, you might over- or underestimate the causal relationship between your independent and dependent variables , or even find a causal relationship where none exists.

Yes, but including more than one of either type requires multiple research questions .

For example, if you are interested in the effect of a diet on health, you can use multiple measures of health: blood sugar, blood pressure, weight, pulse, and many more. Each of these is its own dependent variable with its own research question.

You could also choose to look at the effect of exercise levels as well as diet, or even the additional effect of the two combined. Each of these is a separate independent variable .

To ensure the internal validity of an experiment , you should only change one independent variable at a time.

No. The value of a dependent variable depends on an independent variable, so a variable cannot be both independent and dependent at the same time. It must be either the cause or the effect, not both!

You want to find out how blood sugar levels are affected by drinking diet soda and regular soda, so you conduct an experiment .

• The type of soda – diet or regular – is the independent variable .
• The level of blood sugar that you measure is the dependent variable – it changes depending on the type of soda.

Determining cause and effect is one of the most important parts of scientific research. It’s essential to know which is the cause – the independent variable – and which is the effect – the dependent variable.

In non-probability sampling , the sample is selected based on non-random criteria, and not every member of the population has a chance of being included.

Common non-probability sampling methods include convenience sampling , voluntary response sampling, purposive sampling , snowball sampling, and quota sampling .

Probability sampling means that every member of the target population has a known chance of being included in the sample.

Probability sampling methods include simple random sampling , systematic sampling , stratified sampling , and cluster sampling .

Using careful research design and sampling procedures can help you avoid sampling bias . Oversampling can be used to correct undercoverage bias .

Some common types of sampling bias include self-selection bias , nonresponse bias , undercoverage bias , survivorship bias , pre-screening or advertising bias, and healthy user bias.

Sampling bias is a threat to external validity – it limits the generalizability of your findings to a broader group of people.

A sampling error is the difference between a population parameter and a sample statistic .

A statistic refers to measures about the sample , while a parameter refers to measures about the population .

Populations are used when a research question requires data from every member of the population. This is usually only feasible when the population is small and easily accessible.

Samples are used to make inferences about populations . Samples are easier to collect data from because they are practical, cost-effective, convenient, and manageable.

There are seven threats to external validity : selection bias , history, experimenter effect, Hawthorne effect , testing effect, aptitude-treatment and situation effect.

The two types of external validity are population validity (whether you can generalize to other groups of people) and ecological validity (whether you can generalize to other situations and settings).

The external validity of a study is the extent to which you can generalize your findings to different groups of people, situations, and measures.

Cross-sectional studies cannot establish a cause-and-effect relationship or analyze behavior over a period of time. To investigate cause and effect, you need to do a longitudinal study or an experimental study .

Cross-sectional studies are less expensive and time-consuming than many other types of study. They can provide useful insights into a population’s characteristics and identify correlations for further research.

Sometimes only cross-sectional data is available for analysis; other times your research question may only require a cross-sectional study to answer it.

Longitudinal studies can last anywhere from weeks to decades, although they tend to be at least a year long.

The 1970 British Cohort Study , which has collected data on the lives of 17,000 Brits since their births in 1970, is one well-known example of a longitudinal study .

Longitudinal studies are better to establish the correct sequence of events, identify changes over time, and provide insight into cause-and-effect relationships, but they also tend to be more expensive and time-consuming than other types of studies.

Longitudinal studies and cross-sectional studies are two different types of research design . In a cross-sectional study you collect data from a population at a specific point in time; in a longitudinal study you repeatedly collect data from the same sample over an extended period of time.

There are eight threats to internal validity : history, maturation, instrumentation, testing, selection bias , regression to the mean, social interaction and attrition .

Internal validity is the extent to which you can be confident that a cause-and-effect relationship established in a study cannot be explained by other factors.

In mixed methods research , you use both qualitative and quantitative data collection and analysis methods to answer your research question .

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 analyze a large amount of readily-available data, use secondary data. If you want data specific to your purposes with control over how it is 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.

A confounding variable , also called a confounder or confounding factor, is a third variable in a study examining a potential cause-and-effect relationship.

A confounding variable is related to both the supposed cause and the supposed effect of the study. It can be difficult to separate the true effect of the independent variable from the effect of the confounding variable.

In your research design , it’s important to identify potential confounding variables and plan how you will reduce their impact.

Discrete and continuous variables are two types of quantitative variables :

• Discrete variables represent counts (e.g. the number of objects in a collection).
• Continuous variables represent measurable amounts (e.g. water volume or weight).

Quantitative variables are any variables where the data represent amounts (e.g. height, weight, or age).

Categorical variables are any variables where the data represent groups. This includes rankings (e.g. finishing places in a race), classifications (e.g. brands of cereal), and binary outcomes (e.g. coin flips).

You need to know what type of variables you are working with to choose the right statistical test for your data and interpret your results .

You can think of independent and dependent variables in terms of cause and effect: an independent variable is the variable you think is the cause , while a dependent variable is the effect .

In an experiment, you manipulate the independent variable and measure the outcome in the dependent variable. For example, in an experiment about the effect of nutrients on crop growth:

• The  independent variable  is the amount of nutrients added to the crop field.
• The  dependent variable is the biomass of the crops at harvest time.

Defining your variables, and deciding how you will manipulate and measure them, is an important part of experimental design .

Experimental design means planning a set of procedures to investigate a relationship between variables . To design a controlled experiment, you need:

• A testable hypothesis
• At least one independent variable that can be precisely manipulated
• At least one dependent variable that can be precisely measured

When designing the experiment, you decide:

• How you will manipulate the variable(s)
• How you will control for any potential confounding variables
• How many subjects or samples will be included in the study
• How subjects will be assigned to treatment levels

Experimental design is essential to the internal and external validity of your experiment.

I nternal validity is the degree of confidence that the causal relationship you are testing is not influenced by other factors or variables .

External validity is the extent to which your results can be generalized to other contexts.

The validity of your experiment depends on your experimental design .

Reliability and validity are both about how well a method measures something:

• Reliability refers to the  consistency of a measure (whether the results can be reproduced under the same conditions).
• Validity   refers to the  accuracy of a measure (whether the results really do represent what they are supposed to measure).

If you are doing experimental research, you also have to consider the internal and external validity of your experiment.

A sample is a subset of individuals from a larger population . Sampling means selecting the group that you will actually collect data from in your research. For example, if you are researching the opinions of students in your university, you could survey a sample of 100 students.

In statistics, sampling allows you to test a hypothesis about the characteristics of a population.

Quantitative research deals with numbers and statistics, while qualitative research deals with words and meanings.

Quantitative methods allow you to systematically measure variables and test hypotheses . Qualitative methods allow you to explore concepts and experiences in more detail.

Methodology refers to the overarching strategy and rationale of your research project . It involves studying the methods used in your field and the theories or principles behind them, in order to develop an approach that matches your objectives.

Methods are the specific tools and procedures you use to collect and analyze data (for example, experiments, surveys , and statistical tests ).

In shorter scientific papers, where the aim is to report the findings of a specific study, you might simply describe what you did in a methods section .

In a longer or more complex research project, such as a thesis or dissertation , you will probably include a methodology section , where you explain your approach to answering the research questions and cite relevant sources to support your choice of methods.

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Hypothesis tests

Associated data.

• • Hypothesis tests are used to assess whether a difference between two samples represents a real difference between the populations from which the samples were taken.
• • A null hypothesis of ‘no difference’ is taken as a starting point, and we calculate the probability that both sets of data came from the same population. This probability is expressed as a p -value.
• • When the null hypothesis is false, p- values tend to be small. When the null hypothesis is true, any p- value is equally likely.

Learning objectives

By reading this article, you should be able to:

• • Explain why hypothesis testing is used.
• • Use a table to determine which hypothesis test should be used for a particular situation.
• • Interpret a p- value.

A hypothesis test is a procedure used in statistics to assess whether a particular viewpoint is likely to be true. They follow a strict protocol, and they generate a ‘ p- value’, on the basis of which a decision is made about the truth of the hypothesis under investigation. All of the routine statistical ‘tests’ used in research— t- tests, χ 2 tests, Mann–Whitney tests, etc.—are all hypothesis tests, and in spite of their differences they are all used in essentially the same way. But why do we use them at all?

Comparing the heights of two individuals is easy: we can measure their height in a standardised way and compare them. When we want to compare the heights of two small well-defined groups (for example two groups of children), we need to use a summary statistic that we can calculate for each group. Such summaries (means, medians, etc.) form the basis of descriptive statistics, and are well described elsewhere. 1 However, a problem arises when we try to compare very large groups or populations: it may be impractical or even impossible to take a measurement from everyone in the population, and by the time you do so, the population itself will have changed. A similar problem arises when we try to describe the effects of drugs—for example by how much on average does a particular vasopressor increase MAP?

To solve this problem, we use random samples to estimate values for populations. By convention, the values we calculate from samples are referred to as statistics and denoted by Latin letters ( x ¯ for sample mean; SD for sample standard deviation) while the unknown population values are called parameters , and denoted by Greek letters (μ for population mean, σ for population standard deviation).

Inferential statistics describes the methods we use to estimate population parameters from random samples; how we can quantify the level of inaccuracy in a sample statistic; and how we can go on to use these estimates to compare populations.

Sampling error

There are many reasons why a sample may give an inaccurate picture of the population it represents: it may be biased, it may not be big enough, and it may not be truly random. However, even if we have been careful to avoid these pitfalls, there is an inherent difference between the sample and the population at large. To illustrate this, let us imagine that the actual average height of males in London is 174 cm. If I were to sample 100 male Londoners and take a mean of their heights, I would be very unlikely to get exactly 174 cm. Furthermore, if somebody else were to perform the same exercise, it would be unlikely that they would get the same answer as I did. The sample mean is different each time it is taken, and the way it differs from the actual mean of the population is described by the standard error of the mean (standard error, or SEM ). The standard error is larger if there is a lot of variation in the population, and becomes smaller as the sample size increases. It is calculated thus:

where SD is the sample standard deviation, and n is the sample size.

As errors are normally distributed, we can use this to estimate a 95% confidence interval on our sample mean as follows:

We can interpret this as meaning ‘We are 95% confident that the actual mean is within this range.’

Some confusion arises at this point between the SD and the standard error. The SD is a measure of variation in the sample. The range x ¯ ± ( 1.96 × SD ) will normally contain 95% of all your data. It can be used to illustrate the spread of the data and shows what values are likely. In contrast, standard error tells you about the precision of the mean and is used to calculate confidence intervals.

One straightforward way to compare two samples is to use confidence intervals. If we calculate the mean height of two groups and find that the 95% confidence intervals do not overlap, this can be taken as evidence of a difference between the two means. This method of statistical inference is reasonably intuitive and can be used in many situations. 2 Many journals, however, prefer to report inferential statistics using p -values.

Inference testing using a null hypothesis

In 1925, the British statistician R.A. Fisher described a technique for comparing groups using a null hypothesis , a method which has dominated statistical comparison ever since. The technique itself is rather straightforward, but often gets lost in the mechanics of how it is done. To illustrate, imagine we want to compare the HR of two different groups of people. We take a random sample from each group, which we call our data. Then:

• (i) Assume that both samples came from the same group. This is our ‘null hypothesis’.
• (ii) Calculate the probability that an experiment would give us these data, assuming that the null hypothesis is true. We express this probability as a p- value, a number between 0 and 1, where 0 is ‘impossible’ and 1 is ‘certain’.
• (iii) If the probability of the data is low, we reject the null hypothesis and conclude that there must be a difference between the two groups.

Formally, we can define a p- value as ‘the probability of finding the observed result or a more extreme result, if the null hypothesis were true.’ Standard practice is to set a cut-off at p <0.05 (this cut-off is termed the alpha value). If the null hypothesis were true, a result such as this would only occur 5% of the time or less; this in turn would indicate that the null hypothesis itself is unlikely. Fisher described the process as follows: ‘Set a low standard of significance at the 5 per cent point, and ignore entirely all results which fail to reach this level. A scientific fact should be regarded as experimentally established only if a properly designed experiment rarely fails to give this level of significance.’ 3 This probably remains the most succinct description of the procedure.

A question which often arises at this point is ‘Why do we use a null hypothesis?’ The simple answer is that it is easy: we can readily describe what we would expect of our data under a null hypothesis, we know how data would behave, and we can readily work out the probability of getting the result that we did. It therefore makes a very simple starting point for our probability assessment. All probabilities require a set of starting conditions, in much the same way that measuring the distance to London needs a starting point. The null hypothesis can be thought of as an easy place to put the start of your ruler.

If a null hypothesis is rejected, an alternate hypothesis must be adopted in its place. The null and alternate hypotheses must be mutually exclusive, but must also between them describe all situations. If a null hypothesis is ‘no difference exists’ then the alternate should be simply ‘a difference exists’.

Hypothesis testing in practice

The components of a hypothesis test can be readily described using the acronym GOST: identify the Groups you wish to compare; define the Outcome to be measured; collect and Summarise the data; then evaluate the likelihood of the null hypothesis, using a Test statistic .

When considering groups, think first about how many. Is there just one group being compared against an audit standard, or are you comparing one group with another? Some studies may wish to compare more than two groups. Another situation may involve a single group measured at different points in time, for example before or after a particular treatment. In this situation each participant is compared with themselves, and this is often referred to as a ‘paired’ or a ‘repeated measures’ design. It is possible to combine these types of groups—for example a researcher may measure arterial BP on a number of different occasions in five different groups of patients. Such studies can be difficult, both to analyse and interpret.

In other studies we may want to see how a continuous variable (such as age or height) affects the outcomes. These techniques involve regression analysis, and are beyond the scope of this article.

The outcome measures are the data being collected. This may be a continuous measure, such as temperature or BMI, or it may be a categorical measure, such as ASA status or surgical specialty. Often, inexperienced researchers will strive to collect lots of outcome measures in an attempt to find something that differs between the groups of interest; if this is done, a ‘primary outcome measure’ should be identified before the research begins. In addition, the results of any hypothesis tests will need to be corrected for multiple measures.

The summary and the test statistic will be defined by the type of data that have been collected. The test statistic is calculated then transformed into a p- value using tables or software. It is worth looking at two common tests in a little more detail: the χ 2 test, and the t -test.

Categorical data: the χ 2 test

The χ 2 test of independence is a test for comparing categorical outcomes in two or more groups. For example, a number of trials have compared surgical site infections in patients who have been given different concentrations of oxygen perioperatively. In the PROXI trial, 4 685 patients received oxygen 80%, and 701 patients received oxygen 30%. In the 80% group there were 131 infections, while in the 30% group there were 141 infections. In this study, the groups were oxygen 80% and oxygen 30%, and the outcome measure was the presence of a surgical site infection.

The summary is a table ( Table 1 ), and the hypothesis test compares this table (the ‘observed’ table) with the table that would be expected if the proportion of infections in each group was the same (the ‘expected’ table). The test statistic is χ 2 , from which a p- value is calculated. In this instance the p -value is 0.64, which means that results like this would occur 64% of the time if the null hypothesis were true. We thus have no evidence to reject the null hypothesis; the observed difference probably results from sampling variation rather than from an inherent difference between the two groups.

Table 1

Summary of the results of the PROXI trial. Figures are numbers of patients.

Continuous data: the t- test

The t- test is a statistical method for comparing means, and is one of the most widely used hypothesis tests. Imagine a study where we try to see if there is a difference in the onset time of a new neuromuscular blocking agent compared with suxamethonium. We could enlist 100 volunteers, give them a general anaesthetic, and randomise 50 of them to receive the new drug and 50 of them to receive suxamethonium. We then time how long it takes (in seconds) to have ideal intubation conditions, as measured by a quantitative nerve stimulator. Our data are therefore a list of times. In this case, the groups are ‘new drug’ and suxamethonium, and the outcome is time, measured in seconds. This can be summarised by using means; the hypothesis test will compare the means of the two groups, using a p- value calculated from a ‘ t statistic’. Hopefully it is becoming obvious at this point that the test statistic is usually identified by a letter, and this letter is often cited in the name of the test.

The t -test comes in a number of guises, depending on the comparison being made. A single sample can be compared with a standard (Is the BMI of school leavers in this town different from the national average?); two samples can be compared with each other, as in the example above; or the same study subjects can be measured at two different times. The latter case is referred to as a paired t- test, because each participant provides a pair of measurements—such as in a pre- or postintervention study.

A large number of methods for testing hypotheses exist; the commonest ones and their uses are described in Table 2 . In each case, the test can be described by detailing the groups being compared ( Table 2 , columns) the outcome measures (rows), the summary, and the test statistic. The decision to use a particular test or method should be made during the planning stages of a trial or experiment. At this stage, an estimate needs to be made of how many test subjects will be needed. Such calculations are described in detail elsewhere. 5

Table 2

The principle types of hypothesis test. Tests comparing more than two samples can indicate that one group differs from the others, but will not identify which. Subsequent ‘post hoc’ testing is required if a difference is found.

Controversies surrounding hypothesis testing

Although hypothesis tests have been the basis of modern science since the middle of the 20th century, they have been plagued by misconceptions from the outset; this has led to what has been described as a crisis in science in the last few years: some journals have gone so far as to ban p -value s outright. 6 This is not because of any flaw in the concept of a p -value, but because of a lack of understanding of what they mean.

Possibly the most pervasive misunderstanding is the belief that the p- value is the chance that the null hypothesis is true, or that the p- value represents the frequency with which you will be wrong if you reject the null hypothesis (i.e. claim to have found a difference). This interpretation has frequently made it into the literature, and is a very easy trap to fall into when discussing hypothesis tests. To avoid this, it is important to remember that the p- value is telling us something about our sample , not about the null hypothesis. Put in simple terms, we would like to know the probability that the null hypothesis is true, given our data. The p- value tells us the probability of getting these data if the null hypothesis were true, which is not the same thing. This fallacy is referred to as ‘flipping the conditional’; the probability of an outcome under certain conditions is not the same as the probability of those conditions given that the outcome has happened.

A useful example is to imagine a magic trick in which you select a card from a normal deck of 52 cards, and the performer reveals your chosen card in a surprising manner. If the performer were relying purely on chance, this would only happen on average once in every 52 attempts. On the basis of this, we conclude that it is unlikely that the magician is simply relying on chance. Although simple, we have just performed an entire hypothesis test. We have declared a null hypothesis (the performer was relying on chance); we have even calculated a p -value (1 in 52, ≈0.02); and on the basis of this low p- value we have rejected our null hypothesis. We would, however, be wrong to suggest that there is a probability of 0.02 that the performer is relying on chance—that is not what our figure of 0.02 is telling us.

To explore this further we can create two populations, and watch what happens when we use simulation to take repeated samples to compare these populations. Computers allow us to do this repeatedly, and to see what p- value s are generated (see Supplementary online material). 7 Fig 1 illustrates the results of 100,000 simulated t -tests, generated in two set of circumstances. In Fig 1 a , we have a situation in which there is a difference between the two populations. The p- value s cluster below the 0.05 cut-off, although there is a small proportion with p >0.05. Interestingly, the proportion of comparisons where p <0.05 is 0.8 or 80%, which is the power of the study (the sample size was specifically calculated to give a power of 80%).

The p- value s generated when 100,000 t -tests are used to compare two samples taken from defined populations. ( a ) The populations have a difference and the p- value s are mostly significant. ( b ) The samples were taken from the same population (i.e. the null hypothesis is true) and the p- value s are distributed uniformly.

Figure 1 b depicts the situation where repeated samples are taken from the same parent population (i.e. the null hypothesis is true). Somewhat surprisingly, all p- value s occur with equal frequency, with p <0.05 occurring exactly 5% of the time. Thus, when the null hypothesis is true, a type I error will occur with a frequency equal to the alpha significance cut-off.

Figure 1 highlights the underlying problem: when presented with a p -value <0.05, is it possible with no further information, to determine whether you are looking at something from Fig 1 a or Fig 1 b ?

Finally, it cannot be stressed enough that although hypothesis testing identifies whether or not a difference is likely, it is up to us as clinicians to decide whether or not a statistically significant difference is also significant clinically.

Hypothesis testing: what next?

As mentioned above, some have suggested moving away from p -values, but it is not entirely clear what we should use instead. Some sources have advocated focussing more on effect size; however, without a measure of significance we have merely returned to our original problem: how do we know that our difference is not just a result of sampling variation?

One solution is to use Bayesian statistics. Up until very recently, these techniques have been considered both too difficult and not sufficiently rigorous. However, recent advances in computing have led to the development of Bayesian equivalents of a number of standard hypothesis tests. 8 These generate a ‘Bayes Factor’ (BF), which tells us how more (or less) likely the alternative hypothesis is after our experiment. A BF of 1.0 indicates that the likelihood of the alternate hypothesis has not changed. A BF of 10 indicates that the alternate hypothesis is 10 times more likely than we originally thought. A number of classifications for BF exist; greater than 10 can be considered ‘strong evidence’, while BF greater than 100 can be classed as ‘decisive’.

Figures such as the BF can be quoted in conjunction with the traditional p- value, but it remains to be seen whether they will become mainstream.

Declaration of interest

The author declares that they have no conflict of interest.

The associated MCQs (to support CME/CPD activity) will be accessible at www.bjaed.org/cme/home by subscribers to BJA Education .

Jason Walker FRCA FRSS BSc (Hons) Math Stat is a consultant anaesthetist at Ysbyty Gwynedd Hospital, Bangor, Wales, and an honorary senior lecturer at Bangor University. He is vice chair of his local research ethics committee, and an examiner for the Primary FRCA.

Matrix codes: 1A03, 2A04, 3J03

Supplementary data to this article can be found online at https://doi.org/10.1016/j.bjae.2019.03.006 .

Supplementary material

The following is the Supplementary data to this article:

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A Beginner’s Guide to Hypothesis Testing in Business

• 30 Mar 2021

Becoming a more data-driven decision-maker can bring several benefits to your organization, enabling you to identify new opportunities to pursue and threats to abate. Rather than allowing subjective thinking to guide your business strategy, backing your decisions with data can empower your company to become more innovative and, ultimately, profitable.

If you’re new to data-driven decision-making, you might be wondering how data translates into business strategy. The answer lies in generating a hypothesis and verifying or rejecting it based on what various forms of data tell you.

Below is a look at hypothesis testing and the role it plays in helping businesses become more data-driven.

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What Is Hypothesis Testing?

To understand what hypothesis testing is, it’s important first to understand what a hypothesis is.

A hypothesis or hypothesis statement seeks to explain why something has happened, or what might happen, under certain conditions. It can also be used to understand how different variables relate to each other. Hypotheses are often written as if-then statements; for example, “If this happens, then this will happen.”

Hypothesis testing , then, is a statistical means of testing an assumption stated in a hypothesis. While the specific methodology leveraged depends on the nature of the hypothesis and data available, hypothesis testing typically uses sample data to extrapolate insights about a larger population.

Hypothesis Testing in Business

When it comes to data-driven decision-making, there’s a certain amount of risk that can mislead a professional. This could be due to flawed thinking or observations, incomplete or inaccurate data , or the presence of unknown variables. The danger in this is that, if major strategic decisions are made based on flawed insights, it can lead to wasted resources, missed opportunities, and catastrophic outcomes.

The real value of hypothesis testing in business is that it allows professionals to test their theories and assumptions before putting them into action. This essentially allows an organization to verify its analysis is correct before committing resources to implement a broader strategy.

As one example, consider a company that wishes to launch a new marketing campaign to revitalize sales during a slow period. Doing so could be an incredibly expensive endeavor, depending on the campaign’s size and complexity. The company, therefore, may wish to test the campaign on a smaller scale to understand how it will perform.

In this example, the hypothesis that’s being tested would fall along the lines of: “If the company launches a new marketing campaign, then it will translate into an increase in sales.” It may even be possible to quantify how much of a lift in sales the company expects to see from the effort. Pending the results of the pilot campaign, the business would then know whether it makes sense to roll it out more broadly.

Related: 9 Fundamental Data Science Skills for Business Professionals

Key Considerations for Hypothesis Testing

1. alternative hypothesis and null hypothesis.

In hypothesis testing, the hypothesis that’s being tested is known as the alternative hypothesis . Often, it’s expressed as a correlation or statistical relationship between variables. The null hypothesis , on the other hand, is a statement that’s meant to show there’s no statistical relationship between the variables being tested. It’s typically the exact opposite of whatever is stated in the alternative hypothesis.

For example, consider a company’s leadership team that historically and reliably sees $12 million in monthly revenue. They want to understand if reducing the price of their services will attract more customers and, in turn, increase revenue.

In this case, the alternative hypothesis may take the form of a statement such as: “If we reduce the price of our flagship service by five percent, then we’ll see an increase in sales and realize revenues greater than $12 million in the next month.”

The null hypothesis, on the other hand, would indicate that revenues wouldn’t increase from the base of $12 million, or might even decrease.

Check out the video below about the difference between an alternative and a null hypothesis, and subscribe to our YouTube channel for more explainer content.

2. Significance Level and P-Value

Statistically speaking, if you were to run the same scenario 100 times, you’d likely receive somewhat different results each time. If you were to plot these results in a distribution plot, you’d see the most likely outcome is at the tallest point in the graph, with less likely outcomes falling to the right and left of that point.

With this in mind, imagine you’ve completed your hypothesis test and have your results, which indicate there may be a correlation between the variables you were testing. To understand your results' significance, you’ll need to identify a p-value for the test, which helps note how confident you are in the test results.

In statistics, the p-value depicts the probability that, assuming the null hypothesis is correct, you might still observe results that are at least as extreme as the results of your hypothesis test. The smaller the p-value, the more likely the alternative hypothesis is correct, and the greater the significance of your results.

3. One-Sided vs. Two-Sided Testing

When it’s time to test your hypothesis, it’s important to leverage the correct testing method. The two most common hypothesis testing methods are one-sided and two-sided tests , or one-tailed and two-tailed tests, respectively.

Typically, you’d leverage a one-sided test when you have a strong conviction about the direction of change you expect to see due to your hypothesis test. You’d leverage a two-sided test when you’re less confident in the direction of change.

4. Sampling

To perform hypothesis testing in the first place, you need to collect a sample of data to be analyzed. Depending on the question you’re seeking to answer or investigate, you might collect samples through surveys, observational studies, or experiments.

A survey involves asking a series of questions to a random population sample and recording self-reported responses.

Observational studies involve a researcher observing a sample population and collecting data as it occurs naturally, without intervention.

Finally, an experiment involves dividing a sample into multiple groups, one of which acts as the control group. For each non-control group, the variable being studied is manipulated to determine how the data collected differs from that of the control group.

Learn How to Perform Hypothesis Testing

Hypothesis testing is a complex process involving different moving pieces that can allow an organization to effectively leverage its data and inform strategic decisions.

If you’re interested in better understanding hypothesis testing and the role it can play within your organization, one option is to complete a course that focuses on the process. Doing so can lay the statistical and analytical foundation you need to succeed.

Do you want to learn more about hypothesis testing? Explore Business Analytics —one of our online business essentials courses —and download our Beginner’s Guide to Data & Analytics .

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• Hypothesis Testing

What is Hypothesis Testing?

Hypothesis testing in statistics refers to analyzing an assumption about a population parameter. It is used to make an educated guess about an assumption using statistics. With the use of sample data, hypothesis testing makes an assumption about how true the assumption is for the entire population from where the sample is being taken.  

Any hypothetical statement we make may or may not be valid, and it is then our responsibility to provide evidence for its possibility. To approach any hypothesis, we follow these four simple steps that test its validity.

First, we formulate two hypothetical statements such that only one of them is true. By doing so, we can check the validity of our own hypothesis.

The next step is to formulate the statistical analysis to be followed based upon the data points.

Then we analyze the given data using our methodology.

The final step is to analyze the result and judge whether the null hypothesis will be rejected or is true.

Let’s look at several hypothesis testing examples:

It is observed that the average recovery time for a knee-surgery patient is 8 weeks. A physician believes that after successful knee surgery if the patient goes for physical therapy twice a week rather than thrice a week, the recovery period will be longer. Conduct hypothesis for this statement. 

David is a ten-year-old who finishes a 25-yard freestyle in the meantime of 16.43 seconds. David’s father bought goggles for his son, believing that it would help him to reduce his time. He then recorded a total of fifteen 25-yard freestyle for David, and the average time came out to be 16 seconds. Conduct a hypothesis.

A tire company claims their A-segment of tires have a running life of 50,000 miles before they need to be replaced, and previous studies show a standard deviation of 8,000 miles. After surveying a total of 28 tires, the mean run time came to be 46,500 miles with a standard deviation of 9800 miles. Is the claim made by the tire company consistent with the given data? Conduct hypothesis testing. 

All of the hypothesis testing examples are from real-life situations, which leads us to believe that hypothesis testing is a very practical topic indeed. It is an integral part of a researcher's study and is used in every research methodology in one way or another. 

Inferential statistics majorly deals with hypothesis testing. The research hypothesis states there is a relationship between the independent variable and dependent variable. Whereas the null hypothesis rejects this claim of any relationship between the two, our job as researchers or students is to check whether there is any relation between the two.  

Hypothesis Testing in Research Methodology

Now that we are clear about what hypothesis testing is? Let's look at the use of hypothesis testing in research methodology. Hypothesis testing is at the centre of research projects. 

What is Hypothesis Testing and Why is it Important in Research Methodology?

Often after formulating research statements, the validity of those statements need to be verified. Hypothesis testing offers a statistical approach to the researcher about the theoretical assumptions he/she made. It can be understood as quantitative results for a qualitative problem. 

(Image will be uploaded soon)

Hypothesis testing provides various techniques to test the hypothesis statement depending upon the variable and the data points. It finds its use in almost every field of research while answering statements such as whether this new medicine will work, a new testing method is appropriate, or if the outcomes of a random experiment are probable or not.

Procedure of Hypothesis Testing

To find the validity of any statement, we have to strictly follow the stepwise procedure of hypothesis testing. After stating the initial hypothesis, we have to re-write them in the form of a null and alternate hypothesis. The alternate hypothesis predicts a relationship between the variables, whereas the null hypothesis predicts no relationship between the variables.

After writing them as H 0 (null hypothesis) and H a (Alternate hypothesis), only one of the statements can be true. For example, taking the hypothesis that, on average, men are taller than women, we write the statements as:

H 0 : On average, men are not taller than women.

H a : On average, men are taller than women. 

Our next aim is to collect sample data, what we call sampling, in a way so that we can test our hypothesis. Your data should come from the concerned population for which you want to make a hypothesis. 

What is the p value in hypothesis testing? P-value gives us information about the probability of occurrence of results as extreme as observed results.

You will obtain your p-value after choosing the hypothesis testing method, which will be the guiding factor in rejecting the hypothesis. Usually, the p-value cutoff for rejecting the null hypothesis is 0.05. So anything below that, you will reject the null hypothesis. 

A low p-value means that the between-group variance is large enough that there is almost no overlapping, and it is unlikely that these came about by chance. A high p-value suggests there is a high within-group variance and low between-group variance, and any difference in the measure is due to chance only.

What is statistical hypothesis testing?

When forming conclusions through research, two sorts of errors are common: A hypothesis must be set and defined in statistics during a statistical survey or research. A statistical hypothesis is what it is called. It is, in fact, a population parameter assumption. However, it is unmistakable that this idea is always proven correct. Hypothesis testing refers to the predetermined formal procedures used by statisticians to determine whether hypotheses should be accepted or rejected. The process of selecting hypotheses for a given probability distribution based on observable data is known as hypothesis testing. Hypothesis testing is a fundamental and crucial issue in statistics. 

Why do I Need to Test it? Why not just prove an alternate one?

The quick answer is that you must as a scientist; it is part of the scientific process. Science employs a variety of methods to test or reject theories, ensuring that any new hypothesis is free of errors. One protection to ensure your research is not incorrect is to include both a null and an alternate hypothesis. The scientific community considers not incorporating the null hypothesis in your research to be poor practice. You are almost certainly setting yourself up for failure if you set out to prove another theory without first examining it. At the very least, your experiment will not be considered seriously.

Types of Hypothesis Testing

There are several types of hypothesis testing, and they are used based on the data provided. Depending on the sample size and the data given, we choose among different hypothesis testing methodologies. Here starts the use of hypothesis testing tools in research methodology.

Normality- This type of testing is used for normal distribution in a population sample. If the data points are grouped around the mean, the probability of them being above or below the mean is equally likely. Its shape resembles a bell curve that is equally distributed on either side of the mean.

T-test- This test is used when the sample size in a normally distributed population is comparatively small, and the standard deviation is unknown. Usually, if the sample size drops below 30, we use a T-test to find the confidence intervals of the population. 

Chi-Square Test- The Chi-Square test is used to test the population variance against the known or assumed value of the population variance. It is also a better choice to test the goodness of fit of a distribution of data. The two most common Chi-Square tests are the Chi-Square test of independence and the chi-square test of variance.

ANOVA- Analysis of Variance or ANOVA compares the data sets of two different populations or samples. It is similar in its use to the t-test or the Z-test, but it allows us to compare more than two sample means. ANOVA allows us to test the significance between an independent variable and a dependent variable, namely X and Y, respectively.

Z-test- It is a statistical measure to test that the means of two population samples are different when their variance is known. For a Z-test, the population is assumed to be normally distributed. A z-test is better suited in the case of large sample sizes greater than 30. This is due to the central limit theorem that as the sample size increases, the samples are considered to be distributed normally. 

FAQs on Hypothesis Testing

1. Mention the types of hypothesis Tests.

There are two types of a hypothesis tests:

Null Hypothesis: It is denoted as H₀.

Alternative Hypothesis: IT is denoted as H₁ or Hₐ.

2. What are the two errors that can be found while performing the null Hypothesis test?

While performing the null hypothesis test there is a possibility of occurring two types of errors,

Type-1: The type-1 error is denoted by (α), it is also known as the significance level. It is the rejection of the true null hypothesis. It is the error of commission.

Type-2: The type-2 error is denoted by (β). (1 - β) is known as the power test. The false null hypothesis is not rejected. It is the error of the omission. 

3. What is the p-value in hypothesis testing?

During hypothetical testing in statistics, the p-value indicates the probability of obtaining the result as extreme as observed results. A smaller p-value provides evidence to accept the alternate hypothesis. The p-value is used as a rejection point that provides the smallest level of significance at which the null hypothesis is rejected. Often p-value is calculated using the p-value tables by calculating the deviation between the observed value and the chosen reference value. 

It may also be calculated mathematically by performing integrals on all the values that fall under the curve and areas far from the reference value as the observed value relative to the total area of the curve. The p-value determines the evidence to reject the null hypothesis in hypothesis testing.

4. What is a null hypothesis?

The null hypothesis in statistics says that there is no certain difference between the population. It serves as a conjecture proposing no difference, whereas the alternate hypothesis says there is a difference. When we perform hypothesis testing, we have to state the null hypothesis and alternative hypotheses such that only one of them is ever true. 

By determining the p-value, we calculate whether the null hypothesis is to be rejected or not. If the difference between groups is low, it is merely by chance, and the null hypothesis, which states that there is no difference among groups, is true. Therefore, we have no evidence to reject the null hypothesis.

Hypothesis Testing

Hypothesis testing is the use of statistics to determine the probability that a given hypothesis is true. The usual process of hypothesis testing consists of four steps.

2. Identify a test statistic that can be used to assess the truth of the null hypothesis .

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Understanding Hypothesis Testing

Hypothesis testing involves formulating assumptions about population parameters based on sample statistics and rigorously evaluating these assumptions against empirical evidence. This article sheds light on the significance of hypothesis testing and the critical steps involved in the process.

What is Hypothesis Testing?

A hypothesis is an assumption or idea, specifically a statistical claim about an unknown population parameter. For example, a judge assumes a person is innocent and verifies this by reviewing evidence and hearing testimony before reaching a verdict.

Hypothesis testing is a statistical method that is used to make a statistical decision using experimental data. Hypothesis testing is basically an assumption that we make about a population parameter. It evaluates two mutually exclusive statements about a population to determine which statement is best supported by the sample data. 

To test the validity of the claim or assumption about the population parameter:

• A sample is drawn from the population and analyzed.
• The results of the analysis are used to decide whether the claim is true or not.

Example: You say an average height in the class is 30 or a boy is taller than a girl. All of these is an assumption that we are assuming, and we need some statistical way to prove these. We need some mathematical conclusion whatever we are assuming is true.

Defining Hypotheses

• Null hypothesis (H 0 ): In statistics, the null hypothesis is a general statement or default position that there is no relationship between two measured cases or no relationship among groups. In other words, it is a basic assumption or made based on the problem knowledge. Example : A company’s mean production is 50 units/per da H 0 : [Tex]\mu [/Tex] = 50.
• Alternative hypothesis (H 1 ): The alternative hypothesis is the hypothesis used in hypothesis testing that is contrary to the null hypothesis.  Example: A company’s production is not equal to 50 units/per day i.e. H 1 : [Tex]\mu [/Tex] [Tex]\ne [/Tex] 50.

Key Terms of Hypothesis Testing

• Level of significance : It refers to the degree of significance in which we accept or reject the null hypothesis. 100% accuracy is not possible for accepting a hypothesis, so we, therefore, select a level of significance that is usually 5%. This is normally denoted with  [Tex]\alpha[/Tex] and generally, it is 0.05 or 5%, which means your output should be 95% confident to give a similar kind of result in each sample.
• P-value: The P value , or calculated probability, is the probability of finding the observed/extreme results when the null hypothesis(H0) of a study-given problem is true. If your P-value is less than the chosen significance level then you reject the null hypothesis i.e. accept that your sample claims to support the alternative hypothesis.
• Test Statistic: The test statistic is a numerical value calculated from sample data during a hypothesis test, used to determine whether to reject the null hypothesis. It is compared to a critical value or p-value to make decisions about the statistical significance of the observed results.
• Critical value : The critical value in statistics is a threshold or cutoff point used to determine whether to reject the null hypothesis in a hypothesis test.
• Degrees of freedom: Degrees of freedom are associated with the variability or freedom one has in estimating a parameter. The degrees of freedom are related to the sample size and determine the shape.

Why do we use Hypothesis Testing?

Hypothesis testing is an important procedure in statistics. Hypothesis testing evaluates two mutually exclusive population statements to determine which statement is most supported by sample data. When we say that the findings are statistically significant, thanks to hypothesis testing. 

One-Tailed and Two-Tailed Test

One tailed test focuses on one direction, either greater than or less than a specified value. We use a one-tailed test when there is a clear directional expectation based on prior knowledge or theory. The critical region is located on only one side of the distribution curve. If the sample falls into this critical region, the null hypothesis is rejected in favor of the alternative hypothesis.

One-Tailed Test

There are two types of one-tailed test:

• Left-Tailed (Left-Sided) Test: The alternative hypothesis asserts that the true parameter value is less than the null hypothesis. Example: H 0 ​: [Tex]\mu \geq 50 [/Tex] and H 1 : [Tex]\mu < 50 [/Tex]
• Right-Tailed (Right-Sided) Test : The alternative hypothesis asserts that the true parameter value is greater than the null hypothesis. Example: H 0 : [Tex]\mu \leq50 [/Tex] and H 1 : [Tex]\mu > 50 [/Tex]

Two-Tailed Test

A two-tailed test considers both directions, greater than and less than a specified value.We use a two-tailed test when there is no specific directional expectation, and want to detect any significant difference.

Example: H 0 : [Tex]\mu = [/Tex] 50 and H 1 : [Tex]\mu \neq 50 [/Tex]

To delve deeper into differences into both types of test: Refer to link

What are Type 1 and Type 2 errors in Hypothesis Testing?

In hypothesis testing, Type I and Type II errors are two possible errors that researchers can make when drawing conclusions about a population based on a sample of data. These errors are associated with the decisions made regarding the null hypothesis and the alternative hypothesis.

• Type I error: When we reject the null hypothesis, although that hypothesis was true. Type I error is denoted by alpha( [Tex]\alpha [/Tex] ).
• Type II errors : When we accept the null hypothesis, but it is false. Type II errors are denoted by beta( [Tex]\beta [/Tex] ).

How does Hypothesis Testing work?

Step 1: define null and alternative hypothesis.

State the null hypothesis ( [Tex]H_0 [/Tex] ), representing no effect, and the alternative hypothesis ( [Tex]H_1 [/Tex] ​), suggesting an effect or difference.

We first identify the problem about which we want to make an assumption keeping in mind that our assumption should be contradictory to one another, assuming Normally distributed data.

Step 2 – Choose significance level

Select a significance level ( [Tex]\alpha [/Tex] ), typically 0.05, to determine the threshold for rejecting the null hypothesis. It provides validity to our hypothesis test, ensuring that we have sufficient data to back up our claims. Usually, we determine our significance level beforehand of the test. The p-value is the criterion used to calculate our significance value.

Step 3 – Collect and Analyze data.

Gather relevant data through observation or experimentation. Analyze the data using appropriate statistical methods to obtain a test statistic.

Step 4-Calculate Test Statistic

The data for the tests are evaluated in this step we look for various scores based on the characteristics of data. The choice of the test statistic depends on the type of hypothesis test being conducted.

There are various hypothesis tests, each appropriate for various goal to calculate our test. This could be a Z-test , Chi-square , T-test , and so on.

• Z-test : If population means and standard deviations are known. Z-statistic is commonly used.
• t-test : If population standard deviations are unknown. and sample size is small than t-test statistic is more appropriate.
• Chi-square test : Chi-square test is used for categorical data or for testing independence in contingency tables
• F-test : F-test is often used in analysis of variance (ANOVA) to compare variances or test the equality of means across multiple groups.

We have a smaller dataset, So, T-test is more appropriate to test our hypothesis.

T-statistic is a measure of the difference between the means of two groups relative to the variability within each group. It is calculated as the difference between the sample means divided by the standard error of the difference. It is also known as the t-value or t-score.

Step 5 – Comparing Test Statistic:

In this stage, we decide where we should accept the null hypothesis or reject the null hypothesis. There are two ways to decide where we should accept or reject the null hypothesis.

Method A: Using Crtical values

Comparing the test statistic and tabulated critical value we have,

• If Test Statistic>Critical Value: Reject the null hypothesis.
• If Test Statistic≤Critical Value: Fail to reject the null hypothesis.

Note: Critical values are predetermined threshold values that are used to make a decision in hypothesis testing. To determine critical values for hypothesis testing, we typically refer to a statistical distribution table , such as the normal distribution or t-distribution tables based on.

Method B: Using P-values

We can also come to an conclusion using the p-value,

• If the p-value is less than or equal to the significance level i.e. ( [Tex]p\leq\alpha [/Tex] ), you reject the null hypothesis. This indicates that the observed results are unlikely to have occurred by chance alone, providing evidence in favor of the alternative hypothesis.
• If the p-value is greater than the significance level i.e. ( [Tex]p\geq \alpha[/Tex] ), you fail to reject the null hypothesis. This suggests that the observed results are consistent with what would be expected under the null hypothesis.

Note : The p-value is the probability of obtaining a test statistic as extreme as, or more extreme than, the one observed in the sample, assuming the null hypothesis is true. To determine p-value for hypothesis testing, we typically refer to a statistical distribution table , such as the normal distribution or t-distribution tables based on.

Step 7- Interpret the Results

At last, we can conclude our experiment using method A or B.

Calculating test statistic

To validate our hypothesis about a population parameter we use statistical functions . We use the z-score, p-value, and level of significance(alpha) to make evidence for our hypothesis for normally distributed data .

1. Z-statistics:

When population means and standard deviations are known.

[Tex]z = \frac{\bar{x} – \mu}{\frac{\sigma}{\sqrt{n}}}[/Tex]

• [Tex]\bar{x} [/Tex] is the sample mean,
• μ represents the population mean, 
• σ is the standard deviation
• and n is the size of the sample.

2. T-Statistics

T test is used when n<30,

t-statistic calculation is given by:

[Tex]t=\frac{x̄-μ}{s/\sqrt{n}} [/Tex]

• t = t-score,
• x̄ = sample mean
• μ = population mean,
• s = standard deviation of the sample,
• n = sample size

3. Chi-Square Test

Chi-Square Test for Independence categorical Data (Non-normally distributed) using:

[Tex]\chi^2 = \sum \frac{(O_{ij} – E_{ij})^2}{E_{ij}}[/Tex]

• [Tex]O_{ij}[/Tex] is the observed frequency in cell [Tex]{ij} [/Tex]
• i,j are the rows and columns index respectively.
• [Tex]E_{ij}[/Tex] is the expected frequency in cell [Tex]{ij}[/Tex] , calculated as : [Tex]\frac{{\text{{Row total}} \times \text{{Column total}}}}{{\text{{Total observations}}}}[/Tex]

Real life Examples of Hypothesis Testing

Let’s examine hypothesis testing using two real life situations,

Case A: D oes a New Drug Affect Blood Pressure?

Imagine a pharmaceutical company has developed a new drug that they believe can effectively lower blood pressure in patients with hypertension. Before bringing the drug to market, they need to conduct a study to assess its impact on blood pressure.

• Before Treatment: 120, 122, 118, 130, 125, 128, 115, 121, 123, 119
• After Treatment: 115, 120, 112, 128, 122, 125, 110, 117, 119, 114

Step 1 : Define the Hypothesis

• Null Hypothesis : (H 0 )The new drug has no effect on blood pressure.
• Alternate Hypothesis : (H 1 )The new drug has an effect on blood pressure.

Step 2: Define the Significance level

Let’s consider the Significance level at 0.05, indicating rejection of the null hypothesis.

If the evidence suggests less than a 5% chance of observing the results due to random variation.

Step 3 : Compute the test statistic

Using paired T-test analyze the data to obtain a test statistic and a p-value.

The test statistic (e.g., T-statistic) is calculated based on the differences between blood pressure measurements before and after treatment.

t = m/(s/√n)

• m  = mean of the difference i.e X after, X before
• s  = standard deviation of the difference (d) i.e d i ​= X after, i ​− X before,
• n  = sample size,

then, m= -3.9, s= 1.8 and n= 10

we, calculate the , T-statistic = -9 based on the formula for paired t test

Step 4: Find the p-value

The calculated t-statistic is -9 and degrees of freedom df = 9, you can find the p-value using statistical software or a t-distribution table.

thus, p-value = 8.538051223166285e-06

Step 5: Result

• If the p-value is less than or equal to 0.05, the researchers reject the null hypothesis.
• If the p-value is greater than 0.05, they fail to reject the null hypothesis.

Conclusion: Since the p-value (8.538051223166285e-06) is less than the significance level (0.05), the researchers reject the null hypothesis. There is statistically significant evidence that the average blood pressure before and after treatment with the new drug is different.

Python Implementation of Case A

Let’s create hypothesis testing with python, where we are testing whether a new drug affects blood pressure. For this example, we will use a paired T-test. We’ll use the scipy.stats library for the T-test.

Scipy is a mathematical library in Python that is mostly used for mathematical equations and computations.

We will implement our first real life problem via python,

import numpy as np from scipy import stats # Data before_treatment = np . array ([ 120 , 122 , 118 , 130 , 125 , 128 , 115 , 121 , 123 , 119 ]) after_treatment = np . array ([ 115 , 120 , 112 , 128 , 122 , 125 , 110 , 117 , 119 , 114 ]) # Step 1: Null and Alternate Hypotheses # Null Hypothesis: The new drug has no effect on blood pressure. # Alternate Hypothesis: The new drug has an effect on blood pressure. null_hypothesis = "The new drug has no effect on blood pressure." alternate_hypothesis = "The new drug has an effect on blood pressure." # Step 2: Significance Level alpha = 0.05 # Step 3: Paired T-test t_statistic , p_value = stats . ttest_rel ( after_treatment , before_treatment ) # Step 4: Calculate T-statistic manually m = np . mean ( after_treatment - before_treatment ) s = np . std ( after_treatment - before_treatment , ddof = 1 ) # using ddof=1 for sample standard deviation n = len ( before_treatment ) t_statistic_manual = m / ( s / np . sqrt ( n )) # Step 5: Decision if p_value <= alpha : decision = "Reject" else : decision = "Fail to reject" # Conclusion if decision == "Reject" : conclusion = "There is statistically significant evidence that the average blood pressure before and after treatment with the new drug is different." else : conclusion = "There is insufficient evidence to claim a significant difference in average blood pressure before and after treatment with the new drug." # Display results print ( "T-statistic (from scipy):" , t_statistic ) print ( "P-value (from scipy):" , p_value ) print ( "T-statistic (calculated manually):" , t_statistic_manual ) print ( f "Decision: { decision } the null hypothesis at alpha= { alpha } ." ) print ( "Conclusion:" , conclusion )

T-statistic (from scipy): -9.0 P-value (from scipy): 8.538051223166285e-06 T-statistic (calculated manually): -9.0 Decision: Reject the null hypothesis at alpha=0.05. Conclusion: There is statistically significant evidence that the average blood pressure before and after treatment with the new drug is different.

In the above example, given the T-statistic of approximately -9 and an extremely small p-value, the results indicate a strong case to reject the null hypothesis at a significance level of 0.05. 

• The results suggest that the new drug, treatment, or intervention has a significant effect on lowering blood pressure.
• The negative T-statistic indicates that the mean blood pressure after treatment is significantly lower than the assumed population mean before treatment.

Case B : Cholesterol level in a population

Data: A sample of 25 individuals is taken, and their cholesterol levels are measured.

Cholesterol Levels (mg/dL): 205, 198, 210, 190, 215, 205, 200, 192, 198, 205, 198, 202, 208, 200, 205, 198, 205, 210, 192, 205, 198, 205, 210, 192, 205.

Populations Mean = 200

Population Standard Deviation (σ): 5 mg/dL(given for this problem)

Step 1: Define the Hypothesis

• Null Hypothesis (H 0 ): The average cholesterol level in a population is 200 mg/dL.
• Alternate Hypothesis (H 1 ): The average cholesterol level in a population is different from 200 mg/dL.

As the direction of deviation is not given , we assume a two-tailed test, and based on a normal distribution table, the critical values for a significance level of 0.05 (two-tailed) can be calculated through the z-table and are approximately -1.96 and 1.96.

The test statistic is calculated by using the z formula Z = [Tex](203.8 – 200) / (5 \div \sqrt{25}) [/Tex] ​ and we get accordingly , Z =2.039999999999992.

Step 4: Result

Since the absolute value of the test statistic (2.04) is greater than the critical value (1.96), we reject the null hypothesis. And conclude that, there is statistically significant evidence that the average cholesterol level in the population is different from 200 mg/dL

Python Implementation of Case B

import scipy.stats as stats import math import numpy as np # Given data sample_data = np . array ( [ 205 , 198 , 210 , 190 , 215 , 205 , 200 , 192 , 198 , 205 , 198 , 202 , 208 , 200 , 205 , 198 , 205 , 210 , 192 , 205 , 198 , 205 , 210 , 192 , 205 ]) population_std_dev = 5 population_mean = 200 sample_size = len ( sample_data ) # Step 1: Define the Hypotheses # Null Hypothesis (H0): The average cholesterol level in a population is 200 mg/dL. # Alternate Hypothesis (H1): The average cholesterol level in a population is different from 200 mg/dL. # Step 2: Define the Significance Level alpha = 0.05 # Two-tailed test # Critical values for a significance level of 0.05 (two-tailed) critical_value_left = stats . norm . ppf ( alpha / 2 ) critical_value_right = - critical_value_left # Step 3: Compute the test statistic sample_mean = sample_data . mean () z_score = ( sample_mean - population_mean ) / \ ( population_std_dev / math . sqrt ( sample_size )) # Step 4: Result # Check if the absolute value of the test statistic is greater than the critical values if abs ( z_score ) > max ( abs ( critical_value_left ), abs ( critical_value_right )): print ( "Reject the null hypothesis." ) print ( "There is statistically significant evidence that the average cholesterol level in the population is different from 200 mg/dL." ) else : print ( "Fail to reject the null hypothesis." ) print ( "There is not enough evidence to conclude that the average cholesterol level in the population is different from 200 mg/dL." )

Reject the null hypothesis. There is statistically significant evidence that the average cholesterol level in the population is different from 200 mg/dL.

Limitations of Hypothesis Testing

• Although a useful technique, hypothesis testing does not offer a comprehensive grasp of the topic being studied. Without fully reflecting the intricacy or whole context of the phenomena, it concentrates on certain hypotheses and statistical significance.
• The accuracy of hypothesis testing results is contingent on the quality of available data and the appropriateness of statistical methods used. Inaccurate data or poorly formulated hypotheses can lead to incorrect conclusions.
• Relying solely on hypothesis testing may cause analysts to overlook significant patterns or relationships in the data that are not captured by the specific hypotheses being tested. This limitation underscores the importance of complimenting hypothesis testing with other analytical approaches.

Hypothesis testing stands as a cornerstone in statistical analysis, enabling data scientists to navigate uncertainties and draw credible inferences from sample data. By systematically defining null and alternative hypotheses, choosing significance levels, and leveraging statistical tests, researchers can assess the validity of their assumptions. The article also elucidates the critical distinction between Type I and Type II errors, providing a comprehensive understanding of the nuanced decision-making process inherent in hypothesis testing. The real-life example of testing a new drug’s effect on blood pressure using a paired T-test showcases the practical application of these principles, underscoring the importance of statistical rigor in data-driven decision-making.

Frequently Asked Questions (FAQs)

1. what are the 3 types of hypothesis test.

There are three types of hypothesis tests: right-tailed, left-tailed, and two-tailed. Right-tailed tests assess if a parameter is greater, left-tailed if lesser. Two-tailed tests check for non-directional differences, greater or lesser.

2.What are the 4 components of hypothesis testing?

Null Hypothesis ( [Tex]H_o [/Tex] ): No effect or difference exists. Alternative Hypothesis ( [Tex]H_1 [/Tex] ): An effect or difference exists. Significance Level ( [Tex]\alpha [/Tex] ): Risk of rejecting null hypothesis when it’s true (Type I error). Test Statistic: Numerical value representing observed evidence against null hypothesis.

3.What is hypothesis testing in ML?

Statistical method to evaluate the performance and validity of machine learning models. Tests specific hypotheses about model behavior, like whether features influence predictions or if a model generalizes well to unseen data.

4.What is the difference between Pytest and hypothesis in Python?

Pytest purposes general testing framework for Python code while Hypothesis is a Property-based testing framework for Python, focusing on generating test cases based on specified properties of the code.

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Value Hypothesis Fundamentals: A Complete Guide

Last updated on Fri Aug 23 2024

Imagine spending months or even years developing a new feature only to find out it doesn’t resonate with your users, argh! This kind of situation could be any worst Product manager’s nightmare.

There's a way to fix this problem called the Value Hypothesis . This idea helps builders to validate whether the ideas they’re working on are worth pursuing and useful to the people they want to sell to.

This guide will teach you what you need to know about Value Hypothesis and a step-by-step process on how to create a strong one. At the end of this post, you’ll learn how to create a product that satisfies your users.

Are you ready? Let’s get to it!

How a Value Hypothesis Helps Product Managers

Scrutinizing this hypothesis helps you as a developer to come up with a product that your customers like and love to use.

Product managers use the Value Hypothesis as a north star, ensuring focus on client needs and avoiding wasted resources. For more on this, read about the product management process .

Definition and Scope of Value Hypothesis

Let's get into the step-by-step process, but first, we need to understand the basics of the Value Hypothesis:

What Is a Value Hypothesis?

A Value Hypothesis is like a smart guess you can test to see if your product truly solves a problem for your customers. It’s your way of predicting how well your product will address a particular issue for the people you’re trying to help.

You need to know what a Value Hypothesis is, what it covers, and its key parts before you use it. To learn more about finding out what customers need, take a look at our guide on discovering features .

The Value Hypothesis does more than just help with the initial launch, it guides the whole development process. This keeps teams focused on what their users care about helping them choose features that their audience will like.

Critical Components of a Value Hypothesis

A strong Value Hypothesis rests on three key components:

Value Proposition: The Value Proposition spells out the main advantage your product gives to customers. It explains the "what" and "why" of your product showing how it eases a particular pain point.

This proposition targets a specific group of consumers. To learn more, check out our guide on roadmapping .

Customer Segmentation: Knowing and grasping your target audience is essential. This involves studying their demographics, needs, behaviors, and problems. By dividing your market, you can shape your value proposition to address the unique needs of each group.

Customer feedback surveys can prove priceless in this process. Find out more about this in our customer feedback surveys guide.

Problem Statement : The Problem Statement defines the exact issue your product aims to fix. It should zero in on a real fixable pain point your target users face. For hands-on applications, see our product launch communication plan .

Here are some key questions to guide you:

What are the primary challenges and obstacles faced by your target users?

What existing solutions are available, and where do they fall short?

What unmet needs or desires does your target audience have?

For a structured approach to prioritizing features based on customer needs, consider using a feature prioritization matrix .

Crafting a Strong Value Hypothesis

Now that we've covered the basics, let's look at how to build a convincing Value Hypothesis. Here's a two-step method, along with value hypothesis templates, to point you in the right direction:

1. Research and Analysis

To start with, you need to carry out market research. By carrying out proper market research, you will have an understanding of existing solutions and identify areas in which customers' needs are yet to be met. This is integral to effective idea tracking .

Next, use customer interviews, surveys, and support data to understand your target audience's problems and what they want. Check out our list of tools for getting customer feedback to help with this.

2. Finding Out What Customers Need

Once you've completed your research, it's crucial to identify your customers' needs. By merging insights from market research with direct user feedback, you can pinpoint the key requirements of your customers.

Here are some key questions to think about:

What are the most significant challenges that your target users encounter daily?

Which current solutions are available to them, and how do these solutions fail to fully address their needs?

What specific pain points are your target users struggling with that aren't being resolved?

Are there any gaps or shortcomings in the existing products or services that your customers use?

What unfulfilled needs or desires does your target audience express that aren't currently met by the market?

To prioritize features based on customer needs in a structured way, think about using a feature prioritization matrix .

Validating the Value Hypothesis

Once you've created your Value Hypothesis with a template, you need to check if it holds up. Here's how you can do this:

MVP Testing

Build a minimum viable product (MVP)—a basic version of your product with essential functions. This lets you test your value proposition with actual users and get feedback without spending too much. To achieve the best outcomes, look into the best practices for customer feedback software .

Prototyping

Build mock-ups to show your product idea. Use these mock-ups to get user input on the user experience and overall value offer.

Metrics for Evaluation

After you've gathered data about your hypothesis, it's time to examine it. Here are some metrics you can use:

User Engagement : Monitor stats like time on the platform, feature use, and return visits to see how much users interact with your MVP or mock-up.

Conversion Rates : Check conversion rates for key actions like sign-ups, buys, or feature adoption. These numbers help you judge if your value offer clicks with users. To learn more, read our article on SaaS growth benchmarks .

Iterative Improvement of Value Hypothesis

The Value Hypothesis framework shines because you can keep making it better. Here's how to fine-tune your hypothesis:

Set up an ongoing system to gather user data as you develop your product.

Look at what users say to spot areas that need work then update your value proposition based on what you learn.

Read about managing product updates to keep your hypotheses current.

Adaptation to Market Changes

The market keeps changing, and your Value Hypothesis should too. Stay up to date on what's happening in your industry and watch how users' habits change. Tweak your value proposition to stay useful and ahead of the competition.

Here are some ways to keep your Value Hypothesis fresh:

Do market research often to keep up with what's happening in your industry and what your competitors are up to.

Keep an eye on what users are saying to spot new problems or things they need but don't have yet.

Try out different value statements and features to see which ones your audience likes best.

To keep your guesses up-to-date, check out our guide on handling product changes .

Common Mistakes to Avoid

While the Value Hypothesis approach is powerful, it's key to steer clear of these common traps:

Avoid Confirmation Bias : People tend to focus on data that backs up their initial guesses. But it's key to look at feedback that goes against your ideas and stay open to different views.

Watch out for Shiny Object Syndrome : Don't let the newest fads sway you unless they solve a main customer problem. Your value proposition should fix actual issues for your users.

Don't Cling to Your First Hypothesis : As the market changes, your value proposition should too. Be ready to shift your hypothesis when new evidence and user feedback comes in.

Don't Mix Up Busywork with Real Progress : Getting user feedback is key, but making sense of it brings real value. Look at the data to find useful insights that can shape your product. To learn more about this, check out our guide on handling customer feedback .

Value Hypothesis: Action Points

To build a product that succeeds, you need to know your target users inside out and understand how you help them. The Value Hypothesis framework gives you a step-by-step way to do this.

If you follow the steps in this guide, you can create a strong value proposition, check if it works, and keep improving it to ensure your product stays useful and important to your customers.

Keep in mind, a good Value Hypothesis changes as your product and market change. When you use data and put customers first, you're on the right track to create a product that works.

Want to put the Value Hypothesis framework into action? Check out our top templates for creating product roadmaps to streamline your process. Think about using featureOS to manage customer feedback. This tool makes it easier to collect, examine, and put user feedback to work.

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• Open access
• Published: 31 August 2024

Accelerometer-derived movement features as predictive biomarkers for muscle atrophy in neurocritical care: a prospective cohort study

• Moritz L. Schmidbauer 1   na1 ,
• Timon Putz 1   na1 ,
• Leon Gehri 1 ,
• Luka Ratkovic 1 ,
• Andreas Maskos 1 ,
• Julia Zibold 1 ,
• Johanna Bauchmüller 1 ,
• Sophie Imhof 1 ,
• Thomas Weig 2 ,
• Max Wuehr 1 , 3   na1 &
• Konstantinos Dimitriadis 1   na1  

Critical Care volume  28 , Article number:  288 ( 2024 ) Cite this article

Metrics details

Physical inactivity and subsequent muscle atrophy are highly prevalent in neurocritical care and are recognized as key mechanisms underlying intensive care unit acquired weakness (ICUAW). The lack of quantifiable biomarkers for inactivity complicates the assessment of its relative importance compared to other conditions under the syndromic diagnosis of ICUAW. We hypothesize that active movement, as opposed to passive movement without active patient participation, can serve as a valid proxy for activity and may help predict muscle atrophy. To test this hypothesis, we utilized non-invasive, body-fixed accelerometers to compute measures of active movement and subsequently developed a machine learning model to predict muscle atrophy.

This study was conducted as a single-center, prospective, observational cohort study as part of the MINCE registry (metabolism and nutrition in neurointensive care, DRKS-ID: DRKS00031472). Atrophy of rectus femoris muscle (RFM) relative to baseline (day 0) was evaluated at days 3, 7 and 10 after intensive care unit (ICU) admission and served as the dependent variable in a generalized linear mixed model with Least Absolute Shrinkage and Selection Operator regularization and nested-cross validation.

Out of 407 patients screened, 53 patients (age: 59.2 years (SD 15.9), 31 (58.5%) male) with a total of 91 available accelerometer datasets were enrolled. RFM thickness changed − 19.5% (SD 12.0) by day 10. Out of 12 demographic, clinical, nutritional and accelerometer-derived variables, baseline RFM muscle mass (beta − 5.1, 95% CI − 7.9 to − 3.8) and proportion of active movement (% activity) (beta 1.6, 95% CI 0.1 to 4.9) were selected as significant predictors of muscle atrophy. Including movement features into the prediction model substantially improved performance on an unseen test data set (including movement features: R 2  = 79%; excluding movement features: R 2  = 55%).

Active movement, as measured with thigh-fixed accelerometers, is a key risk factor for muscle atrophy in neurocritical care patients. Quantifiable biomarkers reflecting the level of activity can support more precise phenotyping of ICUAW and may direct tailored interventions to support activity in the ICU. Studies addressing the external validity of these findings beyond the neurointensive care unit are warranted.

Trial registration

DRKS00031472, retrospectively registered on 13.03.2023.

Intensive care unit acquired weakness (ICUAW) describes a neuromuscular dysfunction secondary to critical illness and its treatment with consecutive generalized weakness. Data on prevalence for ICUAW show considerable variation due to diverse patient demographics and heterogenous methodology. However, with a systematic review pinpointing the median prevalence at 43% [ 1 ], its ubiquity in critical care is evident. Moreover, the impact resulting from ICUAW is profound and long-lasting, with patient outcomes significantly compromised for up to five years after discharge [ 2 , 3 , 4 , 5 , 6 ]. Therefore, ICUAW is acknowledged as a key component of post intensive care syndrome (PICS), highlighting its importance in the continuum of long-term recovery following critical care [ 7 , 8 ].

ICUAW needs to be recognized as a clinical syndrome, rather than a specific disease entity. As such, it exhibits great heterogeneity and partially overlapping pathologies, which has diluted research findings and made the identification of treatable targets challenging in the past [ 9 , 10 , 11 , 12 ]. Relevant and common entities include critical illness myopathy (CIM), critical illness polyneuropathy (CIP) as well as critical illness polyneuromyopathy (CIPNM) as an overlap syndrome [ 9 , 11 , 12 ]. Electrophysiological methods including nerve conduction studies (NCS), electromyography and direct muscle stimulation have been successfully used to establish biomarkers for CIM, CIP and CIPMN [ 9 , 13 , 14 ]. Muscle atrophy due to mechanical unloading is also being recognized as a critical component of ICUAW. However, measurable biomarkers to assess the extent of inactivity of muscles are lacking.

In this regard, it is important to note that activity arises from active movement, as opposed to passive movement during mobilization without active patient participation. Hence, we postulate that establishing a proxy for activity can be achieved by applying non-invasive, body-fixed accelerometers to the lower extremities of critically ill patients while prospectively excluding episodes with passive mobilization such as intrahospital transports, physiotherapy and patient positioning. By introducing these biomarkers as continuous measures of active movement and incorporating these variables into a machine learning model, we aimed to predict rectus femoris muscle atrophy, as measured by ultrasound up to day 10 of intensive care unit (ICU) treatment. Based on the hypothesis that neurocritical care patients exhibit a higher prevalence of inactivity due to disorders of consciousness and motor deficits, we specifically included patients with acute brain injury in this trial.

Study design, setting and clinical management

This study was designed as a single-center, prospective, observational cohort study as part of the MINCE registry (metabolism and nutrition in neurointensive care, DRKS-ID: DRKS00031472, retrospectively registered on 13.03.2023) at a tertiary academic center (LMU University Hospital, Munich, Germany). Reporting follows the Strengthening the Reporting of Observational Studies in Epidemiology (STROBE) reporting guidelines. This study was approved by the local ethics committee (LMU Munich, project number 22-0173, 11.04.2022). Written consent was obtained from all participants or their next of kin. The study recruited from April 2022 to March 2024 and included patients within 48 h after ICU admission with age ≥ 18 years, neurologic disease as admitting diagnosis, and expected ICU length of stay ≥ 10 days. Patients with pre-existing neuromuscular disease, renal replacement therapy, pregnancy, pre-existing neoplastic disease, recent hospitalization (hospital stays longer than three days in the last three months, ICU treatment within the last three months), pre-existing confinement to bed, and pre-existing frailty (Clinical Frailty Scale > 3) were excluded.

Patients were mobilized at the treating physicians’ discretion. If indicated, patients received physiotherapy for 20–40 min/day on six days of the week and were repositioned and transferred from bed to chair regularly by the nursing staff. Nutritional therapy was conducted according to the European Society of Parenteral and Enteral Nutrition (ESPEN) guidelines, with caloric and protein targets of 25 kcal/kg/day and 1.3 g/kg/day, respectively [ 15 ]. As a reference, body weight as measured with bed scales was used for non-obese patients, and ideal body weight was used for patients with a body mass index (BMI) > 30 kg/m 2 [ 15 ]. During the acute phase of illness (days 1–3), hypocaloric nutrition (70% of energy expenditure (EE)) was aimed for. From day 4 on, isocaloric (100% of EE) nutrition was implemented.

Data collection

Clinical data prospectively collected on the ICU included age, sex, body mass index (BMI), admission diagnosis, cumulative protein and calorie deficit, duration of mechanical ventilation, ICU length of stay (LOS), daily Sepsis-related Organ Failure Assessment score (SOFA) and SOFA without Glasgow Coma Scale (GCS) score (mSOFA), Acute Physiology and Chronic Health Evaluation (APACHE II) score on ICU admission, Nutrition Risk in Critically ill score (NUTRIC) on admission, premorbid modified Rankin Scale (pmRS) and Glasgow Outcome Scale Extended (GOSE) at ICU discharge.

Ultrasound of the upper thigh (rectus femoris muscle, RFM) and temporalis muscle (TM) was performed bilaterally using a 20 MHz linear probe (MyLabOmega, Esaote, Genoa, Italy) upon admission, and on days 3, 7 and 10. As previously described [ 16 , 17 ], the site of measurement for RFM was marked in the lower third of the connecting line between the anterior superior iliac spine and the upper edge of the patella with a permanent marker to ensure reproducibility between measurements (Supplementary Fig.  1 ). Measurements were conducted according to a local protocol that emphasized minimal compression during RFM sonography and called for individual adjustments of depth and gain to optimally visualize the surface of the femur and to delineate fascial borders, respectively. Measurement of TM followed the protocol as described by Maskos et al. [ 17 ] Three repeated measurements were performed by one of six raters (TP, LG, LR, AM, JB, SI), using the built-in software of the ultrasound machine to measure muscle thickness. The mean value of the repeated measurements was used for further analysis. Reliability of repeated ultrasound measurements is reported in Supplementary Table  1 .

Tri-axial accelerometers (range ± 16 g; sampling rate 12.5 Hz; Axivity Ltd., Newcastle upon Tyne, UK) were attached within 48 h of admission to both upper thighs with transparent adhesive tape. Skin inspections and minor adjustments to the sensor placement were performed every third day to prevent any pressure damage. To exclude any passive movement not contributing to the patient’s activity, episodes with physiotherapy, intrahospital transports, or repositioning by nursing staff were prospectively documented and excluded from the recorded data. The sensor data was extracted and analyzed by an author (MW) not involved in the patients’ clinical management and blinded for the ultrasound measurements.

As a positive control, accelerometers were attached to healthy individuals (n = 3). Static placement of sensors served as a negative control (Supplementary Table  2 ).

Accelerometer data processing

OmGUI version 1.0.0.11 software was used to download the raw acceleration data from the devices. MATLAB (Mathworks Inc., Natick, USA, release R2022a, version 9.12.0) was used for data processing. Periods of active movement were identified following a previously established procedure that has been already used for activity recognition in ICU settings [ 18 , 19 ]. Accordingly, recorded time series from each axial component (x, y, z) were first down-sampled to 10 Hz and subsequently high-pass filtered (4th order Butterworth filter, cutoff frequency at 0.2 Hz) to remove baseline offset and low-frequency effects reflecting static postural orientation. Filtered time series were segmented into non-overlapping 5 s windows for subsequent motion feature extraction. Signal magnitude area (SMA) was then computed for every window [ 19 ] to identify activity bouts (AB) using a defined threshold of SMA ≥ 0.135 g [ 18 ]. Across all identified AB, the mean intensity (AB-intensity) and duration (AB-duration) as well as the variability (standard deviation, SD) of these features were calculated. The distribution of motion features across ABs is log-normal, which required estimating mean and SD via a maximum likelihood technique [ 20 ]. The overall movement intensity, the proportion of active movement (%active) and ABs per hour were calculated based on the entire duration of the recording (Fig.  1 ).

Accelerometer-derived features. Body motion was monitored using tri-axial accelerometers bilaterally attached to the upper thigh (1). Raw triaxial accelerometer recordings were first offset eliminated, and the time series were segmented into non-overlapping 5 s windows. The signal magnitude area was computed for every window (2). Bouts of dynamic activity were identified based on the threshold ≥ 0.135 g (3) and a set of motion features was computed for every bout of activity (4). Finally, the average and distribution of motion features across all bouts of activity were computed (5). acc = acceleration

Predictive modeling and statistical analysis

As the dataset includes multiple observations (both legs) per patient and exhibits linearity as evaluated by exploratory data analysis, a generalized linear mixed model (GLMM) to account for intra-patient correlation by using individual patients as a random effect was chosen. Given the numerous independent variables of interest, including demographic, clinical, and activity-related features, a rigorous approach to model selection and validation to prevent overfitting was required. Therefore, we employed regularization with Least Absolute Shrinkage and Selection Operator (LASSO), which penalizes the GLMM model via L1-norm and in effect shrinks the weight of non-contributing features to zero.

First, multicollinearity among predictors was mitigated by excluding variables with a variance inflation factor (VIF) exceeding 5 (removing AB per hour and SOFA) [ 21 ]. Next, standardization (z-score normalization) of the remaining prediction variables (age, sex, baseline RFM muscle mass, mSOFA, calorie deficit, protein deficit, overall intensity, %active, AB-intensity log-mean , AB-duration log-mean , AB-intensity log-SD , AB-duration log-SD ) was performed to ensure equal weights and comparable units. To allow testing on unseen data, a stratified split was executed to divide the data into training (80%) and test (20%) sets. The training set was further used for optimizing the hyperparameter of GLMM-LASSO using a machine learning approach with nested cross-validation (Fig.  2 ) [ 22 ]. Model performance was evaluated on the test set using mean squared error, root mean squared error, mean absolute error, R-squared (squared correlation method, R2) and a plot depicting actual versus predicted values.

Nested-cross validation of a regularized GLMM model . After standardization and a stratified 80/20 split, the training data set was partitioned into 4 folds (outer loop). Within each outer fold, an inner loop of 2 folds was used for hyperparameter tuning. The hyperparameter (lambda) that minimized the mean squared error in the inner loop was selected. The model with this optimal lambda was then evaluated on the validation fold of the outer loop. This process was repeated for all 4 outer folds, resulting in an optimal lambda for each fold. The final model was chosen using the average of the optimal lambdas from all outer folds. Finally, the performance of this final model was assessed using the unseen test set. GLMM = generalized mixed effects model; lasso = least absolute shrinkage and selection operator

To illustrate the level of uncertainty of the model coefficients, bootstrapping with 10,000 resamples was performed to estimate the bias-corrected and accelerated (BCa) confidence intervals for the model coefficients.

Additionally, and to test the relevance of leg movement on TM as a muscle group unaffected by thigh movement, we used a linear regression model for the prediction of TM atrophy at day 10 including all demographic, clinical and nutritional variables as well as %active as independent variables. To compare %active between healthy individuals and the neurointensive care unit (NICU) cohort, a two-tailed t-test was performed. Further, we identified patients with unilateral upper motor neuron damage and corresponding motor deficits to investigate the contribution of upper motor neuron lesion on muscle atrophy. To compare the magnitude of muscle atrophy and to account for within-subject correlation, we used Generalized Estimating Equations (GEE) with post hoc pairwise comparisons and Bonferroni adjustment.

Summary statistics for continuous variables are presented as means with standard deviation (SD) for normally distributed data and as medians with interquartile ranges (IQR) for non-normally distributed data, with normality assessed using Quantile–Quantile plots and Shapiro–Wilk test. Categorical variables are summarized as frequencies and percentages.

All analyses were performed using R (2023.06.1 + 524) using ‘stats’, ‘psych’, ‘ggplot2’, ‘dplyr’, ‘lme4’, ‘nlme’, ‘geepack’, ‘multcomp’, ‘emmeans’, ‘MASS’, ‘svglite’ ‘glmmLasso’,‘caret’ and ‘boot’, packages. ChatGPT (version 4) was used for error handling, repetitive programming, and overall optimization of code in R.

Patient characteristics

Out of 407 patients screened, 53 with a total of 91 available accelerometer datasets were enrolled in this study (Fig.  3 ). Clinical baseline characteristics are presented in Table  1 . Of all patients included in the analysis, mean age was 59.2 years (SD 15.9) and 31 (58.5%) were male. Cerebrovascular diseases were the most frequent ICU admission diagnoses (86.8%, 46/53). Mean ICU length of stay was 17.0 days (IQR 8.0), while the mean duration of mechanical ventilation was 15.6 days (SD 9.2). During the observation period, patients met 62.6% (SD 18.4) of the caloric goals and 57.9% (SD 21.6) of protein goals according to the ESPEN guidelines.

Screening and study inclusion. ICU = Intensive Care Unit;

Active movement and muscle atrophy during ICU treatment

Muscular atrophy as measured with ultrasound was more pronounced in RFM compared to TM (-19.5% (SD 12.0) versus -15.3% (SD 11.1) at day 10) (Fig.  4 A). Active movement of NICU patients as indicated by proportion of active movement (%active) over time is infrequent, particular at early stages of the ICU stay. While mean %active stays low over the entire time, some patients exhibit higher activity starting around day 3. (Fig.  4 B). Compared to healthy individuals, NICU patients demonstrate a significant reduction in active movement (%active: healthy individuals 13.3 (SD 0.8) vs. NICU patients 0.84 (SD 1.08), p  < 0.001) (Supplementary Tables 2 and 4 ). No adverse events were observed in association with the placement of accelerometers in the ICU setting (Supplementary Table  3 ).

Active movement and muscle atrophy during ICU treatment. Muscle atrophy at days 3, 5 7 and 10 relative to day 0 for RFM and TM ( A ). Proportion of active movement (%active) over time ( B ). ICU = Intensive Care Unit;

Predictive models for muscle atrophy

The machine learning model based on a total of 12 demographic, clinical, nutritional and accelerometer-derived variables selected baseline RFM muscle mass (beta − 5.1, 95% confidence interval (95% CI) − 7.9 to − 3.8) and %active (beta 1.6, 95% CI 0.1 to 4.9) to explain 79% (R 2  = 79%) of the occurring variance in muscle wasting in an unseen test data set (Fig.  5 , A and B). Thus, for every standard deviation increase in baseline RFM (2.6 mm), RFM thickness at day 10 is estimated to decrease by another 5.1 percentage points (49.5% relative change). In contrast, a standard unit increase in %active (1.1%) is projected to result in 1.6 percentage points less RFM atrophy at day 10 (relative change 15.5%). Ignoring movement features as predictors for RFM muscle atrophy results in substantially worse model performance (R 2  = 55%) (Fig.  5 C, Supplementary Table  6 ). RFM atrophy was not significantly different between immobile limbs with upper motor neuron lesions (UMNL) and immobile limbs without UMNL. However, muscle atrophy was markedly decreased in limbs with active movement (Supplementary Fig.  2 ). Thigh-fixed accelerometer data did not contribute significantly to a model predicting TM atrophy (Supplementary Table  5 ).

Prediction of MRF muscle atrophy with and without movement features. Standardized coefficients and 95% confidence intervals (asterisks indicate significant predictors) of the regularized regression models with (model movement+ , A ) and without movement features (model movement− , C ). Out of all demographic (age, sex), clinical (baseline RFM muscle mass, mSOFA), nutritional (calorie deficit, protein deficit) and movement variables (intensity, %active, AB-intensity log-mean , AB-duration log-mean , AB-intensity log-SD , AB-duration log-SD ), the depicted 10/12 independent variables for model model movement+ and 4/6 independent variables for model movement− were selected for the final models, respectively. Significant predictors in model movement+ included baseline RFM muscle mass (beta − 5.1, 95% confidence interval (95% CI) − 7.9 to − 3.8) and %active (beta 1.6, 95% CI 0.1 to 4.9). For model movement- , only baseline RFM muscle was found as a statistically significant predictor (beta − 4.6, 95% CI − 7.6 to − 3.9). Scatter plots with regression line of predicted versus actual muscle wasting (grey dots: training data; black dots: unseen test data) for model movement+ ( B ) and model movement- ( D ), respectively (R 2 : 0.79 vs. 0.55, RMSE: vs. 8.4 vs. 10.7 mm; MAE: 6.2 vs. 8.0 mm). mSOFA = SOFA without GCS;

In this prospective cohort study, we used thigh-fixed accelerometers to establish movement features as predictive biomarkers for muscle atrophy in neurocritical care patients. Proportion of active movement (%active) demonstrated a significant protective effect against muscle wasting and improved the precision of muscle atrophy prediction in an unseen test data set. To the best of our knowledge, this is the first quantifiable and validated measure that provides information on the relative importance of inactivity for muscle atrophy in critically ill patients.

It is crucial to distinguish between immobility and inactivity, especially within the ICU context, as inactivity can occur despite mobilization efforts due to a lack of active patient participation (passive movement). To address this, we excluded periods such as physiotherapy, intrahospital transports, and patient positioning, from our analysis. Therefore, we consider the movement features as surrogates for activity rather than measures of mobility. Importantly, and as a limitation of this approach, movement sensors are unable to capture any muscle activity without movement via isometric contractions (active immobility).

The relevance of inactivity, as compared to immobility, as the variable of interest in this context is further exemplified by clinical trials on electrical muscle stimulation (EMS) and interventions focusing on early (passive) mobilization. The current evidence highlights the efficacy of EMS [ 23 , 24 ], whereas mobilization trials demonstrated limited efficacy and raised safety concerns [ 25 , 26 , 27 , 28 , 29 , 30 , 31 ]. While the latter often involve passive mobilization without genuine patient activity, EMS generates muscle activity without requiring mobility. Considering the data, a reasonable strategy to prevent muscle atrophy in critically ill patients may involve first measuring the extent of active movement with accelerometers to identify those at risk, and subsequently promoting activity (with or without mobilization) based on the patient's stability.

The pathophysiology of mechanical unloading leading to atrophy has so far only been systematically studied and quantified outside the ICU. Studies with cast immobilization of the lower extremity for two weeks in healthy adults and examination of astronauts after 8 days of space flight revealed a 5% and 6% decrease in quadriceps muscle mass, respectively [ 32 , 33 ]. A recent meta-analysis analyzing the general ICU population estimated muscle atrophy to be around 16% at day 10 for RFM [ 34 ]. In comparison, our data demonstrate a more pronounced rate of RFM atrophy, showing a 19.5% decrease by day 10. While additional factors such as CIP, CIM, and CIPNM certainly contribute to the higher rate of atrophy in ICU patients, the residual activity in cast immobilization (via isometric contractions) and during space flight (via active movement with reduced muscle activity) may also account for the observed differences.

Given that no or passive movement was described in more than 70% of patients in the first 48 h, and still more than 40% after two weeks, in the TEAM trial [ 26 ], it is plausible to assume that inactivity also significantly contributes to ICUAW in the general ICU population. Yet, as disorders of consciousness and focal-neurological deficits are major barriers to mobilization and activity [ 26 ], this might be even more relevant for neurointensive care patients. Although our accelerometer data are not directly comparable to the ICU mobility scale used in the TEAM trial, it indicates extremely infrequent periods of active movement for most patients over a 10-day observation period, reaching only 6% (0.84/13.3) of the activity level of healthy individuals. These numbers are parallelled by data from González-Seguel et al., who found mechanically ventilated patients to be inactive during the ICU stay in over 96% of the time [ 35 ]. This, coupled with the prominence of movement features as predictors of muscle atrophy in our prospective cohort, further strengthens the significance of inactivity in (neuro-) critical care. Other studies within the ICU have investigated accelerometry primarily in the context of sleep, circadian rhythm, and sedation levels. However, these studies exhibit limitations, such as narrow observation periods and the absence of well-defined thresholds for activity measurement [ 36 , 37 , 38 , 39 ].

Accelerometer-derived data have also been validated as biomarkers for muscle atrophy outside the ICU setting. In a study with almost 500 elderly participants, Sanchez-Sanchez et al. investigated the association of physical activity as measured with hip-worn accelerometers and sarcopenia. Here, higher physical activity correlated with better performance in sarcopenia-related scores [ 40 ]. Similarly, Foong et al. showed a positive association of accelerometer-derived physical activity with muscle mass and muscle strength [ 41 ].

The exercise stimulus, as the ultimate determinant for activity, can be delineated into two primary variables: volume and intensity. In exercise physiology, the volume of exercise is traditionally quantified by the number of repetitions performed, while intensity is commonly measured by the force exerted during exercise [ 42 ]. In our ICU cohort, we utilized proportion of active movement (%active) and AB-duration log-mean as proxies for exercise volume. For critically ill patients, the force generated cannot be measured pragmatically. We therefore introduced movement intensity (resultant acceleration magnitude) as a surrogate of exercise intensity. The LASSO regularization used to address the high number and potential co-linearity of parameters revealed %active as an approximation of exercise volume as a relevant predictor, while surrogates of intensity were not selected. Thus, intensity may either be irrelevant considering the uniform force generated by patients moving against gravity and not against resistance, or movement intensity is not a valid biomarker of the exercise intensity.

Besides proportion of active movement, baseline muscle mass was predictive of muscle atrophy. This finding is in line with studies in healthy participants. Here, higher age with lower baseline muscle mass showed significantly less pronounced atrophy. However, older participants with lower baseline muscle mass suffered from greater loss of muscle strength after immobilization [ 43 , 44 , 45 ]. Furthermore, variations in atrophy can be observed across muscle and fiber types. Anti-gravity muscles with high proportions of slow type 1 fibers, such as RFM, seem to exhibit a selective vulnerability [ 45 ], which is in line with our data demonstrating pronounced atrophy of RFM over TM.

The strengths of our study include the selection of a neurointensive care population devoid of frailty, specifically targeting individuals at high risk of muscle atrophy without pre-existing muscle wasting. However, the study's focus on neurocritical care may limit its generalizability and further research is needed to confirm the applicability of our results to more diverse patient populations. The extent of neurogenic atrophy mediated via various damage to the lower motor neuron was not explicitly measured in our study but can be assumed to be minimal given the demographics of our cohort. As that general ICU cohorts also experience lower motor neuron lesions due to critical illness or its treatments, this confounder is likely to be similar across groups. For UMNL, we do not expect neurogenic atrophy, as it does not result in direct muscle denervation. Supporting this pathophysiological hypothesis, we could not observe any difference in the extent of muscle atrophy between immobile limbs with upper motor neuron lesions (UMNL) and immobile limbs without UMNL. However, muscle atrophy was markedly decreased in limbs with active movement, suggesting no role for UMNL as a mediator for atrophy. We ensured high data quality by filtering out passive mobilization and prospectively collecting clinical data. Furthermore, our analysis is underpinned by a strong statistical framework leveraging machine learning to identify the most important predictors and using unseen data to validate these findings. Further limitations of our study are primarily rooted in the fact that muscle morphology does not necessarily equate to function. We used muscle ultrasound, a widely adopted and validated surrogate for ICUAW [ 34 , 46 , 47 ], instead of the Medical Research Council Sum Score (MRC-SS), as the latter is often deemed infeasible in the general ICU cohort, and even more so in neurocritical care. Additionally, we decided against including measures of the upper extremities because muscle volume is challenging to determine via ultrasound due to variability in muscle thickness relative to positioning, difficult anatomical landmarks, and less pronounced atrophy compared to the lower extremities. Instead, we focused on the RFM as the established sonographic gold standard, along with the TM as a muscle group unrelated to the movement captured by the accelerometers.

Active movement, as a surrogate of muscle activity, can be quantified using non-invasive, thigh-fixed accelerometers and adds value for the prediction of muscle atrophy in neurocritical care patients. Establishing movement-derived biomarkers enables better phenotyping of ICUAW, thereby providing a foundation for tailored interventions and should be included as covariates in trials on ICUAW in the future. Studies addressing the external validity of these findings beyond the neurointensive care unit are warranted.

Availability of data and materials

The datasets used and/or analyzed during the current study are available from the corresponding author on reasonable request. Matlab code for analyzing motion features is available at https://github.com/DSGZ-MotionLab/ICU_motion_analysis/ .

Abbreviations

Activity bout

Acute physiology and chronic health evaluation II

Bias-corrected and accelerated

Body mass index

Confidence interval

Critical illness myopathy

Critical illness polyneuropathy

Critical illness polyneuromyopathy

Energy expenditure

Electrical muscle stimulation

European Society of Parenteral and Enteral Nutrition

Glasgow Coma Scale

Generalized Estimating Equations

Generalized linear mixed model

Glasgow Outcome Scale—Extended

High/low pass filter

Intensive care unit

Intensive care unit acquired weakness

Least Absolute Shrinkage and Selection Operator

Length of stay

Metabolism and nutrition in neurointensive care

Medical Research Council Sum Score

Modified SOFA

Nerve conduction studies

Neurointensive care unit

Nutrition risk in the critically ill

Post intensive care syndrome

Premorbid modified Rankin scale

Quantile–Quantile

Rectus femoris muscle

Signal magnitude area

Sequential organ failure assessment

Temporalis muscle

Upper motor neuron lesion

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Acknowledgements

The authors thank the staff of the neurological and neurosurgical intensive care units at LMU Munich for their great interest and cooperation.

Open Access funding enabled and organized by Projekt DEAL. MLS was supported by the Deutsche Forschungsgemeinschaft (TRR 274) and Stiftungen zugunsten der Medizinischen Fakultät (LMU Munich).

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Moritz L. Schmidbauer, Timon Putz, Max Wuehr and Konstantinos Dimitriadis have contributed equally to this work.

Authors and Affiliations

Department of Neurology, LMU University Hospital, LMU Munich, Munich, Germany

Moritz L. Schmidbauer, Timon Putz, Leon Gehri, Luka Ratkovic, Andreas Maskos, Julia Zibold, Johanna Bauchmüller, Sophie Imhof, Max Wuehr & Konstantinos Dimitriadis

Department of Anaesthesiology, LMU University Hospital, LMU Munich, Munich, Germany

Thomas Weig

German Center for Vertigo and Balance Disorders (DSGZ), LMU University Hospital, LMU Munich, Munich, Germany

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Contributions

Conceptualization, methodology, validation: MLS, MW, KD. Data curation, formal analysis, visualization, software: MLS, MW. Investigation: TP, LG, LR, AM. Writing—original draft: MLS, TP, MW. Writing—review and editing: LG, LR, AM, JZ, TW, KD. Resources: MW, TW, KD. Project administration, supervision, funding acquisition: MLS, KD. All authors reviewed the manuscript.

Corresponding author

Correspondence to Moritz L. Schmidbauer .

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Approval for this study was granted by the local ethics committee (LMU Munich, approval number: 22-0173, data of approval: 11.04.2022). This study was conducted in accordance with the Declaration of Helsinki and ethical guidelines for medical and health research involving human subjects. Written informed consent was obtained from all patients or next of kin.

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Supplementary Information

13054_2024_5067_moesm1_esm.docx.

Supplementary Figure 1. Accelerometer placement. Figure 2. Influence of movement and upper motor neuron lesion on muscle atrophy. Table 1. Reliability of RFM ultrasound measurements. Table 2. Negative and positive controls. Table 3. Adverse events of accelerometer placement. Table 4. Accelerometer data. Table 5. Linear regression model for TM atrophy. Table 6. Performance metrics of models with and without movement features.

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Schmidbauer, M.L., Putz, T., Gehri, L. et al. Accelerometer-derived movement features as predictive biomarkers for muscle atrophy in neurocritical care: a prospective cohort study. Crit Care 28 , 288 (2024). https://doi.org/10.1186/s13054-024-05067-y

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Received : 24 June 2024

Accepted : 15 August 2024

Published : 31 August 2024

DOI : https://doi.org/10.1186/s13054-024-05067-y

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