SL 4.3 · Core Foundations
1. Measures of Central Tendency and Skewness
Measures of central tendency indicate the center or typical value of a dataset. The choice of measure depends on data distribution symmetry and presence of outliers.
- Mean ($\bar{x}$): The arithmetic average $\bar{x} = \frac{\sum x_i}{n} = \frac{\sum f_i x_i}{\sum f_i}$. Incorporates every data point, but is sensitive to extreme values (outliers).
- Median: The middle value of an ordered dataset ($50^{\text{th}}$ percentile). Highly resistant to outliers and skewed tails.
- Mode / Modal Class: The most frequently occurring value or interval. Useful for categorical data or bimodal distributions.
- Skewness and the Mean-Median Relationship:
- Symmetric: $\text{Mean} \approx \text{Median} \approx \text{Mode}$
- Positive Skew (Right-skewed): The long right tail pulls the mean upward: $\text{Mode} < \text{Median} < \text{Mean}$
- Negative Skew (Left-skewed): The long left tail pulls the mean downward: $\text{Mean} < \text{Median} < \text{Mode}$
Worked Example 1.1 · Grouped Mean Calculation
The scores of 50 students are grouped into classes as shown: $0 \le x < 10$ (freq 6), $10 \le x < 20$ (freq 14), $20 \le x < 30$ (freq 20), $30 \le x < 40$ (freq 10). Estimate the mean score.
- Find class midpoints $x_i$: $5, 15, 25, 35$.
- Calculate products $f_i x_i$: $$\sum f_i x_i = 6(5) + 14(15) + 20(25) + 10(35) = 30 + 210 + 500 + 350 = 1090$$
- Divide by total frequency $n = 50$: $$\bar{x} = \frac{1090}{50} = 21.8$$
Answer: Estimated mean score $= 21.8$.
SL 4.3 · Dispersion
2. Measures of Dispersion: Spread and Variability
Measures of dispersion quantify the degree of variation or spread of the data around the central value.
- Range: $\text{Range} = x_{\max} - x_{\min}$. Simple to find, but completely determined by the two most extreme values.
- Interquartile Range ($\text{IQR}$): $\text{IQR} = Q_3 - Q_1$. Measures the spread of the middle $50\%$ of the distribution; completely resistant to outliers.
- Population Variance ($\sigma^2$) and Standard Deviation ($\sigma$): $$\sigma^2 = \frac{\sum_{i=1}^n (x_i - \bar{x})^2}{n} = \frac{\sum_{i=1}^n x_i^2}{n} - \bar{x}^2$$ $$\sigma = \sqrt{\frac{\sum_{i=1}^n x_i^2}{n} - \bar{x}^2}$$ For frequency tables: $\sigma^2 = \frac{\sum f_i x_i^2}{n} - \bar{x}^2$.
- IB GDC Note: In IB examinations, use the population standard deviation ($\sigma_x$ on your GDC) when the question specifies standard deviation of a given dataset, or sample standard deviation ($s_x$) if specifically requested as an unbiased sample estimate.
Worked Example 1.2 · Variance from Summary Statistics
A sample of $n = 25$ measurements yields $\sum x = 450$ and $\sum x^2 = 8520$. Calculate the mean and the standard deviation.
- Calculate the mean: $$\bar{x} = \frac{\sum x}{n} = \frac{450}{25} = 18$$
- Calculate the variance using $\sigma^2 = \frac{\sum x^2}{n} - \bar{x}^2$: $$\sigma^2 = \frac{8520}{25} - 18^2 = 340.8 - 324 = 16.8$$
- Calculate standard deviation: $$\sigma = \sqrt{16.8} \approx 4.0988 \approx 4.10\text{ (3 s.f.)}$$
Answer: $\bar{x} = 18$; $\sigma \approx 4.10$.
SL 4.3 · Transformations
3. Effect of Linear Transformations: $y = ax + b$
A fundamental IB concept is understanding how scaling ($a$) and translating ($b$) affect central tendency versus dispersion.
- Adding a Constant $b$ (Translation / Shift):
- Measures of location shift by $b$: $\bar{y} = \bar{x} + b$, $\text{Median}_y = \text{Median}_x + b$, $\text{Mode}_y = \text{Mode}_x + b$.
- Measures of spread are COMPLETELY UNCHANGED: $\sigma_y = \sigma_x$, $\text{Var}_y = \text{Var}_x$, $\text{IQR}_y = \text{IQR}_x$, $\text{Range}_y = \text{Range}_x$.
- Multiplying by a Scale Factor $a$ (Dilation / Scaling):
- Measures of location scale by $a$: $\bar{y} = a\bar{x}$, $\text{Median}_y = a\text{Median}_x$.
- Measures of spread scale by $|a|$: $\sigma_y = |a|\sigma_x$, $\text{IQR}_y = |a|\text{IQR}_x$, $\text{Range}_y = |a|\text{Range}_x$.
- Variance scales by $a^2$: $\sigma_y^2 = a^2 \sigma_x^2$.
- Combined Transformation $y = ax + b$: $$\bar{y} = a\bar{x} + b, \quad \sigma_y = |a|\sigma_x, \quad \sigma_y^2 = a^2\sigma_x^2, \quad \text{IQR}_y = |a|\text{IQR}_x$$
Worked Example 1.3 · Linear Data Coding Transformations
A chemistry student measures temperatures $T$ in $^\circ\text{C}$ with mean $\bar{T} = 24.5^\circ\text{C}$ and standard deviation $\sigma_T = 3.2^\circ\text{C}$. The measurements are converted to degrees Fahrenheit using $F = 1.8T + 32$.
(a) Find the mean temperature in $^\circ\text{F}$. [2 marks]
(b) Find the standard deviation of the temperatures in $^\circ\text{F}$. [2 marks]
(c) Find the variance of the temperatures in $^\circ\text{F}$. [2 marks]
- Part (a): Transformed mean $\bar{F} = 1.8\bar{T} + 32$: $$\bar{F} = 1.8(24.5) + 32 = 44.1 + 32 = 76.1^\circ\text{F} \quad [M1][A1]$$
- Part (b): Transformed standard deviation $\sigma_F = |a|\sigma_T$: $$\sigma_F = 1.8 \times 3.2 = 5.76^\circ\text{F} \quad [M1][A1]$$ Notice: Adding $+32$ translates the data but does NOT change the spread!
- Part (c): Transformed variance $\sigma_F^2$: $$\sigma_F^2 = (5.76)^2 = 33.1776 \approx 33.2 \quad [M1][A1]$$
Answers: (a) $76.1^\circ\text{F}$; (b) $5.76^\circ\text{F}$; (c) $33.2$.
Worked Example 1.4 · Combined Weighted Mean
Class A contains $18$ students with a mean test score of $74\%$. Class B contains $22$ students with a mean test score of $82\%$.
(a) Calculate the combined mean score for all $40$ students. [3 marks]
(b) A student from Class A who scored $92\%$ transfers to Class B. Find the new mean score of Class A. [3 marks]
- Part (a): Combined weighted mean: $$\text{Sum for Class A: } \sum x_A = 18 \times 74 = 1332 \quad [M1]$$ $$\text{Sum for Class B: } \sum x_B = 22 \times 82 = 1804 \quad [A1]$$ $$\text{Total Sum} = 1332 + 1804 = 3136$$ $$\bar{x}_{\text{comb}} = \frac{3136}{18 + 22} = \frac{3136}{40} = 78.4\% \quad [A1]$$
- Part (b): New mean of Class A after transfer: $$\text{New sum for Class A} = 1332 - 92 = 1240 \quad [M1]$$ $$\text{New count} = 18 - 1 = 17 \quad [A1]$$ $$\bar{x}_{\text{new}} = \frac{1240}{17} \approx 72.94\% \implies 72.9\% \quad [A1]$$
Answers: (a) $78.4\%$; (b) $72.9\%$.
Worked Example 1.5 · Variance and Sum of Squares Formulation
A sample of $12$ measurements satisfies $\sum x = 144$ and $\sum x^2 = 1884$.
(a) Calculate the sample mean $\bar{x}$. [1 mark]
(b) Calculate the population standard deviation $\sigma$. [3 marks]
(c) Each measurement is multiplied by $3$ and then $5$ is subtracted. Find the new standard deviation. [2 marks]
- Part (a): Mean $\bar{x} = \frac{\sum x}{n}$: $$\bar{x} = \frac{144}{12} = 12 \quad [A1]$$
- Part (b): Variance formula $\sigma^2 = \frac{\sum x^2}{n} - \bar{x}^2$: $$\sigma^2 = \frac{1884}{12} - 12^2 = 157 - 144 = 13 \quad [M1][A1]$$ $$\sigma = \sqrt{13} \approx 3.61 \quad [A1]$$
- Part (c): Transformed standard deviation for $y = 3x - 5$: $$\sigma_y = |3|\sigma = 3\sqrt{13} \approx 10.8 \quad [M1][A1]$$
Answers: (a) $12$; (b) $\sqrt{13} \approx 3.61$; (c) $3\sqrt{13} \approx 10.8$.