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Sample Size Formula

Last Updated : 10 May, 2024
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In the field of statistics, the sample size is defined as the number of observations used to calculate population estimates for a specific population. In other words, it refers to the number of individual samples utilized in a data study. It uses the difference between the population and the sample to calculate the correct sample size. It is the process of selecting a group of people from a population to estimate the characteristics of the entire population, known as sampling. It is denoted by the symbol n.

What Is Sample Size Formula?

For a smaller sample size, the concept of the T distribution is used in place of normal distribution. Specifically, this distribution is used when the value of the sample size is less than 30. In this test, we utilize the t statistic to test the null hypothesis using both one-tailed and two-tailed tests if the population variance is unknown and the sample size is small. It is also known as adjusted sample size.

A = n / (1 + (n – 1)/P)

Where,

  • A is the adjusted sample size,
  • n is the sample size,
  • P is the population size.

For infinite population size, the formula is expressed in terms of z-value and error margin.

n = Z2p(1 – p)/m2

Where,

  • n is the sample size,
  • Z is the z-value,
  • p is the proportion of population (generally taken as 0.5),
  • m is the margin of error.

How to Apply Sample Size Formula?

To compute the necessary sample size, it’s essential to first determine several values before applying them to the right formula. Here are the steps to achieve this:

Step 1: Identifying Key Values Key values such as the population size need to be determined. This value represents the total count of individuals within a specific demographic. For larger studies, an approximate population size may be used, while precision is crucial for smaller groups to ensure statistical significance.

Step 2: Determining Margin of Error or Confidence Interval The margin of error, a critical metric in research, indicates the allowable error within a study. It is expressed as a percentage that illustrates how closely the sample results reflect the true values of the overall population. A smaller margin typically requires a larger sample to maintain accuracy.

Step 3: Setting the Confidence Level The confidence level correlates closely with the margin of error, measuring the certainty with which a sample represents the entire population within the chosen margin of error. Common confidence levels include 90%, 95%, and 99%, with higher levels indicating greater accuracy but necessitating larger samples.

Step 4: Specifying the Standard Deviation Standard deviation measures response variability within a study. Researchers often use 0.5 (50%) as a conservative estimate to ensure the sample size is adequate to represent the population accurately under the chosen confidence level and interval.

Step 5: Calculating the Z-score The Z-score, linked to the confidence level, indicates the number of standard deviations a selected value is from the population mean. This value is usually memorized by researchers for commonly used confidence levels due to its consistent application across studies:

  • Confidence Level 80%: Z-score 1.28
  • Confidence Level 85%: Z-score 1.44
  • Confidence Level 90%: Z-score 1.65
  • Confidence Level 95%: Z-score 1.96
  • Confidence Level 99%: Z-score 2.58

These steps outline the theoretical framework for calculating sample sizes, vital for ensuring the reliability and accuracy of study results.

Examples Using Sample Size Formula

Problem 1: Calculate the adjusted sample size for a sample size of 300 and a population of 50000.

Solution:

We have,

n = 300

P = 50000

Using the formula we have,

A = n / (1 + (n – 1)/P)

= 300 / (1 + 299/50000)

= 300/1.00598

= 298.216

Problem 2: Calculate the adjusted sample size for a sample size of 100 and a population of 25000.

Solution:

We have,

n = 100

P = 25000

Using the formula we have,

A = n / (1 + (n – 1)/P)

= 100 / (1 + 299/25000)

= 100/1.001196

= 99.88

Problem 3: Calculate the adjusted sample size for a sample size of 76 and a population of 2000.

Solution:

We have,

n = 76

P = 2000

Using the formula we have,

A = n / (1 + (n – 1)/P)

= 76 / (1 +75/2000)

= 76/1.0375

= 73.25

Problem 4: Calculate the population size if the adjusted sample size is 102.2 for a sample size of 104.

Solution:

We have,

A = 102.2

n = 104

Using the formula we have,

A = n / (1 + (n – 1)/P)

=> 102.2 = 104 / (1 + 103/P)

=> 1 + 103/P = 1.01

=> 103/P = 0.01

=> P = 10300

Problem 5: Calculate the sample size for z-value as 1.5 and the margin of error as 4.2%.

Solution:

We have,

z = 1.5

m = 4.2% = 0.042

p = 0.5

Using the formula we have,

n = Z2p(1 – p)/m2

= (1.5)2 × 0.5 × (1 – 0.5)/(0.042)2

= 0.5625/0.001764

= 318.87

Problem 6: Calculate the sample size for z-value as 1.2 and the margin of error as 3.5%.

Solution:

We have,

z = 1.2

m = 3.5% = 0.035

p = 0.5

Using the formula we have,

n = Z2p(1 – p)/m2

= (1.2)2 × 0.5 × (1 – 0.5)/(0.035)2

= 0.36/0.001225

= 293.877

Problem 7: Calculate the z-value if the sample size is 250 and the margin of error is 3.2%.

Solution:

We have,

n = 250

m = 3.2% = 0.032

p = 0.5

Using the formula we have,

n = Z2p(1 – p)/m2

=> Z2 = nm2/(p(1 – p))

=> Z2 = 250 × (0.032)2 / (0.5 × 0.5)

=> Z2 = 0.256/0.025

=> Z2 = 10.24

=> Z = 3.2

Related Topics:

Sample Size Formula – FAQs

What is the purpose of using a sample size formula?

The sample size formula is crucial for researchers and statisticians to determine the number of participants needed in a study to accurately reflect the target population. This ensures the results are statistically significant and generalizable.

How does population size affect the sample size?

The size of the population has a direct impact on the sample size; larger populations often require larger samples. However, for very large or infinite populations, a point of diminishing returns is reached where increasing the sample size yields minimal benefit in accuracy.

Why is margin of error important in calculating sample size?

The margin of error represents the degree of error that is acceptable in the results of the study. A smaller margin of error requires a larger sample size to ensure the study’s findings are precise and reliable.

What role does confidence level play in sample size determination?

The confidence level indicates the probability that the sample accurately reflects the population. Higher confidence levels require larger sample sizes but increase the reliability of the study results.

Can sample size formulas be used for any type of study?

While sample size formulas are versatile and used across various types of studies, the specific formula applied can vary depending on the study design, data type, and the statistical analysis planned. Researchers must choose the appropriate formula to match their study’s specific needs.



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