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Data Analysis › Statistics

Sampling Methods

Choosing who or what you measure so the result stands for the whole population.

Also known as: sampling method, sampling design, sampling strategy

A sampling method is the rule by which you decide which rows or people get measured. The method determines how far the result can be pushed — whether a number computed from the sample can be quoted as a number about the whole.

The common designs:

MethodHow it picksStrengthWeakness
Simple randomevery row equally likelyunbiased and easy to analysecan miss small subgroups entirely
Systematicevery nth row from an ordered listsimple, spreads evenlyperiodicity in the ordering biases it
Stratifieda sample inside each defined groupguarantees subgroup estimatesneeds the groups defined before you start
Clusterwhole groups sampled togethercheap when the population is scatteredwider intervals than a simple random sample of the same size
Conveniencewhatever is easiestno effortno basis for generalising at all

The first thing to check is the sampling frame — the list you drew from. It is not always the population you care about: a survey sent to registered users has silently excluded everyone who churned before registration. A frame that omits part of the population produces sampling bias that no amount of extra sampling repairs.

Reporting conventions worth carrying:

  • Name the sampling unit. Randomising by user and randomising by session answer different questions — see randomisation unit.
  • State the sample size next to every estimate. The margin of error and the confidence interval are meaningless without it.
  • When you have all the rows, say so. If you have every row for the quarter, that is a census and the sampling statistics no longer apply; what remains is uncertainty about measurement (data quality).
  • Stratify where you will report. If the deliverable breaks out by region and plan, sample inside those groups, or the small cells will come back empty or unusable.

Working on a subset purely to move faster — a 2% sample to iterate on a query, say — is a different activity with a different name (working with a data sample) and those numbers are not meant to be reported.