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Summary Statistics: Calculate and Choose

A useful summary is both a calculation and a choice. A mean answers a different question from a median, and a range responds differently to an extreme observation than an interquartile range. Keep the distribution and context in view while calculating.

Center and Position

Two common measures of center are the mean and median. For a sample of nn values, the mean adds every value and divides by their number:

xˉ=1n∑i=1nxi\bar{x}=\frac{1}{n}\sum_{i=1}^{n}x_i

Here xix_i is the ith sample data value. Calculate by hand from a sum, or enter a complete data list into technology and request its mean. Check that the list’s reported count matches the number of observations.

Order the data from smallest to largest to find the median. For an odd number of values, the middle observation is a common median. For an even number, average the two middle observations. The ordered smallest and largest observations are the minimum and maximum.

For the ordered eight values 4, 6, 8, 10, 12, 14, 16, 18 minutes, the sum is 88 and the mean is 11 minutes. The median is (10+12)/2=11 minutes; minimum is 4 and maximum is 18. The lower-half median is Q1=(6+8)/2=7Q_1=(6+8)/2=7 minutes and the upper-half median is Q3=(14+16)/2=15Q_3=(14+16)/2=15 minutes. The second quartile, Q2, is the overall median. Q1 and Q3 bound the middle half of the ordered distribution, with about 25% of values at or below Q1 and about 75% at or below Q3. State the quartile convention when using technology; these examples use medians of the ordered halves.

The pth percentile is described by the percentage of ordered data less than or equal to that value. In this sample, five of eight waits are at or below 12 minutes, or 62.5%. The first and third quartiles are the 25th and 75th percentiles, respectively. Keep “less than or equal to” in the comparison, particularly when equal values occur.

Measure the Spread

Three common measures of variability are range, interquartile range, and standard deviation. The range is maximum minus minimum: 18−4=14 minutes. The IQR is Q3−Q1: 15−7=8 minutes. Both have the units of the original measurements.

The sample standard deviation measures a typical deviation from the sample mean. It can be calculated with or without technology:

s=1n−1∑(xi−xˉ)2s=\sqrt{\frac{1}{n-1}\sum(x_i-\bar{x})^2}

The squared deviations for this example are 49,25,9,1,1,9,25,49, whose sum is 168. Divide by 7 to obtain the sample variance, s2=24s^2=24 square minutes, then take the square root: s=24≈4.899s=\sqrt{24}\approx4.899 minutes. Variance has squared units; standard deviation returns to the data’s units. Do not divide by n when the requested measure is the sample standard deviation.

For technology, enter all eight values and request one-variable statistics. Check n=8, mean=11, and the sample standard deviation, often labeled Sx or s. A separate output labeled σx may use a denominator n and is a different statistic. The list, request, and choice of output all matter; pressing a summary button alone does not identify the requested measure.

Change Units Carefully

Changing measurement units changes calculated statistic values. Multiplying minute values by 60 to convert to seconds multiplies means, medians, quartiles, range, IQR, and standard deviation by 60. Variance multiplies by 60 squared. Adding a fixed amount shifts centers and positions but not the differences that measure spread.

For a positive linear unit conversion y=a+bxy=a+bx, center and position values become a plus b times the original, while range, IQR, and standard deviation multiply by b. For Celsius to Fahrenheit, a=32 and b=1.8: an 11°C mean becomes 51.8°F, but a 4.899°C standard deviation becomes about 8.818°F, without adding 32. This distinction follows because spread describes differences, not absolute readings.

Two Potential Outlier Rules

One frequently used rule flags values more than 1.5×IQR below Q1 or above Q3. Its fences are Q1−1.5 IQRQ_1-1.5\,IQR and Q3+1.5 IQRQ_3+1.5\,IQR. A value exactly at a fence is not beyond it. A second rule flags values more than two standard deviations below or above the mean. Again, the comparison is strict: exactly two standard deviations does not exceed two.

Different rules can flag different observations. An outlier flag is a reason to inspect context and recording, not permission to erase an inconvenient value. State the rule and show its thresholds. Neither rule here requires pretending that every distribution is Normal.

For the eight worked waits, IQR fences are −5 and 27 minutes. The mean ±2s thresholds are about 1.202 and 20.798 minutes. None of the eight waits exceeds either pair of thresholds.

Compare More Than One Summary

Compare two or more independent samples using center, variability, shape, and outliers together. A sample with a higher mean but similar median may contain a large upper value. Two samples with the same IQR can differ in total range. Use units, actual values, and relevant distribution features rather than declaring one sample “more variable” without naming the measure.

Choose Resistant or Sensitive Summaries

The median is a resistant, or robust, measure of center, and IQR is a resistant measure of variability: isolated extremes do not greatly, if at all, change them. Mean, range, and standard deviation are nonresistant: an extreme can change them substantially. The mean still has useful purposes, such as representing total amount per observation, so resistance is a reasoned choice rather than a command never to use means.

Worked Example: An Extreme Wait

The waits 2,4,6,8,10,12,14,40 minutes have median 9 and IQR 8 minutes, but mean 12 and sample standard deviation 12 minutes. Replace 40 by 70: median and IQR stay 9 and 8, while mean becomes 15.75, range becomes 68, and standard deviation becomes about 22.282. For a typical wait in this right-tailed sample, median and IQR describe the bulk more steadily. For staffing based on total waiting minutes, the mean may answer a relevant question. Explain the choice with the distribution and the decision it serves.

Independent Practice

Use the information in each question to make your own calculation, representation, or argument. Explain what your result means in its setting.

Original generated practice for the Fall 2026 course.

Order before summarizing

Data A: 3,4,9 minutes. Data B: 4,6,8,10,12,14,16,18 minutes.

Part a

Calculate both medians, then B’s mean, minimum, maximum, Q1, Q2, and Q3 using medians of halves. What percentage of B is less than or equal to 12?

Worked answer and rubric

Read the formula and units

The sample 4,10,10,16 cm has n=4, mean 10 cm, minimum 4 cm, maximum 16 cm, Q1=7 cm, Q3=13 cm, and sum of squared deviations 72 square centimetres. Quartiles use medians of halves.

Part a

Calculate range, IQR, sample variance, and sample standard deviation. Explain the denominator and units.

Worked answer and rubric

Convert positions and differences

A set of times has mean 3 minutes, median 2.5 minutes, IQR 1 minute, and sample standard deviation 0.8 minute.

Part a

Calculate these four summaries in seconds and explain why the standard deviation changes.

Worked answer and rubric

Strictly beyond the threshold

For one data set, Q1=10, Q3=18. For another, mean=10 and standard deviation=3. Use the specified rule for each data set.

Part a

Under the IQR rule, classify −2,−2.1,30,30.1. Under the two-SD rule, classify 4,3.9,16,16.1. Show thresholds and both tails.

Worked answer and rubric

Similar center, different spread
Two independent service-time samples; all summaries in minutes.
Independent sampleMedian, minIQR, minRange, minShape
A12410Approximately symmetric
B13928Right-skewed with one high outlier

Part a

Compare center and variability and incorporate shape/outliers.

Worked answer and rubric

Typical experience or total burden?

A waiting-time sample has a long right tail from a few exceptionally large waits.

Part a

Justify summaries for a typical customer’s wait and for average total waiting burden per customer. Identify which center/spread measures resist extremes.

Worked answer and rubric

Summarize an independent packing sample

Eight independently sampled packing times, in minutes, are 1,2,3,4,5,6,7,24. Use the median-of-halves quartile convention. For a comparison, a separate independent sample has median 5 minutes, IQR 3 minutes, mean 5 minutes, sample SD 2 minutes, approximately symmetric shape, and no flagged outliers.

Part a

Calculate mean and median by hand, showing the sum and ordered middle positions. State the smallest and largest times and explain their meanings.

Part b

Calculate Q1, Q2, Q3, range, and IQR. Interpret Q1/Q3 and the percentage of times less than or equal to 6.

Part c

Calculate the sample variance and standard deviation using squared deviations from your mean. Define x_i, x-bar, n, and s in your calculation, and interpret the variance and SD units. Explain what your SD means as a typical deviation of sampled packing times from their 6.5-minute mean.

Part d

Describe how to enter these observations into technology to check the mean/median/SD, and identify which SD output is the sample one if the display reports Sx≈7.348 and σx≈6.874. Explain the distinction.

Part e

Convert mean, median, range, IQR, and SD to seconds. Explain how an added constant would differ from a unit multiplier for spread.

Part f

Apply both outlier methods to the 24-minute time. Show both pairs of thresholds and state whether the result is a reason automatically to delete it.

Part g

Compare the two independent samples using centers, spread, shape, and outliers. Do not base the comparison only on the means.

Part h

If 24 is replaced by 40, calculate new mean and range, identify what happens to median and IQR, and explain the SD’s change. Justify a center/spread pair for describing a typical packing time.

Worked answer and rubric

Glossary and deeper reading · 13 refreshers

These editorial refreshers supplement the reading. Definitions and examples are added guidance; original source wording and recorded answers remain in their original context.

  • Mean

    The mean is a measure of center often called an average. For a finite data set, the arithmetic mean is the sum of the values divided by their number; for a random variable, the mean is its probability-weighted expected value when that value exists. Means can be pulled toward extreme values and are not generally resistant. For example, the arithmetic mean of 2, 4, and 9 is 5.

    Read more: Mean in the captured Statistics reading →

  • Median

    The median is the middle of an ordered numerical data set. For an even number of observations, it is the average of the two middle values under the usual convention. For example, the median of 2, 4, and 20 is 4.

    Read more: Median in the captured Statistics reading →

  • Sample

    A sample is the subset of a population actually studied. How it is selected matters for the conclusions that can be drawn about the population. For example, 60 selected students may be a sample from a school’s full enrollment.

    Read more: Sample in the captured Statistics reading →

  • Observation

    An observation is a recorded value or set of values for an individual or occasion. The individual may be a person, object, or event rather than a human subject. For example, one plant’s measured height is an observation in a plant-growth study.

    Read more: Observation in the captured Statistics reading →

  • Quartile

    Quartiles divide ordered quantitative data into four portions. The first and third quartiles mark approximately the 25th and 75th percentiles, and sample calculation conventions can differ. For example, a first quartile of 12 minutes means that roughly one quarter of the recorded times are at or below 12 minutes.

    Read more: Quartile in the captured Statistics reading →

  • Percentile

    A percentile identifies a location in an ordered distribution by the proportion below or at that location. Ties and finite samples require a stated convention, so methods can produce slightly different percentile values. For example, the 80th percentile marks a value with roughly 80% of observations at or below it.

  • Interquartile range

    The interquartile range is the third quartile minus the first quartile. It measures the spread of the middle half of the ordered data. For example, quartiles of 10 and 18 give an IQR of 8.

    Read more: Interquartile range in the captured Statistics reading →

  • Standard deviation

    Standard deviation measures spread around the mean using squared deviations and a square root. A sample standard deviation uses the sum of squared deviations divided by one less than the sample size before taking the square root. For example, a larger standard deviation of travel times indicates greater variability, in the original time units.

    Read more: Standard deviation in the captured Statistics reading →

  • Variance

    Variance is the square of the standard deviation. It measures spread in squared units, with the precise averaging rule depending on whether it describes a sample or a probability distribution. For example, a standard deviation of 3 centimeters corresponds to a variance of 9 square centimeters.

    Read more: Variance in the captured Statistics reading →

  • Sample statistic

    A statistic is a numerical summary calculated from sample data. Its value can change when a different sample is selected from the same population. For example, the proportion of walkers among 60 sampled students is a statistic.

    Read more: Sample statistic in the captured Statistics reading →

  • Outlier

    An outlier is an observation unusually far from the overall pattern. The 1.5-IQR rule flags possible outliers below the first quartile minus 1.5 IQR or above the third quartile plus 1.5 IQR. For example, a very long commute may be flagged for investigation without automatically being a recording error.

    Read more: Outlier in the captured Statistics reading →

  • Statistical independence

    Statistical independence means that learning one outcome does not change the probability distribution of another. For two events, it implies that the probability of both occurring equals the product of their probabilities. For example, independent draws with replacement keep the second draw’s color probabilities unchanged by the first.

    Read more: Statistical independence in the captured Statistics reading →

  • Resistant measure

    A resistant measure changes relatively little when a small number of observations become extreme. Resistance means reduced sensitivity, rather than complete immunity to every change in the data. For example, changing a largest value from 30 to 300 may leave the median unchanged while substantially increasing the mean.

    Read more: Resistant measure in the captured Statistics reading →

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