4.7.2 Chi-squared Test for Independence

Chi-Squared Test for Independence

What is a chi-squared test for independence?

A chi-squared ( $χ^{2}$ ) test for independence is a hypothesis test used to test whether two variables are independent of each other
- This is sometimes called a $χ^{2}$ two-way test
This is an example of a goodness of fit test
- We are testing whether the data fits the model that the variables are independent
The chi-squared ( $χ^{2}$ ) distribution is used for this test
You will use a contingency table
- This is a two-way table that shows the observed frequencies for the different combinations of the two variables
  - For example: if the two variables are hair colour and eye colour then the contingency table will show the frequencies of the different combinations

What is the degree of freedom?

The degree of freedom refers to the minimum number of expected values you need to know in order to be able to calculate them all
The degree of freedom is denoted $ν$
For a test for independence with an m × n contingency table
- $ν = (m - 1) \times (n - 1)$
- For example: If there are 5 rows and 3 columns then you only need to know 2 of the values in 4 of the rows as the rest can be calculated using the totals

What are the steps for a chi-squared test for independence?

STEP 1: Write the hypotheses
- H₀: Variable X is independent of variable Y
- H₁: Variable X is not independent of variable Y
  - Make sure you clearly write what the variables are and don’t just call them X and Y
STEP 2: Calculate the degree of freedom for the test
- For an m × n contingency table
- Degree of freedom is $ν = (m - 1) \times (n - 1)$
STEP 3: Enter your observed frequencies into your GDC using the option for a 2-way test
- Enter these as a matrix
- Your GDC will give you a matrix of the expected values (assuming the variables are independent)
- Your GDC will also give you the χ² statistic and its p-value
- The χ² statistic is denoted as $χ_{c a l c}^{2}$
STEP 4: Decide whether there is evidence to reject the null hypothesis
- EITHER compare the χ² statistic with the given critical value
  - If χ² statistic > critical value then reject H₀
  - If χ² statistic < critical value then accept H₀
- OR compare the p-value with the given significance level
  - If p-value < significance level then reject H₀
  - If p-value > significance level then accept H₀
STEP 5: Write your conclusion
- If you reject H₀
  - There is sufficient evidence to suggest that variable X is not independent of variable Y
  - Therefore this suggests they are associated
- If you accept H₀
  - There is insufficient evidence to suggest that variable X is not independent of variable Y
  - Therefore this suggests they are independent

How do I calculate the chi-squared statistic?

You are expected to be able to use your GDC to calculate the χ² statistic by inputting the matrix of the observed frequencies
Seeing how it is done by hand might deepen your understanding but you are not expected to use this method
STEP 1: For each observed frequency O_i calculate its expected frequency E_i
- Assuming the variables are independent
  - E_i = P(X = x) × P(Y = y) × Total
  - Which simplifies to $E_{i} = \frac{Row Total \times Column Total}{Overall Total}$
STEP 2: Calculate the χ² statistic using the formula
- $χ_{c a l c}^{2} = \sum \frac{{(O_{i} - E_{i})}^{2}}{E_{i}}$
- You do not need to learn this formula as your GDC calculates it for you
To calculate the p-value you would find the probability of a value being bigger than your χ² statistic using a χ² distribution with ν degrees of freedom

Exam Tip

Note for Internal Assessments (IA)

If you use a χ² test in your IA then beware that the outcome may not be accurate if:
- Any of the expected values are less than 5
- There is only 1 degree of freedom
  - This means it is a 2 × 2 contingency table
Note that none of these cases will occur in the exam

Worked Example

At a school in Paris, it is believed that favourite film genre is related to favourite subject. 500 students were asked to indicate their favourite film genre and favourite subject from a selection and the results are indicated in the table below.

	Comedy	Action	Romance	Thriller
Maths	51	52	37	55
Sports	59	63	41	33
Geography	35	31	28	15

It is decided to test this hypothesis by using a $χ^{2}$ test for independence at the 1% significance level.

The critical value is 16.812.

State the null and alternative hypotheses for this test.

4-7-2-ib-ai-sl-chi-squared-ind-a-we-solution

Write down the number of degrees of freedom for this table.

4-7-2-ib-ai-sl-chi-squared-ind-b-we-solution

Calculate the

χ^{2}

test statistic for this data.

4-7-2-ib-ai-sl-chi-squared-ind-c-we-solution

Write down the conclusion to the test. Give a reason for your answer.

4-7-2-ib-ai-sl-chi-squared-ind-d-we-solution

DP IB Maths: AI SL

Revision Notes

4.7.2 Chi-squared Test for Independence

Chi-Squared Test for Independence

What is a chi-squared test for independence?

What is the degree of freedom?

What are the steps for a chi-squared test for independence?

How do I calculate the chi-squared statistic?

Exam Tip

Note for Internal Assessments (IA)

Worked Example

Author: Daniel

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