test_selection_guide.md
133 lines · skills/statistical-analysis/references/test_selection_guide.md at 5f2bc03
Statistical Test Selection Guide
Choose a model for the estimand, sampling unit and dependence structure. A Shapiro-Wilk/Levene p-value is not an automatic switch between tests. The routes below are candidates whose assumptions must match the study.
Raw lines 1 to 4Decision Tree for Test Selection
Raw lines 5 to 61. Comparing Groups
Two Independent Groups
- Independent mean contrast: Welch's t-test (
pg.ttest(..., correction=True)); pooled Student's test only with justified common variance - Rank/distribution contrast: Mann-Whitney U (Wilcoxon rank-sum); a median shift interpretation requires comparable distributional shapes
- Binary outcome: Chi-square test or Fisher's exact test (if expected counts < 5)
- Ordinal outcome: Mann-Whitney U test
Two Paired/Dependent Groups
- Paired mean contrast: Paired t-test on aligned within-subject differences; assess differences, not marginal normality
- Symmetric paired difference distribution: Wilcoxon signed-rank; otherwise consider a sign test for the prespecified median-difference question
- Binary outcome: McNemar's test
- Ordinal outcome: Signed-rank only when difference magnitudes and symmetry are meaningful; consider a sign test or ordinal model otherwise
Three or More Independent Groups
- Continuous outcome, normally distributed, equal variances: One-way ANOVA
- Continuous outcome, normally distributed, unequal variances: Welch's ANOVA
- Independent rank/distribution contrast: Kruskal-Wallis H; a median interpretation requires comparable shapes
- Binary/categorical outcome: Chi-square test
- Ordinal outcome: Kruskal-Wallis H test
Three or More Paired/Dependent Groups
- Repeated continuous means: Repeated measures ANOVA with suitable covariance/sphericity correction, or a mixed model
- Complete blocks/repeated rank contrast: Friedman test; missing/unequal visits may require a model
- Binary outcome: Cochran's Q test
Multiple Factors (Factorial Designs)
- Continuous outcome: Two-way ANOVA (or higher-way ANOVA)
- With covariates: ANCOVA
- Mixed within and between factors: Mixed ANOVA
2. Relationships Between Variables
Two Continuous Variables
- Linear association: Pearson correlation; usual small-sample parametric inference assumes an appropriate joint model
- Monotone rank association: Spearman rank correlation, selected by the estimand rather than a marginal normality test
- Rank-based data: Spearman or Kendall's tau
One Continuous Outcome, One or More Predictors
- Single continuous predictor: Simple linear regression
- Multiple continuous/categorical predictors: Multiple linear regression
- Categorical predictors: ANOVA/ANCOVA framework
- Non-linear relationships: Polynomial regression or generalized additive models (GAM)
Binary Outcome
- Single predictor: Logistic regression
- Multiple predictors: Multiple logistic regression
- Rare events: Exact logistic regression or Firth's method
Count Outcome
- Poisson-distributed: Poisson regression
- Overdispersed counts: Negative binomial regression
- Excess zeros with a justified separate structural-zero process: Zero-inflated Poisson/negative binomial; many zeros alone do not establish zero inflation
Time-to-Event Outcome
- Comparing survival curves: Log-rank test
- Modeling with covariates: Cox proportional hazards regression
- Parametric survival models: Weibull, exponential, log-normal
3. Agreement and Reliability
Inter-Rater Reliability
- Categorical ratings, 2 raters: Cohen's kappa
- Categorical ratings, >2 raters: Fleiss' kappa or Krippendorff's alpha
- Continuous ratings: Intraclass correlation coefficient (ICC)
Test-Retest Reliability
- Continuous measurements: Choose and report an ICC model (agreement/consistency, single/average, random/fixed raters); Pearson correlation alone does not measure agreement
- Internal consistency: Cronbach's alpha
Agreement Between Methods
- Continuous measurements: Bland-Altman analysis
- Categorical classifications: Cohen's kappa
4. Categorical Data Analysis
Contingency Tables
- 2x2 table: Chi-square test or Fisher's exact test
- Larger than 2x2: Chi-square when expected counts support the approximation; current SciPy also supports generalized exact/resampling procedures
- Ordered categories: Cochran-Armitage trend test
- Paired categories: McNemar's test (2x2) or McNemar-Bowker test (larger)
5. Bayesian Alternatives
Any of the above tests can be performed using Bayesian methods:
- Group comparisons: Bayesian t-test, Bayesian ANOVA
- Correlations: Bayesian correlation
- Regression: Bayesian linear/logistic regression
Advantages of Bayesian approaches:
- Provides probability of hypotheses given data
- Naturally incorporates prior information
- Provides credible intervals instead of confidence intervals
- No p-value interpretation issues
Key Considerations
Raw lines 102 to 103Sample Size
- No universal n=30 rule establishes validity or power. For small samples assess model assumptions; exact/permutation methods need exchangeability, tie handling and the correct sampling unit
- Very large samples: Even small effects may be statistically significant; focus on effect sizes
Multiple Comparisons
- When conducting multiple tests, adjust for multiple comparisons using:
- Bonferroni correction (conservative)
- Holm-Bonferroni (less conservative)
- False Discovery Rate (FDR) control (Benjamini-Hochberg)
- Tukey HSD for post-hoc ANOVA comparisons
Missing Data
- Complete case analysis (listwise deletion)
- Multiple imputation
- Maximum likelihood methods
- Ensure missing data mechanism is understood (MCAR, MAR, MNAR)
Effect Sizes
- Always report effect sizes alongside p-values
- See
effect_sizes_and_power.mdfor guidance
Study Design Considerations
- Randomized controlled trials: Standard parametric/non-parametric tests
- Observational studies: Consider confounding and use regression/matching
- Clustered/nested data: Use mixed-effects models or GEE
- Time series: Use time series methods (ARIMA, etc.)
Implementation sources and limits
Reviewed 2026-10-01: SciPy Mann-Whitney, Wilcoxon, Pingouin repeated measures. Small tied samples need an appropriate permutation/asymptotic method; the default automatic method is not universally exact. Compute rounded difference scores when floating-point subtraction creates spurious distinct ranks. Survival, Firth/exact logistic, agreement, missing-data and complex factorial routes here are design guidance, not executed implementations.
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