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Bivariate Analysis Quick Reference

Decision guide for choosing and interpreting two-variable analyses in South Asian development research

METHOD SELECTION FLOWCHART
Variable 1 Variable 2 Method South Asian Example
Continuous
(Age, Income, Distance)
Continuous
(Test scores, Yield, Rate)
Correlation
+ Regression
Years of education × Monthly income
Categorical
(Gender, Caste, Region)
Continuous
(Income, Health score)
t-test / ANOVA Urban/Rural × Household income
Categorical
(Treatment/Control)
Categorical
(Success/Failure)
Chi-square test Training program × Job placement
Continuous
(Distance, Age, Score)
Binary
(Yes/No, Pass/Fail)
Logistic Regression Distance to clinic × Vaccination (Y/N)
CORRELATION ANALYSIS
When to use: Both variables continuous, want to measure relationship strength
Coefficient ranges:
  • r = -1: Perfect negative
  • r = 0: No relationship
  • r = +1: Perfect positive
Strength guide:
|r| < 0.3 = Weak
0.3 ≤ |r| < 0.7 = Moderate
|r| ≥ 0.7 = Strong
Key assumptions:
• Linear relationship
• Normal distribution
• No extreme outliers
SA Context: Check for seasonal patterns, cultural factors affecting linearity
SIMPLE REGRESSION
When to use: Want to predict one continuous variable from another
Key outputs:
  • Slope (β₁): Change in Y per unit X
  • Intercept (β₀): Y when X = 0
  • R²: % variance explained
  • p-value: Statistical significance
Model: Y = β₀ + β₁X
Slope interpretation: "For every 1-unit increase in X, Y changes by β₁ units"
Check for:
• Linear relationship
• Independence of residuals
• Equal variance (homoscedasticity)
• Normal residuals
SA Context: Consider clustering (villages, households), seasonal effects
CHI-SQUARE TEST
When to use: Both variables categorical, testing independence
Hypotheses:
  • H₀: Variables are independent
  • H₁: Variables are associated
If p < 0.05: Reject H₀
Variables are significantly associated
Requirements:
• Expected cell counts ≥ 5
• Independent observations
• Random sampling
SA Context: Be careful with caste/religion categories - ensure adequate sample sizes
T-TEST COMPARISON
When to use: Compare continuous outcome across 2 groups
Types:
  • Independent samples: Different people
  • Paired samples: Same people, 2 times
Effect size (Cohen's d):
0.2 = Small
0.5 = Medium
0.8 = Large effect
Check for:
• Normal distribution in each group
• Equal variances (Levene's test)
• Independent observations
SA Context: Consider cultural factors in group differences (urban/rural, gender roles)
ESSENTIAL FORMULAS
Correlation: r = Σ(xi - x̄)(yi - ȳ) / √[Σ(xi - x̄)²Σ(yi - ȳ)²]

Regression: Y = β₀ + β₁X where β₁ = r(sy/sx)

t-statistic: t = (x̄₁ - x̄₂) / SE

Chi-square: χ² = Σ[(Observed - Expected)² / Expected]

Effect size: d = (Mean₁ - Mean₂) / Pooled SD
SAMPLE SIZE GUIDELINES
Method Minimum Sample Recommended Notes
Correlation n ≥ 30 n ≥ 100 Larger samples for stability
Regression n ≥ 50 n ≥ 100 More observations = better predictions
t-test n ≥ 15 per group n ≥ 30 per group Equal group sizes preferred
Chi-square Expected ≥ 5 per cell Expected ≥ 10 per cell Fisher's exact for small samples
TROUBLESHOOTING COMMON ISSUES
Problem: Non-linear relationship
Try log transformation or Spearman correlation

Problem: Outliers affecting results
Check if outliers are data errors or genuine cases
Report results with and without outliers

Problem: Assumption violations
Use robust methods (non-parametric tests)
Bootstrap confidence intervals

Problem: Small sample size
Use exact tests (Fisher's exact for chi-square)
Focus on effect sizes rather than p-values

Problem: Missing data
Check if missing is random
Consider implications for generalizability
INTERPRETATION CHECKLIST
□ Statistical significance: Is p-value < 0.05?
□ Practical significance: Is the effect size meaningful?
□ Confidence intervals: What's the range of plausible values?
□ Assumptions met: Are statistical assumptions satisfied?
□ Context considered: Does result make sense in SA development context?
□ Causation vs correlation: Are you claiming causation appropriately?
□ Generalizability: Can findings apply to broader population?
□ Policy implications: What actions does this suggest?
SOUTH ASIAN DEVELOPMENT CONTEXT REMINDERS
• Cultural factors: Consider how social norms affect variable relationships
• Seasonal patterns: Agricultural and monsoon cycles affect many outcomes
• Geographic clustering: Villages/districts may be more similar than random
• Gender dynamics: Male-female differences may reflect structural inequalities
• Caste/class effects: Social hierarchies influence access and outcomes
• Informal economy: Many relationships may not follow formal sector patterns
• Policy context: Government programs and policies affect variable relationships
Bivariate Analysis Quick Reference | ImpactMojo Knowledge Series
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