T-Test Essentials: Definition, Formula and Calculation

Independent T-Test Assumptions

This article describes the independent t-test assumptions and provides examples of R code to check whether the assumptions are met before calculating the t-test. This also referred as the two sample t test assumptions.

The independent samples t-test comes in two different forms:

  • the standard Student’s t-test, which assumes that the variance of the two groups are equal.
  • the Welch’s t-test, which is less restrictive compared to the original Student’s test. This is the test where you do not assume that the variance is the same in the two groups, which results in the fractional degrees of freedom.

The two methods give very similar results unless both the group sizes and the standard deviations are very different.



Contents:

Related Book

Practical Statistics in R II - Comparing Groups: Numerical Variables

Assumptions

The two-samples independent t-test assume the following characteristics about the data:

  • Independence of the observations. Each subject should belong to only one group. There is no relationship between the observations in each group.
  • No significant outliers in the two groups
  • Normality. the data for each group should be approximately normally distributed.
  • Homogeneity of variances. the variance of the outcome variable should be equal in each group. Recall that, the Welch t-test does not make this assumptions.

In this section, we’ll perform some preliminary tests to check whether these assumptions are met.

Check independent t-test assumptions in R

Prerequisites

Make sure you have installed the following R packages:

  • tidyverse for data manipulation and visualization
  • ggpubr for creating easily publication ready plots
  • rstatix provides pipe-friendly R functions for easy statistical analyses.
  • datarium: contains required data sets for this chapter.

Start by loading the following required packages:

library(tidyverse)
library(ggpubr)
library(rstatix)

Demo data

Demo dataset: genderweight [in datarium package] containing the weight of 40 individuals (20 women and 20 men).

Load the data and show some random rows by groups:

# Load the data
data("genderweight", package = "datarium")
# Show a sample of the data by group
set.seed(123)
genderweight %>% sample_n_by(group, size = 2)
## # A tibble: 4 x 3
##   id    group weight
##   <fct> <fct>  <dbl>
## 1 6     F       65.0
## 2 15    F       65.9
## 3 29    M       88.9
## 4 37    M       77.0

Identify outliers

Outliers can be easily identified using boxplot methods, implemented in the R function identify_outliers() [rstatix package].

genderweight %>%
  group_by(group) %>%
  identify_outliers(weight)
## # A tibble: 2 x 5
##   group id    weight is.outlier is.extreme
##   <fct> <fct>  <dbl> <lgl>      <lgl>     
## 1 F     20      68.8 TRUE       FALSE     
## 2 M     31      95.1 TRUE       FALSE

There were no extreme outliers.

Note that, in the situation where you have extreme outliers, this can be due to: 1) data entry errors, measurement errors or unusual values.

Yo can include the outlier in the analysis anyway if you do not believe the result will be substantially affected. This can be evaluated by comparing the result of the t-test with and without the outlier.

It’s also possible to keep the outliers in the data and perform Wilcoxon test or robust t-test using the WRS2 package.

Check normality by groups

The normality assumption can be checked by computing the Shapiro-Wilk test for each group. If the data is normally distributed, the p-value should be greater than 0.05.

genderweight %>%
  group_by(group) %>%
  shapiro_test(weight)
## # A tibble: 2 x 4
##   group variable statistic     p
##   <fct> <chr>        <dbl> <dbl>
## 1 F     weight       0.938 0.224
## 2 M     weight       0.986 0.989

From the output, the two p-values are greater than the significance level 0.05 indicating that the distribution of the data are not significantly different from the normal distribution. In other words, we can assume the normality.

You can also create QQ plots for each group. QQ plot draws the correlation between a given data and the normal distribution.

ggqqplot(genderweight, x = "weight", facet.by = "group")

All the points fall approximately along the (45-degree) reference line, for each group. So we can assume normality of the data.

Note that, if your sample size is greater than 50, the normal QQ plot is preferred because at larger sample sizes the Shapiro-Wilk test becomes very sensitive even to a minor deviation from normality.

Note that, in the situation where the data are not normally distributed, it’s recommended to use the non parametric two-samples Wilcoxon test.

Check the equality of variances

This can be done using the Levene’s test. If the variances of groups are equal, the p-value should be greater than 0.05.

genderweight %>% levene_test(weight ~ group)
## # A tibble: 1 x 4
##     df1   df2 statistic      p
##   <int> <int>     <dbl>  <dbl>
## 1     1    38      6.12 0.0180

The p-value of the Levene’s test is significant, suggesting that there is a significant difference between the variances of the two groups. Therefore, we’ll use the Welch t-test, which doesn’t assume the equality of the two variances.

Related article

T-test in R



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