Determining the appropriate sample size (i.e., the number of study participants needed) for your survey or research study is essential for achieving reliable and valid results. Whether you are measuring averages or percentages or running an experiment, understanding how to calculate the required sample size can make a significant difference in the accuracy and generalizability of your findings and help you avoid drawing false conclusions. Using a sample size calculator with standard deviation or a sample size calculator confidence interval can aid in this process.

What is Sample Size?

Sample size refers to the number of participants or observations included in a study. It is a critical aspect of research design because it influences the statistical power and precision of your results. The larger the sample size, the more precisely you will be able to estimate each quantity and the smaller the effects you’ll be able to detect. A well-calculated sample size helps ensure that your findings accurately reflect the population you are studying, reducing the likelihood of errors and increasing the reliability of your conclusions.

Why Does Sample Size Matter?

  • Statistical Power: A larger sample size increases the ability to detect a true effect if one exists (i.e., it reduces the chance of “false negatives”). If your sample size is too small, there may be a real effect that matters but you may fail to find it.
  • Precision: More participants lead to more precise estimates of population parameters, such as means and proportions. With a small sample size, your confidence intervals (and “margin of error”) will be large.
  • Confidence Levels: Higher confidence levels require larger sample sizes. For example, a 99% confidence level requires more participants than a 95% confidence level to achieve the same margin of error. Or, put another way, if you have a larger sample size, you can afford to be more stringent in what effects you’ll accept as real (e.g., using a lower alpha cutoff for your p-values).
  • Robustness: A larger sample size generally leads to more reliable results as it reduces the impact of outliers or anomalies.

Examples:

  • If you want to measure the average brand perception score for your brand using a 7-point Likert scale with a 95% confidence level, the sample size will determine how narrow your confidence interval is. That is, it will determine how precisely you can narrow down your estimate of the true average perception of the brand.
  • If you are researching the average amount of time that students spend studying, and suspect a standard deviation of 5 hours, and you’d like to be confident that your estimate is within 30 minutes of the true average, you’ll need to set the sample size large enough to achieve this desired level of precision.

Essential Data for Sample Size Calculation

Calculating the sample size requires specific data inputs based on the type of measurement:

Measuring Averages

When you are interested in measuring the average value of a quantity, you need to consider one of the following:

  • Expected Standard Deviation: This is an estimate of how much variation there is in your data. For instance, if you are measuring study times, you might estimate a standard deviation of 5 hours.

Or

  • Realistic Range: If you don’t know the standard deviation (as will often be the case), there is another approach you can take to estimate the required sample size, which involves specifying the minimum and maximum values that are realistic for the population. For example, if you are measuring adults’ ages, a realistic range might be from 18 to 100 years.

In addition, you’ll need to consider:

  • Margin of Error: A range reflecting how close to the true value you would like your estimate to be.
  • Confidence Level: The percent of the time that you would like the true value to fall within the margin of error. For instance, a confidence level of 95% means that 95% of the time, your margin of error will contain the true mean of the population.

Using these inputs, you can determine the sample size needed to achieve your desired confidence level and margin of error. Our sample size calculator with standard deviation can facilitate this process by providing an easy way to input these values and calculate the necessary sample size.

Measuring Percentages

For estimating the percentage of a population that exhibits a particular trait:

  • Margin of Error: A range reflecting how close to the true percentage you would like your estimated percentage to be
  • Confidence Level: The percent of the time that you would like the true percentage to fall within your margin of error. For instance, a confidence level of 95% means that 95% of the time, your margin of error will contain the true percentage for the population.

Positly sample size calculator confidence interval can help you determine the estimated number of participants needed to achieve reliable results.

Examples:

  • To determine the percentage of voters supporting a specific candidate with a 99% confidence level and a 3% margin of error, the sample size calculator confidence interval will tell you how many participants you’ll need in your study. 
  • To estimate the percentage of adults who received a flu vaccination with a 90% confidence level and a 2% margin of error, the sample size calculation will tell you how many adults you would need to include in the survey. 

Best Practices for Sample Size Calculation

To ensure accurate and reliable sample size calculations, follow these best practices:

  • Accurate Standard Deviation Estimates: Use prior research or historical data to estimate standard deviation accurately. Pilot studies can also be used, but they must be relatively large pilot studies; otherwise, the estimate of the standard deviation may be very inaccurate.
  • Set Realistic Min and Max Values: Define realistic minimum and maximum values to ensure that your estimates are grounded in reality. You should pre-commit to a plan of how to handle any data you collect turns out to not fall within the realistic mean and max – usually either by deciding before running the stun (e.g., via pre-registration plan) that any such participants will have their data not included for all data analysis, or else “clipping” or “winsorizing” any values outside of this range to the nearest value within this range (so, if your maximum value is 100 and a participant gets 110 you would clip this value to 100).
  • Appropriate Confidence Levels and Margin of Error: Choose confidence levels and margins of error that balance precision with feasibility.

Tips:

  • It’s usually helpful to review existing literature on the topic to gather accurate estimates for your inputs.
  • Use the Positly sample size calculator to simulate different scenarios and understand how changes in inputs affect the required sample size.

What’s Next?

Now that you understand the importance of sample size calculation and the essential data required, it’s time to use the sample size calculator. Here are some steps to guide you:

  • Input Your Data: Enter the expected standard deviation or realistic range, as well as confidence level and margin of error, into the calculator.
  • Explore Different Scenarios: Adjust the inputs to see how different values affect the required sample size.
  • Plan Your Study: Use the calculated sample size to plan your data collection and ensure that you gather enough participants to achieve reliable and precise results.

Accurate sample size calculation is fundamental to conducting reliable and valid research. By understanding the impact of sample size on research outcomes, gathering essential data, and following best practices, you can ensure that your study results are both accurate and generalizable.

Start using our sample size calculator today to take the first step toward credible research outcomes. Whether you are measuring averages or percentages, our calculator provides the tools you need to make informed decisions and achieve reliable results.

If you’d like to learn more about the method used in our sample size calculator, you can do so here.