Shifting Every Observation by the Same Amount
In The Empirical Rule for Mound-Shaped Data, you used the mean and standard deviation to describe how observations are centered and spread out. Now consider what happens if every observation is increased or decreased by the same amount. This operation shifts the data values along the number line, changing their location but not their distances from one another.
For instance, if every recorded wait time is adjusted upward by 4 minutes, each individual wait time is 4 minutes larger. The mean and median should also move upward by 4 minutes. But the gap between any two wait times remains the same, so measures of spread do not change. This predictable pattern lets you update summaries without recalculating them from scratch.
Which Statistics Change?
The mean shifts by the added constant. If the original observations have mean \(\bar{x}\), then adding \(c\) to each of the \(n\) observations adds \(nc\) to their sum. Dividing that new sum by \(n\) shows that the new mean is \(\bar{x}+c\). The same idea applies to the population mean \(\mu\).
The median shifts by \(c\) as well. Adding the same number to every observation does not change their order, so the middle observation—or the average of the two middle observations—moves by exactly \(c\). Quartiles and other percentiles shift by \(c\) for the same reason: their positions in the ordered data stay the same, while the values at those positions increase or decrease.
The minimum and maximum each shift by \(c\). However, the range, which is maximum minus minimum, does not change: the \(+c\) added to the maximum cancels the \(+c\) added to the minimum. The IQR is also unchanged because both \(Q_1\) and \(Q_3\) shift by \(c\), so their difference stays constant.
Standard deviation stays the same because each observation remains the same distance from the mean as before. For example, after shifting the data, the difference between a value \(x+c\) and the new mean \(\bar{x}+c\) is \((x+c)-(\bar{x}+c)=x-\bar{x}\). The deviations—and therefore the squared deviations used to calculate variance and standard deviation—are unchanged.
A Consistent Method for Updating Summaries
The main question is whether a statistic describes location or spread. A location value, such as a mean or quartile, follows the shift. A spread value, such as a range or standard deviation, describes distances and is unaffected. For an unfamiliar summary, ask whether it depends on the absolute values themselves or on distances and ordering.
Write the constant \(c\), including its sign. Adding \(-3\), for example, means every value decreases by 3.
Add \(c\) to the mean, median, quartiles, percentiles, minimum, and maximum.
The range, IQR, variance, and standard deviation have the same values as before the shift.
Name the group, variable, updated statistic, and units. Explain what changed and what stayed the same.
A shift also preserves the ordering and shape of a distribution: each observation moves the same distance in the same direction. A dotplot or boxplot moves along the number line, but the distances between values and the overall pattern are unchanged. The 1.5 IQR rule flags the same observations as potential outliers, since the quartiles shift while the IQR remains constant.
Worked Examples: Updating Summaries After a Shift
Worked Example: Adding a Constant to a Small Data Set
A fictional set of eight delivery times, in minutes, is \(4, 6, 7, 9, 10, 12, 13, 15\). A recording adjustment adds 8 minutes to every value. Find the original and adjusted mean, median, quartiles, range, and IQR.
Find the original summaries. The sum of the eight times is 76, so the mean is \(76/8=9.5\) minutes. The two middle values are 9 and 10, giving a median of \((9+10)/2=9.5\) minutes. Using the median-of-halves convention, the lower half is \(4,6,7,9\), and the upper half is \(10,12,13,15\). Thus, \(Q_1=(6+7)/2=6.5\) and \(Q_3=(12+13)/2=12.5\) minutes.
The original range is \(15-4=11\) minutes, and the original IQR is \(12.5-6.5=6\) minutes.
Update the summaries. The constant is \(c=8\). Add 8 to the mean, median, and quartiles. The range and IQR stay the same.
Check. The adjusted data are \(12,14,15,17,18,20,21,23\). Their sum is 140, so their mean is \(140/8=17.5\). Their middle values are 17 and 18, so their median is 17.5. Their range is \(23-12=11\), and their IQR is \(20.5-14.5=6\). These direct calculations agree with the updates.
Conclude in context. After the 8-minute adjustment, the delivery-time mean and median are each 17.5 minutes. The middle half of the adjusted times spans 6 minutes, and the full range is 11 minutes—the same spreads as before the adjustment.
Worked Example: Why the Standard Deviation Does Not Change
For the same original delivery times, verify that adding 8 minutes does not change the sample standard deviation. The original mean is 9.5 minutes.
Calculate the original sample standard deviation. The deviations from 9.5 are \(-5.5,-3.5,-2.5,-0.5,0.5,2.5,3.5,5.5\). Their squared deviations sum to 98. For a sample of \(n=8\) values, the sample variance is \(98/(8-1)=14\) square minutes, so the sample standard deviation is \(\sqrt{14}\approx3.7417\) minutes.
Check the shifted deviations. The adjusted mean is 17.5 minutes. The adjusted observations are 8 minutes larger, and the mean is also 8 minutes larger. For example, the first adjusted deviation is \(12-17.5=-5.5\), just as the original first deviation was \(4-9.5=-5.5\). The same cancellation occurs for every observation, so the sum of squared deviations remains 98.
The adjusted sample variance is still \(98/7=14\) square minutes, and the adjusted sample standard deviation is still \(\sqrt{14}\approx3.7417\) minutes.
Conclude in context. The adjustment raises every delivery time and the mean by 8 minutes, but it does not make the delivery times more or less variable. Their sample standard deviation remains about 3.7417 minutes.
Worked Example: A Negative Shift in a Measurement Scale
A fictional set of outdoor sensor readings has a median of 18 units, \(Q_1=14\) units, \(Q_3=23\) units, and a range of 16 units. A correction subtracts 5 units from every reading. Find the corrected median, quartiles, and range.
Identify the constant. Subtracting 5 is the same as adding \(c=-5\). Location summaries decrease by 5; spread summaries remain unchanged.
Check the IQR. Before correction, the IQR is \(23-14=9\) units. After correction, it is \(18-9=9\) units. The endpoints of the middle half both decreased by 5, leaving its width unchanged.
Conclude in context. The corrected sensor readings have a median of 13 units, with the middle half extending from 9 to 18 units. The range remains 16 units, so the correction changes the location of the readings but not their spread.
Common Mistakes and AP Exam Tips
- Changing spread statistics by the constant. A common error is to add 8 to the IQR or standard deviation when every value increases by 8. These statistics measure distances, and all those distances are preserved. A full-credit answer leaves them unchanged.
- Forgetting the sign of a negative shift. Adding \(-5\) decreases location summaries by 5; it does not increase them. Write the signed constant before updating values.
- Updating the mean but not the median or quartiles. Every observation moves by the same amount without changing its rank. Therefore, the median, quartiles, and percentiles all move by that amount too.
- Confusing a statistic’s value with its interpretation. When a mean changes from 9.5 to 17.5 minutes, say that the adjusted mean delivery time is 17.5 minutes. Do not say the standard deviation increased unless it actually changed.
- Leaving out context and units. A full-credit explanation identifies the variable and group, reports units, and distinguishes center from spread. For example: “The correction raises the median sensor reading by 5 units, while the IQR remains 9 units.”
- Assuming a shift changes shape or relative standing. The values move, but their order and pairwise distances stay the same. A particular observation remains above, below, or tied with the same observations as before.
When explaining your reasoning, connect the result to what each statistic measures: center statistics locate the distribution and follow the shift; spread statistics describe distances and are unchanged. If asked to verify, show that a pair of shifted values has the same difference as before, or compare deviations from the original and shifted means.
Check Your Understanding
For each question, explain which summaries change and which remain unchanged.
- A data set has mean 32 and median 30. Every observation is increased by 6. What are the new mean and median?
- A data set has \(Q_1=8\), \(Q_3=20\), and range 27. Every observation is decreased by 3. Find the new quartiles, IQR, and range.
- Why does the sample standard deviation stay the same when 12 is added to every observation?
- A sensor correction subtracts 4 units from every reading. Does this change the observations’ ordering or the distance between the minimum and maximum? Explain.
- A student adds 5 to every value and claims the IQR increases by 5. Explain the error and state what happens to the IQR.