Formula for Sample Size Calculation

Sample Size Calculator

Use this calculator to determine the minimum number of samples required to estimate a population proportion with a specified level of confidence and margin of error. This tool is essential for researchers, statisticians, and anyone conducting surveys or experiments.

99% 95% 90%

If unknown, use 50% for a conservative estimate (maximizes sample size).

Leave blank or 0 if the population is very large or unknown (assumes infinite population).

Understanding Sample Size Calculation

Calculating the appropriate sample size is a critical step in any research study, survey, or experiment. It ensures that your findings are statistically significant and representative of the larger population you are studying, without wasting resources on an unnecessarily large sample.

What is Sample Size?

The sample size is the number of individuals or observations included in a study. It's a subset of the population chosen to represent the entire group. A well-chosen sample size allows researchers to draw conclusions about the population with a certain level of confidence.

Key Components of Sample Size Calculation:

  1. Confidence Level: This indicates how confident you want to be that your sample results accurately reflect the true population parameter. Common confidence levels are 90%, 95%, and 99%. A higher confidence level requires a larger sample size.
    • 90% Confidence Level corresponds to a Z-score of 1.645
    • 95% Confidence Level corresponds to a Z-score of 1.96
    • 99% Confidence Level corresponds to a Z-score of 2.576
  2. Margin of Error (E): Also known as the confidence interval, this is the maximum amount of difference that can be allowed between the sample estimate and the true population parameter. It's expressed as a percentage (e.g., 5% or 0.05). A smaller margin of error requires a larger sample size.
  3. Estimated Population Proportion (p): This is your best guess at the proportion of the population that possesses the characteristic you are interested in. For example, if you're surveying voter preferences, it's the estimated percentage of voters who support a particular candidate. If you have no prior information, using 50% (0.5) is a conservative choice because it maximizes the required sample size, ensuring your study is robust enough.
  4. Total Population Size (N): This is the total number of individuals in the entire group you are studying. If your population is very large (e.g., millions) or unknown, it's often treated as infinite. However, for smaller, finite populations (e.g., all employees in a company), including the population size can reduce the required sample size through a finite population correction factor.

The Formulas:

The calculator uses two primary formulas:

1. For Infinite or Very Large Populations:

n = (Z² * p * (1-p)) / E²

Where:

  • n = Sample Size
  • Z = Z-score (from confidence level)
  • p = Estimated Population Proportion (as a decimal)
  • E = Margin of Error (as a decimal)

2. For Finite Populations (with correction):

First, calculate n₀ = (Z² * p * (1-p)) / E² (the infinite population sample size).

Then, apply the finite population correction:

n = n₀ / (1 + ((n₀ - 1) / N))

Where:

  • n = Adjusted Sample Size
  • n₀ = Infinite Population Sample Size
  • N = Total Population Size

Example Scenario:

Imagine a marketing team wants to survey customers in a city with a population of 250,000 to understand their preference for a new product. They want to be 95% confident in their results with a 4% margin of error. They don't have a prior estimate for product preference, so they use 50%.

  • Confidence Level: 95% (Z = 1.96)
  • Margin of Error: 4% (E = 0.04)
  • Estimated Population Proportion: 50% (p = 0.5)
  • Total Population Size: 250,000 (N = 250000)

Using the formulas:

n₀ = (1.96² * 0.5 * (1-0.5)) / 0.04²

n₀ = (3.8416 * 0.25) / 0.0016

n₀ = 0.9604 / 0.0016 = 600.25

Now, with finite population correction:

n = 600.25 / (1 + ((600.25 - 1) / 250000))

n = 600.25 / (1 + (599.25 / 250000))

n = 600.25 / (1 + 0.002397)

n = 600.25 / 1.002397 = 598.81

Rounding up, the required sample size is 599.

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