Key Points
The quartile formula locates quartiles by position in the ordered data, with at the th value and at the th.
The NIST e-Handbook of Statistical Methods uses these positions and interpolates between neighbouring values when the position is not a whole number.
is the median, so the three quartiles split an ordered data set into four groups of equal count.
The data must be sorted before any quartile position means anything, because quartiles are defined by rank rather than by value.
More than one quartile convention is in use, so two defensible methods can give different quartiles for the same small data set.
What Is the Quartile Formula?
The quartile formula finds the three values that cut an ordered data set into four equal-sized groups. The NIST/SEMATECH e-Handbook of Statistical Methods places them at these positions:
sits at the th position, the median. Where a position falls between two ranks, interpolate.
The Full Definition
A quartile is a cut point, not a count. has a quarter of the data at or below it, has half, and has three quarters. Because the definition is positional, the formula returns a rank first and a value second, which is why sorting is part of the method rather than a preliminary to it.
Variable Key
Symbol | Meaning | Unit or type | Notes |
|---|---|---|---|
first or lower quartile | same units as the data | the 25th percentile | |
second quartile | same units as the data | the median | |
third or upper quartile | same units as the data | the 75th percentile | |
number of observations | count | sets every quartile position | |
quartile index | 1, 2 or 3 | position is |
Examples of the Quartile Formula
Example 1
Find the quartiles of 2, 4, 5, 7, 8, 11, 12, 15, 18, 19, 27.
Here , so and the positions are , and :
Final answer: , ,
Example 2
Find of 10, 20, 30, 40, 50, 60, 70, 80, 90, 100 by taking a quarter of the way along the values.
The data runs from 10 to 100, so a quarter of that span looks like the natural cut: .
That is wrong, and the reason matters. The figure 32.5 is a quarter of the way through the range of values, but a quartile is a quarter of the way through the count of observations, and the two agree only when the data is evenly spaced.
Using positions instead, , so sits at . Interpolate 75 per cent of the way from the 2nd value to the 3rd:
Final answer:
Example 3
Find of the same ten values.
The position is , so interpolate a quarter of the way from the 8th value to the 9th:
Final answer:
Example 4
Find the quartiles of 3, 9, 4, 15, 7 and then the interquartile range.
Sort first: 3, 4, 7, 9, 15. With , positions are , and :
Final answer: , , ,
Example 5
A data set has , and . Find its Galton skewness.
The NIST e-Handbook gives Galton skewness as :
Final answer: , a positive value indicating a right-skewed distribution. Quartiles therefore describe shape as well as spread.
Don't Confuse Quartiles With Quarters or Percentiles
Term | What it means |
|---|---|
Quartile | one of three cut points dividing data into four equal-count groups |
Quarter | one of the four resulting groups, not a cut point |
Percentile | the same idea on a 100-point scale, so is the 25th percentile |
Quartile deviation | , half the interquartile range |
Saying a value "is in the first quartile" usually means it falls in the lowest quarter, while is the boundary value itself. Both usages are common.
The Mistakes Students Make Most Often
Mistake 1: Using N instead of N plus 1 in the position
Where it slips in: The data has values, so feels like the right multiplier.
Don't do this: Position of .
The correct way: Position of . The counts the gaps between ranks, which is why it also gives the familiar median position .
Students who check against the median they already know catch a wrong multiplier immediately, since must equal the median by definition.
Mistake 2: Reading quartiles off unsorted data
Where it slips in: The formula names positions, so data in collection order looks usable.
Don't do this: Take the 3rd value as without sorting.
The correct way: Sort ascending, then count ranks. A larger than is the signature of unsorted data.
Mistake 3: Assuming every method gives the same quartiles
Where it slips in: Spreadsheets, calculators and textbooks implement different conventions.
Don't do this: Compare a quartile from one method against one from another.
The correct way: Use one convention throughout and name it. On small samples the disagreement can exceed the quantity being measured.
Conclusion
The quartile formula gives positions, not values: sits at in the ordered data.
is always the median, which makes it a free check on any quartile calculation.
Sorting is part of the method, because quartiles are defined by rank rather than by value.
Quartile conventions differ between tools, so any reported quartile should name the method behind it.
To work through data handling with a teacher, explore a 6th grade math tutor or math classes online.
Five Minutes of Practice
Find all three quartiles of 5, 8, 12, 13, 17, 20, 22, 29. Then confirm your equals the median, and compute the interquartile range.
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