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Lower quartile: The value of data at the 25th percentile
Anna Kowalski
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calendar_month2025-12-11

Understanding the Lower Quartile: The 25th Percentile

A simple guide to finding the first point that divides your data into four equal parts.
Summary: The lower quartile, also known as the first quartile or 25th percentile, is a fundamental measure in descriptive statistics. It is the value below which 25% of the data points in a sorted dataset fall. Understanding the lower quartile helps in grasping the spread and center of data, constructing box plots, and identifying potential outliers. It is a crucial tool for summarizing and comparing datasets across various fields, from test scores in school to prices in a market.

Quartiles and Percentiles: The Big Picture

Imagine you have a big bag of different-sized marbles. To understand them better, you sort them from the smallest to the largest. Now, you want to find some special marbles that help describe the whole collection. You could find the marble right in the middle, which is the median. But what about the points that divide the marbles into four equal groups? These special dividing points are called quartiles.

The Three Quartiles:

  • First Quartile (Q1 or Lower Quartile): The value at the 25th percentile. 25% of the data is less than or equal to this value.
  • Second Quartile (Q2 or Median): The value at the 50th percentile. It splits the data in half.
  • Third Quartile (Q3 or Upper Quartile): The value at the 75th percentile. 75% of the data is less than or equal to this value.

Percentiles are a more general concept. The 25th percentile means a value where 25% of the observations are below it. Therefore, the lower quartile is exactly the 25th percentile. This idea is not just for marbles; it's used for exam scores, heights of students, temperatures in a month, or household incomes.

Step-by-Step: How to Find the Lower Quartile

Finding the lower quartile involves a clear process. The method can vary slightly depending on whether the number of data points is odd or even, but the core steps remain the same. Let's learn with a simple example.

Example 1: Simple Data Set
Imagine the scores of 7 students on a short quiz: 5, 12, 7, 15, 10, 8, 14.

Step 1: Arrange the data in ascending order.
5, 7, 8, 10, 12, 14, 15

Step 2: Find the position of the lower quartile.
The formula for the position is: $ L = \frac{(n+1)}{4} $
where $n$ is the total number of data points. Here, $n = 7$.
So, $ L = \frac{(7+1)}{4} = \frac{8}{4} = 2 $.
This tells us the lower quartile is at the 2nd position in the sorted list.

Step 3: Identify the value at that position.
The 2nd number in the ordered list is 7.
Therefore, the lower quartile (Q1) is 7. This means 25% of the students scored 7 or less.

Example 2: Data Set with an Even Number of Points
Now, let's say 8 students took the quiz. Their scores: 5, 12, 7, 15, 10, 8, 14, 11.

Step 1: Arrange in order.
5, 7, 8, 10, 11, 12, 14, 15

Step 2: Find the position. $ L = \frac{(8+1)}{4} = \frac{9}{4} = 2.25 $.
The position is 2.25, which means it's between the 2nd and 3rd data points.

Step 3: Calculate the value. When the position is not a whole number, we take a weighted average.
The 2nd value is 7.
The 3rd value is 8.
Since the position is 0.25 beyond the 2nd position, we calculate:
$ Q1 = 7 + 0.25 \times (8 - 7) = 7 + 0.25 = 7.25 $.
So, Q1 = 7.25.

Key Formula for Lower Quartile Position:
$ L = \frac{(n+1)}{4} $
Where $n$ is the number of data points. If $L$ is a whole number, the quartile is that data point. If $L$ is a decimal, interpolate between the two closest data points.

The Five-Number Summary and Box Plots

The lower quartile is a key part of a powerful data summary tool called the Five-Number Summary. This summary consists of:

  1. Minimum (the smallest data point)
  2. First Quartile (Q1, the lower quartile)
  3. Median (Q2)
  4. Third Quartile (Q3)
  5. Maximum (the largest data point)

This summary is used to create a box plot (or box-and-whisker plot), a visual chart that shows how data is distributed. The box part of the plot stretches from Q1 to Q3, with a line inside marking the median. The "whiskers" extend to the minimum and maximum, or sometimes to the boundaries for non-outlier data.

MeasureDescriptionValue from Example 1
MinimumSmallest value5
First Quartile (Q1)25th percentile7
Median (Q2)Middle value (50th percentile)10
Third Quartile (Q3)75th percentile14
MaximumLargest value15

Applying the Lower Quartile: Analyzing Real-World Data

Let's apply our knowledge to a more practical scenario. A small business owner tracks the number of customers per day over 11 days: 45, 52, 40, 38, 55, 60, 48, 42, 39, 47, 65. She wants to understand her daily customer flow and identify slower days.

Step 1: Sort the data: 38, 39, 40, 42, 45, 47, 48, 52, 55, 60, 65.

Step 2: Find Q1 position: $ L = \frac{(11+1)}{4} = \frac{12}{4} = 3 $. The 3rd value is 40.

Step 3: Find the median (Q2): The middle (6th) value is 47.

Step 4: Find Q3 position: $ L_3 = \frac{3(n+1)}{4} = \frac{3 \times 12}{4} = 9 $. The 9th value is 55.

Interpretation: The Five-Number Summary is Min=38, Q1=40, Median=47, Q3=55, Max=65.

  • The business had at least 38 customers every day.
  • On the 25% of the slowest days, 40 customers or fewer visited. This is valuable information for planning staffing or promotions on typically quiet days.
  • The middle 50% of the days (the interquartile range, from Q1 to Q3) had between 40 and 55 customers.

This simple analysis using the lower quartile gives the owner a clear, quantifiable insight into her business performance.

Important Questions

Q1: What is the difference between the lower quartile and the median?

A1: The median is the middle value that splits the data into two equal halves (the 50th percentile). The lower quartile is the value that marks the boundary of the first quarter of the data (the 25th percentile). It tells you where the "lower half of the lower half" of your data ends.

Q2: Why is the lower quartile important in identifying outliers?

A2: The lower quartile is used to calculate a boundary called the "lower fence." This fence helps spot unusually low values (outliers). A common rule is: Lower Fence = Q1 - (1.5 $\times$ IQR), where IQR[1] is the Interquartile Range (Q3 - Q1). Any data point below the lower fence is often considered a potential outlier. For example, in our business data, IQR = 55 - 40 = 15. Lower Fence = 40 - (1.5 $\times$ 15) = 40 - 22.5 = 17.5. Since the minimum (38) is above this fence, there are no low outliers.

Q3: Can the lower quartile be a number that is not in the original data set?

A3: Yes, absolutely. As we saw in Example 2, the calculated lower quartile was 7.25, which did not appear in the original scores. This happens when the position formula gives a decimal value, requiring interpolation between two numbers. The quartile is a calculated boundary, not necessarily an actual data point.

Conclusion

The lower quartile, or 25th percentile, is much more than just a statistical term. It is a practical tool for understanding the spread and characteristics of any dataset. By learning to find Q1, you unlock the ability to create the Five-Number Summary, visualize data with box plots, and make meaningful comparisons. Whether you're looking at your own grades, analyzing sports statistics, or interpreting scientific data, the lower quartile provides a clear and objective way to describe where the lower quarter of your information lies, offering a deeper insight into the story the data is telling.

Footnote

[1] IQR (Interquartile Range): The Interquartile Range is a measure of statistical dispersion. It is calculated as the difference between the third quartile (Q3) and the first quartile (Q1): $ IQR = Q3 - Q1 $. It represents the range of the middle 50% of the data, making it resistant to extreme values or outliers.

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