Understanding Quartiles: Definitions, Calculations, and Examples
What is a quartile?
Quartiles are values that divide a sorted data set into four equal parts, each containing 25% of the observations. The three quartile values are:
* Q1 (first or lower quartile) — 25th percentile
* Q2 (second quartile) — 50th percentile (the median)
* Q3 (third or upper quartile) — 75th percentile
Quartiles summarize the distribution and show how values are spread around the center.
Explore More Resources
Why quartiles matter
Quartiles:
* Describe the spread and central tendency beyond the median.
* Help identify skewness by comparing distances from the median to Q1 and Q3.
* Are used to compute the interquartile range (IQR), a robust measure of variability that ignores extreme values.
Calculating quartiles in a spreadsheet
In most spreadsheets you can compute quartiles quickly:
* Median: =MEDIAN(range)
* Q1: =QUARTILE(range, 1)
* Q2 (median): =QUARTILE(range, 2)
* Q3: =QUARTILE(range, 3)
Explore More Resources
Example (19 scores in A2:R2):
* =MEDIAN(A2:R2) → 75
* =QUARTILE(A2:R2,1) → 68.25
* =QUARTILE(A2:R2,2) → 75
* =QUARTILE(A2:R2,3) → 81.75
Note: Different spreadsheet functions or versions (e.g., QUARTILE.INC vs QUARTILE.EXC) may use different interpolation methods and give slightly different results.
Explore More Resources
Manual calculation (position method)
A common manual method uses positions in the sorted list:
Position for Qk = (n + 1) × k / 4, where n is the number of observations and k = 1, 2, 3.
Example — sorted scores:
59, 60, 65, 65, 68, 69, 70, 72, 75, 75, 76, 77, 81, 82, 84, 87, 90, 95, 98 (n = 19; n + 1 = 20)
* Q1 position = 20 × 1/4 = 5 → Q1 = 5th value = 68
* Q2 position = 20 × 2/4 = 10 → Q2 = 10th value = 75
* Q3 position = 20 × 3/4 = 15 → Q3 = 15th value = 84
Explore More Resources
This method places quartiles at actual data positions; spreadsheet interpolation can yield fractional values between observations.
Interquartile range (IQR)
IQR = Q3 − Q1. It captures the middle 50% of the data and is less sensitive to outliers than the full range.
* Using the manual positions above: IQR = 84 − 68 = 16
* Using the spreadsheet interpolation example: IQR = 81.75 − 68.25 = 13.5
Explore More Resources
Important considerations
- Multiple legitimate methods exist for computing quartiles (different interpolation/inclusion rules). Expect small differences between software and manual methods.
- For even n, the median is the average of the two middle values; quartile calculations may split the data differently depending on the method.
- Quartile skewness: if |Q2−Q1| ≠ |Q3−Q2|, the distribution is asymmetric. Larger distance on one side indicates skew toward the opposite tail.
Quick answers
- How do I find the lower quartile? Use a spreadsheet: =QUARTILE(range, 1).
- How do I find the upper quartile? Use a spreadsheet: =QUARTILE(range, 3).
- What is the IQR? The range between Q3 and Q1; it represents the middle 50% of values.
Bottom line
Quartiles break a distribution into four parts and, together with the IQR, provide simple but powerful summaries of spread and skewness. Use spreadsheet functions for speed and be aware that different calculation conventions can produce slightly different quartile values.