Unit of Observation
While the specific term Unit of Observation is not always well known, it is a concept that all people who work with data have come across. Having an exact understanding of this concept and getting into the habit of thinking about your data sets in terms of unit of observation, and organizing your data sets and your project folder accordingly is key to a efficient data work. Mistakes done in regards to this concepts are more common that what one would expect, and those mistakes will bias your analysis.
- Never trust the file name by itself as an indicator of what the unit of observations is. Always perform some tests to convince yourself of the unit of observation.
- A data set always only has one unit of observation. It is incorrect to include two different units of observation in a single data set.
The unit of observation is the who or what about which data is collected in a survey or the who or what is being studied in an analysis. In a data set, this is represented by a row in the data set. Unit of observation refers to the category, type or classification that each who or what belongs to, not to the specific people or objects included. The term unit of analysis is synonymous to unit of observation in the context of analysis, but it is used slightly different in the context of data collection. For example, if data is collected on both students and schools, but the analysis only focuses on students, then both school and students are unit of observation, but schools would rarely be referred to as unit of observation in this case.
In many cases, there is little risk for confusion in terms of unit of observation, but errors due to a clear understanding of this are more common than what one might first think. Just as distance data does not make sense unless we know whether it is measured in miles or kilometer, we need to know the unit of our data set. We often have a good idea what the unit of observation is already at the first glance of a data set, but do not trust this, and always test that your assumption is correct. Even if you are quite sure that you know the unit of observation of a data set that you are working with, always make sure that you are sure beyond any reasonable doubt before working with a data set.
A data set is always incorrectly constructed if one data set has more than one unit of observation. Even if the two units of observation has the same variables, it is incorrect, bad practice, and a huge source of error if they were included in the same data set. All such data sets should be separated into two data sets.
Methods to confirm the Unit of Observation in a data set
The first time you are using a data set you have not created yourself, you should always start by making sure that you have no doubt what the unit of observation is. You often get this information from the name of the data file, but you should always test that before believing it. The most obvious method to make sure you know what is the unit of observation is to ask the person that sent you the data set, but the rest of this section assumes that you for any reason cannot confirm the unit of observation that easily.
If you open up a data set for which you have a good reason to believe the unit of observations is, for example, household, then look for a household ID variable and test if it is uniquely and fully identifying the data set. If this is the case, then you are done. However, if you do not find such variable, you will have to find other information that uniquely and fully identifies the data set. For example, in this case, you would look for variables with information of household head name. Test if this variable uniquely identifies all observations. Names are often not unique across a country, so you might have to add region name and village name to the test.
Usages other than in data sets
The examples below all have many similarities to how unit of observation is used in the context of a data set. They are included to give further explanation to the concept or highlight small differences in usage.
The unit of observation in a regression is what the N (or number of observations) represents. That is very much related to how the concept is used in the data set, as the N is the number of rows from the data set included in the regression. To be able to interpret the regression correctly therefore depends on understanding the unit of observation. In most cases this is trivial, but we have had issues where regressions have been misinterpreted as a monitoring data that was believed to have the unit of observation "households", while it actually was "packages distributed to households". Since the vast majority of households only received one package each, it was easy to make this mistake than what it first might seem.
Note that some regressions collapse your data set, so the unit of observation in the regression is different from the unit of observation in your data set. This is one example when unit of observation cannot described as a row in a data set.
The concept of unit of observation can also be used to describe for example surveys. The unit of observation in a survey is the type of respondent. For example, household, company, school etc. In the cases of company and school the respondent is a person, for example the CEO or the principal, but they provide answers about the company or the school. If they would be asked questions about themselves, then the unit of observation would be CEOs and principals.
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