Selecting candidate transformations
The shape guide uses the direction and curvature of a scatterplot to identify transformations worth trying. It gives a candidate set rather than a final conclusion, so each candidate must be fitted and checked
- Check the direction Use the shape guide only when the association is consistently increasing or consistently decreasing \(\displaystyle \text{all secant slopes}>0\Rightarrow\text{increasing}\)
- Use the curvature Decide whether the high end needs stretching or compressing before selecting the candidate axes \(\displaystyle \text{increasing, concave down}\Rightarrow\left\{\log_{10}(x),\frac{1}{x},y^{2}\right\}\)
- Respect the domains A logarithm needs a positive coordinate and a reciprocal needs a non-zero coordinate on the axis being changed \(\displaystyle x>0\Rightarrow\log_{10}(x)\text{ is defined}\)
- Treat candidates as trials Fit each suggested transformation and inspect the transformed data or residual plot before accepting a model \(\displaystyle \text{candidate}\Rightarrow\text{fit and check residuals}\)
Worked example
A positive-domain scatterplot shows an association that increases consistently and bends downward as x increases. Select a complete one-axis candidate set and state the next modelling step
- \(\displaystyle \text{all secant slopes}>0\Rightarrow\text{increasing association}\)The points move upward consistently from left to right
- \(\displaystyle \text{successive slopes decrease}\Rightarrow\text{concave down}\)The downward change in successive slopes identifies the curvature
- \(\displaystyle \left\{\log_{10}(x),\frac{1}{x},y^{2}\right\}\)For an increasing concave-down shape, these are the complete licensed one-axis candidates
- \(\displaystyle \text{fit each candidate and inspect its residual pattern}\)The candidate set is a list of trials, not a proof that any candidate will linearise the data
Common mistakes
Difficulty levels
Questions about this topic
Why is monotonicity checked first?+
The shape guide uses curvature only when the association has one consistent increasing or decreasing direction. A turning or unclear pattern does not meet that condition
What does curvature tell us about a transformation?+
It indicates whether the high end of the relationship needs to be stretched or compressed, and whether the explanatory or response axis is a plausible place for the transformation
Why is a candidate not automatically accepted?+
The original scatterplot gives only a visual suggestion. The transformed fit and its residual pattern provide the evidence for accepting or rejecting a model
Can I use a calculator?+
A calculator is allowed unless a question is marked no calculator
Which year level and chapter is this?+
Year 12, VCE Units 3 & 4, General Mathematics, chapter 4: Data transformation