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Weighting and Base Management
Decides whether to weight, builds and interrogates the scheme, reports effective base rather than nominal n, and states plainly what the weighting does not fix.
Free. Works on Claude, ChatGPT, Gemini or any assistant that accepts a skill file.
What this skill does
The method, encoded.
Weighting is the most misunderstood step in data preparation, and the misunderstanding runs one way: people believe it fixes more than it does. A badly recruited sample gets weighted, then described as representative. A response rate nobody measured is weighted away. A weight variable ranging from 0.2 to 11 is applied without anyone calculating what it does to precision, and a subgroup reported as 180 interviews is carrying the statistical weight of about 70.
The correction is one sentence. Weighting adjusts the composition of the achieved sample to match known targets on the variables used, and does nothing else. It cannot fix coverage error, because a group the frame never reached cannot be up-weighted from nothing. It cannot fix non-response bias on characteristics that were not measured. And it does not turn a non-probability sample into a representative one.
This skill decides whether to weight at all, records each target's source and vintage, chooses between rim and cell approaches on the structure of the problem, interrogates the weight distribution and identifies who carries the extremes, calculates effective base for every subgroup, treats capping as a bias-for-precision trade to be shown rather than announced, and makes the reject-or-weight judgement explicitly.
Best used for
- Deciding whether a study should be weighted at all
- Building a scheme against targets whose authority can be stated
- Calculating and reporting effective base size instead of nominal n
- Deciding whether to cap extreme weights and disclosing the trade-off
- Judging when a sample should be rejected or topped up rather than weighted
- Interrogating an inherited weight variable of unknown provenance
- Keeping a tracker's weighting consistent across waves
- Writing a weighting disclosure for a methodology section or audit
Typical inputs
What you give it.
Prepared dataset with cleaning, missing-data and transformation logs, Achieved sample composition and the quota or intended composition, Precise universe definition, Target figures with source, date and the population they describe, Sample design and sample type, Previous waves' weighting specifications and efficiencies (optional), Design weights or selection probabilities (optional), Auxiliary variables correlated with the key measures (optional), Analysis plan and reporting structure (optional)
Typical outputs
What you get back.
Weight variable, or a documented decision not to weight, Weighting disclosure block naming what the weighting does not correct, Composition table with achieved, target, source, date and post-weight figures, Weight diagnostics including range, mean, extremes and who carries them, Weight efficiency and effective base for the total and every reported subgroup, Capping comparison with effective base, target deviation and key measures, Weighted versus unweighted headline comparison, Reject-or-weight judgement with its evidence, Versioned scheme specification for trackers, Residual limitation statement
Method coverage
What the skill works through.
- What weighting can fix, and what it cannot
- Deciding whether to weight at all
- Defining the universe before choosing targets
- Target provenance: source, date and population
- Rim versus cell weighting, and what each one costs
- Interrogating the weight distribution before applying it
- Weight efficiency and effective base size
- Why the effective base governs every threshold
- Capping: buying precision with bias
- When a sample should be rejected rather than weighted
- Weighted percentages, unweighted counts and grossed figures
- Subgroup analysis on weighted data
- Weighting consistently across tracker waves
- The disclosure, and the residual limitation statement
Download
Free skill. One file.
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How to install
Add the skill file and the five kernel protocols to a Claude Project, a ChatGPT Project, a Gemini Gem, or paste them at the top of any assistant conversation. Then give it your real research material, not a description of it.
Download skillQuestions
Common questions.
What can survey weighting actually fix?
It adjusts the composition of the sample you achieved so that it matches known targets on the variables you weight by. That is the whole of it. It does not fix coverage error, because people the sample frame never reached cannot be up-weighted from zero. It does not fix non-response bias on characteristics that were not measured, because the adjustment can only act on what it can see. And matching a population on age, gender and region says nothing about whether the people recruited resemble the population on the attitudes being measured.
Does weighting make a non-probability sample representative?
No. Weighting a non-probability sample corrects its demographic composition and leaves everything else where it was. The sample type still governs what claims are permissible, a margin of error is still not appropriate, and the disclosure should state the sample type and what the weighting adjusted as two separate facts so they are not read as one.
What is effective base size and why does it matter?
Weighting increases the variance of estimates, so a weighted sample of 1,000 does not carry the precision of 1,000 interviews. Effective base expresses what it does carry, derived from how much the weights vary, and it falls as they spread. It is the base that should govern precision claims, small-base thresholds and significance testing. Reporting a nominal n on weighted data overstates precision, sometimes substantially, and usually most in the subgroup that was hardest to recruit.
What is a good weight efficiency?
As a rough calibration rather than a standard: above roughly 90% is unremarkable, 70 to 90% is normal for a study correcting a real skew, 50 to 70% indicates a substantial correction that should be visible in the disclosure and prompts a look at recruitment, and below 50% means half the sample's statistical value has gone on the correction and the sample should be questioned rather than weighted. Efficiency is a fieldwork diagnostic before it is a technical statistic.
Should I cap extreme survey weights?
Capping reduces variance and raises the effective base, at the cost of leaving the sample not fully matched to its targets. It buys precision with bias, and neither capping nor not capping is automatically right. Decide by comparing the two on effective base, residual deviation from target and movement in the key measures, set the cap level with a stated rationale before seeing the effect on the headline where possible, and publish the comparison. Capping does not remove the reason the weights were extreme; it hides it, so keep the uncapped diagnostics.
What is the difference between rim and cell weighting?
Cell weighting matches the joint distribution of the weighting variables together, so each combination hits its own target. It preserves the interlock and needs populated cells, which is a problem when three variables produce forty-odd cells on a sample of a thousand. Rim weighting adjusts to each variable's marginal distribution in turn until all converge, needs only the marginals, tolerates more variables and produces more moderate weights, but does not control the joint distribution: every margin can be correct while an important interaction is wrong. If you use rim, inspect the interactions that matter.
When should a sample be rejected rather than weighted?
When the effective base falls to a fraction of the nominal, when the weight range spans an order of magnitude, when a handful of respondents are being asked to represent a large population group, when the sample cannot reach the target even with extreme weights, or when a subgroup with an adequate nominal base falls below reportable thresholds once weighted. The options then are to top up the deficient cells, restrict the claims, report unweighted with the composition disclosed, or decline to report the affected estimates. A heavily weighted sample is evidence of a recruitment problem, not a solution to one.
How should weighted survey results be reported?
Weighted percentages, unweighted counts alongside, and effective base wherever precision or a small-base rule is in play. A weighted count is never presented as a number of interviews, because it is not one. Where a grossed-up figure is genuinely needed for a volume estimate, label it a population estimate and never place it in a base row. Weighted and unweighted figures should never share a table without labels or a deck without a stated convention.
Where do the weighting targets come from, and does the source matter?
It matters more than the technique. A weight is an assertion that the population looks like the target, so a target needs a citable source, a date, a stated population, and category boundaries that match the questionnaire exactly. An age band that differs by a year at the boundary misweights everyone near it. Targets from a client's own records are usable and should be labelled client-supplied rather than presented as an independent statistic. If no defensible target exists, report unweighted and describe the achieved composition.
How do I weight tracker data consistently?
Treat the scheme as a versioned specification covering variables, targets, target source and vintage, approach, capping and the rule for updating targets, and record the version in the data itself. Apply the same specification every wave. When a change is unavoidable, make it at a declared break, run that wave under both schemes, and publish the difference. A weighting change that coincides with a real market movement cannot be separated from it afterwards.
Do I need to check weighting for subgroups separately?
Yes. A scheme built to correct the total does not necessarily correct any given subgroup, and a subgroup can be internally skewed inside a perfectly balanced total. Effective base within a subgroup is also frequently far below its nominal base, because the weight variance concentrates exactly where recruitment was weakest. Report nominal base, effective base, efficiency and a composition check for every subgroup you intend to report.
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