Experimental Design
Experimental design is the discipline of planning studies so that observed effects can be attributed to specific causes rather than to chance or confounding factors. It determines what to vary, what to hold constant, and how to assign subjects to conditions.
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Don't Panic
Don't Panic: Experimental Design
Experimental design is the arrangement of a study so that a difference in results can be tied to a cause, rather than to luck, timing, or some uninvited variable wearing a false moustache. It exists because observational data is eager to tell a story and almost never comes with a receipt. Users of a feature may retain better, but that does not show the feature caused retention. Loyal users may merely have arrived first.
The central device is randomization, which assigns experimental units to conditions by chance. An experimental unit is the thing that receives one treatment, such as a user, a batch, or a server. Random assignment distributes known and unknown confounders between control and treatment on average. It does not make a bad metric good, but it prevents pre-existing group differences from pretending to be an effect.
Next come replication and blocking. Replication gives each condition enough independent units to show variability rather than a single theatrical coincidence. Blocking groups units with a known source of variation, then randomizes within each group. If mobile and desktop users differ, blocking on device type reduces that noise without letting device type choose the treatment. The surprise is that the design work happens before the data becomes exciting. A p-value is not a repair kit for a study that assigned the wrong unit or chose its metric after seeing the result.
Power analysis sets the size of the experiment before it runs. It combines the minimum effect worth detecting, alpha, power, and response variance to estimate how many units each group needs. Small effects and noisy responses need more observations. That can feel inconvenient because mathematics has declined to negotiate with the traffic forecast. It is still better than running an experiment that cannot detect the change the team cares about.
When results arrive, compare control and treatment with an appropriate test, then report an effect size and confidence interval alongside the p-value. A statistically significant effect can be too small to justify the cost of acting. Also check for sample ratio mismatch, attrition, spillover, novelty effects, multiple comparisons, and peeking. Repeatedly checking a dashboard and stopping at the first attractive result changes the false-positive risk, which is a poor foundation for confidence.
Read the Intro for the vocabulary and common designs. Use Slides to see how randomization, power, and validity threats connect. Keep the Cheatsheet nearby when selecting a design or interpreting an error type. The Practice Reference turns the process into a repeatable plan, and the Quiz checks whether the causal chain still holds together when the labels are removed.
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Sources
- https://www.itl.nist.gov/div898/handbook/pri/pri.htm
Supports
- Factorial design structure and analysis
- Randomized block and Latin square designs
- Design selection criteria and guidelines
- Interaction effects in multi-factor experiments
- Fractional factorial designs for screening
- https://www.itl.nist.gov/div898/handbook/ppc/section1/ppc136.htm
Supports
- Distinction between correlation and causation
- Experimental design as required method for causal inference
- Factor, response, and treatment terminology
- Randomization as the mechanism for valid causal claims
- https://online.stat.psu.edu/stat503/
Supports
- Completely randomized design and analysis
- Randomized block design and blocking rationale
- Power analysis and sample size determination
- Multiple comparison corrections
- Practical and statistical significance distinction
- Sequential testing and peeking bias
- https://www.khanacademy.org/math/statistics-probability
Supports
- Hypothesis testing framework and p-value interpretation
- Type I and Type II errors
- Sampling distributions and central limit theorem
- Confidence interval construction
- https://seeing-theory.brown.edu/
Supports
- Visual demonstrations of probability and sampling
- Interactive hypothesis testing illustrations
- Confidence interval intuition
- https://repository.rothamsted.ac.uk/item/8v61q/the-arrangement-of-field-experiments
Supports
- Fisher's 1926 field-experiment design principles
- https://www.stat.berkeley.edu/~stark/Seminars/repro.slides.pdf
Supports
- Fisher's 1935 Design of Experiments
- https://doi.org/10.1093/biomet/33.4.305
Supports
- Plackett and Burman's 1946 multifactorial design paper
- https://doi.org/10.1111/j.2517-6161.1951.tb00067.x
Supports
- Box and Wilson's 1951 response-surface methodology paper
- https://doi.org/10.20684/quality.10.2_3
Supports
- Taguchi's 1980 loss-function paper
- https://research.google/pubs/more-bang-for-their-bucks-assessing-new-features-for-online-advertisers/
Supports
- Google's 2007 controlled-experiment case study
- https://www.microsoft.com/en-us/research/publication/a-dirty-dozen-twelve-common-metric-interpretation-pitfalls-in-online-controlled-experiments/
Supports
- Metric-interpretation pitfalls in online controlled experiments
- https://www.microsoft.com/en-us/research/publication/diagnosing-sample-ratio-mismatch-in-online-controlled-experiments/
Supports
- 2019 sample-ratio-mismatch taxonomy
- https://www.microsoft.com/en-us/research/articles/diagnosing-sample-ratio-mismatch-in-a-b-testing/
Supports
- Causes and diagnosis of sample ratio mismatch
- https://www.microsoft.com/en-us/research/articles/patterns-of-trustworthy-experimentation-post-experiment-stage/
Supports
- Counterfactual logging and data-quality checks after an online experiment
- https://www.optimizely.com/
Supports
- Web and feature experimentation product landscape entry
- https://docs.statsig.com/experiments/overview
Supports
- Randomization units and controlled A/B/n experimentation product landscape entry
- https://docs.geteppo.com/
Supports
- Feature-flag and warehouse-native experimentation product landscape entry
- https://launchdarkly.com/
Supports
- Feature-delivery and experimentation product landscape entry
- https://amplitude.com/
Supports
- Product-analytics and experimentation product landscape entry
