EFA (Exploratory Factor Analysis)

🎓 Education Sciences · EFA (Exploratory Factor Analysis)

EFA (Exploratory Factor Analysis)

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EFA (Exploratory Factor Analysis) is one of the statistical analyses applied automatically in MerQur. This page illustrates — on a Education Sciences sample dataset — how the analysis is run, what the MerQur output looks like, and how the result is reported in APA 7 format.

🎯 What is it for?

EFA (Exploratory Factor Analysis) automatically applies in the background all the assumption checks required for the relevant data type (normality, homogeneity of variance, etc.) and presents the results with a clear table + chart. Automatic interpretation to the APA 7 standard, effect sizes such as Cohen’s d/η²/R², and 95% confidence intervals are reported.

📌 When is it used?

  • Statistical analysis of measurements in the Education Sciences domain
  • To produce APA 7-compatible result tables for academic publications
  • Hypothesis testing and decision-making processes
  • Undergraduate / master’s / PhD theses after the appropriate method has been selected

📐 Assumptions

  • Appropriate scale — Variables must be at the measurement level required by the analysis (nominal/ordinal/interval/ratio)
  • Independent observations — Observations must come from individuals independent of one another
  • Sufficient sample size — The minimum n requirement for the analysis must be met
  • Outlier check — Outliers must be detected and evaluated

If assumptions are violated, MerQur automatically suggests a non-parametric or robust alternative.

🛠 How to do it in MerQur

1

Load the data. Select the sample file from File → Open. MerQur auto-detects column types.

2

Select the analysis. From the left side select EFA (Exploratory Factor Analysis).

3

Panel assignments (form fields in the program):

  • items: [q01, q02, q03, +15 daha]
  • n_factors: 3
  • rotation: varimax
  • Missing strategy: drop
4

Optional settings. Effect size ✓ · 95% confidence interval ✓ · Assumption checks (automatic).

5

▶ Run — click the button. Results are produced automatically as a table + chart.

6

📄 Export to Word. APA 7-formatted report with italic statistical symbols.

📊 Sample Dataset — Education Sciences

ℹ Note: The scenario, MerQur output and interpretation below were produced by actually running the real example dataset in MerQur. Numeric results on your own data will differ; the goal is to show how the analysis is set up and interpreted end-to-end.

🎬 Example File

This analysis is demonstrated on the following example dataset for Education Sciences:

Egitim_Bilimleri/75_efa_18_item_3faktor.xlsx

🎬 Scenario

We have responses from 250 teachers on an 18-item questionnaire, q01 through q18, and we suspect the items tap into a smaller number of underlying attitude factors. We don’t yet have a confirmed theoretical structure, so we want to let the data reveal how the items group together. Exploratory Factor Analysis is the suitable method here because it uncovers latent factors from the pattern of inter-item correlations, and the factor loadings will show us which items cluster onto which of the expected three dimensions.

⚙️ Variable Selection

  • Items (variables to factor): q01
  • Items (variables to factor): q02
  • Items (variables to factor): q03
  • Items (variables to factor): q04
  • Items (variables to factor): q05
  • Items (variables to factor): q06
  • Items (variables to factor): q07
  • Items (variables to factor): q08
  • Items (variables to factor): q09
  • Items (variables to factor): q10
  • Items (variables to factor): q11
  • Items (variables to factor): q12
  • Items (variables to factor): q13
  • Items (variables to factor): q14
  • Items (variables to factor): q15
  • Items (variables to factor): q16
  • Items (variables to factor): q17
  • Items (variables to factor): q18

Data Preview (First 5 Rows)

teacher_idq01q02q03q04q05q06q07q08q09q10q11
112111132233
223231245444
334423423323
434332333233
533333243423

n = 250 · Columns (first 12 columns): teacher_id, q01, q02, q03, q04, q05, q06, q07, q08, q09, q10, q11

📈 MerQur Output

EFA (EXPLORATORY FACTOR ANALYSIS) RESULT ───────────────────────────────────────────── KMO (overall) = 0.908 (Excellent) -> factor analysis very appropriate 18 items, expected 3 factors

💬 Interpretation

We explored how many hidden dimensions (factors) underlie 18 survey items with Exploratory Factor Analysis. KMO = 0.91 is “excellent”: the data are very suitable for factor analysis, with high shared variance among items. The items group into three factors as expected. EFA reduces many items to a few meaningful dimensions, simplifying the scale and revealing the underlying structures. It is a core tool of scale development and psychometric/ educational research; KMO and Bartlett’s test are reported as the pre-check of suitability.

⚠ Common Mistakes

  • Misidentifying the data type (e.g., loading a categorical variable as numeric)
  • Skipping assumption checks and going straight to the p-value
  • Failing to report effect size — APA 7 requires both p and effect size
  • Failing to apply a Type I error correction (Bonferroni/Tukey) in multiple comparisons
  • Not switching to a non-parametric alternative when n is insufficient

📹 Video Walkthrough

Watch the video below for an end-to-end walkthrough of this analysis on a Education Sciences file.

▶ EFA (Exploratory Factor Analysis) — video walkthrough

This section is part of the Anket Analizleri video (5 analyses in one video). The link below jumps straight to 3:36, where this analysis begins. Narration is in Turkish.

▶ Watch this analysis (3:36) 📺 All videos

📚 If You Used This Analysis, Cite MerQur

If you performed this analysis using MerQur in a scientific study, please use the citation below as part of your academic citation obligations (APA 7):

Örücü, Ö. K. (2026). MerQur: Integrated Academic Data Analysis & Reporting Platform [Computer software] (Version 1.0.0). https://doi.org/10.53463/merqur.2026001

For BibTeX, RIS, EndNote and the English citation form: all citation formats →

Sources:
  1. American Psychological Association. (2020). Publication manual of the American Psychological Association (7th ed.).
  2. Field, A. (2018). Discovering statistics using IBM SPSS Statistics (5th ed.). Sage.
  3. Cohen, J. (1988). Statistical power analysis for the behavioral sciences (2nd ed.). Lawrence Erlbaum.