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How to Detect and Correct Class Imbalance in EDA for Better Model Training

Class imbalance is a common issue in machine learning, especially in classification problems, where one class significantly outnumbers the others. This imbalance can lead to biased models that perform poorly on minority classes. During Exploratory Data Analysis (EDA), detecting and correcting class imbalance is crucial for building robust and generalizable models. This article discusses how to identify class imbalance during EDA and provides practical strategies to correct it for optimal model performance.

Understanding Class Imbalance

Class imbalance occurs when the distribution of classes in a dataset is not uniform. For example, in a binary classification problem for fraud detection, the majority of transactions may be legitimate (e.g., 98%) while only a small portion are fraudulent (2%). A classifier trained on this data may perform well overall by always predicting the majority class, yet it would fail to detect fraudulent transactions—precisely the class we are most interested in.

Detecting Class Imbalance in EDA

1. Examine Class Distribution

The first step in detecting class imbalance is analyzing the distribution of target variable values:

  • Value Counts:

    python
    df['target'].value_counts()

    This function returns the frequency of each class, giving a quick overview of any imbalance.

  • Percentage Distribution:

    python
    df['target'].value_counts(normalize=True) * 100

    Understanding percentages helps assess the severity of imbalance.

  • Bar Plot:
    Using visualizations during EDA can make the imbalance more evident:

    python
    import seaborn as sns sns.countplot(x='target', data=df)

2. Analyze Imbalance Metrics

  • Imbalance Ratio: Ratio of the majority class to the minority class.

    python
    majority = df['target'].value_counts().max() minority = df['target'].value_counts().min() imbalance_ratio = majority / minority
  • Skewness Index: A high skewness index in class frequency indicates a strong imbalance and potential modeling challenges.

Why Class Imbalance Matters

Ignoring class imbalance can result in models that exhibit:

  • High accuracy but low recall for minority class.

  • Biased performance metrics, where accuracy doesn’t reflect true model effectiveness.

  • Inadequate generalization, especially for underrepresented classes.

Correcting imbalance enhances model learning and ensures better detection of all classes, especially the minority ones.

Strategies to Correct Class Imbalance

1. Resampling Techniques

a. Undersampling the Majority Class

This involves reducing the size of the majority class to match the minority class:

python
from imblearn.under_sampling import RandomUnderSampler rus = RandomUnderSampler() X_res, y_res = rus.fit_resample(X, y)

Pros: Faster training time
Cons: Loss of potentially useful data, leading to underfitting

b. Oversampling the Minority Class

This involves replicating or generating new samples for the minority class:

python
from imblearn.over_sampling import RandomOverSampler ros = RandomOverSampler() X_res, y_res = ros.fit_resample(X, y)

Pros: Retains all original data
Cons: Risk of overfitting due to duplicate records

c. SMOTE (Synthetic Minority Over-sampling Technique)

SMOTE generates synthetic examples of the minority class based on existing data:

python
from imblearn.over_sampling import SMOTE sm = SMOTE() X_res, y_res = sm.fit_resample(X, y)

Pros: More robust than simple oversampling
Cons: Can create ambiguous samples if not tuned properly

2. Class Weight Adjustment

In algorithms like Logistic Regression, Random Forest, and XGBoost, you can assign higher weights to the minority class:

python
from sklearn.ensemble import RandomForestClassifier model = RandomForestClassifier(class_weight='balanced')

This forces the model to penalize misclassification of the minority class more heavily.

3. Threshold Moving

After training, you can adjust the classification threshold to favor the minority class. This is useful in problems where recall or precision is more critical than accuracy.

python
from sklearn.metrics import precision_recall_curve probs = model.predict_proba(X_test)[:,1] precision, recall, thresholds = precision_recall_curve(y_test, probs)

By choosing a threshold that optimizes for recall or F1-score, you can better balance performance across classes.

4. Ensemble Methods

Ensemble models like BalancedBaggingClassifier or EasyEnsembleClassifier are specifically designed to handle imbalance:

python
from imblearn.ensemble import BalancedBaggingClassifier from sklearn.tree import DecisionTreeClassifier bbc = BalancedBaggingClassifier(base_estimator=DecisionTreeClassifier(), sampling_strategy='auto', replacement=False)

These methods combine resampling and ensemble learning to create a strong and balanced classifier.

Evaluating Model Performance on Imbalanced Data

Relying on accuracy alone is misleading with imbalanced datasets. Prefer metrics that consider minority class performance:

  • Precision: Correct positive predictions / Total predicted positives

  • Recall (Sensitivity): Correct positive predictions / Actual positives

  • F1 Score: Harmonic mean of precision and recall

  • ROC-AUC: Measures the classifier’s ability to distinguish between classes

  • Confusion Matrix: Gives a detailed view of classification errors

python
from sklearn.metrics import classification_report, confusion_matrix print(classification_report(y_test, y_pred)) print(confusion_matrix(y_test, y_pred))

Data-Level and Algorithm-Level Corrections: A Balanced Approach

Using a combination of data-level methods (like resampling) and algorithm-level techniques (like adjusting class weights) can be effective. For example, SMOTE can be used to balance the training set, followed by training a classifier with class weights. This dual approach ensures the model receives balanced input and is penalized for poor minority class predictions.

Best Practices During EDA

  • Visualize distributions early in the workflow to spot imbalance.

  • Use stratified splits when dividing data to preserve class proportions.

  • Investigate potential reasons for imbalance—data collection issues, natural rarity, etc.

  • Document all preprocessing steps, especially resampling, for reproducibility.

Conclusion

Detecting and correcting class imbalance during EDA is essential for building fair and effective machine learning models. A careful combination of resampling techniques, algorithm adjustments, and performance metrics tailored to imbalance scenarios ensures that models are robust, generalizable, and capable of delivering high-quality predictions for all classes. With these strategies, practitioners can significantly mitigate the negative impact of class imbalance and improve model reliability across diverse domains.

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