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调节分析:常见问题十五 忽视对调节效应的深入探查与可视化
2026-3-1 08:37
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Common Error 15: Lack of Attention to the Moderation Probe

Many existing moderation studies lack the necessary attention to moderation probes (51.83% of our examined articles), although probing the conditional effect of X on Y at a specific value of M can provide informative messages, regardless of whether a moderation test is significant (Hayes, 2018). Given that the significance of the product term does not indicate how M affects the direction and magnitude of the association, visualizing and probing moderation with appropriate methods is necessary. Two primary methods exist to probe an interaction: the pick-a-point and the J–N approach, which we have elaborated on in session 4.3. Both approaches are available in regression-based and SEM-based software (e.g., PROCESS macro, SmartPLS). We strongly recommend reading Hayes (2018) and Ringle et al. (2015) to better understand how to perform these two approaches in PLS-SEM. Additionally, Murphy and Aguinis (2022) provide a guide for improving the visualization and reports of moderation effects.

调节分析:常见问题十五  忽视对调节效应的深入探查与可视化

调节分析不应止步于报告一个显著的交互项。我们的综述发现,51.83%的研究缺乏对调节效应的深入探查。然而,无论交互项是否显著,探查XY的条件效应(即在调节变量M的不同取值下,X如何影响Y)都能提供丰富信息(Hayes, 2018)。

问题实质:

一个显著的b₃只告诉我们调节效应存在,但无法告诉我们效应具体如何变化:是在M取何值时X效应变强、变弱甚至反转方向?如果不进行探查和可视化,我们就无法理解交互作用的实质模式,结论会流于表面。

解决建议:

Ÿ  必须进行简单斜率分析:使用以下两种主流方法之一来探查交互作用:

o   选点法:选取M有理论意义的特定值(如均值、均值±1标准差),计算并检验在这些点上XY的简单斜率。

o   Johnson-Neyman:识别出M在哪些取值范围内,XY的简单斜率是统计显著的。这种方法能提供更精确的显著性区间

Ÿ  利用可视化工具:绘制简单斜率图是呈现调节效应最直观的方式。图表能清晰展示XY的关系如何在M的不同水平上变化。可以参考MurphyAguinis2022)的指南来提升图表的呈现效果。

Ÿ  借助成熟软件PROCESS宏、SmartPLSMplus等主流软件都内置了上述探查与绘图功能,应充分利用。

Reference

  • Becker, J. M., Cheah, J. H., Gholamzade, R., Ringle, C. M.,      & Sarstedt, M. (2023). PLS-SEM's most wanted guidance. International      Journal of Contemporary Hospitality Management, 35(1), 321-346.

  • Dawson, J. F. (2014). Moderation in management research: What,      why, when, and how. Journal of Business and Psychology, 29(1),      1-19.

  • Hayes, A. F. (2018). Introduction to Mediation, Moderation,      and Conditional Process Analysis (2nd ed.). Guilford Press.

  • Memon, M. A., Cheah, J. H., Ramayah, T., Ting, H., Chuah, F.,      & Cham, T. H. (2019). Moderation analysis: Issues and guidelines. Journal of Applied Structural Equation Modeling, 3(1), i-xi.

  • Murphy, K. R., & Aguinis, H. (2022). Reporting interaction effects: Visualization, effect size, and interpretation. Journal of      Management, 48(8), 2159-2166.

  • Xu, Y., & Shiau, W. L. (2026). Moderation analysis in business and management research: Common issues, solutions, and guidelines for future research. International Journal of Information      Management86, 102995.

 

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