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Sigma notation is a compact way to write repeated addition, especially when a pattern has many terms. This cheat sheet helps students read, expand, and evaluate sums without writing every term. It is useful for sequences, series, algebra, precalculus, statistics, and calculus preparation.

Students need it because many formulas in higher math use summation notation.

Key Facts

  • In i=1nai\sum_{i=1}^{n} a_i, the index is ii, the lower limit is 11, the upper limit is nn, and aia_i is the expression being added.
  • To expand a sum, substitute each integer value of the index from the lower limit to the upper limit into the expression.
  • The constant multiple rule is i=mncai=ci=mnai\sum_{i=m}^{n} c a_i = c\sum_{i=m}^{n} a_i.
  • The sum rule is i=mn(ai+bi)=i=mnai+i=mnbi\sum_{i=m}^{n} (a_i + b_i) = \sum_{i=m}^{n} a_i + \sum_{i=m}^{n} b_i.
  • The constant sum formula is i=1nc=cn\sum_{i=1}^{n} c = cn.
  • The first nn positive integers add to i=1ni=n(n+1)2\sum_{i=1}^{n} i = \frac{n(n+1)}{2}.
  • The first nn squares add to i=1ni2=n(n+1)(2n+1)6\sum_{i=1}^{n} i^2 = \frac{n(n+1)(2n+1)}{6}.
  • A finite geometric sum is i=0nari=a(1rn+1)1r\sum_{i=0}^{n} ar^i = \frac{a(1-r^{n+1})}{1-r} when r1r \neq 1.

Vocabulary

Sigma notation
Sigma notation uses the symbol \sum to show that a sequence of terms should be added.
Index of summation
The index of summation is the variable, such as ii or kk, that changes value in each term of the sum.
Lower limit
The lower limit is the starting value of the index in a sum, such as 11 in i=1nai\sum_{i=1}^{n} a_i.
Upper limit
The upper limit is the ending value of the index in a sum, such as nn in i=1nai\sum_{i=1}^{n} a_i.
Arithmetic series
An arithmetic series is a sum of terms with a constant difference, often evaluated by Sn=n2(a1+an)S_n = \frac{n}{2}(a_1+a_n).
Geometric series
A geometric series is a sum of terms with a constant ratio, often written as i=0nari\sum_{i=0}^{n} ar^i.

Common Mistakes to Avoid

  • Changing the index variable as if it has a fixed value is wrong because the index takes every integer value from the lower limit to the upper limit.
  • Forgetting to include both endpoints is wrong because i=15ai\sum_{i=1}^{5} a_i has 55 terms, including the terms for i=1i=1 and i=5i=5.
  • Using i=1nc=c\sum_{i=1}^{n} c = c is wrong because the constant cc is added nn times, so the sum is cncn.
  • Applying the geometric sum formula with the wrong number of terms is wrong because i=0nari\sum_{i=0}^{n} ar^i has n+1n+1 terms, not nn terms.
  • Distributing sigma notation over multiplication is wrong in general because i=1naibi\sum_{i=1}^{n} a_i b_i is not usually equal to (i=1nai)(i=1nbi)\left(\sum_{i=1}^{n} a_i\right)\left(\sum_{i=1}^{n} b_i\right).

Practice Questions

  1. 1 Expand and evaluate i=15(2i+3)\sum_{i=1}^{5} (2i+3).
  2. 2 Evaluate k=110k2\sum_{k=1}^{10} k^2 using the formula for the sum of squares.
  3. 3 Find the value of i=043(2i)\sum_{i=0}^{4} 3(2^i).
  4. 4 Explain why i=1n(i+4)\sum_{i=1}^{n} (i+4) can be split into i=1ni+i=1n4\sum_{i=1}^{n} i + \sum_{i=1}^{n} 4, but i=1ni(i+4)\sum_{i=1}^{n} i(i+4) cannot be split the same way.