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 , the index is , the lower limit is , the upper limit is , and 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 .
- The sum rule is .
- The constant sum formula is .
- The first positive integers add to .
- The first squares add to .
- A finite geometric sum is when .
Vocabulary
- Sigma notation
- Sigma notation uses the symbol to show that a sequence of terms should be added.
- Index of summation
- The index of summation is the variable, such as or , 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 in .
- Upper limit
- The upper limit is the ending value of the index in a sum, such as in .
- Arithmetic series
- An arithmetic series is a sum of terms with a constant difference, often evaluated by .
- Geometric series
- A geometric series is a sum of terms with a constant ratio, often written as .
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 has terms, including the terms for and .
- Using is wrong because the constant is added times, so the sum is .
- Applying the geometric sum formula with the wrong number of terms is wrong because has terms, not terms.
- Distributing sigma notation over multiplication is wrong in general because is not usually equal to .
Practice Questions
- 1 Expand and evaluate .
- 2 Evaluate using the formula for the sum of squares.
- 3 Find the value of .
- 4 Explain why can be split into , but cannot be split the same way.