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NotesMath AA HLTopic 1.3Sum of n terms
Back to Math AA HL Topics
1.3.27 min read

Sum of n terms (Math AA HL)

IB Mathematics: Analysis and Approaches • Unit 1

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Contents

  • The geometric sum formula
  • Find a sum
  • Prove a closed form
  • Solve for n — the GDC
  • Total distance of a bouncing ball
The big idea: To add the first n terms of a geometric sequence, use the sum formula — it needs u₁, r and n.
Both forms are equal — use whichever keeps the numbers positive.
Which form?: Use (rⁿ − 1)/(r − 1) when r > 1, and (1 − rⁿ)/(1 − r) when 0 < r < 1.

Either gives the same answer — it just keeps top and bottom positive.

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Plug in u₁, r and n: A common exam question gives you the sequence and asks for a sum — put u₁, r and n into the formula.

If r is not given, find it first.

IB-style question — sum with r given

A geometric sequence has u₁ = 5 and r = 3.

Find the sum of the first 6 terms.

Step by step

  1. Write the sum formula (r > 1, so use the first form).
  2. Substitute u₁ = 5, r = 3, n = 6.
  3. Simplify.

Final answer

S₆ = 1820.

IB-style question — find r first

A geometric sequence has first term 4 and second term 12.

Find the sum of the first 8 terms.

Step by step

  1. Find r — divide consecutive terms.
  2. Write the formula, then substitute u₁ = 4, r = 3, n = 8.
  3. Simplify.

Final answer

S₈ = 13120.

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Tidy the sum into the target form: A Paper 1 favourite asks you to show the sum equals a tidy closed form like a(bⁿ − 1) — substitute into the formula and simplify until it matches.

IB-style question — show a closed form

A geometric sequence has u₁ = 4 and r = 3.

Show that the sum of the first n terms is Sₙ = 2(3ⁿ − 1).

Step by step

  1. Write the sum formula.
  2. Substitute u₁ = 4 and r = 3.
  3. Cancel to reach the required form.

Final answer

Sₙ = 2(3ⁿ − 1), as required.

IB-style question — when r is a fraction

A geometric sequence has u₁ = 9 and r = ⅓.

Show that Sₙ = (27/2)(1 − 3⁻ⁿ).

Step by step

  1. r < 1, so use the second form.
  2. Substitute u₁ = 9 and r = ⅓.
  3. Dividing by ⅔ means multiplying by 3/2.

Final answer

Sₙ = (27/2)(1 − 3⁻ⁿ), as required.

Match the printed form: A "show" question gives you the answer — your marks are for the steps.

Keep simplifying until your expression looks exactly like the printed form (same powers, same fractions).
Smallest n past a target: A Paper 2 favourite asks for the smallest n whose sum passes a target — set Sₙ above the target and read the GDC table, rounding up.

IB-style question — smallest n (Paper 2)

A geometric sequence has first term 80 and common ratio 1.5.

Find the smallest value of n for which the sum of the first n terms exceeds 20 000.

Step by step

  1. Write the sum formula and tidy it — this is what goes into the calculator.
  2. Enter it in the GDC as Y₁ (use X for n), so the table shows the running total after each term.
  3. Read down the table to the first row past 20 000 — it crosses between n = 11 and n = 12.

Final answer

Smallest n = 12 (and S₁₁ ≈ 13 680 is still under — the check the examiner wants).

GDC tip (Paper 2): Put the sum formula in Y₁, then open the table (2nd → GRAPH) and scroll until Y₁ first passes the target.

Take the first n that is over — and check the row just before is still under. No logs needed.

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Down once, then up-and-down each bounce: A dropped ball travels the drop once, then each rebound twice (up, then down).

So total distance = drop + 2 × (sum of the rebound heights), and the rebounds are a geometric sum.

IB-style question — distance to the 4th bounce

A ball is dropped from 12 m and rebounds to ½ of its height each time.

Find the total distance travelled by the time it hits the ground for the 4th time.

Step by step

  1. Set it up: the drop once, plus twice the rebound sum. The rebounds are geometric, so this is what you substitute into.
  2. Read off what goes in: the first rebound is half of 12, so u₁ = 6 and r = ½. The 4th time it lands is after 3 rebounds, so n = 3.
  3. Add the three rebound heights (6, 3, 1.5) with the sum formula.
  4. Drop counted once, rebounds counted twice.

Final answer

33 m.

Don't forget to double: The classic slip is counting each rebound once.

Every rebound is climbed and fallen, so the rebound sum is doubled — only the first drop is counted once.

IB Exam Questions on Sum of n terms

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How Sum of n terms Appears in IB Exams

Examiners use specific command terms when asking about this topic. Here's what to expect:

Define

Give the precise meaning of key terms related to Sum of n terms.

AO1
Describe

Give a detailed account of processes or features in Sum of n terms.

AO2
Explain

Give reasons WHY — cause and effect within Sum of n terms.

AO3
Evaluate

Weigh strengths AND limitations of approaches in Sum of n terms.

AO3
Discuss

Present arguments FOR and AGAINST with a balanced conclusion.

AO3

See the full IB Command Terms guide →

Related Math AA HL Topics

Continue learning with these related topics from the same unit:

1.1.1Writing standard form
1.1.2Standard form by hand
1.10.1Arrangements (order matters)
1.10.2Selections (order doesn't matter)
View all Math AA HL topics

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