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NotesMath AATopic 1.2Sum of n terms
Back to Math AA Topics
1.2.25 min read

Sum of n terms

IB Mathematics: Analysis and Approaches โ€ข Unit 1

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Contents

  • The sum formula
  • Two ways to use the sum formula
  • Sโ‚™ as a formula, and combining uโ‚™ with Sโ‚™
The big idea: To add up the first n terms of an arithmetic sequence, use the sum formula.

There are two forms โ€” pick the one that matches what you know.
Top form when you know uโ‚ and d; bottom form when you know the first and last term.

IB-style question โ€” a simple sum

Find the sum of the first 10 terms of 4 + 7 + 10 + โ€ฆ .

Step by step

  1. Write the sum formula.
  2. Spot uโ‚ = 4, d = 3, n = 10 and substitute.
  3. Work it out.

Final answer

Sโ‚โ‚€ = 175.

Which form, when?: Know uโ‚ and d โ†’ use Sโ‚™ = (n/2)(2uโ‚ + (n โˆ’ 1)d).

Know uโ‚ and the last term uโ‚™ โ†’ use Sโ‚™ = (n/2)(uโ‚ + uโ‚™).

Reading the formula

  • Sโ‚™ means the sum of the first n terms.
  • The (n/2) is half the number of terms.
  • The bracket adds the first and last term (bottom form).

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Pick the matching form: Both forms find Sโ‚™ โ€” the sum of the first n terms.

Given uโ‚, d and n, use the first form. Given uโ‚, the last term and n, the second form is faster.
Top (first form): when you know uโ‚ and d. Bottom (second form): when you know uโ‚ and the last term uโ‚™. Both give Sโ‚™, the sum of the first n terms.

IB-style question โ€” know uโ‚ and d

An arithmetic sequence has uโ‚ = 6 and d = 4.

Find the sum of the first 10 terms.

Step by step

  1. Choose the form for uโ‚ and d.
  2. Substitute uโ‚ = 6, d = 4, n = 10.
  3. Simplify inside, then multiply.

Final answer

Sโ‚โ‚€ = 240.

IB-style question โ€” know the first and last term

The first term of an arithmetic sequence is 6 and the 20th term is 82.

Find the sum of the first 20 terms.

Step by step

  1. Choose the form for the first and last term.
  2. Substitute uโ‚ = 6, uโ‚‚โ‚€ = 82, n = 20.
  3. Simplify.

Final answer

Sโ‚‚โ‚€ = 880.

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When Sโ‚™ is given as a formula: Sometimes you are told Sโ‚™ is a quadratic in n, like Sโ‚™ = 2nยฒ + 3n.

Two facts unlock everything: uโ‚ = Sโ‚ and uโ‚™ = Sโ‚™ โˆ’ Sโ‚™โ‚‹โ‚.
A term is the running total up to it minus the running total just before.

IB-style question โ€” terms from a given sum

The sum of the first n terms of an arithmetic sequence is Sโ‚™ = 2nยฒ + 3n.

Find uโ‚ and a general expression for uโ‚™.

Step by step

  1. The first term is just Sโ‚.
  2. For any term use uโ‚™ = Sโ‚™ โˆ’ Sโ‚™โ‚‹โ‚. First write Sโ‚™โ‚‹โ‚ by putting (n โˆ’ 1) in place of every n.
  3. Expand each bracket, then tidy up.
  4. Subtract: Sโ‚™ โˆ’ Sโ‚™โ‚‹โ‚. The 2nยฒ terms cancel, leaving a linear term.

Final answer

uโ‚ = 5 and uโ‚™ = 4n + 1 (check: uโ‚ = 5 โœ“).

IB-style question โ€” combine a term and a sum

In an arithmetic sequence uโ‚… = 20 and Sโ‚… = 70.

Find uโ‚ and the common difference.

Step by step

  1. Write the first-and-last form (you know Sโ‚… and uโ‚…).
  2. Substitute n = 5, uโ‚… = 20, Sโ‚… = 70.
  3. A fraction in the way? Multiply both sides by the bottom (2) to clear it.
  4. Expand the bracket.
  5. Subtract 100, then divide by 5.
  6. You're also told a term, uโ‚… = 20 โ€” so use the term formula uโ‚™ = uโ‚ + (n โˆ’ 1)d with n = 5 (n โˆ’ 1 = 4).
  7. Put in uโ‚ = 8 and uโ‚… = 20, then solve.

Final answer

uโ‚ = 8 and d = 3.

Common mistakes

  • Mixing up Sโ‚™ (a sum) with uโ‚™ (a single term).
  • Multiplying by n instead of n/2.
  • When Sโ‚™ is quadratic, forgetting uโ‚™ = Sโ‚™ โˆ’ Sโ‚™โ‚‹โ‚.

Do this instead

  • Sโ‚™ is a running total; uโ‚™ is one term.
  • The formula has n/2 โ€” half the number of terms.
  • uโ‚ = Sโ‚ and uโ‚™ = Sโ‚™ โˆ’ Sโ‚™โ‚‹โ‚ recover every term.
Which paper?: This is the most common Unit-1 Paper-1 question โ€” usually 5โ€“7 marks.

The maximum-sum version appears on Paper 2 (see Applications).

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 โ€” 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 โ†’

Related Math AA Topics

Continue learning with these related topics from the same unit:

1.1.1Writing standard form
1.1.2Standard form by hand
1.2.1nth term
1.2.3Sigma notation
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