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Sequences and Series

Lists of numbers that follow a rule: adding the same amount each time, or multiplying by the same amount, how to find any term, and how to add up many terms fast.

A sequence is an ordered list of numbers, called terms. We write the first term a1, the second a2, and the nth term an, where n is the term's position. A sequence is really a function whose inputs are the counting numbers 1, 2, 3 and so on. A series is what you get when you add the terms of a sequence.

An arithmetic sequence and a geometric sequencenterm123456246810121416180(5, 11)(5, 16)
Teal: the arithmetic sequence 3, 5, 7, 9, 11 goes up by 2 each step, so its dots lie on a line. Plum: the geometric sequence 1, 2, 4, 8, 16 doubles each step, so its dots curve upward.

Arithmetic sequences

In an arithmetic sequence you add the same number every time. That number is the common difference, d. Find it by subtracting any term from the next one. In 4, 7, 10, 13, and so on, d = 7 − 4 = 3. To reach term n from the first term you take n − 1 steps, so the nth term is an = a1 + (n − 1)d.

Example 1: Find the common difference and the 20th term

d = 7 − 4 = 3The sequence is 4, 7, 10, 13, and so ona20 = 4 + 19 · 3From a1 to a20 is 19 stepsa20 = 61

Example 2: A sequence that goes down

d = 11 − 15 = −4The sequence is 15, 11, 7, 3, and so ona12 = 15 + 11 · (−4)Use an = a1 + (n − 1)da12 = −29

Geometric sequences

In a geometric sequence you multiply by the same number every time. That number is the common ratio, r. Find it by dividing any term by the one before it. In 3, 6, 12, 24, and so on, r = 6/3 = 2. After n − 1 multiplications the nth term is an = a1 · rn − 1.

Example 3: Find the ratio and the 7th term

r = 6/3 = 2The sequence is 3, 6, 12, 24, and so ona7 = 3 · 26Use an = a1 · rn − 1 with n = 7a7 = 19226 = 64 and 3 · 64 = 192

Example 4: A negative ratio

r = −6/2 = −3The sequence is 2, −6, 18, −54, and so on; the signs alternatea5 = 2 · (−3)4Use an = a1 · rn − 1a5 = 162An even power of a negative number is positive

To tell the two kinds apart, test both: if the differences match, it is arithmetic; if the ratios match, it is geometric. The sequence 1, 4, 9, 16, and so on is neither.

Explicit and recursive formulas

An explicit formula gives any term straight from its position n, like an = 3n + 1. A recursive formula gives the first term and a rule for getting each term from the one before, like a1 = 4 and an = an − 1 + 3. Both describe the same sequence 4, 7, 10, 13, and so on. The recursive form is easy to follow step by step; the explicit form is faster for a far-off term like a100.

Example 5: Explicit formula for an arithmetic sequence

an = 5 + (n − 1) · 4The sequence 5, 9, 13, 17, and so on has a1 = 5 and d = 4an = 4n + 1Distribute: 5 + 4n − 4 = 4n + 1

Check: n = 3 gives 4(3) + 1 = 13, the third term ✓

Example 6: Explicit formula for a geometric sequence

r = 40/80 = 1/2The sequence is 80, 40, 20, 10, and so onan = 80 · (1/2)n − 1Use an = a1 · rn − 1

Example 7: Follow a recursive formula

a1 = 2Given: a1 = 2 and an = 3 · an − 1a2 = 3 · 2 = 6Each term is 3 times the one beforea3 = 3 · 6 = 18a4 = 3 · 18 = 54

Example 8: From explicit to recursive

a1 = 5(1) − 7 = −2Find the first term of an = 5n − 7d = 5Each step in n adds 5, the coefficient of nan = an − 1 + 5With a1 = −2

Arithmetic series

To add the terms of an arithmetic sequence, pair the first term with the last, the second with the second-to-last, and so on: every pair has the same total. That gives the sum of the first n terms, Sn = n(a1 + an)/2: the number of terms times the average of the first and last term.

Example 9: Add 1 through 100

S100 = 100(1 + 100)/2a1 = 1 and a100 = 100S100 = 505050 pairs, each adding to 101

Example 10: Sum of the first 15 terms

a15 = 7 + 14 · 4The sequence is 7, 11, 15, and so on. First find the last terma15 = 63S15 = 15(7 + 63)/2Use Sn = n(a1 + an)/2S15 = 525

Finite geometric series

For a geometric sequence with ratio r ≠ 1, the sum of the first n terms is Sn = a1(1 − rn)/1 − r. Why it works: write the sum S, multiply it by r, and subtract. Almost every term cancels, leaving S − rS = a1 − a1 · rn.

Example 11: Sum of the first 6 terms

S6 = 3(1 − 26)/1 − 2The sequence is 3, 6, 12, and so on, with a1 = 3 and r = 2S6 = 3(1 − 64)/−1S6 = 189

Check: 3 + 6 + 12 + 24 + 48 + 96 = 189 ✓

Example 12: A ratio between 0 and 1

S5 = 64(1 − (1/2)5)/1 − 1/2The sequence is 64, 32, 16, and so onS5 = 64(31/32)/1/2(1/2)5 = 1/32S5 = 12464 + 32 + 16 + 8 + 4 = 124

Sigma notation

The Greek capital letter sigma, Σ, means “add up”. In 5Σk = 1(2k + 1), the letter k is the index: put k = 1, 2, 3, 4 and 5 into 2k + 1 and add the results. The number below Σ is where k starts and the number above is where it stops, so the number of terms is the top minus the bottom plus 1.

Example 13: Write out and add

3 + 5 + 7 + 9 + 11k = 1 gives 3, and k = 5 gives 1135

Example 14: Use a series formula

4(20) − 1 = 79An arithmetic series with 20 terms: k = 1 gives 3 and k = 20 gives 7920(3 + 79)/2Sn = n(a1 + an)/2820

Example 15: Write a sum in sigma notation

2 + 4 + 8 + 16 + 32 + 64Each term is a power of 2: 21 up to 266Σk = 12kIndex k from 1 to 6126Its value

Growth and decay

A geometric sequence is exponential growth or decay counted in whole steps. The formula an = a1 · rn − 1 has the same shape as the exponential function y = a · bx from Functions and Their Graphs: the ratio r plays the part of the base b. If r > 1 the terms grow; if r is between 0 and 1 they decay. In the same way an arithmetic sequence is a linear function with slope d, which is why its dots sit on a line.

Example 16: Bacteria that double every hour

an = 500 · 2n − 1500 at the start, so a1 = 500, and r = 2a7 = 500 · 26Hour 6 is the 7th terma7 = 32000

Example 17: A value that drops 10% a year

an = 20000 · 0.9n − 1Keeping 90% each year means r = 0.9a4 = 20000 · 0.93After 3 years is the 4th terma4 = 14580

Common mistakes

✗Using an = a1 + nd.✓There are only n − 1 steps from a1 to an: an = a1 + (n − 1)d.
✗Finding the ratio of 2, −6, 18 as 3.✓Divide in order and keep the sign: r = −6/2 = −3.
✗Writing 3 · 2n − 1 as 6n − 1.✓The exponent belongs to r only. Do the power first, then multiply by 3.
✗Counting the terms in 10Σk = 3k as 10 − 3 = 7.✓Count both ends: 10 − 3 + 1 = 8 terms.
✗Giving a recursive rule like an = an − 1 + 4 with no starting term.✓A recursive formula needs a1 too, or it describes many sequences.

Practice problems

Try each one, then open the answer to check your work.

  1. Find the common difference and a30 for the sequence 6, 11, 16, 21, and so on.
    Show answer
    d = 511 − 6 = 5a30 = 6 + 29 · 5 = 151
  2. Find the common ratio and a6 for the sequence 5, −10, 20, −40, and so on.
    Show answer
    r = −2−10/5 = −2a6 = 5 · (−2)5 = −160
  3. Is 2, 6, 18, 54, and so on arithmetic or geometric? Write its explicit formula.
    Show answer
    r = 3The ratios are all 3, so it is geometrican = 2 · 3n − 1
  4. Write an explicit formula for 20, 17, 14, 11, and so on.
    Show answer
    an = 20 + (n − 1)(−3)d = −3an = −3n + 23Any equal form is fine
  5. A sequence has a1 = 10 and an = an − 1 − 4. List the first four terms.
    Show answer
    a2 = 10 − 4 = 6Subtract 4 each timea3 = 6 − 4 = 2a4 = 2 − 4 = −2The terms are 10, 6, 2, −2
  6. Find the sum of the first 25 terms of 2, 5, 8, 11, and so on.
    Show answer
    a25 = 2 + 24 · 3 = 74Last termS25 = 25(2 + 74)/2 = 950
  7. Find the sum of the first 5 terms of 4, 12, 36, and so on.
    Show answer
    S5 = 4(1 − 35)/1 − 3r = 3S5 = 4(−242)/−2 = 484
  8. Find the value of 8Σk = 1(3k − 2).
    Show answer
    3(8) − 2 = 228 terms: k = 1 gives 1 and k = 8 gives 228(1 + 22)/2 = 92
  9. A town of 1200 people grows by 5% a year. Write a formula for the population at the start of year n.
    Show answer
    an = 1200 · 1.05n − 1Growing 5% means multiplying by r = 1.05

History: adding long lists

A famous story about Carl Friedrich Gauss says that as a young schoolboy he added the whole numbers from 1 to 100 almost at once by noticing 50 pairs that each add to 101. The MacTutor History of Mathematics archive tells it this way; the details of such childhood stories are hard to confirm, so treat it as a story, but the pairing idea is exactly the arithmetic series formula.

The sigma sign has a better-recorded start. According to Jeff Miller's notes on the earliest uses of mathematical symbols, Leonhard Euler used Σ for a sum in his 1755 book Institutiones calculi differentialis, choosing it to match the Greek letter Δ he used for differences.

Connections

Arithmetic sequences are linear functions with whole-number inputs, from Graphing Linear Equations: the common difference is the slope. Geometric sequences are exponential functions, from Functions and Their Graphs, and their powers follow the rules in Exponents and Radicals.

Solving for n, like finding which term equals 100, uses Linear Equations. The geometric series formula is one fraction, as in Rational Expressions and Equations.

Practice generator

Pick a level, or Mixed for a bit of everything. Most answers are a single number, like 38, −5 or 1/2. For a formula, use n, like 3n + 2 or 5 · 2^(n − 1); a star works for times and a caret for an exponent. Any equal form of a formula is accepted.

Sources

Credits: all diagrams on this page are original SVG drawings made for Jugami. Every answer was double-checked.