Make the
pattern click.
An interactive guide to sequences, sigma notation and series — including both parts of the worked examples.
A sequence is a list
3, 6, 12, 24, …
un means the nth term. Here un = 3 × 2n−1.
A series adds the list
3 + 6 + 12 + 24 + …
SN means the sum of the first N terms. Here S4 = 45.
Read sigma by substitution
Move the limitsΣ says “add”. Use every integer from the lower limit to the upper limit, including both ends.
The index letter is a label: k, r, i or n can do the same job. In the worked examples, r is the index; the common ratio is ½. This guide uses q for a ratio to keep them distinct.
Three rules that prevent most mistakes
Also: ∑k=1N 1 = N and ∑k=1N k = N(N + 1)/2. A constant is added once per term: ∑k=37 5 = 25.
Arithmetic sequences.
Add the same amount each time. That amount, d, can be positive, zero or negative.
Build a sequence
Drag to exploreFind a term
The first term has had zero additions. Reaching the nth term takes n − 1 additions.
If u3 = 11 and u8 = 31, subtract: 5d = 20, so d = 4. Then a + 2(4) = 11, giving a = 3.
Add the terms
= N2(a + l)
l is the last term. The sum is the number of terms × the average of the first and last terms.
Proof you should know: reverse and add
SN = l + (l − d) + ⋯ + a
2SN = N(a + l)
Each vertical pair has the same total a + l, and there are N pairs. Divide by 2, then use l = a + (N − 1)d.
Derive the sum of the first N natural numbers
1 + 2 + ⋯ + N = N(1 + N)/2.
This is the arithmetic sum with a = 1 and d = 1.
Shifted sigma example
∑k=37 (2k + 1) = 7 + 9 + 11 + 13 + 15
There are 7 − 3 + 1 = 5 terms. So the sum is 5(7 + 15)/2 = 55. The first included term is 7.
Geometric sequences.
Multiply by the same number, q, each time. Edexcel usually writes the common ratio as r.
From terms to a sum
Nth term
q = next term ÷ current term, whenever the current term is non-zero. Check more than one pair.
If u3 = 12 and u6 = 96, divide: q3 = 96/12 = 8, so q = 2. Then a = 12/2² = 3.
Finite geometric sum
= a(qN − 1)q − 1
Both forms work for q < 1 or q > 1. Match the order of subtraction in the numerator and denominator.
If q = 1: every term is a, so SN = Na.
Proof you should know: multiply and subtract
qSN = aq + aq² + ⋯ + aqN
SN − qSN = a − aqN
(1 − q)SN = a(1 − qN)
The middle terms cancel. Divide by 1 − q, provided q ≠ 1.
How sigma changes the first term
∑k=mM Cqk = Cqm(1 − qM−m+1)1 − q
First included term a = Cqm; number of terms N = M − m + 1. Use the ordinary sum formula with these values. If q = 1, the sum is C(M − m + 1).
For k = 4 to 7, ∑20(½)k has 4 terms, starts at 5/4, and sums to 75/32.
Write a series using sigma
5 + 15 + 45 + 135 + 405
= ∑k=15 5 × 3k−1 = ∑j=04 5 × 3j
Both are valid. Substitute the first, second and last index values to check.
Can infinity add up?
Move the ratio to see partial sums approach a limit, oscillate, or grow without settling.
The infinity lab
Worked examples loadedThe condition comes first
|q| < 1 means −1 < q < 1. Negative ratios can converge: the terms alternate in sign while shrinking.
As N → ∞, qN → 0. Hence a(1 − qN)/(1 − q) → a/(1 − q).
How much is left?
This is the signed remainder after N terms, when |q| < 1. The absolute error is |RN|.
The remaining tail starts at aqN. For the worked examples, the infinite tail starts at r = 4, so a = 20(½)⁴.
Know the boundary cases
| Ratio q | Non-zero terms | Sum to infinity? |
|---|---|---|
| 0 < q < 1 | Shrink with the same sign | Yes |
| −1 < q < 0 | Alternate and shrink | Yes |
| q = 1 | Stay constant | No |
| q = −1 | Alternate without shrinking | No: partial sums alternate |
| |q| > 1 | Grow in magnitude | No |
q = 0 gives a, 0, 0, …, so the sum is a. If every included term is zero, the sum is 0 regardless of the multiplier. Terms tending to zero is necessary for a convergent series, but is not sufficient for general series.
Telescoping logarithms.
Add the logs, multiply the fractions, then cancel common factors. This is the idea in part (ii).
For long sums the middle factors are shortened with “…”. All displayed crossed-out factors cancel with matching factors in the full product.
The three log laws
logb A − logb B = logb(A/B)
p logb A = logb(Ap)
For real logs, b > 0, b ≠ 1 and A, B > 0. Also logb(bp) = p and logb 1 = 0.
A second way: cancel differences
Use log(A/B) = log A − log B:
+ (log5 4 − log5 3)
+ ⋯ + (log5 50 − log5 49)
Everything in the middle cancels, leaving log5 50 − log5 2 = log5 25 = 2.
Generalise the pattern
For integer L ≤ U, L + c > 0, b > 0 and b ≠ 1. Write out boundary terms if the shift differs from 1: a larger gap can leave several boundary factors.
Telescoping without logarithms
∑n=1N 1n(n + 1) = ∑n=1N (1/n − 1/(n + 1))
= 1 − 1/(N + 1)
The same cancellation idea works after splitting into partial fractions. As N → ∞, this sum tends to 1. This is an extension connecting the pattern to algebra.
One step at a time.
Choose a part and use Next step. Try saying why each line follows before revealing it.
Reveal the full written solution
How to write a clear exam answer
- Translate the limits. Show the first included term or the first and final fractions.
- Name the method. Identify a geometric series or use a log law.
- Show the reason. State |q| < 1 for an infinite geometric sum, or show the cancellation in a telescoping product.
- Give an exact result. Here the answers are 5/2 and 2. A decimal approximation alone is weak evidence for a “show that” question.
The exam toolkit.
Choose a method, solve for unknowns, and connect sequences to models and recurrence relations.
Start by asking: what changes?
| Clue | Method | First check |
|---|---|---|
| Same difference | Arithmetic nth term / sum | Find d and the first included term |
| Same ratio | Geometric nth term / finite sum | Count terms; q = 1 is separate |
| ∞ on a geometric sum | Sum to infinity | Check |q| < 1 |
| Sum of logs of neighbouring fractions | Product law, then telescope | Common base; positive arguments |
| Unknown in an exponent | Isolate the power; take logs | Positive log arguments; integer n |
| Next term given from previous term | Iterate the recurrence | Use the stated starting value |
Use logs to find the number of terms
For 100 + 80 + 64 + ⋯, find the smallest number of terms whose sum exceeds 490.
500(1 − 0.8N) > 490
0.8N < 0.02
N ln(0.8) < ln(0.02)
N > ln(0.02)/ln(0.8) ≈ 17.53
So the smallest integer is N = 18.
For equations qN = t with q > 0, q ≠ 1 and t > 0: N = ln(t)/ln(q). With negative q, handle the sign and parity separately; do not take a real log of a negative number.
Precision question: when is the error small enough?
If a = 10 and q = ½, then |RN| = 20(½)N. To make the error less than 0.01:
(½)N < 0.0005 ⇒ N > 10.965…
The smallest integer is 11. Always interpret a strict inequality correctly; if the threshold were exactly an integer, “greater than” would require the next integer.
Recurrence relations
A recurrence tells you how to generate the next term. You also need a starting value.
3, 6, 12, 24, …
un+1 = un + d is arithmetic. un+1 = qun is geometric.
Try a recurrence that is neither
u1 = 1, un+1 = 2un + 1
Terms: 1, 3, 7, 15, … . Their differences and ratios are not constant. Here un = 2n − 1; substitute to check it fits the recurrence and start.
Increasing, decreasing, periodic
Increasing: un+1 > un for every allowed n. Example: 2n.
Decreasing: un+1 < un. Example: 3 + 1/n for n ≥ 1.
Periodic: the sequence repeats. u1 = 3, un+1 = 1/un gives 3, ⅓, 3, ⅓, …, with period 2.
Modelling: put time on the terms
A £2000 item loses 10% of its value per year. After t complete years, Vt = 2000(0.9)t, with V0 = 2000.
A 5% increase uses 1.05; a 5% decrease uses 0.95. Repeated percentage change is geometric.
Pay £100 at each year-end into an account earning 2% annually. Just after payment n:
Vn+1 = 1.02Vn + 100, V0 = 0.
Thus Vn = 100[1 + 1.02 + ⋯ + 1.02n−1] = 5000(1.02n − 1). The balances themselves do not have a constant ratio.
Mistakes to catch before moving on
| Tempting mistake | Correct habit |
|---|---|
| Use C as the first term of ∑k=m Cqk | Substitute k = m: first term is Cqm |
| Use M − m terms | Include both ends: M − m + 1 |
| Use aqn when u1 = a | Use aqn−1; u1 needs q⁰ |
| Claim convergence because q < 1 | Need −1 < q < 1; q = −2 fails |
| Cancel terms in a sum of fractions | Rewrite as a product or differences first |
| Round the answer for n to the nearest integer | Use the inequality and check neighbouring integers |
| Prove a “show that” using only decimals | Show the algebra and keep an exact answer |
Try it yourself.
Original practice, from boundary substitutions to exam-style reasoning. Write your working, then check the answer.
Ready for this topic?
Use these checks to decide what to revisit.
If one feels uncertain, return to its lesson, change the numbers and explain the method aloud.