Pure · Sequences & Series · Year 2

Sigma Notation

A single Greek letter compresses an entire sum into a formula — reading it correctly is the first step to evaluating it fast.

8 min read 4 worked examples

Reading sigma notation

The capital Greek letter $\Sigma$ ("sigma") is shorthand for "sum of." The expression

$\sum_{r=1}^{n} f(r)$

means: substitute $r=1$ into $f(r)$, then $r=2$, then $r=3$, and so on up to $r=n$, adding every result together. The number below $\Sigma$ (here, $r=1$) is the lower limit — the starting value of $r$ — and the number above (here, $n$) is the upper limit, the final value of $r$. The expression $f(r)$ itself is the general term, describing the rule for each term in the sum. Written in full,

$\sum_{r=1}^{n} f(r) = f(1)+f(2)+f(3)+\cdots+f(n)$

The limits don't have to start at 1 — a sum like $\sum_{r=5}^{10} f(r)$ simply runs $r$ from 5 to 10 inclusive, giving 6 terms in total.

The standard result: summing 1

If the general term is just the constant $1$ (not depending on $r$ at all), then $\displaystyle\sum_{r=1}^{n} 1 = \underbrace{1+1+\cdots+1}_{n\text{ times}} = n$. More generally, $\sum_{r=1}^{n} c = cn$ for any constant $c$ — "1" is simply added (or any constant added) once for every value $r$ takes, and there are $n$ such values.

Combining sigma notation with series results

Sigma notation often disguises an arithmetic or geometric series in a compact form. Two properties make evaluating such sums easier:

Splitting and scaling sums

Sums split over addition/subtraction: $\displaystyle\sum_{r=1}^{n}\big[f(r)\pm g(r)\big] = \sum_{r=1}^{n}f(r) \pm \sum_{r=1}^{n}g(r)$. Constants factor out: $\displaystyle\sum_{r=1}^{n} k\,f(r) = k\sum_{r=1}^{n}f(r)$ for any constant $k$. Together, these let a sum like $\sum_{r=1}^{n}(3r+2)$ be broken into $3\sum r + \sum 2$, each evaluated with a standard formula from the previous two lessons.

Recognising the general term's structure is key: if $f(r)$ is linear in $r$ (like $3r+2$), the sum is really an arithmetic series in disguise, and $\frac{n}{2}[2a+(n-1)d]$ or $\sum r=\frac{n(n+1)}{2}$ applies directly. If $f(r)$ involves $r$ as an exponent (like $2^{r}$ or $3(2)^{r-1}$), it's a geometric series, and $\frac{a(1-r^n)}{1-r}$ applies instead.

Worked example 1

Writing out and evaluating a given sum
Write out the terms of $\displaystyle\sum_{r=1}^{5} r^2$ and evaluate the sum.
MethodSubstitute each value of r in turn, then add
1
Substitute $r=1,2,3,4,5$ into $f(r)=r^2$: the terms are $1^2, 2^2, 3^2, 4^2, 5^2 = 1,4,9,16,25$.
The lower and upper limits give exactly 5 terms to list.
2
$\displaystyle\sum_{r=1}^{5} r^2 = 1+4+9+16+25 = 55$.
Add all 5 terms together.
▪ solved
Examiner's eye

Writing out the first few terms explicitly — even when a formula could shortcut the work — is a reliable way to confirm the general term and limits have been read correctly before committing to further algebra.

Worked example 2

Evaluating a linear (arithmetic) sum
Evaluate $\displaystyle\sum_{r=1}^{20}(3r+2)$.
MethodSplit the sum, apply the standard results, then combine
1
$\displaystyle\sum_{r=1}^{20}(3r+2) = 3\sum_{r=1}^{20} r \; + \; \sum_{r=1}^{20} 2$.
Split over addition, then factor the constant 3 out of the first sum.
2
$\displaystyle\sum_{r=1}^{20} r = \dfrac{20(21)}{2} = 210$.
Standard result $\sum r=\frac{n(n+1)}{2}$ with $n=20$.
3
$\displaystyle\sum_{r=1}^{20} 2 = 2(20) = 40$.
Constant 2 added 20 times, using $\sum c = cn$.
4
$3(210) + 40 = 630+40 = 670$.
Combine the two evaluated sums.
▪ solved
Cross-check

This sum is exactly the arithmetic series with $u_r=3r+2$, so $u_1=5$, $d=3$, $n=20$ terms, giving $S_{20}=\frac{20}{2}[2(5)+19(3)]=10[10+57]=670$ — matching perfectly, and confirming both approaches are equivalent.

Worked example 3

Evaluating a geometric sum in sigma notation
Evaluate $\displaystyle\sum_{r=1}^{8} 3(2)^{r-1}$.
MethodRecognise the geometric structure, then apply the sum formula
1
The general term $3(2)^{r-1}$ matches $u_r=ar^{\,r-1}$-type geometric structure with first term $a=3$ (at $r=1$) and common ratio $2$.
Recognising this as a geometric series lets the standard sum formula apply directly.
2
There are $8$ terms (from $r=1$ to $r=8$), so $S_8 = \dfrac{a(1-r^8)}{1-r} = \dfrac{3(1-2^8)}{1-2}$.
Substitute $a=3$, common ratio $2$, $n=8$ into the geometric sum formula.
3
$= \dfrac{3(1-256)}{-1} = \dfrac{3(-255)}{-1} = 765$.
Evaluate $2^8=256$ and simplify.
▪ solved
The key insight

Spotting whether $r$ appears as a multiplier (arithmetic, e.g. $3r+2$) or as an exponent (geometric, e.g. $3(2)^{r-1}$) in the general term is the single most useful skill for sigma-notation questions — it immediately signals which sum formula to reach for.

Worked example 4

A sum with a shifted lower limit · Challenge
Evaluate $\displaystyle\sum_{r=6}^{15} (2r-1)$.
MethodWrite as a difference of two sums from r = 1, or treat directly as an arithmetic series
1
Method A: $\displaystyle\sum_{r=6}^{15}(2r-1) = \sum_{r=1}^{15}(2r-1) \; - \; \sum_{r=1}^{5}(2r-1)$.
A sum from 6 to 15 equals the sum from 1 to 15 with the sum from 1 to 5 removed.
2
$\displaystyle\sum_{r=1}^{15}(2r-1) = 2\left(\dfrac{15(16)}{2}\right)-15(1) = 240-15=225$. $\displaystyle\sum_{r=1}^{5}(2r-1) = 2\left(\dfrac{5(6)}{2}\right)-5(1) = 30-5=25$.
Apply $\sum r=\frac{n(n+1)}{2}$ and $\sum 1=n$ to each range separately.
3
$225-25=200$.
Subtract to isolate the sum from $r=6$ to $15$.
4
Check — Method B: this is arithmetic with $u_6=2(6)-1=11$, $u_{15}=2(15)-1=29$, and $15-6+1=10$ terms, so $S=\dfrac{10}{2}(11+29)=5(40)=200$.
The $\frac{n}{2}(a+l)$ form confirms the same total directly, without needing the split.
▪ solved
Look deeper — shifted limits need care

When the lower limit isn't 1, the number of terms is $(\text{upper}-\text{lower}+1)$, not the upper limit itself — a common source of off-by-one errors. Method B here, treating the sum directly as an arithmetic series with the correct term count, is often faster and safer than splitting into two sums from 1.

Common mistake

Assuming a sum always starts at $r=1$ and miscounting the number of terms when the lower limit is shifted — for $\sum_{r=6}^{15}$, there are $15-6+1=10$ terms, not $15$ or $9$. Always compute (upper limit − lower limit + 1) explicitly before applying a sum formula.

Check yourself

Evaluate $\displaystyle\sum_{r=1}^{12}(5r-3)$.
(Hint: split the sum using the standard results for $\sum r$ and $\sum 1$.)

Method
1
$\displaystyle\sum_{r=1}^{12}(5r-3) = 5\sum_{r=1}^{12}r \;-\; \sum_{r=1}^{12}3 = 5\left(\dfrac{12(13)}{2}\right) - 3(12)$.
Split the sum and apply the standard results with $n=12$.
2
$= 5(78) - 36 = 390-36 = 354$.
Evaluate and combine.
▪ solved