Geometric Series and Sums for the ESAT

Updated July 2026

A geometric series is the sum of terms in a progression where each term is found by multiplying the previous one by a fixed common ratio. This page covers finite sums, convergence conditions for infinite series, and techniques for manipulating indices to solve complex progression problems.

Core concept

A geometric progression with first term aa and common ratio rr has a sum to nn terms of Sn=a(1rn)1rS_n = \frac{a(1 - r^n)}{1 - r} and converges to an infinite sum S=a1rS_\infty = \frac{a}{1 - r} if and only if r<1|r| < 1.

Understanding Progressions and Series

In the context of the ESAT, it is important to distinguish between three related terms. A sequence is an ordered list of numbers, which often continues indefinitely. A series is specifically the sum of the terms in a sequence. A progression is a more neutral catch-all term that examiners often use to make questions easier to understand by referring to the general pattern of terms.

When working with sequences, you must be able to write out terms given a rule, spot patterns, and make deductions. A crucial skill is determining how many terms are necessary to justify a conclusion about a pattern. For a recurrence relation like xn+2=xnxn+1x_{n+2} = |x_n - x_{n+1}|, a term depends on the previous two, so you would need to see a repeat in two adjacent terms before a pattern is truly established.

The Geometric Progression

A Geometric Progression (GP) is a sequence where the ratio of adjacent terms is fixed. This constant is called the common ratio, denoted by rr. If the first term is aa, then the sequence is a,ar,ar2,ar3,,arn1a, ar, ar^2, ar^3, \dots, ar^{n-1}.

The standard formulae you must know are:

  1. The nthn^{\text{th}} term: un=arn1u_n = ar^{n-1}
  2. The sum of the first nn terms: Sn=a(1rn)1rS_n = \frac{a(1 - r^n)}{1 - r}
  3. The sum to infinity: S=a1rS_\infty = \frac{a}{1 - r}, which is only valid when r<1|r| < 1

You should also be comfortable with the relationship un+1un=r\frac{u_{n+1}}{u_n} = r, which implies un+1un=unun1\frac{u_{n+1}}{u_n} = \frac{u_n}{u_{n-1}}.

Sigma Notation and Indexing

Fluent use of Σ\Sigma (sigma) notation is expected. Note that the same sum can be represented in multiple ways by shifting the indices:

Sn=k=1nark1=k=0n1arkS_n = \sum_{k=1}^{n} ar^{k-1} = \sum_{k=0}^{n-1} ar^k

You must pay close attention to the limits of a sum. When summing from n=0n=0 to n=100n=100, there are actually 101101 terms. This is a common point of failure known as the fence post error. Always verify the number of terms by calculating (upper limitlower limit)+1(\text{upper limit} - \text{lower limit}) + 1.

Manipulating and Deriving New Progressions

You can generate new GPs by transforming an existing one. If you have a GP with first term aa and ratio rr, consider these variations:

  1. Alternating Ratios: Replacing rr with r-r gives aar+ar2ar3a - ar + ar^2 - ar^3 \dots, which is a GP with common ratio r-r. Its sum to infinity is S=a1+rS_\infty = \frac{a}{1+r}.
  2. Linear Combinations: By taking 12(Sn+Sn(r))\frac{1}{2}(S_n + S_n(-r)), you isolate the even-powered terms: a+ar2+ar4+ar6a + ar^2 + ar^4 + ar^6 \dots. This is a new GP with first term aa and common ratio r2r^2.
  3. Powers of Terms: If you square every term, you get a2+a2r2+a2r4a^2 + a^2r^2 + a^2r^4 \dots, which is a GP with first term a2a^2 and common ratio r2r^2. Similarly, raising every term to the power of kk creates a GP with first term aka^k and common ratio rkr^k.

Summing a Segment of a Geometric Series

You may be asked to find the sum of a specific section of a GP, such as arm+arm+1++arnar^m + ar^{m+1} + \dots + ar^n (where n>mn > m). There are three reliable methods to calculate this:

Method 1: Difference of two sums Treat the segment as the difference between two sums starting from the first term. To get terms mm through nn, take the sum of the first n+1n+1 terms and subtract the sum of the first mm terms: Sn+1SmS_{n+1} - S_m. Note the n+1n+1 index is necessary because Sn+1S_{n+1} includes the unu_n term.

Method 2: Factorisation Factor out the common factor armar^m to reveal a standard GP inside the brackets: arm(1+r+r2++rnm)ar^m(1 + r + r^2 + \dots + r^{n-m}).

Method 3: New Progression Treat the segment as a completely new GP. In this new GP, the first term is armar^m, the common ratio is rr, and the number of terms is nm+1n - m + 1. Plugging these into the SnS_n formula yields the same result as the other methods.

Key takeaways

  • The sum to infinity exists only if r<1|r| < 1, otherwise the series diverges.
  • The number of terms in a sum from k=mk=m to k=nk=n is exactly nm+1n - m + 1.
  • Squaring or raising terms of a GP to power kk results in a new GP with ratio r2r^2 or rkr^k respectively.
  • When using sigma notation, carefully check whether the first term starts at k=0k=0 or k=1k=1 to avoid index errors.
Tips

If a question asks for the sum of every other term in a GP, identify it as a new GP where the first term is aa and the common ratio is r2r^2. This often simplifies the problem significantly compared to using the standard SnS_n formula directly.

Cautions

Be careful with signs when the common ratio rr is negative. Terms will alternate between positive and negative values. When using the sum formula Sn=a(1rn)1rS_n = \frac{a(1-r^n)}{1-r}, remember that (r)n(-r)^n will be positive if nn is even and negative if nn is odd.

Insight

Geometric series are the discrete version of exponential functions. Just as exe^x grows or decays based on the sign of xx, a GP grows or decays based on the magnitude of rr. This connection is why GPs often appear in models of population growth or financial interest calculations.

Frequently asked questions

Why is the sum to infinity only valid for r<1|r| < 1?

If r1|r| \geq 1, the terms arn1ar^{n-1} do not get smaller as nn increases. Instead, they stay the same size or grow larger, meaning the sum will continue to increase (or fluctuate) without ever approaching a fixed finite value.

What is the most common mistake when summing a part of a GP?

The most common mistake is assuming there are nmn-m terms in the sum um++unu_m + \dots + u_n. There are actually nm+1n-m+1 terms. For example, the sum from u3u_3 to u5u_5 involves u3,u4,u5u_3, u_4, u_5, which is 53+1=35-3+1 = 3 terms.

How do I calculate the common ratio if it is not given?

You can find the common ratio rr by dividing any term by its preceding term: r=un+1unr = \frac{u_{n+1}}{u_n}. In an exam, it is useful to check this for two different pairs of terms to ensure the sequence is indeed geometric.

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