Diploma Programme
Mathematics: analysis and approaches formula booklet
For use during the course and in the examinations First examinations 2021
Version 1.1
Contents
Prior learning
SL and HL 2
Topic 1: Number and algebra
SL and HL 3
HL only 4
Topic 2: Functions
SL and HL 5
HL only 5
Topic 3: Geometry and trigonometry
SL and HL 6
HL only 7
Topic 4: Statistics and probability
SL and HL 9
HL only 10
Topic 5: Calculus
SL and HL 11
HL only 12
Prior learning – SL and HL
Area of a parallelogram A bh = , where b is the base, h is the height
Area of a triangle 1 ( )
A = 2 bh , where b is the base, h is the height
Area of a trapezoid 1 ( )
A = 2 a b h + , where a and b are the parallel sides, h is the height Area of a circle A = π r
2, where r is the radius
Circumference of a circle C = π 2 r , where r is the radius
Volume of a cuboid V lwh = , where l is the length, w is the width, h is the height Volume of a cylinder V = π r h
2, where r is the radius, h is the height
Volume of a prism V Ah = , where A is the area of cross-section, h is the height Area of the curved surface of
a cylinder A = π 2 rh , where r is the radius, h is the height Distance between two
points ( , ) x y
1 1and ( , ) x y
2 2d = ( x x
1−
2)
2+ ( y y
1−
2)
2Coordinates of the midpoint of
a line segment with endpoints
1 1
( , ) x y and ( , ) x y
2 21 2
,
1 22 2
x x y + + y
Topic 1: Number and algebra – SL and HL
SL 1.2 The n th term of an
arithmetic sequence u
n= + u
1( n − 1) d The sum of n terms of an
arithmetic sequence ( 2
1( 1) ; ) (
1)
2 2
n
n
nn
nS = u + n − d S = u u +
SL 1.3 The n th term of a geometric sequence
1 n1
u
n= u r
−The sum of n terms of a
finite geometric sequence
1( 1)
1(1 )
1 1
n n
n
u r u r
S r r
− −
= =
− − , r ≠ 1
SL 1.4 Compound interest 1
100 r
k nFV PV
k
= × + , where FV is the future value, PV is the present value, n is the number of years, k is the number of compounding periods per year, r% is the nominal annual rate of interest
SL 1.5 Exponents and logarithms a
x= ⇔ b x = log
ab , where a > 0, b > 0, a ≠ 1 SL 1.7 Exponents and logarithms log
axy = log
ax + log
ay
log
ax log
ax log
ay
y = −
log
ax
m= m log
ax log log
log
ba
b
x x
= a SL 1.8 The sum of an infinite
geometric sequence
1, 1
1
S u r
∞
= r <
−
SL 1.9 Binomial theorem ( a b + )
n= a
n+ n C 1 a b
n−1+ + n C r a b
n r r−+ + b
nC !
!( )!
n n
r = r n r
−
Topic 1: Number and algebra – HL only
AHL 1.10 Combinations C !
!( )!
n n
r = r n r
−
Permutations P !
( )!
n n
r = n r
− AHL 1.12 Complex numbers z a b = + i AHL 1.13 Modulus-argument (polar)
and exponential (Euler) form
(cos isin ) e
icis z r = θ + θ = r
θ= r θ
AHL 1.14 De Moivre’s theorem [ r (cos θ + isin ) θ ]
n= r
n(cos n θ + isin ) n θ = r
n ne
iθ= r
ncis n θ
Topic 2: Functions – SL and HL
SL 2.1 Equations of a straight line y mx c = + ; ax by d + + = 0 ; y y m x x −
1= ( −
1)
Gradient formula
2 12 1
= −
− y y
m x x
SL 2.6 Axis of symmetry of the graph of a quadratic function
( )
22
f x ax bx c x b
= + + ⇒ axis of symmetry is = − a SL 2.7 Solutions of a quadratic
equation Discriminant
2
0
24 , 0
2
b b ac
ax bx c x a
a
− ± −
+ + = ⇒ = ≠
2
4
b ac
∆ = − SL 2.9 Exponential and
logarithmic functions
e
lnx x a
a = ; log
aa
x= = x a
logaxwhere a x , > 0, a ≠ 1
Topic 2: Functions – HL only
AHL 2.12 Sum and product of the roots of polynomial equations of the form
0 n
0
r r
r
a x
=
∑ =
Sum is
n 1n
a a
−− ; product is ( ) 1
n 0n
a a
−
Topic 3: Geometry and trigonometry – SL and HL
SL 3.1 Distance between two points ( , , ) x y z
1 1 1and
2 2 2
( , , ) x y z
2 2 2
1 2 1 2 1 2
( ) ( ) ( )
= − + − + −
d x x y y z z
Coordinates of the
midpoint of a line segment with endpoints ( , , ) x y z
1 1 1and ( , , ) x y z
2 2 21 2
, ,
1 2 1 22 2 2
+ + +
x x y y z z
Volume of a right-pyramid 1
V = 3 Ah , where A is the area of the base, h is the height
Volume of a right cone 1
2V = π 3 r h , where r is the radius, h is the height Area of the curved surface
of a cone A = π rl , where r is the radius, l is the slant height
Volume of a sphere 4
3V = π 3 r , where r is the radius
Surface area of a sphere A = 4π r
2, where r is the radius SL 3.2 Sine rule
sin sin sin
a b c
A = B = C
Cosine rule c
2= a
2+ b
2− 2 cos ab C ; cos
2 2 22 a b c
C ab
+ −
=
Area of a triangle 1 sin
A = 2 ab C
SL 3.4 Length of an arc l r = θ , where r is the radius, θ is the angle measured in radians
SL 3.5 Identity for tan θ tan sin cos θ θ
= θ
SL 3.6 Pythagorean identity cos
2θ + sin
2θ = 1
Double angle identities sin 2 θ = 2sin cos θ θ
2 2 2 2
cos2 θ = cos θ − sin θ = 2cos θ − = − 1 1 2sin θ
Topic 3: Geometry and trigonometry – HL only
AHL 3.9 Reciprocal trigonometric identities
sec 1 θ cos
= θ cosec 1
θ sin
= θ
Pythagorean identities
2 22 2
1 tan sec 1 cot cosec
θ θ
θ θ
+ =
+ =
AHL 3.10 Compound angle identities sin ( A B ± ) sin cos = A B ± cos sin A B cos( A B ± ) cos cos = A B sin sin A B
tan tan tan ( )
1 tan tan
A B
A B A B
± = ±
Double angle identity
for tan tan 2 2tan
21 tan θ θ
= θ
−
AHL 3.12 Magnitude of a vector v = v
12+ v
22+ v
32, where
1 2
v v v
=
v
AHL 3.13 Scalar product v w ⋅ = v w v w v w
1 1+
2 2+
3 3, where
1 2 3
v v v
=
v ,
1 2 3
w w w
=
w
cos θ
v w ⋅ = v w , where θ is the angle between v and w
Angle between two vectors
1 1 2 2 3 3
cos θ = v w v w + + v w v w
AHL 3.14 Vector equation of a line r a = + λ b Parametric form of the
equation of a line x x =
0+ λ l y y , , =
0+ λ m z z =
0+ λ n Cartesian equations of a
line x x
0y y
0z z
0l m n
− − −
= =
AHL 3.16 Vector product
2 3 3 2
3 1 1 3
1 2 2 1
v w v w v w v w v w v w
−
× = −
−
v w , where
1 2 3
v v v
=
v ,
1 2 3
w w w
=
w sin θ
× =
v w v w , where θ is the angle between v and w Area of a parallelogram A = × v w where v and w form two adjacent sides of a
parallelogram AHL 3.17 Vector equation of a plane r a = + λ b + c µ
Equation of a plane
(using the normal vector) r n a n ⋅ = ⋅ Cartesian equation of a
plane ax by cz d + + =
Topic 4: Statistics and probability – SL and HL
SL 4.2 Interquartile range IQR Q =
3− Q
1SL 4.3
Mean, x , of a set of data
1k i i i
f x x = ∑
=n
, where
1 k i i
n f
=
= ∑
SL 4.5 Probability of an event A P( ) ( ) ( ) A n A
= n U Complementary events P( ) P( ) 1 A + A′ =
SL 4.6 Combined events P( A B ∪ ) P( ) P( ) P( = A + B − A B ∩ ) Mutually exclusive events P( A B ∪ ) P( ) P( ) = A + B
Conditional probability P( ) P( ) P( ) A B A B
B
= ∩
Independent events P( A B ∩ ) P( ) P( ) = A B SL 4.7 Expected value of a
discrete random variable X E( ) X = ∑ x P( X x = ) SL 4.8 Binomial distribution
~ B ( , )
X n p
Mean E( ) X = np
Variance Var( ) X = np (1 − p ) SL 4.12 Standardized normal
variable z x µ
σ
= −
Topic 4: Statistics and probability – HL only
AHL 4.13 Bayes’ theorem P( | ) P( ) P( | )
P( ) P( | ) P( ) P( | ) B A B
B A = B A B B A B
+ ′ ′
1 1 2 2 3 3
P( )P( | ) P( | )
P( )P( | ) P( )P( | ) P( )P( | )
i ii
B A B
B A = B A B B A B B A B
+ +
AHL 4.14
Variance σ
2( )
2 22 1 1 2
k k
i i i i
i i
f x f x
n n
µ
σ
= =µ
−
= ∑ = ∑ −
Standard deviation σ ( )
21 k
i i i
f x n
µ
σ
=−
= ∑
Linear transformation of a
single random variable ( )
( )
2E E( )
Var Var( )
aX b a X b
aX b a X
+ = +
+ = Expected value of a
continuous random variable X
E( ) X µ
∞x f x x ( )d
= = ∫
−∞Variance Var( ) E( X = X − µ )
2= E( ) E( ) X
2− [ X ]
2Variance of a discrete random variable X
2 2 2
Var( ) X = ∑ ( x − µ ) P( X x = ) = ∑ x P( X x = ) − µ
Variance of a continuous
random variable X Var( ) X
∞( x µ ) ( )d
2f x x
∞x f x x
2( )d µ
2−∞ −∞
= ∫ − = ∫ −
Topic 5: Calculus – SL and HL
SL 5.3 Derivative of x
nf x ( ) = x
n⇒ f x ′ ( ) = nx
n−1SL 5.5 Integral of x
nd
1, 1
1
n
x
nx x C n
n
=
++ ≠ −
∫ + Area between a curve
y f x = ( ) and the x -axis,
where f x > ( ) 0 A = ∫
aby x d
SL 5.6 Derivative of sin x f x ( ) sin = x ⇒ f x ′ ( ) cos = x Derivative of cos x f x ( ) cos = x ⇒ f x ′ ( ) = − sin x Derivative of e
xf x ( ) e =
x⇒ f x ′ ( ) e =
xDerivative of ln x f x ( ) ln x f x ( ) 1
′ x
= ⇒ =
Chain rule y g u = ( ) , where ( ) d d d
d d d
y y u
u f x
x u x
= ⇒ = ×
Product rule d d d
d d d
y v u
y uv u v
x x x
= ⇒ = +
Quotient rule
2d d
d d d
d
u v
v u
u y x x
y v x v
= ⇒ = −
SL 5.9 Acceleration d d
22d d
v s
a = t = t
Distance travelled from
t
1to t
2distance
2 1
( ) d
t
t
v t t
= ∫
Displacement from
t
1to t
2displacement
21
( )d
t t
v t t
= ∫
SL 5.10 Standard integrals 1 d ln x x C
x = +
∫
sin d x x = − cos x C +
∫
cos d x x = sin x C +
∫
e d
xx = e
x+ C
∫
SL 5.11 Area of region enclosed
by a curve and x -axis A = ∫
aby x d
Topic 5: Calculus – HL only
AHL 5.12 Derivative of f x ( ) from
first principles
0d ( ) ( )
( ) ( ) lim
d
hy f x h f x
y f x f x
x
→h
+ −
= ⇒ = ′ =
AHL 5.15 Standard derivatives
tan x f x ( ) tan = x ⇒ f x ′ ( ) sec =
2x sec x f x ( ) sec = x ⇒ f x ′ ( ) sec tan = x x cosec x f x ( ) cosec = x ⇒ f x ′ ( ) = − cosec cot x x cot x f x ( ) cot = x ⇒ f x ′ ( ) = − cosec
2x a
xf x ( ) = a
x⇒ f x ′ ( ) = a
x(ln ) a
log x f x ( ) log = x ⇒ f x ′ ( ) = 1
AHL 5.15 Standard integrals d 1 ln
x x
a x a C
= a +
∫
2 2
1 d x 1 arctan x C
a x a a
= +
+
∫
2 2
1 d x arcsin x C , x a a x a
= + <
∫ −
AHL 5.16 Integration by parts d d d d
d d
v u
u x uv v x
x = − x
∫ ∫ or ∫ u v uv d = − ∫ v u d
AHL 5.17 Area of region enclosed
by a curve and y -axis A = ∫
abx y d Volume of revolution
about the x or y -axes
π d
2 bV = ∫
ay x or V = ∫
abπ d x y
2AHL 5.18 Euler’s method y
n+1= y
n+ h f x y × ( , )
n n; x
n+1= x
n+ h , where h is a constant (step length)
Integrating factor for ( ) ( )
y P x y Q x ′ + = e ∫
P x x( )dAHL 5.19 Maclaurin series ( ) (0) (0)
2(0) 2!
f x = f + x f ′ + x f ′′ +
Maclaurin series for special functions
e 1
2...
2!
x
= + + x x +
2 3
ln (1 ) ...
2 3
x x x x
+ = − + −
3 5
sin ...
3! 5!
x x x x = − + −
2 4