In mathematics, summation is the addition of a sequence of any kind of numbers, called addends or summands; the result is their sum or total. Beside numbers, other types of values can be summed as well: functions, vectors, matrices, polynomials and, in general, elements of any type of mathematical objects on which an operation denoted "+" is defined.
The summation of an explicit sequence is denoted as a succession of additions. For example, summation of [1, 2, 4, 2] is denoted 1 + 2 + 4 + 2, and results in 9, that is, 1 + 2 + 4 + 2 = 9. Because addition is associative and commutative, there is no need of parentheses, and the result does not depend on the order of the summands. Summation of a sequence of only one element results in this element itself. Summation of an empty sequence (a sequence with zero element) results, by convention, in 0.
Very often, the elements of a sequence are defined, through regular pattern, as a function of their place in the sequence. For simple patterns, summation of long sequences may be represented with most summands replaced by ellipses. For example, summation of the first 100 natural numbers may be written 1 + 2 + 3 + 4 + ⋅⋅⋅ + 99 + 100. Otherwise, summation is denoted by using Σ notation, where is an enlarged capital Greek letter sigma. For example, the sum of the first n natural integers is denoted
For long summations, and summations of variable length (defined with ellipses or Σ notation), it is a common problem to find closed-form expressions for the result. For example,
Although such formulas do not always exist, many summation formulas have been discovered. Some of the most common and elementary ones are listed in this article.
Mathematical notation uses a symbol that compactly represents summation of many similar terms: the summation symbol, , an enlarged form of the upright capital Greek letter Sigma. This is defined as:
where i represents the index of summation; ai is an indexed variable representing each successive term in the series; m is the lower bound of summation, and n is the upper bound of summation. The "i = m" under the summation symbol means that the index i starts out equal to m. The index, i, is incremented by 1 for each successive term, stopping when i = n.
Here is an example showing the summation of squares:
Informal writing sometimes omits the definition of the index and bounds of summation when these are clear from context, as in:
One often sees generalizations of this notation in which an arbitrary logical condition is supplied, and the sum is intended to be taken over all values satisfying the condition. Here are some common examples:
is the sum of over all (integers) in the specified range,
is the sum of over all elements in the set , and
There are also ways to generalize the use of many sigma signs. For example,
is the same as
A similar notation is applied when it comes to denoting the product of a sequence, which is similar to its summation, but which uses the multiplication operation instead of addition (and gives 1 for an empty sequence instead of 0). The same basic structure is used, with , an enlarged form of the Greek capital letter Pi, replacing the .
It is possible to sum fewer than 2 numbers:
- If the summation has one summand , then the evaluated sum is .
- If the summation has no summands, then the evaluated sum is zero, because zero is the identity for addition. This is known as the empty sum.
These degenerate cases are usually only used when the summation notation gives a degenerate result in a special case. For example, if in the definition above, then there is only one term in the sum; if , then there is none.
Summation may be defined recursively as follows
- , for b < a.
- , for b ≥ a.
Measure theory notation
Calculus of finite differences
Given a function f that is defined over the integers in the interval [m, n], one has
is the derivative of f.
An example of application of the above equation is
Using binomial theorem, this may be rewritten
The above formula is more commonly used for inverting of the difference operator defined by
where f is a function defined on the nonnegative integers. Thus, given such a function f, the problem is to compute the antidifference of f, that is, a function such that , that is, This function is defined up to the addition of a constant, and may be chosen as
Approximation by definite integrals
Many such approximations can be obtained by the following connection between sums and integrals, which holds for any:
increasing function f:
decreasing function f:
For more general approximations, see the Euler–Maclaurin formula.
For summations in which the summand is given (or can be interpolated) by an integrable function of the index, the summation can be interpreted as a Riemann sum occurring in the definition of the corresponding definite integral. One can therefore expect that for instance
since the right hand side is by definition the limit for of the left hand side. However, for a given summation n is fixed, and little can be said about the error in the above approximation without additional assumptions about f: it is clear that for wildly oscillating functions the Riemann sum can be arbitrarily far from the Riemann integral.
The formulae below involve finite sums; for infinite summations or finite summations of expressions involving trigonometric functions or other transcendental functions, see list of mathematical series.
- (commutativity and associativity)
- (index shift)
- for a bijection σ from a finite set A onto a set B (index change); this generalizes the preceding formula.
- (splitting a sum, using associativity)
- (a variant of the preceding formula)
- (commutativity and associativity, again)
- (another application of commutativity and associativity)
- (splitting a sum into its odd and even parts, and changing the indices)
- (distributivity allows factorization)
- (the logarithm of a product is the sum of the logarithms of the factors)
- (the exponential of a sum is the product of the exponential of the summands)
Powers and logarithm of arithmetic progressions
- for every c that does not depend on i
- (Sum of the simplest arithmetic progression, consisting of the n first natural numbers.)
- (Sum of first odd natural numbers)
- (Sum of first even natural numbers)
- (A sum of logarithms is the logarithm of the product)
- (Sum of the first squares, see square pyramidal number.)
- (Nicomachus's theorem)
Summation index in exponents
In the following summations, a is assumed to be different from 1.
Binomial coefficients and factorials
There exist very many summation identities involving binomial coefficients (a whole chapter of Concrete Mathematics is devoted to just the basic techniques). Some of the most basic ones are the following.
Involving the binomial theorem
- the binomial theorem
- the special case where a = b = 1
- , the special case where p = a = 1 – b, which, for expresses the sum of the binomial distribution
- the value at a = b = 1 of the derivative with respect to a of the binomial theorem
- the value at a = b = 1 of the antiderivative with respect to a of the binomial theorem
Involving permutation numbers
In the following summations, is the number of k-permutations of n.
- , where and denotes the floor function.
- For details, see Triangular number.
- For a detailed exposition on summation notation, and arithmetic with sums, see Graham, Ronald L.; Knuth, Donald E.; Patashnik, Oren (1994). "Chapter 2: Sums". Concrete Mathematics: A Foundation for Computer Science (PDF) (2nd ed.). Addison-Wesley Professional. ISBN 978-0201558029.
- Although the name of the dummy variable does not matter (by definition), one usually uses letters from the middle of the alphabet ( through ) to denote integers, if there is a risk of confusion. For example, even if there should be no doubt about the interpretation, it could look slightly confusing to many mathematicians to see instead of in the above formulae involving . See also typographical conventions in mathematical formulae.
- Handbook of Discrete and Combinatorial Mathematics, Kenneth H. Rosen, John G. Michaels, CRC Press, 1999, ISBN 0-8493-0149-1.
- CRC, p 52