Free · Mathematics: applications and interpretation

IB Maths AI formula booklet, annotated

Every formula the IB gives you for IB Maths AI, in the booklet's own order and section numbers, with our notes on when to use each one and where marks are lost. Anything the booklet leaves out is in a mint box, so you know exactly what to learn.

  • First exams 2021
  • SL and HL marked
  • 17 formulas not in the booklet
  • Free PDFs, incl. one-page

Plain rows are retyped from the official IB formula booklet, in its order.

Photon notes explain when to use a formula and the usual mistakes. They are not in the booklet.

Mint boxes are formulas the booklet leaves out. Learn or derive these.

Print it: one-page versions

SL student? Skip the HL lines: SL-only one page · annotated (free PDFs). All booklets

Topic 1: Number and algebra

1.2 SL and HL

The nth term of an arithmetic sequence

u_n=u_1+(n-1)d

Photon note(n-1)d, not nd: the first term has had no differences added yet.

The sum of n terms of an arithmetic sequence

S_n=\frac{n}{2}\big(2u_1+(n-1)d\big);\quad S_n=\frac{n}{2}(u_1+u_n)

1.3 SL and HL

The nth term of a geometric sequence

u_n=u_1r^{n-1}

The sum of n terms of a finite geometric sequence

S_n=\frac{u_1(r^n-1)}{r-1}=\frac{u_1(1-r^n)}{1-r},\quad r\neq1

1.11 HL only

The sum of an infinite geometric sequence

S_\infty=\frac{u_1}{1-r},\quad |r|<1

Photon noteState the condition |r|<1 whenever you use it: it often carries a mark.

1.4 SL and HL

Compound interest

FV=PV\times\left(1+\frac{r}{100k}\right)^{kn}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

Photon noteOn the calculator's finance solver, money you pay out is negative and money you receive is positive.

1.5 SL and HL

Exponents and logarithms

a^x=b\iff x=\log_abwhere a>0, b>0, a\neq1

1.9 HL only

Laws of logarithms

\log_axy=\log_ax+\log_ay
\log_a\frac{x}{y}=\log_ax-\log_ay
\log_ax^m=m\log_axfor a,x,y>0

Photon noteThere is no rule for \log_a(x+y). Splitting it is a very common lost mark.

1.6 SL and HL

Percentage error

\varepsilon=\left|\frac{v_\text{A}-v_\text{E}}{v_\text{E}}\right|\times100\%where v_\text{E} is the exact value and v_\text{A} is the approximate value of v

Photon noteDivide by the exact value, not the approximate one.

1.12 HL only

Complex numbers

z=a+b\mathrm{i}

Discriminant

\Delta=b^2-4ac

Photon note\Delta<0 gives two complex conjugate roots.

1.13 HL only

Modulus-argument (polar) and exponential (Euler) form

z=r(\cos\theta+\mathrm{i}\sin\theta)=r\mathrm{e}^{\mathrm{i}\theta}=r\,\mathrm{cis}\,\theta

Photon noteMultiply: multiply the moduli, add the arguments.

1.14 HL only

Determinant of a 2\times2 matrix

\boldsymbol{A}=\begin{pmatrix}a&b\\c&d\end{pmatrix}\Rightarrow\det\boldsymbol{A}=|\boldsymbol{A}|=ad-bc

Inverse of a 2\times2 matrix

\boldsymbol{A}=\begin{pmatrix}a&b\\c&d\end{pmatrix}\Rightarrow\boldsymbol{A}^{-1}=\frac{1}{\det\boldsymbol{A}}\begin{pmatrix}d&-b\\-c&a\end{pmatrix},\quad ad\neq bc

Photon noteSwap the leading diagonal, negate the other one. No inverse when the determinant is 0.

1.15 HL only

Power formula for a matrix

\boldsymbol{M}^n=\boldsymbol{P}\boldsymbol{D}^n\boldsymbol{P}^{-1}where \boldsymbol P is the matrix of eigenvectors and \boldsymbol D is the diagonal matrix of eigenvalues

Photon noteColumns of \boldsymbol P and entries of \boldsymbol D must be in the same order.

Not in the IB booklet · learn or derive these

Laws of exponentsa^m\times a^n=a^{m+n},\quad \frac{a^m}{a^n}=a^{m-n},\quad (a^m)^n=a^{mn}
DepreciationFV=PV\left(1-\frac{r}{100}\right)^{n}

Depreciation at r\% a year. Loans and annuities go through the calculator's finance solver.

Eigenvalues (HL)\det(\boldsymbol{M}-\lambda\boldsymbol{I})=0

Solve this characteristic equation for \lambda, then find each eigenvector from (\boldsymbol M-\lambda\boldsymbol I)\boldsymbol v=\boldsymbol 0.

Topic 2: Functions

Prior learning HL only

Solutions of a quadratic equation

\text{The solutions of } ax^2+bx+c=0 \text{ are } x=\frac{-b\pm\sqrt{b^2-4ac}}{2a},\quad a\neq0

2.1 SL and HL

Equations of a straight line

y=mx+c;\quad ax+by+d=0;\quad y-y_1=m(x-x_1)

Gradient formula

m=\frac{y_2-y_1}{x_2-x_1}

2.5 SL and HL

Axis of symmetry of the graph of a quadratic function

f(x)=ax^2+bx+c\ \Rightarrow\ \text{axis of symmetry is } x=-\frac{b}{2a}

Photon noteThe vertex is at x=-\dfrac{b}{2a}; substitute back to get its y-coordinate.

2.9 HL only

Logistic function

f(x)=\frac{L}{1+C\mathrm{e}^{-kx}},\quad L,k,C>0

Photon noteL is the carrying capacity: the horizontal asymptote the model levels off at.

Not in the IB booklet · learn or derive these

Gradients of perpendicular linesm_1m_2=-1

Needed for perpendicular bisectors in Voronoi diagrams.

Exponential modelf(x)=ka^x+c

c is the horizontal asymptote. Growth if a>1, decay if 0<a<1.

Direct and inverse variationy=kx^n,\qquad y=\frac{k}{x^n}

Topic 3: Geometry and trigonometry

Prior learning SL and HL

Area of a parallelogram

A=bhwhere b is the base, h is the height

Area of a triangle

A=\tfrac{1}{2}(bh)where b is the base, h is the height

Area of a trapezoid

A=\tfrac{1}{2}(a+b)hwhere a and b are the parallel sides, h is the height

Area of a circle

A=\pi r^2where r is the radius

Circumference of a circle

C=2\pi rwhere r is the radius

Volume of a cuboid

V=lwhwhere l is the length, w is the width, h is the height

Volume of a cylinder

V=\pi r^2hwhere r is the radius, h is the height

Volume of a prism

V=Ahwhere A is the area of cross-section, h is the height

Area of the curved surface of a cylinder

A=2\pi rhwhere r is the radius, h is the height

Photon noteTotal surface area of a closed cylinder adds the two ends: 2\pi rh+2\pi r^2.

Distance between two points (x_1,y_1) and (x_2,y_2)

d=\sqrt{(x_1-x_2)^2+(y_1-y_2)^2}

Coordinates of the midpoint of a line segment with endpoints (x_1,y_1) and (x_2,y_2)

\left(\frac{x_1+x_2}{2},\ \frac{y_1+y_2}{2}\right)

3.1 SL and HL

Distance between two points (x_1,y_1,z_1) and (x_2,y_2,z_2)

d=\sqrt{(x_1-x_2)^2+(y_1-y_2)^2+(z_1-z_2)^2}

Coordinates of the midpoint of a line segment with endpoints (x_1,y_1,z_1) and (x_2,y_2,z_2)

\left(\frac{x_1+x_2}{2},\ \frac{y_1+y_2}{2},\ \frac{z_1+z_2}{2}\right)

Volume of a right-pyramid

V=\tfrac{1}{3}Ahwhere A is the area of the base, h is the height

Volume of a right cone

V=\tfrac{1}{3}\pi r^2hwhere r is the radius, h is the height

Area of the curved surface of a cone

A=\pi rlwhere r is the radius, l is the slant height

Photon notel is the slant height, not the vertical height. Find it with Pythagoras: l=\sqrt{r^2+h^2}.

Volume of a sphere

V=\tfrac{4}{3}\pi r^3where r is the radius

Surface area of a sphere

A=4\pi r^2where r is the radius

Photon noteA hemisphere's curved surface is 2\pi r^2; add \pi r^2 if it has a flat base.

3.2 SL and HL

Sine rule

\frac{a}{\sin A}=\frac{b}{\sin B}=\frac{c}{\sin C}

Photon noteGiven two sides and a non-included angle, check for a second (obtuse) solution: the ambiguous case.

Cosine rule

c^2=a^2+b^2-2ab\cos C;\quad \cos C=\frac{a^2+b^2-c^2}{2ab}

Photon noteUse it for three sides, or two sides and the angle between them.

Area of a triangle

A=\tfrac{1}{2}ab\sin C

Photon noteC is the angle between sides a and b.

3.4 SL and HL

Length of an arc

l=\frac{\theta}{360}\times2\pi rwhere \theta is the angle measured in degrees, r is the radius

Area of a sector

A=\frac{\theta}{360}\times\pi r^2where \theta is the angle measured in degrees, r is the radius

Photon noteSL uses degrees here; HL adds the radian versions in 3.7.

3.7 HL only

Length of an arc

l=r\thetawhere r is the radius, \theta is the angle measured in radians

Area of a sector

A=\tfrac{1}{2}r^2\thetawhere r is the radius, \theta is the angle measured in radians

3.8 HL only

Identities

\cos^2\theta+\sin^2\theta=1
\tan\theta=\frac{\sin\theta}{\cos\theta}

3.9 HL only

Transformation matrices

\begin{pmatrix}\cos2\theta&\sin2\theta\\\sin2\theta&-\cos2\theta\end{pmatrix}reflection in the line y=(\tan\theta)x

Photon noteUse \theta, the angle the line makes with the x-axis; the matrix doubles it for you.

\begin{pmatrix}k&0\\0&1\end{pmatrix}horizontal stretch / stretch parallel to x-axis with a scale factor of k
\begin{pmatrix}1&0\\0&k\end{pmatrix}vertical stretch / stretch parallel to y-axis with a scale factor of k
\begin{pmatrix}k&0\\0&k\end{pmatrix}enlargement, with a scale factor of k, centre (0,0)
\begin{pmatrix}\cos\theta&-\sin\theta\\\sin\theta&\cos\theta\end{pmatrix}anticlockwise/counter-clockwise rotation of angle \theta about the origin (\theta>0)
\begin{pmatrix}\cos\theta&\sin\theta\\-\sin\theta&\cos\theta\end{pmatrix}clockwise rotation of angle \theta about the origin (\theta>0)

Photon noteFor “A then B”, multiply \boldsymbol{BA}: the first transformation goes on the right. Area scales by |\det|.

3.10 HL only

Magnitude of a vector

|\boldsymbol{v}|=\sqrt{v_1^2+v_2^2+v_3^2}where \boldsymbol v=\begin{pmatrix}v_1\\v_2\\v_3\end{pmatrix}

3.11 HL only

Vector equation of a line

\boldsymbol{r}=\boldsymbol{a}+\lambda\boldsymbol{b}

Photon noteIn kinematics questions, \boldsymbol b is the velocity and \lambda is time.

Parametric form of the equation of a line

x=x_0+\lambda l,\quad y=y_0+\lambda m,\quad z=z_0+\lambda n

3.13 HL only

Scalar product

\boldsymbol{v}\cdot\boldsymbol{w}=v_1w_1+v_2w_2+v_3w_3where \boldsymbol v=\begin{pmatrix}v_1\\v_2\\v_3\end{pmatrix}, \boldsymbol w=\begin{pmatrix}w_1\\w_2\\w_3\end{pmatrix}

Photon notePerpendicular vectors have \boldsymbol v\cdot\boldsymbol w=0.

\boldsymbol{v}\cdot\boldsymbol{w}=|\boldsymbol{v}||\boldsymbol{w}|\cos\thetawhere \theta is the angle between \boldsymbol v and \boldsymbol w

Angle between two vectors

\cos\theta=\frac{v_1w_1+v_2w_2+v_3w_3}{|\boldsymbol{v}||\boldsymbol{w}|}

Photon noteFor the angle between two lines, use their direction vectors. Take the acute angle unless told otherwise.

Vector product

\boldsymbol{v}\times\boldsymbol{w}=\begin{pmatrix}v_2w_3-v_3w_2\\v_3w_1-v_1w_3\\v_1w_2-v_2w_1\end{pmatrix}where \boldsymbol v=\begin{pmatrix}v_1\\v_2\\v_3\end{pmatrix}, \boldsymbol w=\begin{pmatrix}w_1\\w_2\\w_3\end{pmatrix}

Photon noteThe result is perpendicular to both \boldsymbol v and \boldsymbol w: the quickest way to find a normal.

|\boldsymbol{v}\times\boldsymbol{w}|=|\boldsymbol{v}||\boldsymbol{w}|\sin\thetawhere \theta is the angle between \boldsymbol v and \boldsymbol w

Area of a parallelogram

A=|\boldsymbol{v}\times\boldsymbol{w}|where \boldsymbol v and \boldsymbol w form two adjacent sides of a parallelogram

Photon noteA triangle with these two sides has half this area.

Not in the IB booklet · learn or derive these

Gradient of a perpendicular bisectorm_\perp=-\frac{1}{m}

Through the midpoint of the two sites. This builds every Voronoi edge.

Bearings (clockwise from north)045^\circ,\ 120^\circ,\ 300^\circ

Always three figures: 045°, not 45°.

Topic 4: Statistics and probability

4.2 SL and HL

Interquartile range

\text{IQR}=Q_3-Q_1

Photon noteAn outlier is more than 1.5\times\text{IQR} below Q_1 or above Q_3.

4.3 SL and HL

Mean, \bar x, of a set of data

\bar x=\frac{\sum_{i=1}^{k}f_ix_i}{n}where n=\sum_{i=1}^{k}f_i

4.5 SL and HL

Probability of an event A

\mathrm{P}(A)=\frac{n(A)}{n(U)}

Complementary events

\mathrm{P}(A)+\mathrm{P}(A')=1

Photon note“At least one” questions: 1-\mathrm P(\text{none}).

4.6 SL and HL

Combined events

\mathrm{P}(A\cup B)=\mathrm{P}(A)+\mathrm{P}(B)-\mathrm{P}(A\cap B)

Mutually exclusive events

\mathrm{P}(A\cup B)=\mathrm{P}(A)+\mathrm{P}(B)

Photon noteMutually exclusive means \mathrm P(A\cap B)=0. That is not the same as independent.

Conditional probability

\mathrm{P}(A|B)=\frac{\mathrm{P}(A\cap B)}{\mathrm{P}(B)}

Independent events

\mathrm{P}(A\cap B)=\mathrm{P}(A)\,\mathrm{P}(B)

Photon noteTo test for independence, check whether this holds with the given numbers.

4.7 SL and HL

Expected value of a discrete random variable X

\mathrm{E}(X)=\sum_{i=1}^{k}x_i\,\mathrm{P}(X=x_i)

Photon noteA fair game has \mathrm E(\text{gain})=0.

4.8 SL and HL

Binomial distribution X\sim\mathrm B(n,p)

Photon noteFour conditions: fixed n, two outcomes, constant p, independent trials. State them when asked to justify the model.

Mean

\mathrm{E}(X)=np

Variance

\mathrm{Var}(X)=np(1-p)

Photon noteStandard deviation is the square root of this.

4.14 HL only

Linear transformation of a single random variable

\mathrm{E}(aX+b)=a\mathrm{E}(X)+b
\mathrm{Var}(aX+b)=a^2\,\mathrm{Var}(X)

Linear combinations of n independent random variables, X_1,X_2,\dots,X_n

\mathrm{E}(a_1X_1\pm a_2X_2\pm\dots\pm a_nX_n)=a_1\mathrm{E}(X_1)\pm a_2\mathrm{E}(X_2)\pm\dots\pm a_n\mathrm{E}(X_n)
\mathrm{Var}(a_1X_1\pm a_2X_2\pm\dots\pm a_nX_n)=a_1^2\mathrm{Var}(X_1)+a_2^2\mathrm{Var}(X_2)+\dots+a_n^2\mathrm{Var}(X_n)

Photon noteVariances always add, even when the variables are subtracted. And \mathrm{Var}(2X)\neq\mathrm{Var}(X_1+X_2).

Sample statistics. Unbiased estimate of population variance s_{n-1}^2

s_{n-1}^2=\frac{n}{n-1}s_n^2

4.17 HL only

Poisson distribution X\sim\mathrm{Po}(m)

Photon noteEvents occur singly, independently and at a constant average rate. Scale m to the time interval asked about.

Mean

\mathrm{E}(X)=m

Variance

\mathrm{Var}(X)=m

Photon noteMean ≈ variance in the data suggests a Poisson model.

4.19 HL only

Transition matrices

\boldsymbol{T}^n\boldsymbol{s}_0=\boldsymbol{s}_nwhere \boldsymbol s_0 is the initial state

Photon noteThe steady state \boldsymbol s solves \boldsymbol{Ts}=\boldsymbol s, with entries adding to 1.

Not in the IB booklet · learn or derive these

Standardized normal variablez=\frac{x-\mu}{\sigma}

Not in the AI booklet. Needed to find an unknown \mu or \sigma.

Expected frequency (χ² test)\text{expected}=\frac{\text{row total}\times\text{column total}}{\text{grand total}}

Every expected frequency should be at least 5; combine classes if not.

Degrees of freedom (χ² test for independence)\nu=(r-1)(c-1)

For a goodness of fit test: number of classes − 1 (minus any parameters estimated).

Outliersx<Q_1-1.5\times\text{IQR}\quad\text{or}\quad x>Q_3+1.5\times\text{IQR}

Topic 5: Calculus

5.3 SL and HL

Derivative of x^n

f(x)=x^n\Rightarrow f'(x)=nx^{n-1}

Photon noteRewrite roots and fractions as powers first: \sqrt x=x^{1/2}, \dfrac1{x^2}=x^{-2}.

5.9 HL only

Derivative of \sin x

f(x)=\sin x\Rightarrow f'(x)=\cos x

Derivative of \cos x

f(x)=\cos x\Rightarrow f'(x)=-\sin x

Derivative of \tan x

f(x)=\tan x\Rightarrow f'(x)=\frac{1}{\cos^2x}

Derivative of \mathrm e^x

f(x)=\mathrm{e}^x\Rightarrow f'(x)=\mathrm{e}^x

Derivative of \ln x

f(x)=\ln x\Rightarrow f'(x)=\frac{1}{x}

Chain rule

y=g(u),\ \text{where } u=f(x)\ \Rightarrow\ \frac{\mathrm{d}y}{\mathrm{d}x}=\frac{\mathrm{d}y}{\mathrm{d}u}\times\frac{\mathrm{d}u}{\mathrm{d}x}

Product rule

y=uv\Rightarrow\frac{\mathrm{d}y}{\mathrm{d}x}=u\frac{\mathrm{d}v}{\mathrm{d}x}+v\frac{\mathrm{d}u}{\mathrm{d}x}

Quotient rule

y=\frac{u}{v}\Rightarrow\frac{\mathrm{d}y}{\mathrm{d}x}=\frac{v\frac{\mathrm{d}u}{\mathrm{d}x}-u\frac{\mathrm{d}v}{\mathrm{d}x}}{v^2}

5.5 SL and HL

Integral of x^n

\int x^n\,\mathrm{d}x=\frac{x^{n+1}}{n+1}+C,\quad n\neq-1

Photon noteNever drop the +C on an indefinite integral.

5.8 SL and HL

The trapezoidal rule

\int_a^by\,\mathrm{d}x\approx\frac{1}{2}h\big((y_0+y_n)+2(y_1+y_2+\dots+y_{n-1})\big)where h=\dfrac{b-a}{n}

Photon noten is the number of strips, so there are n+1 values of y. Concave-up curves give an overestimate.

5.11 HL only

Standard integrals

\int\frac{1}{x}\,\mathrm{d}x=\ln|x|+C
\int\sin x\,\mathrm{d}x=-\cos x+C
\int\cos x\,\mathrm{d}x=\sin x+C
\int\frac{1}{\cos^2x}\,\mathrm{d}x=\tan x+C
\int\mathrm{e}^x\,\mathrm{d}x=\mathrm{e}^x+C

5.12 HL only

Area of region enclosed by a curve and x or y-axes

A=\int_a^b|y|\,\mathrm{d}x\quad\text{or}\quad A=\int_a^b|x|\,\mathrm{d}y

Volume of revolution about x or y-axes

V=\int_a^b\pi y^2\,\mathrm{d}x\quad\text{or}\quad V=\int_a^b\pi x^2\,\mathrm{d}y

5.13 HL only

Acceleration

a=\frac{\mathrm{d}v}{\mathrm{d}t}=\frac{\mathrm{d}^2s}{\mathrm{d}t^2}=v\frac{\mathrm{d}v}{\mathrm{d}s}

Photon noteUse v\dfrac{\mathrm dv}{\mathrm ds} when acceleration is given in terms of displacement.

Distance travelled from t_1 to t_2

\text{distance}=\int_{t_1}^{t_2}|v(t)|\,\mathrm{d}t

Displacement from t_1 to t_2

\text{displacement}=\int_{t_1}^{t_2}v(t)\,\mathrm{d}t

5.16 HL only

Euler's method

y_{n+1}=y_n+h\times f(x_n,y_n);\quad x_{n+1}=x_n+hwhere h is a constant (step length)

Euler's method for coupled systems

x_{n+1}=x_n+h\times f_1(x_n,y_n,t_n),\quad y_{n+1}=y_n+h\times f_2(x_n,y_n,t_n),\quad t_{n+1}=t_n+hwhere h is a constant (step length)

5.17 HL only

Exact solution for coupled linear differential equations

\boldsymbol{x}=A\mathrm{e}^{\lambda_1t}\boldsymbol{p}_1+B\mathrm{e}^{\lambda_2t}\boldsymbol{p}_2

Photon note\lambda_1,\lambda_2 are the eigenvalues and \boldsymbol p_1,\boldsymbol p_2 the eigenvectors of the system's matrix.

Not in the IB booklet · learn or derive these

Tangent and normal at x=ay-f(a)=f'(a)(x-a),\qquad m_\text{normal}=-\frac{1}{f'(a)}
Stationary pointsf'(x)=0

Maximum or minimum: check the sign of f' either side, or use the graph on the calculator.

Separating variables (HL)\frac{\mathrm{d}y}{\mathrm{d}x}=f(x)g(y)\ \Rightarrow\ \int\frac{1}{g(y)}\,\mathrm{d}y=\int f(x)\,\mathrm{d}x
Phase portraits (HL)\lambda_1,\lambda_2\ \text{real, same sign: node};\ \text{opposite signs: saddle};\ \text{complex: spiral}

Negative real parts: stable. Purely imaginary eigenvalues: closed loops (centre).

Second-order equations (HL)\ddot x+a\dot x+bx=0\ \Rightarrow\ \dot x=y,\ \dot y=-ay-bx

Rewrite as a coupled system, then use Euler's method or eigenvalues.

Source: IB Mathematics: applications and interpretation HL formula booklet, first examinations 2021, version 1.0 (SL lines checked against the SL booklet, version 1.0), retyped by Photon Resources. This is an unofficial study companion, not produced or endorsed by the International Baccalaureate. In the exam you use the clean official booklet your school provides. All notes and extra formulas are ours.

Formula booklet questions

Is this the official IB Maths AI formula booklet?

No. It is our retyped and annotated study copy, following the IB AI HL booklet (first examinations 2021, version 1.0) in order. Each line is tagged SL if it is also in the SL booklet. In the exam you use the clean booklet your school provides.

Are the SL and HL booklets different?

Yes. Maths AI has separate SL and HL booklets. The HL booklet contains everything in the SL one plus the HL-only formulas, so here every line is tagged.

What is not in the booklet?

Anything in a mint box: the standardized normal variable, chi-squared degrees of freedom and expected frequencies, perpendicular gradients for Voronoi diagrams, tangent equations and (for HL) eigenvalues, phase portraits and separating variables.

Can I take this into the exam?

No. Only the clean official booklet is allowed. Use this one while you revise.

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