Euler-Formula-Complete-Guide
Euler-Formula-Complete-Guide
Euler's Formula
by Kim Thibault
The Complete Guide to Euler’s Formula
NOTE
This Euler’s formula is to be distinguished from other Euler’s for-
mulas, such as the one for convex polyhedra.
2
The Complete Guide to Euler’s Formula
Table of Contents
Table of Contents 3
The Complete Guide to Euler’s Formula
where:
• x is a real number.
• e is the base of the natural logarithm.
• i is the imaginary unit (i.e., square root of −1).
Note
In this formula, the right-hand side is sometimes abbreviated as
cis x, though the left-hand expression eix is usually preferred over
the cis notation.
• For x = 2π, we have ei(2π) = cos 2π + i sin 2π, which means that
ei(2π) = 1, same as with x = 0.
where:
2 Derivations
Euler’s formula can be established in at least three ways. The first deriva-
tion is based on power series, where the exponential, sine and cosine
functions are expanded as power series to conclude that the formula in-
deed holds.
The second derivation of Euler’s formula is based on calculus, in which
both sides of the equation are treated as functions and differentiated ac-
cordingly. This then leads to the identification of a common property
— one which can be exploited to show that both functions are indeed
equal.
Yet another derivation of Euler’s formula involves the use of polar co-
ordinates in the complex plane, through which the values of r and θ
are subsequently found. In fact, you might be able to guess what these
values are — just by looking at the formula itself!
z z2 z3 z4
ez = 1 + + + + + ···
1! 2! 3! 4!
Now, let us take z to be ix (where x is an arbitrary complex number). As
z gets raised to increasing powers, i also gets raised to increasing powers.
The first eight powers of i look like this:
i0 =1 i4 = i2 · i2 = 1
i1 =i i5 = i · i4 = i
i2 = −1 (by the definition of i) i6 = i · i5 = −1
i3 = i · i2 = −i i7 = i · i6 = −i
6 2. Derivations
The Complete Guide to Euler’s Formula
Now, let’s take a detour and look at the power series of sine and cosine.
The power series of cos x is
x2 x4 x6 x8
cos x = 1 − + − + − ···
2! 4! 6! 8!
And for sin x, it is
x3 x5 x7
sin x = x − + − + ···
3! 5! 7!
In other words, the last equation we had is precisely
For that to happen though, one must assume that the functions ez , cos x
and sin x are defined and differentiable for all real numbers x and com-
plex numbers z. By assuming that these functions are differentiable for
all complex numbers, it is also possible to show that Euler’s formula
holds for all complex numbers as well.
First, let f1 (x) and f2 (x) be eix and cos x + i sin x, respectively. Differen-
tiating f1 via chain rule then yields:
And since the derivative here is 0, this implies that the function ff12 must
have been a constant to begin with. What is the value of this constant?
Let’s figure it out by plugging in x = 0 into the function:
Å ã
f1 ei0
(0) = =1
f2 cos 0 + i sin 0
which, after moving cos x + i sin x to the right, becomes the famous for-
mula we’ve been looking for.
where θ is its principal angle from the positive real axis (with, say, 0 ≤
θ < 2π), and r is its radius (with r > 0). We make no assumption about
the values of r and θ, except the fact that they are functions of x (which
may or may not contain x as variable). They will be determined in the
course of the proof.
(However, what we do know is that when x = 0, the left-hand side is 1,
which implies that r and θ satisfy the initial conditions of r(0) = 1 and
θ(0) = 0, respectively.)
For what it’s worth, we’ll begin by differentiating both sides of the equa-
tion. By the definition of exponential, differentiating the left side of the
equation with respect to x yields ieix . After differentiating the right side
of the equation, the equation then becomes:
dr dθ
ieix = (cos θ + i sin θ) + r(− sin θ + i cos θ)
dx dx
We’re looking for an expression that is uniquely in terms of r and θ. To
get rid of eix , we substitute back r(cos θ + i sin θ) for eix to get:
dr dθ
ir(cos θ + i sin θ) = (cos θ + i sin θ) + r(− sin θ + i cos θ)
dx dx
Once there, distributing the i on the left-hand side then yields:
dr dθ
r(i cos θ − sin θ) = (cos θ + i sin θ) + r(− sin θ + i cos θ)
dx dx
Equating the imaginary and real parts, respectively, we get:
dr dθ
ir cos θ = i sin θ + ir cos θ
dx dx
and
dr dθ
−r sin θ = cos θ − r sin θ
dx dx
What we have here is a system of two equations and two unknowns,
where dr/dx and dθ/dx are the variables. We can solve it in a few steps.
First, by assigning α to dr/dx and β to dθ/dx, we get:
r = rβ
And since r > 0 for all x, this implies that β — which we had set to be
dθ/dx — is equal to 1.
Once there, substituting this result back into (I) and (II) and doing some
cancelling, we get:
0 = (sin θ)α
0 = (cos θ)α
dr
which implies that α — which we have set to be dx — must be equal to
0.
From the fact that dr/dx = 0, we can deduce that r must be a constant.
Similarly, from the fact that dθ/dx = 1, we can deduce that θ = x + C
for some constant C.
However, since r satisfies the initial condition r(0) = 1, we must have
that r = 1. Similarly, because θ satisfies the initial condition θ(0) = 0,
we must have that C = 0. That is, θ = x.
With r and θ now identified, we can then plug them into the original
equation and get:
3 Applications
Being one of the most important equations in mathematics, Euler’s for-
mula certainly has its fair share of interesting applications in different
topics. These include, among others:
eiπ + 1 = 0
3. Applications 11
The Complete Guide to Euler’s Formula
eiπ = −1
In the same spirit, we can also divide the same two numbers as follows:
z1 r1 eiθ1
=
z2 r2 eiθ2
r1
= ei(θ1 −θ2 )
r2
NOTE
To be sure, these do presuppose properties of exponent such as
ez1 +z2 = ez1 ez2 and e−z1 = e1z1 , which for example can be estab-
lished by expanding the power series of ez1 , e−z1 and ez2 .
tions such as sine, cosine and tangent, and their hyperbolic counterparts.
It can also be used to establish the relationship between some of these
functions as well.
If the formula is assumed to hold for real x only, then the exponential
function is only defined up to the imaginary numbers. However, we can
also expand the exponential function to include all complex numbers —
by following a very simple trick:
df
ez = ex+iy (= ex eiy ) = ex (cos y + i sin y)
NOTE
Here, we are not necessarily assuming that the additive property
for exponents holds (which it does), but that the first and the last
expression are equal.
For example, by subtracting the e−ix equation from the eix equation, the
cosines cancel out and after dividing by 2i, we get the complex exponen-
tial form of the sine function:
eix − e−ix
sin x =
2i
Similarly, by adding the two equations together, the sines cancel out and
after dividing by 2, we get the complex exponential form of the cosine
function:
eix + e−ix
cos x =
2
(for a video illustrating these derivations, see https://www.youtube.
com/embed/LE2uwd9V5vw?start=180.)
sin x
On the other hand, the tangent function is defined to be cos x , so in terms
of complex exponentials, it becomes:
eix − e−ix
tan x =
i(eix + e−ix )
If Euler’s formula is proven to hold for all complex numbers (as we did
in the proof via power series), then the same would be true for these
three formulas as well. Their presence allows us to switch freely between
trigonometric functions and complex exponentials, which is a big plus
when it comes to calculating derivatives and integrals.
= i sinh z
ei(iz) + e−i(iz)
cos iz =
2
z −z
e +e
=
2
= cosh z
From these, we can also plug in iz into complex tangent and get:
sin iz i sinh z
tan(iz) = = = i tanh z
cos iz cosh z
In short, this means that we can now define hyperbolic functions in
terms of trigonometric functions as follows:
sin iz
sinh z =
i
cosh z = cos iz
tan iz
tanh z =
i
But then, these are not the only functions we can provide new definitions
to. In fact, the complex logarithm and the general complex exponential
are two other classes of functions we can define — as a result of Euler’s
formula.
ln z = ln |z| + iϕ
At first, this seems like a robust way of defining the complex logarithm.
However, a second look reveals that the logarithm defined this way can
assume an infinite number of values — due to the fact that ϕ can also
be chosen to be any other number of the form ϕ + 2πk (where k is an
integer).
For example, we’ve seen from earlier that e0 = 1 and e2πi = 1. This
means one could define the logarithm of 1 to be both 0 and 2πi — or
any number of the form 2πki for that matter (where k is an integer).
To solve this conundrum, two separate approaches are usually used. The
first approach is to simply consider the complex logarithm as a multi-
valued function. That is, a function that maps each input to a set of
values. One way to achieve this is to define ln z as follows:
ln z = ln |z| + iϕ
For( example,
π)
under this new rule, we would have that ln 1 = 0 and ln i =
ln ei 2 = i π2 . No longer are we stuck with the problem of periodicity
of angles!
However, with the restriction that −π < ϕ ≤ π, the range of complex
logarithm is now reduced to the rectangular region −π < y ≤ π (i.e., the
principal branch). And if we want to preserve the inverse relationship
between logarithm and exponential, we’d also need to do the same to
the domain of exponential function as well.
NOTE
Here, we are not assuming that the power rule for logarithm holds
(because it doesn’t), but that the first and the last expression are
equal.
≈ 0.208
see that in this case, the mathematics essentially boils down to repeated
applications of the additive property for exponents.
And with that settled, we can then easily derive de Moivre’s theorem as
follows:
n
(cos x + i sin x)n = (eix ) = einx = cos nx + i sin nx
In practice, this theorem is commonly used to find the roots of a complex
number, and to obtain closed-form expressions for sin nx and cos nx. It
does so by reducing functions raised to high powers to simple trigono-
metric functions — so that calculations can be done with ease.
In fact, de Moivre’s theorem is not the only theorem whose proof can
be simplified as a result of Euler’s formula. Other identities, such as the
additive identities for sin(x + y) and cos(x + y), also benefit from that
effect as well.
Indeed, we already know that for all real x and y:
cos(x + y) + i sin(x + y) = ei(x+y)
= eix · eiy
= (cos x + i sin x)(cos y + i sin y)
= (cos x cos y − sin x sin y)
+ i(sin x cos y + cos x sin y)
Once there, equating the real and imaginary parts on both sides then
yields the famed identities we were looking for:
cos(x + y) = cos x cos y − sin x sin y
sin(x + y) = sin x cos y + cos x sin y
4 Conclusion
As can be seen above, Euler’s formula is a rare gem in the realm of mathe-
matics. It establishes the fundamental relationship between exponential
and trigonometric functions, and paves the way for much development
in the world of complex numbers, complex functions and related theory.
Indeed, whether it’s Euler’s identity or complex logarithm, Euler’s for-
mula seems to leave no stone unturned whenever expressions such sin,
i and e are involved. It’s a powerful tool whose mastery can be tremen-
dously rewarding, and for that reason is a rightful candidate of ”the most
remarkable formula in mathematics”.
4. Conclusion 19
The Complete Guide to Euler’s Formula
5 Key Formulas
Description Statement
Euler’s formula eix = cos x + i sin x
Euler’s identity eiπ + 1 = 0
Complex number z = reiθ
(exponential form)
Complex exponential ex+iy = ex (cos y + i sin y)
eix − e−ix
Sine sin x =
(exponential form) 2i
eix + e−ix
Cosine cos x =
(exponential form) 2
eix − e−ix
Tangent tan x =
(exponential form) i(eix + e−ix )
sin iz
Hyperbolic sine sinh z =
(exponential form) i
20 5. Key Formulas
The Complete Guide to Euler’s Formula
Additional Resources
Additional Resources 21