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1 ANoteonEuler sformula Dr. Mike Wilkes ASC Chastain Indian River State College 4/1/014 1 Euler s Formula The general complex exponential function e z,wherez is any complex number of the form (a + ib), has been called the most important function in mathematics by the author of a highly regarded advanced mathematics text [1, Prologue. Euler s formula relates the special complex exponential function e iθ to the familiar trigonometric functions cos θ and sin θ. Itissimpletostate,yetprofoundinitsconsequences: e iθ =cosθ + i sin θ. (1) It can be derived (in a mathematically non-rigorous, that is, formal manner) using ideas from a first course in calculus. For those readers who have not taken a calculus course, or otherwise have no interest in such a derivation, please skip ahead to the next Section on applications of the formula. To derive the relation, consider the complex function Take the derivative of both sides with respect to θ to obtain u(θ) =cosθ + i sin θ. () u (θ) = sin θ + i cos θ. Now, notice that i = 1, so the right-hand side of this result can be written as u (θ) =i sin θ + i cos θ, or, after factoring out the common factor of i and rearranging: u (θ) =i (cos θ + i sin θ). But on the right-hand side, the factor multiplying i is just the original function u(θ), that is, Dividing both sides by u(θ), and recalling that it follows from (3) that u (θ) =iu(θ). (3) u (θ) u(θ) = d {ln [u(θ)}, dθ d {ln [u(θ)} = i, dθ which is easily integrated with respect to θ to get the indefinite integral ln [u(θ) = iθ + C 0, 1

2 where C 0 is an arbitrary constant. Rewriting this in exponential form yields u(θ) =e iθ+c0 = e iθ e C0 = Ce iθ. where C = e C0 is another arbitrary constant. But from the definition (), we see that we must have u(0) = cos 0 + i sin 0 = 1, so from the last equation u(0) = Ce i0 = C =1sincee 0 =1,leaving u(θ) =e iθ =cosθ + i sin θ, (4) where the second equality results from definition (), thus completing a formal derivation of Euler s formula (1). Elementary Applications Suppose you want the trigonometric identities for the cosine and sine of the sum of two angles: cos (x + y) and sin (x + y). First, we know that they are the real and imaginary parts, respectively, of e i(x+y),thatis, e i(x+y) =cos(x + y)+i sin (x + y). (5) But notice that this exponential can be written alternatively as a product of exponentials, namely e i(x+y) = e ix e iy. (6) Using Euler s formula (1) for the exponentials on the right-hand side of (6), we have for their product: e i(x+y) =(cosx + i sin x)(cosy + i sin y), =cosx cos y + i cos x sin y + i sin x cos y + i sin x sin y, =cosx cos y sin x sin y + i (sin x cos y +cosx sin y). (7) Comparing (7) to (5), the real part of the right-hand side must equal cos (x + y), while the imaginary part must equal sin (x + y), giving us the usual formulas: cos (x + y) =cosx cos y sin x sin y, and sin (x + y) =sinx cos y +cosx sin y. (8) Replacing y by y in each case yields the appropriate relations for the sine and cosine of the difference of two angles, recalling that the cosine is even, cos ( y) =cosy and the sine is odd, sin ( y) = sin y (causing a change in sign of the second term in each case): cos (x y) =cosx cos y +sinx sin y, and sin (x y) =sinx cos y cos x sin y. (9) These formulas are worth their weight in gold! From them follow many other identities, as we now show. For example, letting x = y = θ in these two expressions gives the double-angle formulas: cos (θ) =cos θ sin θ, and sin (θ) =sinθ cos θ. (10) Letting x = y = θ/ givesexpressionsinvolvinghalf-angles,namely, cos θ =cos (θ/) sin (θ/), and sin θ =sin(θ/) cos (θ/). (11) Substituting sin (θ/) = 1 cos (θ/) in the first of equations (11) yields after a little algebra: or cos (θ/) = 1+cosθ, 1+cosθ cos (θ/) = ±. (1) Substituting instead cos (θ/) = 1 sin (θ/) in the first of equations (11) yields sin (θ/) = 1 cos θ,

3 or 1 cos θ sin (θ/) = ±. (13) Returning to equations (8), we can use the first to obtain cos (x + y) +cos(x y) =cosx cos y sin x sin y +cosx cos y + sin x sin y =cosx cos y, where y was replaced by y to obtain the first equality. In this equation, set α = x + y, andβ = x y. These two linear equations can be solved for x and y in terms of α and β to obtain x =(α + β)/, and y =(α β)/, and making these substitutions in the last equation leads to another useful formula: cos α +cosβ =cos[(α + β)/ cos [(α β)/. (14) If we instead use the first of equations (8) to subtract the cosines of two angles, we get cos (x + y) cos (x y) =cos x cos y sin x sin y cos x cos y sin x sin y = sinx sin y, and again introducing α = x + y, andβ = x y, solvingforx and y, andsubstitutingappropriately,weobtain Similarly, the second equation of (8) can be used to obtain cos α cos β = sin[(α + β)/ cos [(α β)/. (15) sin (x + y) +sin(x y) =sinx cos y + cos x sin y +sinx cos y cos x sin y =sinx cos y. Again introducing α = x + y, andβ = x y, solvingthemforx and y, andsubstitutingintothelastequation yields sin α +sinβ =sin[(α + β)/ cos [(α β)/, () in agreement with the formula given, for example, in Appendix E of the physics textbook [, where it is used in Section -10 on wave interference to write the superposition (sum) of two traveling waves in a more useful form. For completeness, replacement of β by β in () yields the difference of sines: sin α sin β =sin[(α β)/ cos [(α + β)/. (17) It is perhaps worthwhile to gather together the last four formulas for the sums and differences of the cosines and sines of two angles: cos α +cosβ = cos[(α + β)/ cos [(α β)/, (18) cos α cos β = sin[(α + β)/ sin [(α β)/, (19) sin α +sinβ = sin[(α + β)/ cos [(α β)/, (0) sin α sin β = sin[(α β)/ cos [(α + β)/. (1) Notice that if we divide equation (0) by (18) we obtain the interesting result that sin α +sinβ cos α +cosβ =tan[(α + β)/. () Replacing β by β (or dividing equation (1) by (18)) then yields sin α sin β cos α +cosβ =tan[(α β)/. (3) Returning to Euler s formula, the following problem recently surfaced in a trigonometry course: students were asked in a computer-generated problem to simplify sin 8 x. Our approach will involve an application of the binomial theorem, so we have listed the binomial coefficients up to n = 9 in Pascal s triangle, illustrated in Figure 1. Begin by replacing sinx by its complex representation (9) to obtain ( e sin 8 ix e ix ) 8 x =. i 3

4 Figure 1: Pascal s Triangle Now apply the binomial theorem for n =8,usingthesecondfromthelastrowofPascal striangle: sin 8 x = ( e ix (i) 8 e ix) 8, = ( e 8ix 8 e 7ix e ix +8e 6ix e ix 56 e 5ix e 3ix +70e 4ix e 4ix e 3ix e 5ix +8e ix e 6ix 8 e ix e 7ix + e 8ix ), = 1 ( e 8ix 8 e 6ix +8e 4ix 56 e ix e ix +8e 4ix 8 e 6ix + e 8ix ) [( e 8ix + e 8ix) 8 ( e 6ix + e 6ix) +8 ( e 4ix + e 4ix) 56 ( e ix + e ix) +70. = 1 In the last equation, we recognize from the complex exponential representation (9) of the cosine function that for any integer k: ( e kix + e kix) =cos(kx), so we have: sin 8 x = 1 [ cos(8x) 8 cos(6x)+8 cos(4x) 56 cos(x)+70, or, factoring out a common factor of : sin 8 x = 1 8[ cos (8x) 8cos(6x)+8cos(4x) 56 cos (x)+35, (4) for the final result. This form of the answer contains no products of cosine functions. The actual form of the answer given by the computer module, however, did not include the cos (6x) term. Toobtainthecomputer sform of the answer from ours requires considerable manipulation of this term: cos (6x) =cos(x +4x) =cos(x)cos(4x) sin (x)sin(4x), =cos(x)cos(4x) sin (x) [ sin(x)cos(x), =cos(x)cos(4x) sin (x) cos(x), =cos(x)cos(4x) [ 1 cos (x) cos (x), =cos(x)cos(4x) cos(x) +cos (x) cos(x), [ 1+cos(4x) =cos(x)cos(4x) cos(x) + cos (x), =cos(x)cos(4x) cos (x). (5) 4

5 Substituting this expression for cos (6x) inourresult(4)yields sin 8 x = 1 8{ cos (8x) 8 [ cos(x)cos(4x) cos (x) +8cos(4x) 56 cos (x)+35 }, which reduces after collecting like terms to: sin 8 x = 1 8[ cos (8x) cos (x) cos (4x)+8cos(4x) 48 cos (x)+35, (6) the form of the answer given by the computer module, which exchanges the cos (6x) termin(4)foraterm containing a product of cosine terms. If, in Euler s formula (1), either i is replaced by i, orθ is replaced by θ, thensincecos( θ) =cosθ, and sin ( θ) = sin θ, weobtainbyeithermethod: The sum and difference of (1) and (7) yield: respectively, from which we get e iθ =cosθ i sin θ. (7) e iθ + e iθ =cosθ, and e iθ e iθ =i sin θ, (8) cos θ = eiθ + e iθ, and sin θ = eiθ e iθ, (9) i respectively. These formulas are useful for finding indefinite integrals of the trigonometric functions. References [1 W. Rudin, Real and Complex Analysis, McGraw Hill,NewYork,NY,nded.,1974. [ D. Halliday, R. Resnick, and J. Walker, Principles of Physics Extended, Wiley, 9th ed.,

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