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Trigonometric Form






Describing Complex Numbers by Distance and Direction

The algebraic form z=a+biz = a + bi works well for addition and subtraction, but becomes unwieldy when computing powers and roots. Trigonometric form offers an alternative description: instead of specifying horizontal and vertical components, we specify how far a number lies from the origin and at what angle. This polar perspective transforms multiplication into rotation and scaling, making operations that are tedious in algebraic form almost trivial.



Why a New Representation?

    Computing (1+i)10(1 + i)^{10} in algebraic form requires expanding a binomial to the tenth power — dozens of terms, careful bookkeeping, and ample opportunity for error. The trigonometric form reduces this calculation to a few seconds of mental arithmetic.

    The key insight comes from the geometric representation of complex numbers. Every complex number corresponds to a point in the plane, and every point can be described two ways: by its Cartesian coordinates (a,b)(a, b) or by its polar coordinates (r,θ)(r, \theta). The algebraic form uses Cartesian coordinates. The trigonometric form uses polar coordinates.

    Two parameters define a complex number in this representation:

  • Modulus (rr): The distance from the origin to the point, identical to the absolute value z|z|.

  • Argument (θ\theta): The angle formed between the positive real axis and the line segment connecting the origin to the point.

  • This shift from rectangular to polar thinking unlocks powerful computational shortcuts. Multiplication becomes rotation combined with scaling. Division becomes counter-rotation combined with shrinking. Powers and roots reduce to simple arithmetic on the modulus and argument.

Modulus (Radius)

The modulus of a complex number z=a+biz = a + bi measures its distance from the origin in the complex plane. This quantity is computed using the Pythagorean theorem:

r=z=a2+b2r = |z| = \sqrt{a^2 + b^2}


The modulus is always a non-negative real number. It equals zero only when both a=0a = 0 and b=0b = 0, meaning z=0z = 0 is the sole complex number with zero modulus.

Examples


For z=3+4iz = 3 + 4i:
r=32+42=9+16=25=5r = \sqrt{3^2 + 4^2} = \sqrt{9 + 16} = \sqrt{25} = 5


For z=2+2iz = -2 + 2i:
r=(2)2+22=4+4=8=22r = \sqrt{(-2)^2 + 2^2} = \sqrt{4 + 4} = \sqrt{8} = 2\sqrt{2}


For z=5iz = -5i:
r=02+(5)2=25=5r = \sqrt{0^2 + (-5)^2} = \sqrt{25} = 5


The modulus represents the "size" of a complex number without regard to its direction. Two numbers with the same modulus lie on a circle of radius rr centered at the origin.

Argument (Angle)

The argument of a complex number zz is the angle θ\theta measured from the positive real axis to the line segment connecting the origin to zz. By convention, angles measured counterclockwise are positive, and angles measured clockwise are negative.

The notation arg(z)=θ\arg(z) = \theta denotes the argument of zz. Arguments are typically expressed in radians, though degrees appear in elementary contexts.

Finding the Argument


For z=a+biz = a + bi with a0a \neq 0, the tangent of the argument satisfies:

tanθ=ba\tan\theta = \frac{b}{a}


However, the arctangent function alone does not determine θ\theta uniquely. The equation tanθ=ba\tan\theta = \frac{b}{a} has solutions in two quadrants, so you must identify which quadrant contains zz and select the appropriate angle.

The Argument Is Not Unique


Adding any integer multiple of 2π2\pi to an argument produces another valid argument for the same complex number. If θ\theta is an argument of zz, then so is θ+2πk\theta + 2\pi k for any integer kk. The number z=1+iz = 1 + i has argument π4\frac{\pi}{4}, but also π4+2π=9π4\frac{\pi}{4} + 2\pi = \frac{9\pi}{4}, and π42π=7π4\frac{\pi}{4} - 2\pi = -\frac{7\pi}{4}, and infinitely many others.

The Principal Argument

    To avoid ambiguity, mathematicians define a unique representative called the principal argument. The principal argument of zz, denoted Arg(z)\text{Arg}(z) with a capital A, is the unique argument lying in a specified standard interval.

    Two conventions exist:

  • Convention 1: Arg(z)(π,π]\text{Arg}(z) \in (-\pi, \pi]

  • Convention 2: Arg(z)[0,2π)\text{Arg}(z) \in [0, 2\pi)

  • The first convention is more common in advanced mathematics. Under this convention, arguments range from just above π-\pi (pointing almost directly left, slightly below the axis) through π\pi (pointing directly left).

    Examples Using (π,π](-\pi, \pi]


    For z=1z = 1 (positive real): Arg(z)=0\text{Arg}(z) = 0

    For z=iz = i (positive imaginary): Arg(z)=π2\text{Arg}(z) = \frac{\pi}{2}

    For z=1z = -1 (negative real): Arg(z)=π\text{Arg}(z) = \pi

    For z=iz = -i (negative imaginary): Arg(z)=π2\text{Arg}(z) = -\frac{\pi}{2}

    For z=1+iz = 1 + i (first quadrant): Arg(z)=π4\text{Arg}(z) = \frac{\pi}{4}

    For z=1iz = -1 - i (third quadrant): Arg(z)=3π4\text{Arg}(z) = -\frac{3\pi}{4}

    The principal argument provides a canonical choice when a unique angle is required.

Quadrant Considerations

The formula θ=arctan(b/a)\theta = \arctan(b/a) returns values in (π2,π2)(-\frac{\pi}{2}, \frac{\pi}{2}), which covers only the right half of the plane. For complex numbers in the left half-plane, adjustments are necessary.

Quadrant I: a>0a > 0, b>0b > 0


The arctangent gives the correct angle directly:
θ=arctan(ba)\theta = \arctan\left(\frac{b}{a}\right)


Quadrant II: a<0a < 0, b>0b > 0


Add π\pi to the arctangent result:
θ=arctan(ba)+π\theta = \arctan\left(\frac{b}{a}\right) + \pi


Quadrant III: a<0a < 0, b<0b < 0


Subtract π\pi from the arctangent result (for principal argument in (π,π](-\pi, \pi]):
θ=arctan(ba)π\theta = \arctan\left(\frac{b}{a}\right) - \pi


Quadrant IV: a>0a > 0, b<0b < 0


The arctangent gives the correct angle directly (it will be negative):
θ=arctan(ba)\theta = \arctan\left(\frac{b}{a}\right)


Alternative: The atan2 Function


Many calculators and programming languages provide atan2(b,a)\text{atan2}(b, a), which automatically handles quadrant adjustment and returns the principal argument directly.

Special Angles on the Axes

When a complex number lies on one of the coordinate axes, the argument takes a standard value that requires no calculation.

Positive Real Axis


For z=az = a where a>0a > 0:
θ=0\theta = 0


The number points directly to the right.

Positive Imaginary Axis


For z=biz = bi where b>0b > 0:
θ=π2(90°)\theta = \frac{\pi}{2} \quad (90°)


The number points directly upward.

Negative Real Axis


For z=az = a where a<0a < 0:
θ=π(180°)\theta = \pi \quad (180°)


The number points directly to the left.

Negative Imaginary Axis


For z=biz = bi where b<0b < 0:
θ=π2(90°)or equivalently3π2(270°)\theta = -\frac{\pi}{2} \quad (-90°) \quad \text{or equivalently} \quad \frac{3\pi}{2} \quad (270°)


The number points directly downward. Which value you use depends on your chosen interval for the principal argument.

The Origin


For z=0z = 0, the argument is undefined. A point at the origin has no direction from itself.

The Trigonometric Form

With modulus rr and argument θ\theta defined, the trigonometric form expresses a complex number as:

z=r(cosθ+isinθ)z = r(\cos\theta + i\sin\theta)


This formula encodes the relationship between polar and Cartesian coordinates. The real part is a=rcosθa = r\cos\theta and the imaginary part is b=rsinθb = r\sin\theta.

The cis Notation


Because the combination cosθ+isinθ\cos\theta + i\sin\theta appears constantly, an abbreviated notation exists:

cisθ=cosθ+isinθ\text{cis}\,\theta = \cos\theta + i\sin\theta


Using this shorthand, the trigonometric form becomes:

z=rcisθz = r\,\text{cis}\,\theta


The notation "cis" stands for "cosine + i sine." It appears frequently in precalculus and engineering contexts.

Connection to Exponential Form


The trigonometric form leads directly to the exponential form through Euler's formula:

eiθ=cosθ+isinθe^{i\theta} = \cos\theta + i\sin\theta


This identity shows that cisθ=eiθ\text{cis}\,\theta = e^{i\theta}, so the trigonometric and exponential forms are two notations for the same representation.

Converting Algebraic to Trigonometric

To convert z=a+biz = a + bi into trigonometric form z=rcisθz = r\,\text{cis}\,\theta:

Step 1: Calculate the modulus.
r=a2+b2r = \sqrt{a^2 + b^2}


Step 2: Determine the argument using tanθ=ba\tan\theta = \frac{b}{a} with appropriate quadrant adjustment.

Step 3: Write the result as z=rcisθz = r\,\text{cis}\,\theta or z=r(cosθ+isinθ)z = r(\cos\theta + i\sin\theta).

Example 1: Convert z=1+3iz = 1 + \sqrt{3}i


Step 1: r=12+(3)2=1+3=4=2r = \sqrt{1^2 + (\sqrt{3})^2} = \sqrt{1 + 3} = \sqrt{4} = 2

Step 2: tanθ=31=3\tan\theta = \frac{\sqrt{3}}{1} = \sqrt{3}. Since a>0a > 0 and b>0b > 0 (first quadrant), θ=arctan(3)=π3\theta = \arctan(\sqrt{3}) = \frac{\pi}{3}.

Step 3: z=2cisπ3z = 2\,\text{cis}\,\frac{\pi}{3}

Example 2: Convert z=33iz = -3 - 3i


Step 1: r=(3)2+(3)2=9+9=18=32r = \sqrt{(-3)^2 + (-3)^2} = \sqrt{9 + 9} = \sqrt{18} = 3\sqrt{2}

Step 2: tanθ=33=1\tan\theta = \frac{-3}{-3} = 1. Since a<0a < 0 and b<0b < 0 (third quadrant), θ=arctan(1)π=π4π=3π4\theta = \arctan(1) - \pi = \frac{\pi}{4} - \pi = -\frac{3\pi}{4}.

Step 3: z=32cis(3π4)z = 3\sqrt{2}\,\text{cis}\left(-\frac{3\pi}{4}\right)

Converting Trigonometric to Algebraic

To convert z=rcisθz = r\,\text{cis}\,\theta into algebraic form z=a+biz = a + bi:

Step 1: Calculate the real part.
a=rcosθa = r\cos\theta


Step 2: Calculate the imaginary part.
b=rsinθb = r\sin\theta


Step 3: Write the result as z=a+biz = a + bi.

Example 1: Convert z=4cis60°z = 4\,\text{cis}\,60°


Step 1: a=4cos60°=412=2a = 4\cos 60° = 4 \cdot \frac{1}{2} = 2

Step 2: b=4sin60°=432=23b = 4\sin 60° = 4 \cdot \frac{\sqrt{3}}{2} = 2\sqrt{3}

Step 3: z=2+23iz = 2 + 2\sqrt{3}i

Example 2: Convert z=5cis3π2z = 5\,\text{cis}\,\frac{3\pi}{2}


Step 1: a=5cos3π2=50=0a = 5\cos\frac{3\pi}{2} = 5 \cdot 0 = 0

Step 2: b=5sin3π2=5(1)=5b = 5\sin\frac{3\pi}{2} = 5 \cdot (-1) = -5

Step 3: z=0+(5)i=5iz = 0 + (-5)i = -5i

Example 3: Convert z=2cis5π6z = 2\,\text{cis}\,\frac{5\pi}{6}


Step 1: a=2cos5π6=2(32)=3a = 2\cos\frac{5\pi}{6} = 2 \cdot \left(-\frac{\sqrt{3}}{2}\right) = -\sqrt{3}

Step 2: b=2sin5π6=212=1b = 2\sin\frac{5\pi}{6} = 2 \cdot \frac{1}{2} = 1

Step 3: z=3+iz = -\sqrt{3} + i

Multiplication and Division in Trigonometric Form

The trigonometric form reveals that multiplication of complex numbers combines rotation with scaling, while division reverses both operations.

Multiplication Rule


For z1=r1cisθ1z_1 = r_1\,\text{cis}\,\theta_1 and z2=r2cisθ2z_2 = r_2\,\text{cis}\,\theta_2:

z1z2=r1r2cis(θ1+θ2)z_1 \cdot z_2 = r_1 r_2\,\text{cis}(\theta_1 + \theta_2)


Multiply the moduli and add the arguments. Geometrically, multiplying by z2z_2 scales distances by r2r_2 and rotates by angle θ2\theta_2.

Division Rule


For z1=r1cisθ1z_1 = r_1\,\text{cis}\,\theta_1 and z2=r2cisθ2z_2 = r_2\,\text{cis}\,\theta_2 with z20z_2 \neq 0:

z1z2=r1r2cis(θ1θ2)\frac{z_1}{z_2} = \frac{r_1}{r_2}\,\text{cis}(\theta_1 - \theta_2)


Divide the moduli and subtract the arguments.

Example: Multiplication


Let z1=2cis30°z_1 = 2\,\text{cis}\,30° and z2=3cis45°z_2 = 3\,\text{cis}\,45°.

z1z2=(2)(3)cis(30°+45°)=6cis75°z_1 \cdot z_2 = (2)(3)\,\text{cis}(30° + 45°) = 6\,\text{cis}\,75°


Example: Division


Let z1=10cis2π3z_1 = 10\,\text{cis}\,\frac{2\pi}{3} and z2=2cisπ6z_2 = 2\,\text{cis}\,\frac{\pi}{6}.

z1z2=102cis(2π3π6)=5cisπ2\frac{z_1}{z_2} = \frac{10}{2}\,\text{cis}\left(\frac{2\pi}{3} - \frac{\pi}{6}\right) = 5\,\text{cis}\,\frac{\pi}{2}


These formulas extend naturally to De Moivre's theorem, which handles powers and roots with equal elegance.