The R-formula

The R-formula

Secondary 4
TGM Original Questions

An expression such as \(a\sin\theta+b\cos\theta\) mixes a sine and a cosine of the same angle. The R-formula rewrites it as a single trigonometric function, so its greatest and least values can be read off directly.

The graph of \(y=\sin\theta+\cos\theta\) is itself a single sine wave whose amplitude \(R\) is bigger than \(1\) — the R-formula finds that single-wave form exactly.

The R-formula (\(a>0\), \(b>0\), \(R>0\), \(\alpha\) acute)

ExpressionSingle-function form
\(a\sin\theta\pm b\cos\theta\)\(R\sin(\theta\pm\alpha)\)
\(a\cos\theta\pm b\sin\theta\)\(R\cos(\theta\mp\alpha)\)

In both cases \(R=\sqrt{a^2+b^2}\) and \(\tan\alpha=\dfrac{b}{a}\), where \(a\) is the coefficient of the ratio named in the answer.

Method: Expand and compare coefficients
  1. Write the target form and expand it: \(R\sin(\theta+\alpha)=R\sin\theta\cos\alpha+R\cos\theta\sin\alpha\).
  2. Compare the coefficients of \(\sin\theta\) and \(\cos\theta\) to get two equations.
  3. Square and add the two equations — \(\cos^2\alpha+\sin^2\alpha=1\) leaves \(R^2=a^2+b^2\).
  4. Divide the equations to get \(\tan\alpha=\dfrac{b}{a}\), then take the acute value of \(\alpha\).

Comparison in full for \(a\sin\theta+b\cos\theta=R\sin(\theta+\alpha)\)

StepWorking
Match \(\sin\theta\) and \(\cos\theta\)\(R\cos\alpha=a\) —— \(①\)
\(R\sin\alpha=b\) —— \(②\)
\(①\)² + \(②\)²\(R^2(\cos^2\alpha+\sin^2\alpha)=a^2+b^2\)
\(R=\sqrt{a^2+b^2}\)
\(②\) ÷ \(①\)\(\tan\alpha=\dfrac{b}{a}\)
\(\alpha=\tan^{-1}\dfrac{b}{a}\)

Maximum and minimum values

Since \(-1\le\sin(\theta+\alpha)\le 1\), the whole expression lies between \(-R\) and \(R\).

Single-function formMaximumMinimum
\(R\sin(\theta+\alpha)\)\(R\), when \(\theta+\alpha=90^\circ\)\(-R\), when \(\theta+\alpha=270^\circ\)
\(R\cos(\theta-\alpha)\)\(R\), when \(\theta-\alpha=0^\circ\)\(-R\), when \(\theta-\alpha=180^\circ\)
Exam check

The R-formula is not in the exam formula list — derive it each time by expanding and comparing coefficients. The template needs \(a>0\) and \(b>0\): match \(4\sin\theta-3\cos\theta\) to \(a\sin\theta-b\cos\theta=R\sin(\theta-\alpha)\) with \(a=4\), \(b=3\); never carry negative values into \(R\) or \(\alpha\).

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