Mathematics: Analysis & Approaches SL & HL
Interactive Formula Sheet with Study Notes & FAQs — Updated for 2026 Examinations
Prior Learning SL & HL
Key Revision Points
- Area formulas — Always identify the correct base and perpendicular height; the height must be at 90° to the base.
- Volume formulas — For prisms, the cross-section area is key. For cylinders, remember both curved surface area and total surface area.
- Coordinate geometry — The distance formula is derived from the Pythagorean theorem. The midpoint formula averages the coordinates.
Area: Parallelogram
Area: Triangle
Area: Trapezoid
Area: Circle
Circumference: Circle
Volume: Cuboid
Volume: Cylinder
Volume: Prism
Curved Surface Area: Cylinder
Distance Between Two Points
Midpoint Coordinates
Topic 1: Number & Algebra
Key Revision Points
- Arithmetic sequences — The common difference \(d\) determines if the sequence increases (\(d>0\)) or decreases (\(d<0\)). Always identify \(u_1\) and \(d\) first.
- Geometric sequences — Check if \(|r|<1\) for convergence of infinite series. The ratio \(r = u_{n+1}/u_n\) for any consecutive terms.
- Logarithms — Remember: logs convert multiplication to addition and powers to multiplication. The change of base formula is essential for calculator use.
- Binomial theorem — The general term is \(\binom{n}{r}a^{n-r}b^r\). For finding specific terms, identify \(r\) carefully.
SL & HL Content
Arithmetic Sequence: \(n^{th}\) term
Arithmetic Series: Sum of \(n\) terms
Geometric Sequence: \(n^{th}\) term
Geometric Series: Sum of \(n\) terms
Infinite Geometric Series
Compound Interest
Exponents & Logarithms
Logarithm Properties
Binomial Theorem (\(n \in \mathbb{N}\))
Binomial Coefficient
HL Only Content
Permutations & Combinations
Extended Binomial Theorem (\(n \in \mathbb{Q}\))
Complex Numbers
Polar & Euler Form
De Moivre's Theorem
Topic 2: Functions
Key Revision Points
- Straight lines — Know slope-intercept \(y=mx+c\), general \(ax+by+d=0\), and point-slope \(y-y_1=m(x-x_1)\) forms.
- Discriminant — \(\Delta=b^2-4ac\): positive → 2 real roots, zero → 1 repeated root, negative → no real roots.
- Transformations — \(f(x)+a\) shifts up, \(f(x-a)\) shifts right, \(af(x)\) vertical stretch, \(f(ax)\) horizontal compression.
SL & HL Content
Equations of a Straight Line
Gradient Formula
Axis of Symmetry
Quadratic Formula
Discriminant
Exponential & Log Functions
HL Only Content
Sum & Product of Polynomial Roots
Topic 3: Geometry & Trigonometry
Key Revision Points
- Sine vs Cosine Rule — Sine rule for angle-side pairs; cosine rule for SAS or SSS.
- Radians — Arc length \(l=r\theta\) and sector area \(A=\frac{1}{2}r^2\theta\) need radians — check calculator mode!
- Vectors (HL) — Dot product → scalar (angles); cross product → perpendicular vector (areas).
SL & HL Content
3D Distance Formula
3D Midpoint
Volume: Right Pyramid
Volume: Right Cone
Lateral Surface: Cone
Volume: Sphere
Surface Area: Sphere
Sine Rule
Cosine Rule
Area of Triangle (SAS)
Arc Length
Sector Area
Tangent Identity
Pythagorean Identity
Double Angle Identities
HL Only Content
Reciprocal Trig Identities
Extended Pythagorean Identities
Compound Angle Identities
Double Angle: Tangent
Vector Magnitude
Dot Product
Angle Between Two Vectors
Vector Equation of a Line
Parametric Form of a Line
Cartesian Equation of a Line
Cross Product
Area of Parallelogram (Vectors)
Vector Equation of a Plane
Scalar Product Form of Plane
Cartesian Equation of a Plane
Topic 4: Statistics & Probability
Key Revision Points
- Probability rules — Addition rule for "or", multiplication rule for "and". Mutually exclusive → \(P(A\cap B)=0\); independent → \(P(A\cap B)=P(A)P(B)\).
- Binomial distribution — Fixed trials \(n\), constant probability \(p\), independent trials, two outcomes only.
- Normal distribution — Use Z-score to standardize. GDC is essential for Paper 2 probability calculations.
- Bayes' theorem (HL) — Draw a tree diagram first, then apply the formula systematically.
SL & HL Content
Interquartile Range
Mean of Data
Probability of Event A
Complementary Events
Addition Rule
Mutually Exclusive Events
Conditional Probability
Independent Events
Expected Value (Discrete)
Binomial Distribution
Z-Score (Normal)
HL Only Content
Bayes' Theorem
Population Variance
Population Standard Deviation
Linear Transformation
Expected Value (Continuous)
Variance (General)
Variance (Continuous)
Topic 5: Calculus
Key Revision Points
- Differentiation — Power rule, chain rule, product rule, quotient rule are the core toolkit. Always simplify before differentiating when possible.
- Integration — Reverse of differentiation. Don't forget the constant \(+C\) for indefinite integrals!
- Kinematics — Displacement → differentiate → velocity → differentiate → acceleration. Reverse with integration.
- Maclaurin series (HL) — Memorize the series for \(e^x\), \(\sin x\), \(\cos x\), \(\ln(1+x)\). These appear frequently.
SL & HL Content
Power Rule (Derivative)
Power Rule (Integral)
Area Under a Curve
Derivatives of Trig Functions
Derivative of \(e^x\) and \(\ln x\)
Chain Rule
Product Rule
Quotient Rule
Acceleration
Distance & Displacement
Standard Integrals
HL Only Content
First Principles
Extended Derivatives
Inverse Trig Derivatives
Extended Integrals
Integration by Parts
Volume of Revolution
Euler's Method
Integrating Factor
Maclaurin Series
Common Maclaurin Expansions
Frequently Asked Questions (FAQs)
1. What is the difference between IB Math AA SL and HL?
IB Math Analysis & Approaches (AA) SL covers core topics: algebra, functions, trigonometry, statistics and calculus at a standard level. HL extends every topic significantly — adding complex numbers, advanced calculus (Maclaurin series, differential equations), proof, and deeper vector geometry. HL also has a longer, more challenging Paper 3.
2. Which formulas are provided in the IB Math AA exam?
The IBO provides an official formula booklet during both Paper 1 and Paper 2. It contains most of the formulas listed here. However, prior learning formulas (basic area, volume, coordinate geometry) are NOT included — you must memorize them. Definitions and derivations are also expected knowledge.
3. How should I use the IB formula booklet effectively?
Practice with the booklet during every mock exam. Know exactly where each formula is located so you don't waste time searching. Annotate your personal copy during revision (not the exam copy). Understand every formula, not just its location — exams test application, not recall.
4. What are the best tips for memorizing key formulas?
Use active recall and spaced repetition. Create flashcards, derive formulas from first principles, and practice applying them in context. Group related formulas (e.g., all differentiation rules together). Teaching formulas to someone else is also highly effective.
5. What is the difference between the formula booklet and this formula sheet?
This interactive sheet includes everything in the official booklet PLUS study notes, descriptions, exam tips, and prior learning formulas that are not in the official booklet. It also categorizes formulas by SL/HL and provides search functionality for quick reference during revision.
6. How should I approach Paper 1 (non-calculator)?
Focus on algebraic manipulation, exact values of trigonometric ratios (0°, 30°, 45°, 60°, 90°), manual differentiation and integration, and working with surds and fractions. Practice mental arithmetic and show all working clearly for method marks.
7. How should I approach Paper 2 (calculator)?
Know your GDC inside out — normal distribution calculations, graphing intersections, numerical integration, and solving equations. Set up problems algebraically first, then use the calculator. Always verify calculator answers make sense in context.
8. What are the most important formulas for SL exams?
Key SL formulas include: quadratic formula, arithmetic/geometric series sums, sine and cosine rules, basic derivatives (\(x^n\), \(\sin x\), \(\cos x\), \(e^x\), \(\ln x\)), chain/product/quotient rules, and probability rules (addition, conditional, binomial distribution).
9. What additional formulas do HL students need to know?
HL students must also master: complex number operations (polar form, De Moivre's), vector cross product and plane equations, integration by parts, volumes of revolution, Maclaurin series, Euler's method, Bayes' theorem, and proof techniques.
10. How are vectors tested in IB Math AA HL?
HL vector questions typically involve: finding angles between lines/planes using dot product, calculating areas using cross product, determining intersections of lines and planes, and finding shortest distances. These often appear as extended-response questions worth 10+ marks.
11. What are common mistakes in calculus questions?
Common errors include: forgetting +C in indefinite integrals, not using the chain rule for composite functions, confusing the product and quotient rules, not splitting integrals when the function changes sign, and incorrect limits of integration for area/volume problems.
12. How do I prepare for Statistics & Probability?
Understand when to use each distribution (binomial vs normal). Practice conditional probability with tree diagrams and two-way tables. For HL, master Bayes' theorem with systematic tree diagrams. Always define your random variable and state the distribution before calculations.
13. What are the best resources alongside this formula sheet?
Recommended resources: IB questionbanks for past paper practice, Revision Village for video explanations, the official IB Mathematics AA guide and formula booklet, and textbooks by Haese or Oxford. Use this formula sheet as a quick reference during revision sessions.
14. How do I use this interactive formula sheet for revision?
Use the search bar to quickly find specific formulas. Filter by SL or HL to focus on your level. Click topic tabs to study one area at a time. Expand the 📘 Study Notes for tips and context. Test yourself by covering formulas and trying to recall them.
15. Tips for the IB Math AA Internal Assessment (IA)?
Choose a topic you're genuinely interested in. Use mathematics beyond the syllabus where possible. Show personal engagement and reflection. Structure clearly: introduction, mathematical exploration, conclusion. Apply formulas from this sheet in real-world contexts to demonstrate understanding.
Why Another Formula Guide?
Back when I wrestled with IB Math AA HL, I carried a dog-eared booklet splattered with latte stains and panic sweat. Problem was, memorising those neat little boxes of symbols never guaranteed I could use them under a ticking exam clock. After tutoring IB kids for five years—and collecting their "wish-I'd-known" confessions—I built this hybrid page:
- Official booklet (2025 update) in a single click.
- Bite-size, story-driven explanations so the algebra sticks.
Five Formulas Students Misuse—and How to Nail Them
| Syllabus Topic | The Classic Slip-Up | Fix in One Sentence |
|---|---|---|
| Functions | Mixing domain and range when defining inverse | Always state domain of f = range of f⁻¹—swap them, don't duplicate. |
| Calculus | Forgetting + C after integrating | That lone "+ C" has rescued more HL marks than any mnemonic—write it before you simplify. |
| Statistics | Using population σ for sample data | If the question says "sample," divide by n – 1, not n. |
| Vectors | Dropping the negative sign in angle formulas | Draw the vector tail-to-tail; if the angle exceeds 90°, your cos θ should be negative. |
| Complex Numbers | Converting polar→rectangular with degrees instead of radians | Radians live in math mode; hit the ° key only in geometry questions. |
Real-World Mini-Stories (Because Symbols Need Context)
Zara's CAS-driven drone must drop parcels across Dubai Marina. By feeding waypoints into the calculator she spotted a 12% path overlap—saved the club's competition run.
A barista used λ = 18 customers/hr to predict wait times before the morning rush. The calculator showed a 9% chance of zero orders in any three-minute window—just enough for a bathroom break.
These quick wins turn those sterile formula boxes into aha! moments you actually remember at 2 a.m.
Break-the-Template Study Hacks
FAQs (Gut-Level Answers)
Final Word from a Former IB Survivor
Your booklet is a parachute, not a cheat sheet. Learn how each equation behaves, practise until your GDC muscle memory sings, and the Paper 3 curve won't scare you. If today's tool shaved even five minutes off tomorrow's study session, I've done my job—drop a comment and tell me which formula still haunts you. I read every note (yes, really).
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