7.2 Polar Form & Euler's Formula

Representing complex numbers by length and angle — the gateway to elegant multiplication, division, and the most beautiful equation in mathematics

Polar Representation

Every complex number $z = a + bi$ can be written in terms of its distance from the origin (modulus $r$) and angle from the positive real axis (argument $\theta$):

Definition: Polar Form
$$z = r(\cos\theta + i\sin\theta) \quad\text{where}\quad r = |z| = \sqrt{a^2 + b^2}, \quad \theta = \arg(z) = \arctan\!\left(\frac{b}{a}\right)$$

The angle $\theta$ is called the argument of $z$. The principal argument $\text{Arg}(z) \in (-\pi, \pi]$.

Converting Rectangular $\leftrightarrow$ Polar

Rectangular to Polar

$$r = \sqrt{a^2 + b^2}$$ $$\theta = \begin{cases} \arctan(b/a) & a > 0 \\ \arctan(b/a) + \pi & a < 0 \\ \pi/2 & a=0, b>0 \\ -\pi/2 & a=0, b<0 \end{cases}$$

Polar to Rectangular

$$a = r\cos\theta$$ $$b = r\sin\theta$$

So $z = r\cos\theta + ir\sin\theta$.

Watch the Quadrant!

Using $\theta = \arctan(b/a)$ alone only gives the correct angle when $a > 0$ (Quadrants I and IV). For $a < 0$ (Quadrants II and III), you must add $\pi$ to get the correct angle. Always sketch the point in the complex plane first.

Example 1

Convert $z = -1 + \sqrt{3}\,i$ to polar form.

Modulus: $r = \sqrt{(-1)^2 + (\sqrt{3})^2} = \sqrt{1+3} = 2$

Since $a = -1 < 0$ (Quadrant II): $\theta = \arctan\!\bigl(\frac{\sqrt{3}}{-1}\bigr) + \pi = \arctan(-\sqrt{3}) + \pi = -\frac{\pi}{3} + \pi = \frac{2\pi}{3}$

$$z = 2\!\left(\cos\frac{2\pi}{3} + i\sin\frac{2\pi}{3}\right)$$

Euler's Formula

Theorem: Euler's Formula
$$e^{i\theta} = \cos\theta + i\sin\theta$$

This connects the complex exponential to trigonometric functions and allows us to write the polar form compactly as $z = re^{i\theta}$.

Derivation via Taylor Series

Recall the Taylor series for $e^x$, $\cos x$, and $\sin x$:

$$e^x = \sum_{n=0}^{\infty} \frac{x^n}{n!}, \quad \cos x = \sum_{n=0}^{\infty} \frac{(-1)^n x^{2n}}{(2n)!}, \quad \sin x = \sum_{n=0}^{\infty} \frac{(-1)^n x^{2n+1}}{(2n+1)!}$$

Substituting $x = i\theta$ into the exponential series and using $i^2 = -1$, $i^3 = -i$, $i^4 = 1$, etc., the even-powered terms give $\cos\theta$ and the odd-powered terms give $i\sin\theta$.

Special Values

$\theta$$e^{i\theta}$Value
$0$$e^{0}$$1$
$\pi/2$$e^{i\pi/2}$$i$
$\pi$$e^{i\pi}$$-1$
$3\pi/2$$e^{3i\pi/2}$$-i$
$2\pi$$e^{2\pi i}$$1$
Euler's Identity

Setting $\theta = \pi$: $e^{i\pi} + 1 = 0$. This single equation links the five most fundamental constants in mathematics: $e$, $i$, $\pi$, $1$, and $0$.

Extracting Trig Functions from Exponentials

From Euler's formula and its conjugate $e^{-i\theta} = \cos\theta - i\sin\theta$:

$$\cos\theta = \frac{e^{i\theta} + e^{-i\theta}}{2} \qquad\qquad \sin\theta = \frac{e^{i\theta} - e^{-i\theta}}{2i}$$
Why This Matters for DEs

When you solve $y'' + \omega^2 y = 0$, the characteristic roots are $r = \pm i\omega$, giving $y = c_1 e^{i\omega t} + c_2 e^{-i\omega t}$. Using the formulas above, this becomes $y = A\cos\omega t + B\sin\omega t$ with real constants — the familiar harmonic oscillator solution.

Multiplication & Division in Polar Form

The polar form makes multiplication and division beautifully simple:

Rules

If $z_1 = r_1 e^{i\theta_1}$ and $z_2 = r_2 e^{i\theta_2}$, then:

$$z_1 z_2 = r_1 r_2 \, e^{i(\theta_1 + \theta_2)} \qquad\qquad \frac{z_1}{z_2} = \frac{r_1}{r_2} \, e^{i(\theta_1 - \theta_2)}$$

Multiply: multiply moduli, add arguments.
Divide: divide moduli, subtract arguments.

Example 2

Let $z_1 = 2e^{i\pi/6}$ and $z_2 = 3e^{i\pi/4}$. Find $z_1 z_2$ and $z_1/z_2$.

$$z_1 z_2 = 6 e^{i(\pi/6 + \pi/4)} = 6 e^{i \cdot 5\pi/12}$$
$$\frac{z_1}{z_2} = \frac{2}{3} e^{i(\pi/6 - \pi/4)} = \frac{2}{3} e^{-i\pi/12}$$
Example 3

Compute $(1+i)^8$ using polar form.

Convert to polar: $1 + i = \sqrt{2}\, e^{i\pi/4}$

$$(1+i)^8 = (\sqrt{2})^8 \, e^{i \cdot 8\pi/4} = 2^4 \, e^{2\pi i} = 16 \cdot 1 = 16$$

Much simpler than multiplying $(1+i)$ eight times!

The General Complex Exponential $e^{(\alpha + \beta i)t}$

In differential equations, the characteristic roots are often of the form $r = \alpha + \beta i$. The solution $e^{rt}$ then becomes:

Key Formula for DEs
$$e^{(\alpha + \beta i)t} = e^{\alpha t} e^{i\beta t} = e^{\alpha t}(\cos\beta t + i\sin\beta t)$$

The factor $e^{\alpha t}$ is the amplitude envelope (growth if $\alpha > 0$, decay if $\alpha < 0$). The factor $\cos\beta t + i\sin\beta t$ is the oscillatory part with angular frequency $\beta$.

Example 4: Physical Interpretation

If a characteristic equation has roots $r = -2 \pm 3i$, the general solution is:

$$y(t) = e^{-2t}(c_1 \cos 3t + c_2 \sin 3t)$$

This is an oscillation with frequency $3$ rad/s that decays exponentially with time constant $1/2$ seconds. The amplitude halves roughly every $0.35$ seconds.

EE Connection: Phasors

In AC circuit analysis, the steady-state response at frequency $\omega$ is $\text{Re}[V_0 e^{i(\omega t + \phi)}] = V_0 \cos(\omega t + \phi)$. The complex exponential carries both amplitude ($V_0$) and phase ($\phi$) — this is the phasor representation.

Worked Examples

Example 1: Convert $z = -1 + i\sqrt{3}$ to polar form

Solution

Step 1: Find the modulus

$$r = |z| = \sqrt{(-1)^2 + (\sqrt{3})^2} = \sqrt{1 + 3} = 2$$

Step 2: Locate the quadrant before touching $\arctan$

Here $a = -1 < 0$ and $b = \sqrt{3} > 0$, so $z$ lies in Quadrant II. Its argument must land between $\pi/2$ and $\pi$.

Step 3: Compute the reference angle

$$\arctan\!\left|\frac{b}{a}\right| = \arctan(\sqrt{3}) = \frac{\pi}{3}$$

A calculator asked for $\arctan(\sqrt{3}/(-1)) = \arctan(-\sqrt{3})$ would report $-\pi/3$, which sits in Quadrant IV — the wrong place.

Step 4: Adjust for Quadrant II

$$\theta = \pi - \frac{\pi}{3} = \frac{2\pi}{3}$$

Step 5: Write both polar forms

$$\boxed{z = 2\left(\cos\tfrac{2\pi}{3} + i\sin\tfrac{2\pi}{3}\right) = 2e^{i2\pi/3}}$$
Check by converting back: $2\cos(2\pi/3) = 2(-\tfrac12) = -1$ and $2\sin(2\pi/3) = 2\cdot\tfrac{\sqrt3}{2} = \sqrt{3}$. ✓ Note $2e^{i2\pi/3}$ and $2e^{i8\pi/3}$ are the same number: arguments are only defined up to multiples of $2\pi$.
Example 2: Multiply and divide $z_1 = 2e^{i\pi/3}$ and $z_2 = 3e^{i\pi/6}$

Solution

Step 1: Multiply moduli, add arguments

$$z_1 z_2 = (2)(3)\,e^{i(\pi/3 + \pi/6)} = 6e^{i\pi/2}$$

Step 2: Convert the product back to rectangular form

$$6e^{i\pi/2} = 6\left(\cos\tfrac{\pi}{2} + i\sin\tfrac{\pi}{2}\right) = 6(0 + i) = 6i$$

Step 3: Divide moduli, subtract arguments

$$\frac{z_1}{z_2} = \frac{2}{3}e^{i(\pi/3 - \pi/6)} = \frac{2}{3}e^{i\pi/6}$$

Step 4: Convert the quotient back

$$\frac{2}{3}\left(\cos\tfrac{\pi}{6} + i\sin\tfrac{\pi}{6}\right) = \frac{2}{3}\left(\frac{\sqrt{3}}{2} + \frac{i}{2}\right) = \frac{\sqrt{3}}{3} + \frac{1}{3}i$$ $$\boxed{z_1 z_2 = 6i, \qquad \frac{z_1}{z_2} = \frac{\sqrt{3}}{3} + \frac{1}{3}i}$$
Why polar wins: in rectangular form $z_1 = 1 + i\sqrt{3}$ and $z_2 = \tfrac{3\sqrt3}{2} + \tfrac{3}{2}i$, and the same division would need a conjugate and four separate products. In polar form it is one subtraction.
Example 3: Evaluate $(1 + i)^8$ without expanding

Solution

Step 1: Put the base in polar form

$1 + i$ has modulus $\sqrt{1 + 1} = \sqrt{2}$ and, being in Quadrant I with equal parts, argument $\pi/4$:

$$1 + i = \sqrt{2}\,e^{i\pi/4}$$

Step 2: Raise to the eighth power — modulus and argument separate

$$(1+i)^8 = \left(\sqrt{2}\right)^8 e^{i(8 \cdot \pi/4)} = 2^{4}\,e^{i2\pi}$$

Step 3: Reduce the angle

$e^{i2\pi} = \cos 2\pi + i\sin 2\pi = 1$, so

$$(1+i)^8 = 16 \cdot 1 = 16$$ $$\boxed{(1+i)^8 = 16}$$
Compare the alternative: binomial expansion would require nine terms and careful bookkeeping of $i^k$. Polar form turns a power into one multiplication of the angle — this is De Moivre's theorem, formalised in Section 7.3.
Example 4: Split $e^{(-2 + 3i)t}$ into real and imaginary parts

Solution

Step 1: Split the exponent

The exponential law $e^{u+v} = e^u e^v$ still holds for complex exponents:

$$e^{(-2+3i)t} = e^{-2t} \cdot e^{i3t}$$

Step 2: Apply Euler's formula to the purely imaginary factor

$$e^{i3t} = \cos 3t + i\sin 3t$$

Step 3: Combine

$$e^{(-2+3i)t} = e^{-2t}\cos 3t + i\,e^{-2t}\sin 3t$$

Step 4: Read off the two real functions

$$\operatorname{Re} = e^{-2t}\cos 3t, \qquad \operatorname{Im} = e^{-2t}\sin 3t$$

Note also that the modulus is $\left|e^{(-2+3i)t}\right| = e^{-2t}$, since $|e^{i3t}| = 1$ for every real $t$. The real part $-2$ controls the envelope; the imaginary part $3$ controls only the frequency.

$$\boxed{e^{(-2+3i)t} = e^{-2t}\left(\cos 3t + i \sin 3t\right)}$$
This is the whole point of Chapter 7: if a differential equation has characteristic roots $-2 \pm 3i$, those two real functions $e^{-2t}\cos 3t$ and $e^{-2t}\sin 3t$ are exactly the two independent real solutions, giving $y = e^{-2t}(c_1\cos 3t + c_2\sin 3t)$.

📝 Exam-Style Practice Problems

These problems are similar in style and difficulty to past exam questions. Click each problem to reveal the step-by-step solution.

Practice 1: Write $z = -2 - 2i$ in polar form and compute $z^5$

Solution

Step 1: Modulus

$$r = \sqrt{(-2)^2 + (-2)^2} = \sqrt{8} = 2\sqrt{2}$$

Step 2: Argument, using the quadrant

Both parts are negative, so $z$ is in Quadrant III. The reference angle is $\arctan(2/2) = \pi/4$, and the principal argument in Quadrant III is

$$\theta = -\pi + \frac{\pi}{4} = -\frac{3\pi}{4}$$ $$z = 2\sqrt{2}\,e^{-i3\pi/4}$$

Step 3: Apply De Moivre

$$z^5 = \left(2\sqrt{2}\right)^5 e^{-i15\pi/4}$$

The modulus is $\left(2^{3/2}\right)^5 = 2^{15/2} = 2^7\sqrt{2} = 128\sqrt{2}$.

Step 4: Reduce the angle modulo $2\pi$

$$-\frac{15\pi}{4} + 4\pi = \frac{\pi}{4} \;\Longrightarrow\; z^5 = 128\sqrt{2}\,e^{i\pi/4}$$

Step 5: Back to rectangular form

$$128\sqrt{2}\left(\frac{\sqrt{2}}{2} + \frac{\sqrt{2}}{2}i\right) = 128 + 128i$$ $$\boxed{z = 2\sqrt{2}\,e^{-i3\pi/4}, \qquad z^5 = 128\sqrt{2}\,e^{i\pi/4} = 128 + 128i}$$
Remember: $e^{-i15\pi/4}$ and $e^{i\pi/4}$ denote the same complex number. Reducing the angle into $(-\pi, \pi]$ is cosmetic, not a separate answer.
Practice 2: Use Euler's formula to prove $\cos 3\theta = 4\cos^3\theta - 3\cos\theta$

Solution

Step 1: Write the same number two ways

$$e^{i3\theta} = \cos 3\theta + i\sin 3\theta \qquad\text{and}\qquad e^{i3\theta} = \left(e^{i\theta}\right)^3 = (\cos\theta + i\sin\theta)^3$$

Step 2: Expand the cube

$$(\cos\theta + i\sin\theta)^3 = \cos^3\theta + 3i\cos^2\theta\sin\theta + 3i^2\cos\theta\sin^2\theta + i^3\sin^3\theta$$

Using $i^2 = -1$ and $i^3 = -i$ and grouping:

$$= \left(\cos^3\theta - 3\cos\theta\sin^2\theta\right) + i\left(3\cos^2\theta\sin\theta - \sin^3\theta\right)$$

Step 3: Match real parts

$$\cos 3\theta = \cos^3\theta - 3\cos\theta\sin^2\theta$$

Step 4: Eliminate $\sin^2\theta$ using $\sin^2\theta = 1 - \cos^2\theta$

$$\cos 3\theta = \cos^3\theta - 3\cos\theta\left(1 - \cos^2\theta\right) = \cos^3\theta - 3\cos\theta + 3\cos^3\theta$$ $$\boxed{\cos 3\theta = 4\cos^3\theta - 3\cos\theta}$$
Bonus: matching the imaginary parts in Step 3 gives $\sin 3\theta = 3\sin\theta - 4\sin^3\theta$ for free. One complex identity produces two real ones.
Practice 3: From $e^{(1+4i)t}$ to the real solution of $y'' - 2y' + 17y = 0$

Solution

Step 1: Solve the characteristic equation

$$r^2 - 2r + 17 = 0 \;\Longrightarrow\; r = \frac{2 \pm \sqrt{4 - 68}}{2} = \frac{2 \pm \sqrt{-64}}{2} = \frac{2 \pm 8i}{2} = 1 \pm 4i$$

Step 2: Write the complex solution and split it with Euler

$$e^{(1+4i)t} = e^{t}e^{i4t} = e^{t}\left(\cos 4t + i \sin 4t\right)$$

Step 3: Take real and imaginary parts

Because the equation has real coefficients, the real and imaginary parts of any complex solution are each real solutions:

$$y_1 = e^{t}\cos 4t, \qquad y_2 = e^{t}\sin 4t$$

Step 4: Combine into the general real solution

$$\boxed{y(t) = e^{t}\left(c_1\cos 4t + c_2 \sin 4t\right)}$$

Step 5: Interpret

$\alpha = 1 > 0$ means the envelope $e^{t}$ grows, so this is an unstable oscillation; $\beta = 4$ means the oscillation has angular frequency $4$ rad/s, i.e. period $2\pi/4 = \pi/2$.

Note the conjugate root does no extra work: $e^{(1-4i)t}$ has the same real part and the negative of the same imaginary part, so it contributes nothing new. That is why one conjugate pair yields exactly two real solutions.

Practice Problems

Problem 1

Convert $z = -\sqrt{3} - i$ to polar form $re^{i\theta}$ with $\theta \in (-\pi, \pi]$.

$r = \sqrt{3 + 1} = 2$. The point is in Quadrant III ($a < 0, b < 0$).

$\arctan\!\bigl(\frac{-1}{-\sqrt{3}}\bigr) = \arctan\!\bigl(\frac{1}{\sqrt{3}}\bigr) = \frac{\pi}{6}$, but we need to add $\pi$ and then subtract $2\pi$ to get principal argument:

$\theta = \frac{\pi}{6} + \pi = \frac{7\pi}{6}$. For principal argument: $\frac{7\pi}{6} - 2\pi = -\frac{5\pi}{6}$.

$$z = 2e^{-5\pi i/6}$$
Problem 2

Use Euler's formula to prove that $\cos^2\theta = \frac{1 + \cos 2\theta}{2}$.

Since $\cos\theta = \frac{e^{i\theta} + e^{-i\theta}}{2}$:

$$\cos^2\theta = \left(\frac{e^{i\theta} + e^{-i\theta}}{2}\right)^2 = \frac{e^{2i\theta} + 2 + e^{-2i\theta}}{4} = \frac{2 + 2\cos 2\theta}{4} = \frac{1 + \cos 2\theta}{2}$$
Problem 3

Write $e^{(1+2i)t}$ in the form $e^{\alpha t}(A\cos\beta t + B\sin\beta t)$ and identify $\alpha$ and $\beta$.

$$e^{(1+2i)t} = e^t(\cos 2t + i\sin 2t)$$

So $\alpha = 1$ (exponential growth) and $\beta = 2$ (oscillation frequency 2 rad/s).

Multiple-Choice Check

Test your understanding with these multiple-choice questions. Click a choice to see if you're correct.

Q1: Which is the polar form of $z = -1 + i\sqrt{3}$?

Q2: If $z_1 = 4e^{i\pi/6}$ and $z_2 = 2e^{i\pi/4}$, what is $z_1 z_2$?

Q3: Using Euler's formula, what is $e^{i3\pi/2}$?

Q4: What is $(1 + i)^8$?

Q5: For real $t$, what is $\left|e^{(-3 + 2i)t}\right|$?

Q6: Which expression equals $e^{(2 - 5i)t}$?

Next: Complex Roots & Differential Equations

You now have all the tools — rectangular and polar forms, Euler's formula, and the complex exponential. The next section puts it all together: finding $n$th roots via De Moivre's theorem and, most importantly, converting complex characteristic roots into real-valued general solutions of differential equations.

Continue to 7.3: Complex Roots & DEs →

Interactive: The Complex Plane Explorer

Drag the point, or use the sliders, to see how rectangular and polar form describe the same number. Watch what happens to the angle when you cross into a new quadrant — this is the single most common source of errors when converting to polar form.

Rectangular:
Modulus r:
Argument θ:
Polar:
Conjugate: