Illustrated · 4 min

If you'd notice, everything covered about power series covered previously concerns real polynomials and real values. When we wrote a series, it was as an infinite polynomial with real coefficients.

There's just one problem. Real numbers aren't the only set of numbers.

Also, this part of calculus has pretty much been completely studied since Brook Taylor first explained Taylor series 300 years ago (we've just been rigorizing his work).

The obvious extension then, is complex analysis. It sounds mysterious, but personally, I feel it is one of the most beautiful areas of mathematics. And to get started, let's just plug a complex number, i⋅yi\cdot y, into the Taylor series for exe^x.

We know ex=10!+x1!+x22!+x33!+⋯e^x = \frac{1}{0!} + \frac{x}{1!} + \frac{x^2}{2!} + \frac{x^3}{3!} + \cdots We previously assumed xx was real, but let's just plug in the complex number iyiy in for xx. Note we no way of knowing this works. Mathematicians like Leonhard Euler and Oliver Heaviside had no way of knowing either, but they did it anyway and waited for later mathematicians to justify their work. We'll get eiy=10!+iy1!+(iy)22!+(iy)33!+(iy)44!−⋯e^{iy} = \frac{1}{0!} + \frac{iy}{1!} + \frac{(iy)^2}{2!} + \frac{(iy)^3}{3!} + \frac{(iy)^4}{4!} - \cdots Figuring that can be cleaned up, we take out all the powers of ii and see eiy=10!+iy1!−y22!−iy33!+y44!+⋯e^{iy} = \frac{1}{0!} + i\frac{y}{1!} - \frac{y^2}{2!} - i\frac{y^3}{3!} + \frac{y^4}{4!} + \cdots Surprisingly enough, we can get some useful information out of this (compare the usefulness gained from substituting x=−yx=-y into exe^x)! If you have a keen eye, you'll note the above implies eiy=(10!−y22!+y44!+⋯ )+i(y1!−y33!+⋯ )=cos⁡(y)+isin⁡(y)e^{iy} = \left( \frac{1}{0!} - \frac{y^2}{2!} + \frac{y^4}{4!} + \cdots \right) + i \left( \frac{y}{1!} - \frac{y^3}{3!} + \cdots \right) = \cos(y) + i\sin(y) even though we haven't defined complex exponentiation and this makes no sense. However, this must be true, because it's Euler's formula! If you let y=πy = \pi, you'll even understand the origin of Expii's name*.

Ok, so we've substituted imaginary numbers into Taylor series. Fair enough. The natural question is to ask for the radius of convergence of the above series for eixe^{ix}.

Let's just use the typical power series test. The nnth term of the Taylor series for eiye^{iy} is (iy)nn!\frac{(iy)^n}{n!}. Note lim⁡y→∞∣(iy)n+1/(n+1)!(iy)n/n!∣=lim⁡y→∞∣iyn+1∣=0<1\lim_{y\rightarrow \infty} \left| \frac{(iy)^{n+1}/(n+1)!}{(iy)^n/n!} \right| = \lim_{y\rightarrow \infty} \left| \frac{iy}{n+1} \right| = 0 < 1 which means this series definitely converges, no matter what you believe about eiye^{iy}.

Speaking of convergence, why exactly is it called the radius of converge? Don't ask me. I just want to find the radius of converge of the following series: 11−z=1+z+z2+z3+⋯\frac{1}{1-z} = 1 + z + z^2 + z^3 + \cdots where zz is a random complex number. The power series test tells us to find lim⁡z→∞∣zn+1zn∣=∣z∣\lim_{z\rightarrow \infty} \left| \frac{z^{n+1}}{z^n} \right| = |z| which must be less than 11 for this series to absolutely converge. But wait, the graph of ∣z∣=1|z| = 1 looks like this:

and the graph of ∣z∣<1|z| < 1 is just that circle shaded in, formally called a disk. It should now be sort of clear why we refer to ∣z∣<1|z| < 1 as the "radius of convergence"--it literally represents the radius inside which the series converges.

That's basically it for a very elementary introduction to complex analysis. Of course, you may noticed I breezed over something: when I wrote the limit, I wrote z→∞z \rightarrow \infty. Except, you may have noticed zz can go in an infinite number of directions...which one is infinity? If we refer to the standard notion of +∞+\infty, that still leaves an infinite number of directions for zz to grow in. In the world of real numbers, numbers can only tend to infinity in the +∞+\infty or −∞-\infty. In the world of complex numbers, there's also +i∞+i\infty, −i∞-i\infty, and an infinite number of directions in between. There's no way we can formalize limits in this way! By the way, derivatives also face the same problem--what the heck is a dzdz? A tiny distance from zz in what direction?

There's a way around this, and if you go into this field, or just take a vector calculus course, you'll learn that the derivative of the function f(x+iy)=f(z)f(x+iy) = f(z) is the crazy expression (with partial derivatives) ∂f∂x∂x∂z+∂f∂y∂y∂z\frac{\partial f}{\partial x} \frac{\partial x}{ \partial z} + \frac{\partial f}{\partial y} \frac{\partial y}{ \partial z} which comes about as a result of one of an infinite number of chain rules (yep, plural), and with the basically vector-valued function zz having the derivative dx+idydx + idy.

Complex functions, in turn, are governed by the innocuous-looking Cauchy-Riemann equations: ∂u∂x=∂v∂y\frac{\partial u}{\partial x} = \frac{\partial v}{\partial y} ∂v∂x=−∂u∂y\frac{\partial v}{\partial x} = -\frac{\partial u}{\partial y} where uu and vv are functions of the real coefficients xx and yy.

All of that might have been mathematical nonsense. That's okay. It'll make sense if decided to pursue the field of study that lets you find arcsin⁡(e)\arcsin(e) and show that iii^i somehow is equal to an infinite number of reals, but not really (aka, complex analysis). But more importantly, for the longest time, everything above made no sense. But with the random exploits of a few visionaries, and the work of hundreds of mathematicians formalizing all these arguments, complex analysis was slowly molded into a field with applications as diverse as number theory and electrical engineering. It might seem difficult, because it is (it's still active, for one), but this topic is in and of itself rewarding.

*By the way, the fact that ex=1+x+x22+⋯e^x = 1 + x + \frac{x^2}{2} + \cdots helps us in significantly more ways. It turns out you can let xx be nearly anything, and you'll create whole new areas of mathematics from it. For example, I'll leave you with these two equations: eA=I for the matrix A=the 0-matrixe^A = I \text{ for the matrix } A = \text{the 0-matrix} eDf(x)=f(x+1) where D is the derivative operatore^D f(x) = f(x+1) \text{ where } D \text{ is the derivative operator} Those are both true, but...

Type a concept, like “slope” or “photosynthesis”.

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