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{{Merge from|Polynomials calculating sums of powers of arithmetic progressions|discuss=Talk:Faulhaber's formula#Proposed merge of Polynomials calculating sums of powers of arithmetic progressions into Faulhaber's formula|date=March 2022}} |
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{{Use American English|date = March 2019}} |
{{Use American English|date = March 2019}} |
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{{Short description|Expression for sums of powers}} |
{{Short description|Expression for sums of powers}} |
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In [[mathematics]], '''Faulhaber's formula''', named after the early 17th century mathematician [[Johann Faulhaber]], expresses the sum of the ''p''-th powers of the first ''n'' positive integers |
In [[mathematics]], '''Faulhaber's formula''', named after the early 17th century mathematician [[Johann Faulhaber]], expresses the sum of the ''p''-th powers of the first ''n'' positive integers |
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<math display=block>\sum_{k=1}^n k^p = 1^p + 2^p + 3^p + \cdots + n^p</math> |
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as a polynomial in ''n''. In modern notation, Faulhaber's formula is |
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<math display=block> \sum_{k=1}^n k^{p} = \frac{1}{p+1} \sum_{r=0}^p \binom{p+1}{r} B_r n^{p-r+1} .</math> |
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Here, <math display=inline>\binom{p+1}{r}</math> is the [[binomial coefficient]] "''p'' + 1 choose ''r''", and the ''B<sub>j</sub>'' are the [[Bernoulli numbers]] with the convention that <math display=inline>B_1 = +\frac12</math>. |
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== The result: Faulhaber's formula == |
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:<math>\sum_{k=1}^n k^p = 1^p + 2^p + 3^p + \cdots + n^p</math> |
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as a (''p'' + 1)th-degree [[polynomial]] function of ''n'', the coefficients involving [[Bernoulli number]]s ''B<sub>j</sub>'', in the form submitted by [[Jacob Bernoulli]] and published in 1713: |
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: <math> \sum_{k=1}^n k^{p} = \frac{n^{p+1}}{p+1}+\frac{1}{2}n^p+\sum_{k=2}^p \frac{B_{k}}{k!}p^\underline{k-1}n^{p-k+1},</math> |
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where <math>p^\underline{k-1}=(p)_{k-1}=\dfrac{p!}{(p-k+1)!}</math> is a [[falling factorial]]. |
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Faulhaber's formula concerns expressing the sum of the ''p''-th powers of the first ''n'' positive integers |
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== History == |
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<math display=block>\sum_{k=1}^n k^p = 1^p + 2^p + 3^p + \cdots + n^p</math> |
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Faulhaber's formula is also called '''Bernoulli's formula'''. Faulhaber did not know the properties of the coefficients later discovered by Bernoulli. Rather, he knew at least the first 17 cases, as well as the existence of the Faulhaber polynomials for odd powers described below.<ref name="Knuth1993">{{cite journal|author=Donald E. Knuth |title=Johann Faulhaber and sums of powers |journal=Mathematics of Computation |year=1993 |volume=61 |pages=277–294 |arxiv=math.CA/9207222|doi=10.2307/2152953|issue=203|jstor=2152953|author-link=Donald E. Knuth }} The arxiv.org paper has a misprint in the formula for the sum of 11th powers, which was corrected in the printed version. [http://www-cs-faculty.stanford.edu/~knuth/papers/jfsp.tex.gz Correct version.]</ref> |
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as a (''p'' + 1)th-degree [[polynomial]] function of ''n''. |
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The first few examples are well known. For ''p'' = 0, we have |
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A rigorous proof of these formulas and Faulhaber's assertion that such formulas would exist for all odd powers took until {{harvs|authorlink=Carl Gustav Jacob Jacobi|first=Carl|last=Jacobi|year=1834|txt}}, two centuries later. |
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<math display=block>\sum_{k=1}^n k^0 = \sum_{k=1}^n 1 = n .</math> |
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For ''p'' = 1, we have the [[triangular number]]s |
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<math display=block>\sum_{k=1}^n k^1 = \sum_{k=1}^n k = \frac{n(n+1)}{2} = \frac12(n^2 + n) .</math> |
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For ''p'' = 2, we have the [[square pyramidal number]]s |
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<math display=block>\sum_{k=1}^n k^2 = \frac{n(n+1)(2n+1)}{6} = \frac13(n^3 + \tfrac32 n^2 + \tfrac12n) .</math> |
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The coefficients of Faulhaber's formula in its general form involve the [[Bernoulli number]]s ''B<sub>j</sub>''. The Bernoulli numbers begin |
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==Faulhaber polynomials== |
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<math display=block> \begin{align} |
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The term ''Faulhaber polynomials'' is used by some authors to refer to something other than the polynomial sequence given above. Faulhaber observed that '''if ''p'' is odd''', then |
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B_0 &= 1 & B_1 &= \tfrac12 & B_2 &= \tfrac16 & B_3 &= 0 \\ |
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B_4 &= -\tfrac{1}{30} & B_5 &= 0 & B_6 &= \tfrac{1}{42} & B_7 &= 0 , |
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\end{align} </math> |
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where here we use the convention that <math display=inline>B_1 = +\frac12</math>. The Bernoulli numbers have various definitions (see [[Bernoulli number#Definitions]]), such as that they are the coefficients of the exponential generating function |
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<math display=block> \frac{t}{1 - \mathrm{e}^{-t}} = \frac{t}{2} \left( \operatorname{coth} \frac{t}{2} +1 \right) = \sum_{k=0}^\infty B_k \frac{t^k}{k!} . </math> |
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Then Faulhaber's formula is that |
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:<math>1^p + 2^p + 3^p + \cdots + n^p </math> |
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<math display=block> \sum_{k=1}^n k^{p} = \frac{1}{p+1} \sum_{k=0}^p \binom{p+1}{k} B_k n^{p-k+1} .</math> |
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Here, the ''B<sub>j</sub>'' are the [[Bernoulli numbers]] as above, and |
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<math display=block>\binom{p+1}{k} = \frac{(p+1)!}{(p+1-k)!\,k!} = \frac{(p+1)p(p-1) \cdots (p-k+3)(p-k+2)}{k(k-1)(k-2)\cdots2\cdot 1}</math> |
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is the [[binomial coefficient]] "''p'' + 1 choose ''k''". |
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==Examples== |
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is a polynomial function of |
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So, for example, one has for {{math|1=''p'' = 4}}, |
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:<math>a=1+2+3+\cdots+n= \frac{n(n+1)}{2}. </math> |
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<math display="block">\begin{align} 1^4 + 2^4 + 3^4 + \cdots + n^4 &= \frac{1}{5} \sum_{j=0}^4 {5 \choose j} B_j n^{5-j}\\ |
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&= \frac{1}{5} \left(B_0 n^5+5B_1n^4+10B_2n^3+10B_3n^2+5B_4n\right)\\ |
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&= \frac{1}{5} \left(n^5 + \tfrac{5}{2}n^4+ \tfrac{5}{3}n^3- \tfrac{1}{6}n \right) .\end{align}</math> |
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The first seven examples of Faulhaber's formula are |
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In particular: |
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<math display=block> \begin{align} |
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\sum_{k=1}^n k^0 &= \frac{1}{1} \, \big(n \big) \\ |
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\sum_{k=1}^n k^1 &= \frac{1}{2} \, \big(n^2 + \tfrac{2}{2} n \big) \\ |
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\sum_{k=1}^n k^2 &= \frac{1}{3} \, \big(n^3 + \tfrac{3}{2} n^2 + \tfrac{ 3}{6} n \big) \\ |
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\sum_{k=1}^n k^3 &= \frac{1}{4} \, \big(n^4 + \tfrac{4}{2} n^3 + \tfrac{ 6}{6} n^2 + 0n \big) \\ |
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\sum_{k=1}^n k^4 &= \frac{1}{5} \, \big(n^5 + \tfrac{5}{2} n^4 + \tfrac{10}{6} n^3 + 0n^2 - \tfrac{ 5}{30} n \big) \\ |
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\sum_{k=1}^n k^5 &= \frac{1}{6} \, \big(n^6 + \tfrac{6}{2} n^5 + \tfrac{15}{6} n^4 + 0n^3 - \tfrac{15}{30} n^2 + 0n \big) \\ |
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\sum_{k=1}^n k^6 &= \frac{1}{7} \, \big(n^7 + \tfrac{7}{2} n^6 + \tfrac{21}{6} n^5 + 0n^4 - \tfrac{35}{30} n^3 + 0n^2 + \tfrac{7}{42}n \big) . |
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\end{align}</math> |
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== History == |
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:<math>1^3 + 2^3 + 3^3 + \cdots + n^3 = a^2;</math> {{OEIS2C|A000537}} |
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=== Ancient period === |
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The history of the problem begins in antiquity and coincides with that of some of its special cases. The case <math>p = 1 </math> coincides with that of the calculation of the arithmetic series, the sum of the first <math> n </math> values of an [[arithmetic progression]]. This problem is quite simple but the case already known by the [[Pythagorean school]] for its connection with [[triangular numbers]] is historically interesting: |
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:<math>1+2+\dots+n=\frac{1}{2}n^2+\frac{1}{2}n, </math> {{pad|8}} polynomial <math> S_{1,1}^1(n)</math> calculating the sum of the first <math> n </math> natural numbers. |
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For <math> m> 1, </math> the first cases encountered in the history of mathematics are: |
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:<math>1+3+\dots+2n-1=n^2, </math> {{pad|8}} polynomial <math>S_{1,2}^1(n)</math> calculating the sum of the first <math> n</math> successive odds forming a square. A property probably well known by the Pythagoreans themselves who, in constructing their figured numbers, had to add each time a [[Gnomon (figure)|gnomon]] consisting of an odd number of points to obtain the next [[square number|perfect square]]. |
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:<math>1^2+2^2+\ldots+n^2=\frac{1}{3}n^3+\frac{1}{2}n^2+\frac{1}{6}n, </math> {{pad|8}} polynomial <math>S_{1,1}^2(n) </math> calculating the sum of the squares of the successive integers. Property that is demonstrated in ''[[On Spirals|Spirals]]'', a work of [[Archimedes]].<ref name=Beery/> |
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:<math>1^3+2^3+\ldots+n^3=\frac{1}{4}n^4+\frac{1}{2}n^3+\frac{1}{4}n^2, </math> {{pad|8}} polynomial <math>S_{1,1}^3(n)</math> calculating the sum of the cubes of the successive integers. Corollary of a theorem of [[Nicomachus theorem|Nicomachus of Gerasa]].<ref name=Beery>{{cite news|first=Janet|last= Beery| title=Sum of powers of positive integers|year= 2009|url=https://www.maa.org/press/periodicals/convergence/sums-of-powers-of-positive-integers-introduction|publisher=MMA Mathematical Association of America |doi=10.4169/loci003284|doi-broken-date= 1 November 2024}}</ref> |
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L'insieme <math>S_{1,1}^m(n) </math> of the cases, to which the two preceding polynomials belong, constitutes the classical problem of [[Faulhaber's formula|powers of successive integers]]. |
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=== Middle period === |
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Over time, many other mathematicians became interested in the problem and made various contributions to its solution. These include [[Aryabhata]], [[Al-Karaji]], [[Ibn al-Haytham]], [[Thomas Harriot]], [[Johann Faulhaber]], [[Pierre de Fermat]] and [[Blaise Pascal]] who recursively solved the problem of the sum of powers of successive integers by considering an identity that allowed to obtain a polynomial of degree <math> m + 1 </math> already knowing the previous ones.<ref name=Beery/> |
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Faulhaber's formula is also called '''Bernoulli's formula'''. Faulhaber did not know the properties of the coefficients later discovered by Bernoulli. Rather, he knew at least the first 17 cases, as well as the existence of the Faulhaber polynomials for odd powers described below.<ref name="Knuth1993">{{cite journal|author=Donald E. Knuth |title=Johann Faulhaber and sums of powers |journal=Mathematics of Computation |year=1993 |volume=61 |pages=277–294 |arxiv=math.CA/9207222|doi=10.2307/2152953|issue=203|jstor=2152953|author-link=Donald E. Knuth }} The arxiv.org paper has a misprint in the formula for the sum of 11th powers, which was corrected in the printed version. [http://www-cs-faculty.stanford.edu/~knuth/papers/jfsp.tex.gz Correct version.] {{Webarchive|url=https://web.archive.org/web/20101201111635/http://www-cs-faculty.stanford.edu/~knuth/papers/jfsp.tex.gz |date=2010-12-01 }}</ref> |
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:<math>1^5 + 2^5 + 3^5 + \cdots + n^5 = {4a^3 - a^2 \over 3};</math> {{OEIS2C|A000539}} |
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[[File:JakobBernoulliSummaePotestatum.png|thumb|right|Jakob Bernoulli's ''Summae Potestatum'', [[Ars Conjectandi]], 1713]] |
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In 1713, [[Jacob Bernoulli]] published under the title ''Summae Potestatum'' an expression of the sum of the {{mvar|p}} powers of the {{math|''n''}} first integers as a ({{math|''p'' + 1}})th-degree [[polynomial function]] of {{math|''n''}}, with coefficients involving numbers {{math|''B<sub>j</sub>''}}, now called [[Bernoulli number]]s: |
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:<math>1^7 + 2^7 + 3^7 + \cdots + n^7 = {6a^4 -4a^3 + a^2 \over 3};</math> {{OEIS2C|A000541}} |
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: <math> \sum_{k=1}^n k^{p} = \frac{n^{p+1}}{p+1}+\frac{1}{2}n^p+{1 \over p+1} |
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\sum_{j=2}^p {p+1 \choose j} B_j n^{p+1-j}.</math> |
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Introducing also the first two Bernoulli numbers (which Bernoulli did not), the previous formula becomes |
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<math display = block>\sum_{k=1}^n k^p = {1 \over p+1} \sum_{j=0}^p {p+1 \choose j} B_j n^{p+1-j},</math> |
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using the Bernoulli number of the second kind for which <math display = inline>B_1=\frac{1}{2}</math>, or |
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<math display = block>\sum_{k=1}^n k^p = {1 \over p+1} \sum_{j=0}^p (-1)^j{p+1 \choose j} B_j^- n^{p+1-j},</math> |
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using the Bernoulli number of the first kind for which <math display = inline>B_1^- =-\frac{1}{2}.</math> |
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A rigorous proof of these formulas and Faulhaber's assertion that such formulas would exist for all odd powers took until {{harvs|authorlink=Carl Gustav Jacob Jacobi|first=Carl|last=Jacobi|year=1834|txt}}, two centuries later. Jacobi benefited from the progress of mathematical analysis using the development in infinite series of an exponential function generating [[Bernoulli numbers]]. |
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:<math>1^9 + 2^9 + 3^9 + \cdots + n^9 = {16a^5 - 20a^4 +12a^3 - 3a^2 \over 5};</math> {{OEIS2C|A007487}} |
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=== Modern period === |
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In 1982 [[A.W.F. Edwards]] publishes an article <ref>{{cite journal| first=Anthony William Fairbank|last=Edwards | title=Sums of powers of integers: A little of the History |journal=The Mathematical Gazette| volume=66|number=435 | year= 1982|pages=22–28 |doi= 10.2307/3617302|jstor=3617302 |s2cid=125682077 }}</ref> in which he shows that Pascal's identity can be expressed by means of triangular matrices containing the [[Pascal's triangle]] deprived of 'last element of each line: |
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:<math>\begin{pmatrix} |
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:<math>1^{11} + 2^{11} + 3^{11} + \cdots + n^{11} = {16a^6 - 32a^5 + 34a^4 - 20a^3 + 5a^2 \over 3}.</math> {{OEIS2C|A123095}} |
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n\\ |
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n^2\\ |
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n^3\\ |
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n^4\\ |
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n^5\\ |
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\end{pmatrix}=\begin{pmatrix} |
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1 &0 &0 &0 &0\\ |
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1&2&0 &0 &0 \\ |
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1&3&3&0 &0 \\ |
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1&4&6&4 &0 \\ |
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1&5&10&10&5 |
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\end{pmatrix}\begin{pmatrix} |
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n\\ |
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\sum_{k=0}^{n-1} k^1\\ |
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\sum_{k=0}^{n-1} k^2\\ |
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\sum_{k=0}^{n-1} k^3\\ |
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\sum_{k=0}^{n-1} k^4\\ |
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\end{pmatrix}</math><ref>The first element of the vector of the sums is <math> n </math> and not <math> \sum_{k=0}^{n-1}k^0 </math> because of the first addend, the indeterminate form <math> 0^0 </math>, which should otherwise be assigned a value of 1</ref><ref name=Edwards>{{cite book|first= A.W.F.|last=Edwards| title=Pascal's Arithmetical Triangle: The Story of a Mathematical Idea|page=84|publisher=Charles Griffin & C.|year=1987|isbn=0-8018-6946-3}}</ref> |
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The example is limited by the choice of a fifth order matrix but is easily extendable to higher orders. The equation can be written as: <math>\vec{N}=A\vec{S} </math> and multiplying the two sides of the equation to the left by <math> A^{-1} </math> , inverse of the matrix A, we obtain <math> A^{-1}\vec{N}=\vec{S} </math> which allows to arrive directly at the polynomial coefficients without directly using the Bernoulli numbers. Other authors after Edwards dealing with various aspects of the power sum problem take the matrix path <ref>{{cite news |first=Dan|last= Kalman | title = Sums of Powers by matrix method | publisher=Semantic scholar | year = 1988|s2cid= 2656552 }}</ref> and studying aspects of the problem in their articles useful tools such as the Vandermonde vector.<ref>{{cite news| first=Gottfried|last= Helmes | title = Accessing Bernoulli-Numbers by Matrix-Operations | url = https://www.unikassel.de/fg_pur/helms/math/bernoulli/bernoulli_en.pdf | publisher = Uni-Kassel.de | year = 2006}}</ref> Other researchers continue to explore through the traditional analytic route <ref>{{cite web|first = F.T| last=Howard|url=https://users.dimi.uniud.it/~giacomo.dellariccia/Glossary/integer%20sequences/Howard1996.pdf| title=Sums of powers of integers via generating functions|year=1994| citeseerx=10.1.1.376.4044}}</ref> and generalize the problem of the sum of successive integers to any geometric progression<ref>{{cite arXiv|first = Wolfdieter|last= Lang | title=On Sums of Powers of Arithmetic Progressions, and Generalized Stirling, Eulerian and Bernoulli numbers|year= 2017 | class=math.NT |eprint= 1707.04451 }}</ref><ref>{{cite journal|first=Do|last=Tan Si|title=Obtaining Easily Sums of Powers on Arithmetic Progressions and Properties of Bernoulli Polynomials by Operator Calculus |
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The first of these [[Identity (mathematics)|identities]] (the case ''p'' = 3) is known as [[Squared triangular number|Nicomachus's theorem]]. |
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| url=https://www.researchgate.net/publication/319500626|publisher=Canadian Center of Science and Education|journal=Applied Physics Research|issn=1916-9639|volume= 9|year=2017}}</ref> |
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==Proof with exponential generating function== |
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More generally, {{citation needed|date=January 2017}} |
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Let |
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<math display = block> |
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S_{p}(n)=\sum_{k=1}^{n} k^p, |
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</math> |
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denote the sum under consideration for integer <math>p\ge 0.</math> |
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Define the following exponential [[generating function]] with (initially) indeterminate <math>z</math> |
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:<math> |
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<math display = block> |
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G(z,n)=\sum_{p=0}^{\infty} S_{p}(n) \frac{1}{p!}z^p. |
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</math> |
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We find |
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<math display = block> |
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\begin{align} |
\begin{align} |
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G(z,n) =& \sum_{p=0}^{\infty} \sum_{k=1}^{n} \frac{1}{p!}(kz)^p |
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=\sum_{k=1}^{n}e^{kz}=e^{z}\cdot\frac{1-e^{nz}}{1-e^{z}},\\ |
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(2-2^{2q})~ B_{2q} ~\left[(8a+1)^{m+1-q}-1\right]. |
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=& \frac{1-e^{nz}}{e^{-z}-1}. |
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\end{align} |
\end{align} |
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</math> |
</math> |
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This is an entire function in <math>z</math> so that <math>z</math> can be taken to be any complex number. |
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We next recall the exponential generating function for the [[Bernoulli polynomials]] <math>B_j(x)</math> |
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Some authors call the polynomials in ''a'' on the right-hand sides of these identities '''Faulhaber polynomials'''. These polynomials are divisible by {{math|''a''<sup>2</sup>}} because the [[Bernoulli number]] {{math|''B''<sub>''j''</sub>}} is 0 for odd {{math|''j'' > 1}}. |
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<math display = block> |
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\frac{ze^{zx}}{e^{z}-1}=\sum_{j=0}^{\infty} B_j(x) \frac{z^j}{j!}, |
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</math> |
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where <math>B_j=B_j(0)</math> denotes the Bernoulli number with the convention <math>B_{1}=-\frac{1}{2}</math>. This may be converted to a generating function with the convention <math>B^+_1=\frac{1}{2}</math> by the addition of <math>j</math> to the coefficient of <math>x^{j-1}</math> in each <math>B_j(x)</math>, see [[Bernoulli_polynomials#Explicit_formula]] for example. <math>B_0</math> does not need to be changed. |
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<math display = block> |
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\begin{align} |
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\sum_{j=0}^{\infty} B^+_j(x) \frac{z^j}{j!}\\ |
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=& \frac{ze^{zx}}{e^{z}-1}+\sum_{j=1}^{\infty}jx^{j-1}\frac{z^j}{j!}\\ |
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=& \frac{ze^{zx}}{e^{z}-1}+\sum_{j=1}^{\infty}x^{j-1}\frac{z^j}{(j-1)!}\\ |
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=& \frac{ze^{zx}}{e^{z}-1}+ze^{zx}\\ |
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=& \frac{ze^{zx}+ze^{z}e^{zx}-ze^{zx}}{e^{z}-1}\\ |
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=& \frac{ze^{zx}}{1-e^{-z}} |
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\end{align} |
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</math> |
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so that |
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<math display = block> |
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Faulhaber also knew that if a sum for an odd power is given by |
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\sum_{j=0}^{\infty} B^+_j(x) \frac{z^j}{j!} - \sum_{j=0}^{\infty} B^+_j(0) \frac{z^j}{j!} |
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= \frac{ze^{zx}}{1-e^{-z}} - \frac{z}{1-e^{-z}} |
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= zG(z,n) |
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</math> |
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It follows that |
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<math display = block> |
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S_p(n)=\frac{B^+_{p+1}(n)-B^+_{p+1}(0)}{p+1} |
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</math> |
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for all <math>p</math>. |
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== Faulhaber polynomials == |
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:<math>\sum_{k=1}^n k^{2m+1} = c_1 a^2 + c_2 a^3 + \cdots + c_m a^{m+1}</math> |
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The term '''Faulhaber polynomials''' is used by some authors to refer to another polynomial sequence related to that given above. |
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then the sum for the even power just below is given by |
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Write |
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:<math>\sum_{k=1}^n k^{2m} = \frac{n+1/2}{2m+1}(2 c_1 a + 3 c_2 a^2+\cdots + (m+1) c_m a^m).</math> |
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<math display=block>a = \sum_{k=1}^n k = \frac{n(n+1)}{2} . </math> |
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Faulhaber observed that if ''p'' is odd then <math display=inline>\sum_{k=1}^n k^p</math> is a polynomial function of ''a''. |
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[[File:Nicomachus_theorem_3D.svg|thumb|[[Proof without words]] for ''p'' = 3 <ref>{{citation |last1=Gulley |first1=Ned |editor-last=Shure |editor-first=Loren |title=Nicomachus's Theorem |date=March 4, 2010 |url=http://blogs.mathworks.com/loren/2010/03/04/nichomachuss-theorem/ |publisher=Matlab Central}}</ref>]] |
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Note that the polynomial in parentheses is the derivative of the polynomial above with respect to ''a''. |
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For ''p'' = 1, it is clear that |
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Since ''a'' = ''n''(''n'' + 1)/2, these formulae show that for an odd power (greater than 1), the sum is a polynomial in ''n'' having factors ''n''<sup>2</sup> and (''n'' + 1)<sup>2</sup>, while for an even power the polynomial has factors ''n'', ''n'' + ½ and ''n'' + 1. |
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<math display=block>\sum_{k=1}^n k^1 = \sum_{k=1}^n k = \frac{n(n+1)}{2} = a. </math> |
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For ''p'' = 3, the result that |
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<math display=block>\sum_{k=1}^n k^3 = \frac{n^2(n+1)^2}{4} = a^2 </math> |
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is known as [[Squared triangular number|Nicomachus's theorem]]. |
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Further, we have |
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==''Summae Potestatum''== |
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<math display=block> \begin{align} |
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[[File:JakobBernoulliSummaePotestatum.png|thumb|right|Jakob Bernoulli's ''Summae Potestatum'', [[Ars Conjectandi]], 1713]] |
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\sum_{k=1}^n k^5 &= \frac{4a^3 - a^2}{3} \\ |
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\sum_{k=1}^n k^7 &= \frac{6a^4 -4a^3 + a^2}{3} \\ |
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\sum_{k=1}^n k^9 &= \frac{16a^5 - 20a^4 +12a^3 - 3a^2}{5} \\ |
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\sum_{k=1}^n k^{11} &= \frac{16a^6 - 32a^5 + 34a^4 - 20a^3 + 5a^2}{3} |
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\end{align} </math> |
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(see {{OEIS2C|A000537}}, {{OEIS2C|A000539}}, {{OEIS2C|A000541}}, {{OEIS2C|A007487}}, {{OEIS2C|A123095}}). |
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More generally, {{citation needed|date=January 2017}} |
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In 1713, [[Jacob Bernoulli]] published under the title ''Summae Potestatum'' an expression of the sum of the {{mvar|p}} powers of the {{math|''n''}} first integers as a ({{math|''p'' + 1}})th-degree [[polynomial function]] of {{math|''n''}}, with coefficients involving numbers {{math|''B<sub>j</sub>''}}, now called [[Bernoulli number]]s: |
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<math display=block> |
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: <math> \sum_{k=1}^n k^{p} = \frac{n^{p+1}}{p+1}+\frac{1}{2}n^p+{1 \over p+1} |
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\sum_{ |
\sum_{k=1}^n k^{2m+1} = \frac{1}{2^{2m+2}(2m+2)} \sum_{q=0}^m \binom{2m+2}{2q} |
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(2-2^{2q})~ B_{2q} ~\left[(8a+1)^{m+1-q}-1\right]. |
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</math> |
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Some authors call the polynomials in ''a'' on the right-hand sides of these identities ''Faulhaber polynomials''. These polynomials are divisible by {{math|''a''<sup>2</sup>}} because the [[Bernoulli number]] {{math|''B''<sub>''j''</sub>}} is 0 for odd {{math|''j'' > 1}}. |
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Introducing also the first two Bernoulli numbers (which Bernoulli did not), the previous formula becomes |
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:<math>\sum_{k=1}^n k^p = {1 \over p+1} \sum_{j=0}^p {p+1 \choose j} B_j n^{p+1-j},</math> |
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using the Bernoulli number of the second kind for which <math>B_1=\frac{1}{2}</math>, or |
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:<math>\sum_{k=1}^n k^p = {1 \over p+1} \sum_{j=0}^p (-1)^j{p+1 \choose j} B_j n^{p+1-j},</math> |
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using the Bernoulli number of the first kind for which <math>B_1=-\frac{1}{2}.</math> |
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Inversely, writing for simplicity <math>s_j: = \sum_{k=1}^n k^j</math>, we have |
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For example, as |
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<math display=block> \begin{align} |
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:<math>B_0=1,~B_1=1/2,~B_2=1/6,~B_3=0,~B_4=-1/30,</math> |
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4a^3 &= 3s_5 +s_3 \\ |
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one has for {{math|1=''p'' = 4}}, |
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8a^4 &= 4s_7+4s_5 \\ |
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:<math>\begin{align}1^4 + 2^4 + 3^4 + \cdots + n^4 &= {1 \over 5} \sum_{j=0}^4 {5 \choose j} B_j n^{5-j}\\ |
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16a^5 &= 5s_9+10s_7+s_5 |
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&= {1 \over 5} \left(B_0 n^5+5B_1n^4+10B_2n^3+10B_3n^2+5B_4n\right)\\ |
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\end{align} </math> |
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and generally |
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<math display=block> 2^{m-1} a^m = \sum_{j>0} \binom{m}{2j-1} s_{2m-2j+1}.</math> |
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Faulhaber also knew that if a sum for an odd power is given by |
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Faulhaber himself did not know the formula in this form, but only computed the first seventeen polynomials; the general form was established with the discovery of the [[Bernoulli numbers]] (see [[#History|History section]]). The derivation of Faulhaber's formula is available in ''The Book of Numbers'' by [[John Horton Conway]] and [[Richard K. Guy]].<ref name=Conway>{{cite book |author=[[John H. Conway]], [[Richard K. Guy|Richard Guy]] |title=The Book of Numbers |publisher=Springer |year=1996 |isbn=0-387-97993-X |page=[https://archive.org/details/bookofnumbers0000conw/page/107 107] |url=https://archive.org/details/bookofnumbers0000conw/page/107 }}</ref> |
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<math display=block>\sum_{k=1}^n k^{2m+1} = c_1 a^2 + c_2 a^3 + \cdots + c_m a^{m+1}</math> |
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then the sum for the even power just below is given by |
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<math display=block>\sum_{k=1}^n k^{2m} = \frac{n+\frac12}{2m+1}(2 c_1 a + 3 c_2 a^2+\cdots + (m+1) c_m a^m).</math> |
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Note that the polynomial in parentheses is the derivative of the polynomial above with respect to ''a''. |
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Since ''a'' = ''n''(''n'' + 1)/2, these formulae show that for an odd power (greater than 1), the sum is a polynomial in ''n'' having factors ''n''<sup>2</sup> and (''n'' + 1)<sup>2</sup>, while for an even power the polynomial has factors ''n'', ''n'' + 1/2 and ''n'' + 1. |
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There is also a similar (but somehow simpler) expression: using the idea of [[Telescoping series|telescoping]] and the [[binomial theorem]], one gets ''[[Blaise Pascal|Pascal]]'s identity'':<ref>{{cite journal|author=Kieren MacMillan, Jonathan Sondow|title=Proofs of power sum and binomial coefficient congruences via Pascal's identity |journal=[[American Mathematical Monthly]] |year=2011 |volume=118 |issue=6 |pages=549–551 |doi=10.4169/amer.math.monthly.118.06.549|arxiv=1011.0076}}</ref> |
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:<math>\begin{align}(n+1)^{k+1}-1 &= \sum_{m = 1}^n \left((m+1)^{k+1} - m^{k+1}\right)\\ |
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&= \sum_{p = 0}^k \binom{k+1}{p} (1^p+2^p+ \dots + n^p).\end{align}</math> |
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This<!-- due to Pascal--> in particular yields the examples below – e.g., take {{math|1=''k'' = 1}} to get the first example. In a similar fashion we also find |
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:<math>\begin{align}n^{k+1} = \sum_{m = 1}^n \left(m^{k+1} - (m-1)^{k+1}\right) = \sum_{p = 0}^k (-1)^{k+p}\binom{k+1}{p} (1^p+2^p+ \dots + n^p).\end{align}</math> |
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== Expressing products of power sums as linear combinations of power sums == |
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==Examples== |
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Products of two (and thus by iteration, several) power sums <math>s_{j_r}:=\sum_{k=1}^n k^{j_r} </math> can be written as linear combinations of power sums with either all degrees even or all degrees odd, depending on the total degree of the product as a polynomial in <math>n </math>, e.g. <math>30 s_2s_4=-s_3+15s_5+16s_7 </math>. |
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:<math>1 + 2 + 3 + \cdots + n = \frac{n(n+1)}{2} = \frac{n^2 + n}{2}</math> (the [[triangular number]]s) |
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Note that the sums of coefficients must be equal on both sides, as can be seen by putting <math>n=1 </math>, which makes all the <math>s_j </math> equal to 1. Some general formulae include: |
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<math display=block> \begin{align} |
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(m+1)s_m^2 &= 2\sum_{j=0}^{\lfloor\frac{m}2\rfloor}\binom{m+1}{2j}(2m+1-2j)B_{2j}s_{2m+1-2j}.\\ |
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m(m+1)s_ms_{m-1}&=m(m+1)B_ms_m+\sum_{j=0}^{\lfloor\frac{m-1}2\rfloor}\binom{m+1}{2j}(2m+1-2j)B_{2j}s_{2m-2j}.\\ |
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2^{m-1} s_1^m &= \sum_{j=1}^{\lfloor\frac{m+1}2\rfloor} \binom{m}{2j-1} s_{2m+1-2j}.\end{align}</math> |
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Note that in the second formula, for even <math>m </math> the term corresponding to <math>j=\dfrac m2 </math> is different from the other terms in the sum, while for odd <math>m </math>, this additional term vanishes because of <math>B_m=0 </math>. |
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== Matrix form == |
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:<math>1^2 + 2^2 + 3^2 + \cdots + n^2 = \frac{n(n+1)(2n+1)}{6} = \frac{2n^3 + 3n^2 + n}{6}</math> (the [[square pyramidal number]]s) |
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Faulhaber's formula can also be written in a form using [[matrix multiplication]]. |
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:<math>1^3 + 2^3 + 3^3 + \cdots + n^3 = \left[\frac{n(n+1)}{2}\right]^2 = \frac{n^4 + 2n^3 + n^2}{4}</math> (the [[triangular number]]s squared) |
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Take the first seven examples |
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:<math> |
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\begin{align} |
<math display="block">\begin{align} |
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\sum_{k=1}^n k^0 &= \phantom{-}1n \\ |
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1^4 + 2^4 + 3^4 + \cdots + n^4 & = \frac{n(n+1)(2n+1)(3n^2+3n-1)}{30} \\ |
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\sum_{k=1}^n k^1 &= \phantom{-}\tfrac{1}{2}n+\tfrac{1}{2}n^2 \\ |
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& = \frac{6n^5 + 15n^4 + 10n^3 - n}{30} |
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\sum_{k=1}^n k^2 &= \phantom{-}\tfrac{1}{6}n+\tfrac{1}{2}n^2+\tfrac{1}{3}n^3 \\ |
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\end{align} |
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\sum_{k=1}^n k^3 &= \phantom{-}0n+\tfrac{1}{4}n^2+\tfrac{1}{2}n^3+\tfrac{1}{4}n^4 \\ |
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</math> |
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\sum_{k=1}^n k^4 &= -\tfrac{1}{30}n+0n^2+\tfrac{1}{3}n^3+\tfrac{1}{2}n^4+\tfrac{1}{5}n^5 \\ |
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\sum_{k=1}^n k^5 &= \phantom{-}0n-\tfrac{1}{12}n^2+0n^3+\tfrac{5}{12}n^4+\tfrac{1}{2}n^5+\tfrac{1}{6}n^6 \\ |
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:<math> |
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\sum_{k=1}^n k^6 &= \phantom{-}\tfrac{1}{42}n+0n^2-\tfrac{1}{6}n^3+0n^4+\tfrac{1}{2}n^5+\tfrac{1}{2}n^6+\tfrac{1}{7}n^7 . |
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\begin{align} |
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\end{align}</math> |
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1^5 + 2^5 + 3^5 + \cdots + n^5 & = \frac{[n(n+1)]^2(2n^2+2n-1)}{12} \\ |
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Writing these polynomials as a product between matrices gives |
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& = \frac{2n^6 + 6n^5 + 5n^4 - n^2}{12} |
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<math display="block">\begin{pmatrix} |
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\end{align} |
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\sum k^0 \\ |
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</math> |
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\sum k^1 \\ |
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\sum k^2 \\ |
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:<math> |
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\sum k^3 \\ |
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\begin{align} |
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\sum k^4 \\ |
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1^6 + 2^6 + 3^6 + \cdots + n^6 & = \frac{n(n+1)(2n+1)(3n^4+6n^3-3n+1)}{42} \\ |
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\sum k^5 \\ |
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& = \frac{6n^7 + 21n^6 + 21n^5 -7n^3 + n}{42} |
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\sum k^6 |
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\end{align} |
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\end{pmatrix} = |
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</math> |
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G_7 |
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\begin{pmatrix} |
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==From examples to matrix theorem== |
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From the previous examples we get: |
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:<math>\sum_{i=1}^n i^0 = n </math> |
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:<math>\sum_{i=1}^n i^1 = {1\over 2}n+{1\over 2}n^2 </math> |
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:<math>\sum_{i=1}^n i^2 = {1\over 6}n+{1\over 2}n^2+{1\over 3}n^3 </math> |
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:<math>\sum_{i=1}^n i^3 = {1\over 4}n^2+{1\over 2}n^3+{1\over 4}n^4 </math> |
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:<math>\sum_{i=1}^n i^4 = -{1\over 30}n+{1\over 3}n^3+{1\over 2}n^4+{1\over 5}n^5 </math> |
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:<math>\sum_{i=1}^n i^5 = -{1\over 12}n^2+{5\over 12}n^4+{1\over 2}n^5+{1\over 6}n^6 </math> |
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:<math>\sum_{i=1}^n i^6 = {1\over 42}n-{1\over 6}n^3+{1\over 2}n^5+{1\over 2}n^6+{1\over 7}n^7 </math> |
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:Writing these polynomials as a product between matrices gives |
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:<math>\begin{pmatrix} |
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\sum_{i=1}^{n} i^0 \\ |
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\sum_{i=1}^{n} i^1 \\ |
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\sum_{i=1}^{n} i^2 \\ |
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\sum_{i=1}^{n} i^3 \\ |
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\sum_{i=1}^{n} i^4 \\ |
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\sum_{i=1}^{n} i^5 \\ |
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\sum_{i=1}^{n} i^6 \\ |
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\end{pmatrix}=G_7\cdot\begin{pmatrix} |
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n \\ |
n \\ |
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n^2 \\ |
n^2 \\ |
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n^3 \\ |
n^3 \\ |
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n^4\\ |
n^4 \\ |
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n^5 \\ |
n^5 \\ |
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n^6 \\ |
n^6 \\ |
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n^7 |
n^7 |
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\end{pmatrix} ,</math> |
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where |
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\end{pmatrix} |
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<math display = "block"> G_7 = \begin{pmatrix} |
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\qquad \text{where}\qquad |
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G_7=\begin{pmatrix} |
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1& 0& 0& 0& 0&0& 0\\ |
1& 0& 0& 0& 0&0& 0\\ |
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{1\over 2}& {1\over 2}& 0& 0& 0& 0& 0\\ |
{1\over 2}& {1\over 2}& 0& 0& 0& 0& 0\\ |
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Line 164: | Line 258: | ||
-{1\over 30}& 0& {1\over 3}& {1\over 2}& {1\over 5}&0& 0\\ |
-{1\over 30}& 0& {1\over 3}& {1\over 2}& {1\over 5}&0& 0\\ |
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0& -{1\over 12}& 0& {5\over 12}& {1\over 2}& {1\over 6}& 0\\ |
0& -{1\over 12}& 0& {5\over 12}& {1\over 2}& {1\over 6}& 0\\ |
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{1\over 42}& 0& -{1\over 6}& 0& {1\over 2}&{1\over 2}& {1\over 7} |
{1\over 42}& 0& -{1\over 6}& 0& {1\over 2}&{1\over 2}& {1\over 7} |
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\end{pmatrix} . </math> |
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\end{pmatrix}</math> |
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Surprisingly, [[invertible matrix|inverting the matrix]] of polynomial coefficients yields something more familiar: |
Surprisingly, [[invertible matrix|inverting the matrix]] of polynomial coefficients yields something more familiar: |
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<math display="block"> |
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G_7^{-1}=\begin{pmatrix} |
G_7^{-1}=\begin{pmatrix} |
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1& 0& 0& 0& 0& 0& 0\\ |
1& 0& 0& 0& 0& 0& 0\\ |
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Line 178: | Line 271: | ||
-1& 6& -15& 20& -15& 6& 0\\ |
-1& 6& -15& 20& -15& 6& 0\\ |
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1& -7& 21& -35& 35& -21& 7\\ |
1& -7& 21& -35& 35& -21& 7\\ |
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\end{pmatrix}=\overline{A}_7 |
\end{pmatrix} = \overline{A}_7 |
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</math> |
</math> |
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In the inverted matrix, [[Pascal's triangle]] can be recognized, without the last element of each row, and with alternating signs. |
In the inverted matrix, [[Pascal's triangle]] can be recognized, without the last element of each row, and with alternating signs. |
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Let <math>A_7</math> be the matrix obtained from <math>\overline{A}_7</math> |
Let <math>A_7</math> be the matrix obtained from <math>\overline{A}_7</math> by changing the signs of the entries in odd diagonals, that is by replacing <math>a_{i,j}</math> by <math>(-1)^{i+j} a_{i,j}</math>, let <math>\overline{G}_7</math> be the matrix obtained from <math>G_7</math> with a similar transformation, then |
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<math display="block"> |
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let <math>\overline{G}_7</math> be the matrix obtained from <math>G_7</math> with a similar transformation, then |
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:<math> |
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A_7=\begin{pmatrix} |
A_7=\begin{pmatrix} |
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1& 0& 0& 0& 0& 0& 0\\ |
1& 0& 0& 0& 0& 0& 0\\ |
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Line 195: | Line 286: | ||
1& 6& 15& 20& 15& 6& 0\\ |
1& 6& 15& 20& 15& 6& 0\\ |
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1& 7& 21& 35& 35& 21& 7\\ |
1& 7& 21& 35& 35& 21& 7\\ |
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\end{pmatrix} |
\end{pmatrix} </math> |
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and |
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\quad A_7^{-1}=\begin{pmatrix} |
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<math display=block> A_7^{-1}=\begin{pmatrix} |
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1& 0& 0& 0& 0&0& 0\\ |
1& 0& 0& 0& 0&0& 0\\ |
||
-{1\over 2}& {1\over 2}& 0& 0& 0& 0& 0\\ |
-{1\over 2}& {1\over 2}& 0& 0& 0& 0& 0\\ |
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{1\over 6}& -{1\over 2}&{1\over 3}& 0& 0& 0& 0\\ |
{1\over 6}& -{1\over 2}&{1\over 3}& 0& 0& 0& 0\\ |
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0& {1\over 4}& -{1\over 2}& {1\over 4}& 0&0& 0\\ |
0& {1\over 4}& -{1\over 2}& {1\over 4}& 0&0& 0\\ |
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{1\over 30}& 0& {1\over 3}& -{1\over 2}& {1\over 5}&0& 0\\ |
-{1\over 30}& 0& {1\over 3}& -{1\over 2}& {1\over 5}&0& 0\\ |
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0& {1\over 12}& 0& {5\over 12}& -{1\over 2}& {1\over 6}& 0\\ |
0& -{1\over 12}& 0& {5\over 12}& -{1\over 2}& {1\over 6}& 0\\ |
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{1\over 42}& 0& {1\over 6}& 0& {1\over 2}&-{1\over 2}& {1\over 7} |
{1\over 42}& 0& -{1\over 6}& 0& {1\over 2}&-{1\over 2}& {1\over 7} |
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\end{pmatrix}=\overline{G}_7 |
\end{pmatrix}=\overline{G}_7 . |
||
</math> |
</math> |
||
Also |
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<math display="block">\begin{pmatrix} |
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and also |
|||
\sum_{k=0}^{n-1} k^0 \\ |
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:<math>\begin{pmatrix} |
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\sum_{ |
\sum_{k=0}^{n-1} k^1 \\ |
||
\sum_{ |
\sum_{k=0}^{n-1} k^2 \\ |
||
\sum_{ |
\sum_{k=0}^{n-1} k^3 \\ |
||
\sum_{ |
\sum_{k=0}^{n-1} k^4 \\ |
||
\sum_{ |
\sum_{k=0}^{n-1} k^5 \\ |
||
\sum_{ |
\sum_{k=0}^{n-1} k^6 \\ |
||
\end{pmatrix} = |
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\sum_{i=0}^{n-1} i^6 \\ |
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\overline{G}_7\begin{pmatrix} |
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n \\ |
n \\ |
||
n^2 \\ |
n^2 \\ |
||
n^3 \\ |
n^3 \\ |
||
n^4\\ |
n^4 \\ |
||
n^5 \\ |
n^5 \\ |
||
n^6 \\ |
n^6 \\ |
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Line 227: | Line 319: | ||
</math> |
</math> |
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This is because it is evident that |
This is because it is evident that |
||
<math>\sum_{ |
<math display="inline">\sum_{k=1}^{n}k^m-\sum_{k=0}^{n-1}k^m=n^m </math> and that therefore polynomials of degree <math>m+ 1</math> of the form <math display="inline">\frac{1}{m+1}n^{m+1}+\frac{1}{2}n^m+\cdots </math> subtracted the monomial difference <math> n^m </math> they become <math display="inline">\frac{1}{m+1}n^{m+1}-\frac{1}{2}n^m+\cdots </math>. |
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This is true for every order, that is, for each positive integer {{mvar|m}}, one has <math>G_m^{-1}=\overline{A}_m</math> and <math>\overline{G}_m^{-1}=A_m.</math> |
This is true for every order, that is, for each positive integer {{mvar|m}}, one has <math>G_m^{-1} = \overline{A}_m</math> and <math>\overline{G}_m^{-1} = A_m.</math> |
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Thus, it is possible to obtain the coefficients of the polynomials of the sums of powers of successive integers without resorting to the numbers of Bernoulli but by inverting the matrix easily obtained from the triangle of Pascal. |
Thus, it is possible to obtain the coefficients of the polynomials of the sums of powers of successive integers without resorting to the numbers of Bernoulli but by inverting the matrix easily obtained from the triangle of Pascal.<ref>{{citation | first=Giorgio|last=Pietrocola | title=On polynomials for the calculation of sums of powers of successive integers and Bernoulli numbers deduced from the Pascal's triangle| year=2017 |url=http://www.pietrocola.eu/EN/Theoremsonthesumofpowersofsuccessiveintegersbygiorgiopietrocola%20.pdf}}. |
||
<ref>{{citation |first= |
</ref><ref>{{citation |first=Nigel|last=Derby |title=A search for sums of powers |journal=The Mathematical Gazette |volume=99 |issue=546 |pages=416–421 | year=2015 |url=https://www.proquest.com/openview/f8786728002514b2de4eaa379d175640/1?pq-origsite=gscholar&cbl=2035960 |doi=10.1017/mag.2015.77|s2cid=124607378 }}. |
||
</ref> |
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<ref>{{citation |first=Nigel|last=Derby|title=A search for sums of powers |journal=The Mathematical Gazette|volume=99|issue=546|pages=416–421| year=2015 |url=https://search.proquest.com/openview/f8786728002514b2de4eaa379d175640/1?pq-origsite=gscholar&cbl=2035960|doi=10.1017/mag.2015.77}}. |
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</ref> |
</ref> |
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==Variations== |
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==Proof with exponential generating function== |
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Let |
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:<math> |
|||
S_{p}(n)=\sum_{k=1}^{n} k^p, |
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</math> |
|||
denote the sum under consideration for integer <math>p\ge 0.</math> |
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* Replacing <math>k</math> with <math>p-k</math>, we find the alternative expression: <math display="block"> |
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Define the following exponential [[generating function]] with (initially) indeterminate <math>z</math> |
|||
\sum_{k=1}^n k^p= \sum_{k=0}^p \frac1{k+1}{p \choose k} B_{p-k} n^{k+1}. |
|||
:<math> |
|||
G(z,n)=\sum_{p=0}^{\infty} S_{p}(n) \frac{1}{p!}z^p. |
|||
</math> |
</math> |
||
* Subtracting <math>n^p</math> from both sides of the original formula and incrementing <math>n</math> by <math>1</math>, we get <math display=block> |
|||
We find |
|||
:<math> |
|||
\begin{align} |
\begin{align} |
||
\sum_{k=1}^n k^{p} &= \frac{1}{p+1} \sum_{k=0}^p \binom{p+1}{k} (-1)^kB_k (n+1)^{p-k+1} \\ |
|||
=\sum_{k= |
&= \sum_{k=0}^p \frac{1}{k+1} \binom{p}{k} (-1)^{p-k}B_{p-k} (n+1)^{k+1}, |
||
=& \frac{1-e^{nz}}{e^{-z}-1}. |
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\end{align} |
\end{align} |
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</math> |
</math> |
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: where <math>(-1)^kB_k = B^-_k</math> can be interpreted as "negative" Bernoulli numbers with <math>B^-_1=-\tfrac12</math>. |
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* We may also expand <math>G(z,n)</math> in terms of the Bernoulli polynomials to find <math display="block"> |
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We next recall the exponential generating function for the [[Bernoulli polynomials]] <math>B_j(x)</math> |
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:<math> |
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\frac{ze^{zx}}{e^{z}-1}=\sum_{j=0}^{\infty} B_j(x) \frac{z^j}{j!}, |
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</math> |
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where <math>B_j=B_j(0)</math> denotes the Bernoulli number with the convention <math>B_{1}=-\frac{1}{2}</math>. This may be converted to a generating function with the convention <math>B^+_1=\frac{1}{2}</math> by the addition of <math>j</math> to the coefficient of <math>x^{j-1}</math> in each <math>B_j(x)</math> (<math>B_0</math> does not need to be changed): |
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:<math> |
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\begin{align} |
\begin{align} |
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G(z,n) &= \frac{e^{(n+1)z}}{e^z -1} - \frac{e^z}{e^z -1}\\ |
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= |
&= \sum_{j=0}^{\infty} \left(B_j(n+1)-(-1)^j B_j\right) \frac{z^{j-1}}{j!}, |
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=& \frac{ze^{zx}}{e^{z}-1}+ze^{zx}\\ |
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=& \frac{ze^{zx}+ze^{z+zx}-ze^{zx}}{e^{z}-1}\\ |
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=& \frac{ze^{zx}}{1-e^{-z}} |
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\end{align} |
\end{align} |
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</math> which implies <math display="block"> |
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</math> |
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\sum_{k=1}^n k^p = \frac{1}{p+1} \left(B_{p+1}(n+1)-(-1)^{p+1}B_{p+1}\right) = \frac{1}{p+1}\left(B_{p+1}(n+1)-B_{p+1}(1) \right). |
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It follows immediately that |
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</math> Since <math>B_n = 0</math> whenever <math> n > 1</math> is odd, the factor <math> (-1)^{p+1} </math> may be removed when <math>p > 0</math>. |
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:<math> |
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* It can also be expressed in terms of [[Stirling numbers of the second kind]] and falling factorials as<ref>[[Concrete Mathematics]], 1st ed. (1989), p. 275.</ref> <math display="block"> |
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S_p(n)=\frac{B^+_{p+1}(n)-B^+_{p+1}(0)}{p+1} |
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\sum_{k=0}^n k^p = \sum_{k=0}^p \left\{{p\atop k}\right\}\frac{(n+1)_{k+1}}{k+1}, |
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</math> |
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</math> <math display="block"> |
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\sum_{k=1}^n k^p = \sum_{k=1}^{p+1} \left\{{p+1\atop k}\right\}\frac{(n)_k}{k}. |
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</math> This is due to the definition of the Stirling numbers of the second kind as [[mononomial]]s in terms of falling factorials, and the behaviour of falling factorials under the [[indefinite sum]]. |
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Interpreting the Stirling numbers of the second kind, <math>\left\{{p+1\atop k}\right\}</math>, as the number of set partitions of <math>\lbrack p+1\rbrack</math> into <math>k</math> parts, the identity has a direct combinatorial proof since both sides count the number of functions <math>f:\lbrack p+1\rbrack \to \lbrack n\rbrack </math> with <math>f(1)</math> maximal. The index of summation on the left hand side represents <math>k=f(1)</math>, while the index on the right hand side is represents the number of elements in the image of f. |
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==Alternate expressions== |
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*There is also a similar (but somehow simpler) expression: using the idea of [[Telescoping series|telescoping]] and the [[binomial theorem]], one gets ''[[Blaise Pascal|Pascal]]'s identity'':<ref>{{cite journal|author=Kieren MacMillan, Jonathan Sondow|title=Proofs of power sum and binomial coefficient congruences via Pascal's identity |journal=[[American Mathematical Monthly]] |year=2011 |volume=118 |issue=6 |pages=549–551 |doi=10.4169/amer.math.monthly.118.06.549|arxiv=1011.0076|s2cid=207521003 }}</ref> |
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* By relabelling we find the alternative expression |
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<math display = block>\begin{align}(n+1)^{k+1}-1 &= \sum_{m = 1}^n \left((m+1)^{k+1} - m^{k+1}\right)\\ |
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: <math> |
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\sum_{ |
&= \sum_{p = 0}^k \binom{k+1}{p} (1^p+2^p+ \dots + n^p).\end{align}</math> |
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:This<!-- due to Pascal--> in particular yields the examples below – e.g., take {{math|1=''k'' = 1}} to get the first example. In a similar fashion we also find |
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</math> |
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<math display = block>\begin{align}n^{k+1} = \sum_{m = 1}^n \left(m^{k+1} - (m-1)^{k+1}\right) = \sum_{p = 0}^k (-1)^{k+p}\binom{k+1}{p} (1^p+2^p+ \dots + n^p).\end{align}</math> |
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* A generalized expression involving the [[Eulerian number|Eulerian numbers]] <math>A_n(x)</math> is |
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* We may also expand <math>G(z,n)</math> in terms of the Bernoulli polynomials to find |
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:<math>\sum_{n=1}^\infty n^k x^n=\frac{x}{(1-x)^{k+1}}A_k(x)</math>. |
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:<math> |
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* Faulhaber's formula was generalized by Guo and Zeng to a [[q-analog|{{mvar|q}}-analog]].<ref name=GuoZeng2005>{{cite journal |last1=Guo |first1=Victor J. W. |last2=Zeng |first2=Jiang |date=30 August 2005 |title=A q-Analogue of Faulhaber's Formula for Sums of Powers |journal=The Electronic Journal of Combinatorics |volume=11 |issue=2 |doi=10.37236/1876 |bibcode=2005math......1441G |arxiv=math/0501441 |s2cid=10467873 }}</ref> |
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\begin{align} |
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G(z,n) =& \frac{e^{(n+1)z}}{e^{z}-1}-\frac{e^z}{e^{z}-1}\\ |
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=& \sum_{j=0}^{\infty} \left(B_j(n+1)-(-1)^jB_j\right) \frac{z^{j-1}}{j!}, |
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\end{align} |
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</math> |
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:which implies |
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:<math> |
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\sum_{k=1}^nk^p=\frac{1}{p+1}\left(B_{p+1}(n+1)-(-1)^{p+1}B_{p+1}\right)=\frac{1}{p+1}\left(B_{p+1}(n+1)-B_{p+1}(1)\right). |
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</math> |
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:Since <math>B_n = 0</math> whenever <math> n > 1</math> is odd, the factor <math> (-1)^{p+1} </math> may be removed when <math>p > 0</math>. |
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* It can also be expressed in terms of [[Stirling numbers of the second kind]] and falling factorials as<ref>[[Concrete Mathematics]], 1st ed. (1989), p. 275.</ref> |
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: <math>\sum_{k=0}^n k^p = \sum_{k=0}^p \left\{{p\atop k}\right\}\frac{(n+1)_{k+1}}{k+1},</math> |
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: <math>\sum_{k=1}^n k^p = \sum_{k=1}^{p+1} \left\{{p+1\atop k}\right\}\frac{(n)_k}{k}.</math> |
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:This is due to the definition of the Stirling numbers of the second kind as [[mononomial]]s in terms of falling factorials, and the behaviour of falling factorials under the [[indefinite sum]]. |
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==Relationship to Riemann zeta function== |
==Relationship to Riemann zeta function== |
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Using <math>B_k=-k\zeta(1-k)</math>, one can write |
Using <math>B_k=-k\zeta(1-k)</math>, one can write |
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<math display = block> |
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\sum\limits_{k=1}^n k^p = \frac{n^{p+1}}{p+1} - \sum\limits_{j=0}^{p-1}{p \choose j}\zeta(-j)n^{p-j}. |
\sum\limits_{k=1}^n k^p = \frac{n^{p+1}}{p+1} - \sum\limits_{j=0}^{p-1}{p \choose j}\zeta(-j)n^{p-j}. |
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</math> |
</math> |
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If we consider the generating function <math>G(z,n)</math> in the large <math>n</math> limit for <math>\Re (z)<0</math>, then we find |
If we consider the generating function <math>G(z,n)</math> in the large <math>n</math> limit for <math>\Re (z)<0</math>, then we find |
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<math display = block> |
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\lim_{n\rightarrow \infty}G(z,n) = \frac{1}{e^{-z}-1}=\sum_{j=0}^{\infty} (-1)^{j-1}B_j \frac{z^{j-1}}{j!} |
\lim_{n\rightarrow \infty}G(z,n) = \frac{1}{e^{-z}-1}=\sum_{j=0}^{\infty} (-1)^{j-1}B_j \frac{z^{j-1}}{j!} |
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</math> |
</math> |
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Heuristically, this suggests that |
Heuristically, this suggests that |
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<math display = block> |
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\sum_{k=1}^{\infty} k^p=\frac{(-1)^{p} B_{p+1}}{p+1}. |
\sum_{k=1}^{\infty} k^p=\frac{(-1)^{p} B_{p+1}}{p+1}. |
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</math> |
</math> |
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This result agrees with the value of the [[Riemann zeta function]] <math>\zeta(s)=\sum_{n=1}^{\infty}\frac{1}{n^s}</math> for negative integers <math>s=-p<0</math> on appropriately analytically continuing <math>\zeta(s)</math>. |
This result agrees with the value of the [[Riemann zeta function]] <math display=inline>\zeta(s)=\sum_{n=1}^{\infty}\frac{1}{n^s}</math> for negative integers <math>s=-p<0</math> on appropriately analytically continuing <math>\zeta(s)</math>. |
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Faulhaber's formula can be written in terms of the [[Hurwitz zeta function]]: |
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==Umbral form== |
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<math display = block> |
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In the classical [[umbral calculus]] one formally treats the indices ''j'' in a sequence ''B''<sub>''j''</sub> as if they were exponents, so that, always considering the variant <math> B_1=\frac{1}{2}</math>,<ref name=Conway/> in this case we can apply the [[binomial theorem]] and say |
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\sum\limits_{k=1}^n k^p = \zeta(-p) - \zeta(-p, n+1) |
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</math> |
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==Umbral form== |
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:<math>\sum_{k=1}^n k^p = {1 \over p+1} \sum_{j=0}^p {p+1 \choose j} B_j n^{p+1-j} |
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= {1 \over p+1} \sum_{j=0}^p {p+1 \choose j} B^j n^{p+1-j} </math> |
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<!-- extra blank line for easier legibility --> |
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:::<math>= {(B+n)^{p+1} - B^{p+1} \over p+1}. </math> |
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In the ''modern'' umbral calculus, one considers the [[linear functional]] ''T'' on the [[vector space]] of polynomials in a variable ''b'' given by |
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:<math>T(b^j) = B_j.\,</math> |
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Then one can say |
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:<math>\sum_{k=1}^n k^p = {1 \over p+1} \sum_{j=0}^p {p+1 \choose j} B_j n^{p+1-j} |
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= {1 \over p+1} \sum_{j=0}^p {p+1 \choose j} T(b^j) n^{p+1-j} </math> |
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<!-- extra blank line for easier legibility --> |
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:::<math> = {1 \over p+1} T\left(\sum_{j=0}^p {p+1 \choose j} b^j n^{p+1-j} \right) |
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= T\left({(b+n)^{p+1} - b^{p+1} \over p+1}\right). </math> |
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== Generalizations of Faulhaber's formula == |
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Faulhaber's formula can be extended to different types of multiple sums of powers. The first type of multiple sums, referred to as multiple sums of powers, is the sum of products of distinct powers. The second type of multiple sums, referred to as recurrent sums of powers, is the sum of products of powers (distinct or not). |
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=== Multiple sums of powers === |
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For any <math>m</math>, <math>q</math>, <math>n</math>, <math>p\in\mathbb{N}</math> such that <math>n \geq q+m-1</math>, a multiple sum of powers <math>p</math> of order <math>m</math> with bounds <math>q |
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</math> and <math>n</math> can be defined as |
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<math>\sum_{q\leq N_1 < \cdots < N_m \leq n} N_m^p \cdots N_1^p,</math> |
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which corresponds to the sum of products of <math>m</math> distinct powers of <math>p</math> of integers between <math>q</math> and <math>n</math>. |
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Multiple sums of powers can be expressed as a combination of simple sums of powers as illustrated by the following theorem<ref name=":0">{{Cite web |last=El Haddad |first=Roudy |title=A generalization of multiple zeta values. Part 2: Multiple sums {{!}} Notes on Number Theory and Discrete Mathematics |url=https://nntdm.net/volume-28-2022/number-2/200-233/ |access-date= |language=en-US |doi=10.7546/nntdm.2022.28.2.200-233}}</ref>. |
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'''Theorem.''' For any <math>m</math>, <math>q</math>, <math>n</math>, <math>p\in\mathbb{N}</math> such that <math>n \geq q+m-1</math>, we have that |
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<math>\sum_{q\leq N_1 < \cdots < N_m \leq n} N_m^p \cdots N_1^p=(-1)^m \sum_{y_1+\cdots+y_m=m}{\prod_{i=1}^{m}{\frac{(-1)^{y_i}}{y_i! i^{y_i}}\biggl(\sum_{N=q}^{n}{N^{ip}}\biggl)^{y_i}}}.</math> |
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Applying Faulhaber's formula for simple sums of powers leads to the following generalized Faulhaber formula<ref name=":0" />. |
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'''Theorem.''' For any <math>m</math>, <math>n</math>, <math>p\in\mathbb{N}</math> such that <math>n\geq m</math>, we have that |
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<math>\sum_{1\leq N_1 < \cdots < N_m \leq n} N_m^p \cdots N_1^p=(-1)^m \sum_{y_1+\cdots+y_m=m}{\prod_{i=1}^{m}{\frac{(-1)^{y_i}}{y_i! i^{y_i}}\biggl({\frac{n^{ip+1}}{ip+1}\sum_{j=0}^{ip}{(-1)^j\binom{ip+1}{j}\frac{B_j}{n^j}}}\biggl)^{y_i}}}.</math> |
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'''Examples.''' |
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<math>\sum_{1\leq N_1 < N_2 \leq n} N_2 N_1=\frac{n(n-1)(n+1)(3n+2)}{24}=\binom{n+1}{3}\frac{3n+2}{4},</math> [[oeis:A000914|A000914]]. |
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<math>\sum_{1\leq N_1 < N_2 \leq n} N_2^2 N_1^2=\frac{n(n-1)(n+1)(2n-1)(2n+1)(5n+6)}{360}=\binom{2n+2}{5}\frac{5n+6}{4!},</math> [[oeis:A000596|A000596]]. |
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<math>\sum_{1\leq N_1 < N_2 < N_3 \leq n} N_3^2 N_2^2 N_1^2=\binom{2n+2}{7}\frac{35n^2+91n+60}{144},</math> [[oeis:A000597|A000597]]. |
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=== Recurrent sums of powers === |
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For any <math>m</math>, <math>q</math>, <math>n</math>, <math>p\in\mathbb{N}</math>, a recurrent sum of powers <math>p</math> of order <math>m</math> with bounds <math>q |
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</math> and <math>n</math> can be defined as |
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<math>\sum_{q\leq N_1 \leq \cdots \leq N_m \leq n} N_m^p \cdots N_1^p</math> or <math>\sum_{N_m=q}^{n}{\sum_{N_{m-1}=q}^{N_m}{ \cdots \sum_{N_1=q}^{N_2}{N_m^p \cdots N_1^p}}}</math>, |
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In the [[umbral calculus]], one treats the Bernoulli numbers <math display=inline>B^0 = 1</math>, <math display=inline>B^1 = \frac{1}{2}</math>, <math display=inline>B^2 = \frac{1}{6}</math>, ... ''as if'' the index ''j'' in <math display=inline>B^j</math> were actually an exponent, and so ''as if'' the Bernoulli numbers were powers of some object ''B''. |
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which corresponds to the sum of products of <math>m</math> powers of <math>p</math> of integers between <math>q</math> and <math>n</math>. |
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Using this notation, Faulhaber's formula can be written as |
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Recurrent sums of powers can be expressed as a combination of simple sums of powers as illustrated by the following theorem<ref name=":1">{{Cite web |last=El Haddad |first=Roudy |title=A generalization of multiple zeta values. Part 1: Recurrent sums {{!}} Notes on Number Theory and Discrete Mathematics |url=https://nntdm.net/volume-28-2022/number-2/167-199/ |access-date= |language=en-US |doi=10.7546/nntdm.2022.28.2.167-199}}</ref>. |
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<math display="block"> \sum_{k=1}^n k^p = \frac{1}{p+1} \big( (B+n)^{p+1} - B^{p+1} \big) . </math> |
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Here, the expression on the right must be understood by expanding out to get terms <math display=inline>B^j</math> that can then be interpreted as the Bernoulli numbers. Specifically, using the [[binomial theorem]], we get |
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<math display="block">\begin{align} |
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\frac{1}{p+1} \big( (B+n)^{p+1} - B^{p+1} \big) |
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&= {1 \over p+1} \left( \sum_{k=0}^{p+1} \binom{p+1}{k} B^k n^{p+1-k} - B^{p+1} \right) \\ |
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&= {1 \over p+1} \sum_{k=0}^{p} \binom{p+1}{j} B^k n^{p+1-k} . |
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\end{align}</math> |
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A derivation of Faulhaber's formula using the umbral form is available in ''The Book of Numbers'' by [[John Horton Conway]] and [[Richard K. Guy]].<ref name=Conway>{{cite book |author=[[John H. Conway]], [[Richard K. Guy|Richard Guy]] |title=The Book of Numbers |publisher=Springer |year=1996 |isbn=0-387-97993-X |page=[https://archive.org/details/bookofnumbers0000conw/page/107 107] |url=https://archive.org/details/bookofnumbers0000conw/page/107 }}</ref> |
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'''Theorem.''' For any <math>m</math>, <math>q</math>, <math>n</math>, <math>p\in\mathbb{N}</math>, we have that |
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Classically, this umbral form was considered as a notational convenience. In the modern umbral calculus, on the other hand, this is given a formal mathematical underpinning. One considers the [[linear functional]] ''T'' on the [[vector space]] of polynomials in a variable ''b'' given by <math display="inline">T(b^j) = B_j.</math> Then one can say |
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<math>\sum_{q\leq N_1 \leq \cdots \leq N_m \leq n} N_m^p \cdots N_1^p= \sum_{y_1+\cdots+y_m=m}{\prod_{i=1}^{m}{\frac{1}{y_i! i^{y_i}}\biggl(\sum_{N=q}^{n}{N^{ip}}\biggl)^{y_i}}}.</math> |
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<math display="block">\begin{align} |
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\sum_{k=1}^n k^p &= {1 \over p+1} \sum_{j=0}^p {p+1 \choose j} B_j n^{p+1-j} \\ |
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&= {1 \over p+1} \sum_{j=0}^p {p+1 \choose j} T(b^j) n^{p+1-j} \\ |
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&= {1 \over p+1} T\left(\sum_{j=0}^p {p+1 \choose j} b^j n^{p+1-j} \right) \\ |
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&= T\left({(b+n)^{p+1} - b^{p+1} \over p+1}\right). |
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\end{align}</math> |
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==A general formula== |
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A direct consequence of this theorem is the following generalized Faulhaber formula<ref name=":1" />. |
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The series <math>1^m + 2^m + 3^m + ... + n^m</math> as a function of <math>m</math> is often abbreviated as <math>S_m</math>. Beardon has published formulas for powers of <math>S_m</math>, including a 1996 paper<ref>{{cite journal|journal = [[The American Mathematical Monthly]]|volume = 103|year = 1996|issue = 3|title = Sums of Powers of Integers|first = A. F.|last = Beardon|pages = 201–213|doi = 10.1080/00029890.1996.12004725}}</ref> which demonstrated that integer powers of <math>S_1</math> can be written as a linear sum of terms in the sequence <math>S_3,\; S_5,\; S_7,\;...</math>: |
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'''Theorem.''' For any <math>m</math>, <math>n</math>, <math>p\in\mathbb{N}</math>, we have that |
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:<math>S_1^{\;N} = \frac{1}{2^N}\sum_{r=0}^{N} {N \choose r}S_{N+r}\left(1-(-1)^{N-r}\right)</math> |
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<math>\sum_{1\leq N_1 \leq \cdots \leq N_m \leq n} N_m^p \cdots N_1^p=\sum_{y_1+\cdots+y_m=m}{\prod_{i=1}^{m}{\frac{1}{y_i! i^{y_i}}\biggl({\frac{n^{ip+1}}{ip+1}\sum_{j=0}^{ip}{(-1)^j\binom{ip+1}{j}\frac{B_j}{n^j}}}\biggl)^{y_i}}}.</math> |
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The first few resulting identities are then |
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'''Examples.''' |
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:<math>S_1^{\;2} = S_3</math> |
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<math>\sum_{1\leq N_1 \leq N_2 \leq n} N_2 N_1=\frac{n(n+1)(n+2)(3n+1)}{24}=\binom{n+2}{3}\frac{3n+1}{4},</math> [[oeis:A001296|A001296]]. |
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:<math>S_1^{\;3} = \frac{1}{4}S_3 + \frac{3}{4}S_5</math> |
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:<math>S_1^{\;4} = \frac{1}{2}S_5 + \frac{1}{2}S_7 </math>. |
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Although other specific cases of <math>S_m^{\;N}</math> – including <math>S_2^{\;2} = \frac{1}{3}S_4 + \frac{2}{3}S_5 </math> and <math>S_2^{\;3} = \frac{1}{12}S_4 + \frac{7}{12}S_6+ \frac{1}{3}S_8</math> – are known, no general formula for <math>S_m^{\;N}</math> for positive integers <math>m</math> and <math>N</math> has yet been reported. A 2019 paper by Derby<ref>{{cite journal|first = Nigel M.|last = Derby|title = The continued search for sums of powers|year = 2019|journal = [[The Mathematical Gazette]]|volume = 103|issue = 556|pages = 94–100|doi = 10.1017/mag.2019.11}}</ref> proved that: |
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<math>\sum_{1\leq N_1 \leq N_2 \leq n} N_2^2 N_1^2=\frac{n(n+1)(n+2)(2n+1)(2n+3)(5n-1)}{360}=\binom{2n+4}{5}\frac{5n-1}{4!},</math> [[oeis:A060493|A060493]]. |
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:<math>S_m^{\;N} = \sum_{k=1}^{N}(-1)^{k-1} {N \choose k}\sum_{r=1}^{n}r^{mk}S_m^{\;\;N-k}(r)</math>. |
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This can be calculated in matrix form, as described above. The <math>m = 1</math> case replicates Beardon's formula for <math>S_1^{\;N}</math> and confirms the above-stated results for <math>m = 2</math> and <math>N = 2</math> or <math>3</math>. Results for higher powers include: |
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<math>\sum_{1\leq N_1 \leq N_2 \leq N_3 \leq n} N_3^2 N_2^2 N_1^2=\binom{2n+6}{7}\frac{35n^2-21n+4}{144},</math> [[oeis:A351105|A351105]]. |
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:<math>S_2^{\;4} = \frac{1}{54}S_5 + \frac{5}{18}S_7 + \frac{5}{9}S_9 + \frac{4}{27}S_{11}</math> |
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==See also== |
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:<math>S_6^{\;3} = \frac{1}{588}S_8 - \frac{1}{42}S_{10} + \frac{13}{84}S_{12}- \frac{47}{98}S_{14}+ \frac{17}{28}S_{16} + \frac{19}{28}S_{18}+ \frac{3}{49}S_{20}</math>. |
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*[[Polynomials calculating sums of powers of arithmetic progressions]] |
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==Notes== |
==Notes== |
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| volume =12 |
| volume =12 |
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| pages =263–72 |
| pages =263–72 |
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| doi=10.1515/crll.1834.12.263 |
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}} |
}} |
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* {{MathWorld|urlname=FaulhabersFormula|title=Faulhaber's formula}} |
* {{MathWorld|urlname=FaulhabersFormula|title=Faulhaber's formula}} |
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| year=2016 |
| year=2016 |
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| title=An Extended Version of Faulhaber's Formula |
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| periodical = Journal of Integer Sequences |
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*[https://x.st/visual-sum-of-cubes/ A visual proof for the sum of squares and cubes]. |
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[[Category:Finite differences]] |
Latest revision as of 08:16, 2 December 2024
In mathematics, Faulhaber's formula, named after the early 17th century mathematician Johann Faulhaber, expresses the sum of the p-th powers of the first n positive integers as a polynomial in n. In modern notation, Faulhaber's formula is Here, is the binomial coefficient "p + 1 choose r", and the Bj are the Bernoulli numbers with the convention that .
The result: Faulhaber's formula
[edit]Faulhaber's formula concerns expressing the sum of the p-th powers of the first n positive integers as a (p + 1)th-degree polynomial function of n.
The first few examples are well known. For p = 0, we have For p = 1, we have the triangular numbers For p = 2, we have the square pyramidal numbers
The coefficients of Faulhaber's formula in its general form involve the Bernoulli numbers Bj. The Bernoulli numbers begin where here we use the convention that . The Bernoulli numbers have various definitions (see Bernoulli number#Definitions), such as that they are the coefficients of the exponential generating function
Then Faulhaber's formula is that Here, the Bj are the Bernoulli numbers as above, and is the binomial coefficient "p + 1 choose k".
Examples
[edit]So, for example, one has for p = 4,
The first seven examples of Faulhaber's formula are
History
[edit]Ancient period
[edit]The history of the problem begins in antiquity and coincides with that of some of its special cases. The case coincides with that of the calculation of the arithmetic series, the sum of the first values of an arithmetic progression. This problem is quite simple but the case already known by the Pythagorean school for its connection with triangular numbers is historically interesting:
- polynomial calculating the sum of the first natural numbers.
For the first cases encountered in the history of mathematics are:
- polynomial calculating the sum of the first successive odds forming a square. A property probably well known by the Pythagoreans themselves who, in constructing their figured numbers, had to add each time a gnomon consisting of an odd number of points to obtain the next perfect square.
- polynomial calculating the sum of the squares of the successive integers. Property that is demonstrated in Spirals, a work of Archimedes.[1]
- polynomial calculating the sum of the cubes of the successive integers. Corollary of a theorem of Nicomachus of Gerasa.[1]
L'insieme of the cases, to which the two preceding polynomials belong, constitutes the classical problem of powers of successive integers.
Middle period
[edit]Over time, many other mathematicians became interested in the problem and made various contributions to its solution. These include Aryabhata, Al-Karaji, Ibn al-Haytham, Thomas Harriot, Johann Faulhaber, Pierre de Fermat and Blaise Pascal who recursively solved the problem of the sum of powers of successive integers by considering an identity that allowed to obtain a polynomial of degree already knowing the previous ones.[1]
Faulhaber's formula is also called Bernoulli's formula. Faulhaber did not know the properties of the coefficients later discovered by Bernoulli. Rather, he knew at least the first 17 cases, as well as the existence of the Faulhaber polynomials for odd powers described below.[2]
In 1713, Jacob Bernoulli published under the title Summae Potestatum an expression of the sum of the p powers of the n first integers as a (p + 1)th-degree polynomial function of n, with coefficients involving numbers Bj, now called Bernoulli numbers:
Introducing also the first two Bernoulli numbers (which Bernoulli did not), the previous formula becomes using the Bernoulli number of the second kind for which , or using the Bernoulli number of the first kind for which
A rigorous proof of these formulas and Faulhaber's assertion that such formulas would exist for all odd powers took until Carl Jacobi (1834), two centuries later. Jacobi benefited from the progress of mathematical analysis using the development in infinite series of an exponential function generating Bernoulli numbers.
Modern period
[edit]In 1982 A.W.F. Edwards publishes an article [3] in which he shows that Pascal's identity can be expressed by means of triangular matrices containing the Pascal's triangle deprived of 'last element of each line:
The example is limited by the choice of a fifth order matrix but is easily extendable to higher orders. The equation can be written as: and multiplying the two sides of the equation to the left by , inverse of the matrix A, we obtain which allows to arrive directly at the polynomial coefficients without directly using the Bernoulli numbers. Other authors after Edwards dealing with various aspects of the power sum problem take the matrix path [6] and studying aspects of the problem in their articles useful tools such as the Vandermonde vector.[7] Other researchers continue to explore through the traditional analytic route [8] and generalize the problem of the sum of successive integers to any geometric progression[9][10]
Proof with exponential generating function
[edit]Let denote the sum under consideration for integer
Define the following exponential generating function with (initially) indeterminate We find This is an entire function in so that can be taken to be any complex number.
We next recall the exponential generating function for the Bernoulli polynomials where denotes the Bernoulli number with the convention . This may be converted to a generating function with the convention by the addition of to the coefficient of in each , see Bernoulli_polynomials#Explicit_formula for example. does not need to be changed. so that
It follows that for all .
Faulhaber polynomials
[edit]The term Faulhaber polynomials is used by some authors to refer to another polynomial sequence related to that given above.
Write Faulhaber observed that if p is odd then is a polynomial function of a.
For p = 1, it is clear that For p = 3, the result that is known as Nicomachus's theorem.
Further, we have (see OEIS: A000537, OEIS: A000539, OEIS: A000541, OEIS: A007487, OEIS: A123095).
More generally, [citation needed]
Some authors call the polynomials in a on the right-hand sides of these identities Faulhaber polynomials. These polynomials are divisible by a2 because the Bernoulli number Bj is 0 for odd j > 1.
Inversely, writing for simplicity , we have and generally
Faulhaber also knew that if a sum for an odd power is given by then the sum for the even power just below is given by Note that the polynomial in parentheses is the derivative of the polynomial above with respect to a.
Since a = n(n + 1)/2, these formulae show that for an odd power (greater than 1), the sum is a polynomial in n having factors n2 and (n + 1)2, while for an even power the polynomial has factors n, n + 1/2 and n + 1.
Expressing products of power sums as linear combinations of power sums
[edit]Products of two (and thus by iteration, several) power sums can be written as linear combinations of power sums with either all degrees even or all degrees odd, depending on the total degree of the product as a polynomial in , e.g. . Note that the sums of coefficients must be equal on both sides, as can be seen by putting , which makes all the equal to 1. Some general formulae include: Note that in the second formula, for even the term corresponding to is different from the other terms in the sum, while for odd , this additional term vanishes because of .
Matrix form
[edit]Faulhaber's formula can also be written in a form using matrix multiplication.
Take the first seven examples Writing these polynomials as a product between matrices gives where
Surprisingly, inverting the matrix of polynomial coefficients yields something more familiar:
In the inverted matrix, Pascal's triangle can be recognized, without the last element of each row, and with alternating signs.
Let be the matrix obtained from by changing the signs of the entries in odd diagonals, that is by replacing by , let be the matrix obtained from with a similar transformation, then and Also This is because it is evident that and that therefore polynomials of degree of the form subtracted the monomial difference they become .
This is true for every order, that is, for each positive integer m, one has and Thus, it is possible to obtain the coefficients of the polynomials of the sums of powers of successive integers without resorting to the numbers of Bernoulli but by inverting the matrix easily obtained from the triangle of Pascal.[12][13]
Variations
[edit]- Replacing with , we find the alternative expression:
- Subtracting from both sides of the original formula and incrementing by , we get
- where can be interpreted as "negative" Bernoulli numbers with .
- We may also expand in terms of the Bernoulli polynomials to find which implies Since whenever is odd, the factor may be removed when .
- It can also be expressed in terms of Stirling numbers of the second kind and falling factorials as[14] This is due to the definition of the Stirling numbers of the second kind as mononomials in terms of falling factorials, and the behaviour of falling factorials under the indefinite sum.
Interpreting the Stirling numbers of the second kind, , as the number of set partitions of into parts, the identity has a direct combinatorial proof since both sides count the number of functions with maximal. The index of summation on the left hand side represents , while the index on the right hand side is represents the number of elements in the image of f.
- There is also a similar (but somehow simpler) expression: using the idea of telescoping and the binomial theorem, one gets Pascal's identity:[15]
- This in particular yields the examples below – e.g., take k = 1 to get the first example. In a similar fashion we also find
- A generalized expression involving the Eulerian numbers is
- .
Relationship to Riemann zeta function
[edit]Using , one can write
If we consider the generating function in the large limit for , then we find Heuristically, this suggests that This result agrees with the value of the Riemann zeta function for negative integers on appropriately analytically continuing .
Faulhaber's formula can be written in terms of the Hurwitz zeta function:
Umbral form
[edit]In the umbral calculus, one treats the Bernoulli numbers , , , ... as if the index j in were actually an exponent, and so as if the Bernoulli numbers were powers of some object B.
Using this notation, Faulhaber's formula can be written as Here, the expression on the right must be understood by expanding out to get terms that can then be interpreted as the Bernoulli numbers. Specifically, using the binomial theorem, we get
A derivation of Faulhaber's formula using the umbral form is available in The Book of Numbers by John Horton Conway and Richard K. Guy.[17]
Classically, this umbral form was considered as a notational convenience. In the modern umbral calculus, on the other hand, this is given a formal mathematical underpinning. One considers the linear functional T on the vector space of polynomials in a variable b given by Then one can say
A general formula
[edit]The series as a function of is often abbreviated as . Beardon has published formulas for powers of , including a 1996 paper[18] which demonstrated that integer powers of can be written as a linear sum of terms in the sequence :
The first few resulting identities are then
- .
Although other specific cases of – including and – are known, no general formula for for positive integers and has yet been reported. A 2019 paper by Derby[19] proved that:
- .
This can be calculated in matrix form, as described above. The case replicates Beardon's formula for and confirms the above-stated results for and or . Results for higher powers include:
- .
Notes
[edit]- ^ a b c Beery, Janet (2009). "Sum of powers of positive integers". MMA Mathematical Association of America. doi:10.4169/loci003284 (inactive 1 November 2024).
{{cite news}}
: CS1 maint: DOI inactive as of November 2024 (link) - ^ Donald E. Knuth (1993). "Johann Faulhaber and sums of powers". Mathematics of Computation. 61 (203): 277–294. arXiv:math.CA/9207222. doi:10.2307/2152953. JSTOR 2152953. The arxiv.org paper has a misprint in the formula for the sum of 11th powers, which was corrected in the printed version. Correct version. Archived 2010-12-01 at the Wayback Machine
- ^ Edwards, Anthony William Fairbank (1982). "Sums of powers of integers: A little of the History". The Mathematical Gazette. 66 (435): 22–28. doi:10.2307/3617302. JSTOR 3617302. S2CID 125682077.
- ^ The first element of the vector of the sums is and not because of the first addend, the indeterminate form , which should otherwise be assigned a value of 1
- ^ Edwards, A.W.F. (1987). Pascal's Arithmetical Triangle: The Story of a Mathematical Idea. Charles Griffin & C. p. 84. ISBN 0-8018-6946-3.
- ^ Kalman, Dan (1988). "Sums of Powers by matrix method". Semantic scholar. S2CID 2656552.
- ^ Helmes, Gottfried (2006). "Accessing Bernoulli-Numbers by Matrix-Operations" (PDF). Uni-Kassel.de.
- ^ Howard, F.T (1994). "Sums of powers of integers via generating functions" (PDF). CiteSeerX 10.1.1.376.4044.
- ^ Lang, Wolfdieter (2017). "On Sums of Powers of Arithmetic Progressions, and Generalized Stirling, Eulerian and Bernoulli numbers". arXiv:1707.04451 [math.NT].
- ^ Tan Si, Do (2017). "Obtaining Easily Sums of Powers on Arithmetic Progressions and Properties of Bernoulli Polynomials by Operator Calculus". Applied Physics Research. 9. Canadian Center of Science and Education. ISSN 1916-9639.
- ^ Gulley, Ned (March 4, 2010), Shure, Loren (ed.), Nicomachus's Theorem, Matlab Central
- ^ Pietrocola, Giorgio (2017), On polynomials for the calculation of sums of powers of successive integers and Bernoulli numbers deduced from the Pascal's triangle (PDF).
- ^ Derby, Nigel (2015), "A search for sums of powers", The Mathematical Gazette, 99 (546): 416–421, doi:10.1017/mag.2015.77, S2CID 124607378.
- ^ Concrete Mathematics, 1st ed. (1989), p. 275.
- ^ Kieren MacMillan, Jonathan Sondow (2011). "Proofs of power sum and binomial coefficient congruences via Pascal's identity". American Mathematical Monthly. 118 (6): 549–551. arXiv:1011.0076. doi:10.4169/amer.math.monthly.118.06.549. S2CID 207521003.
- ^ Guo, Victor J. W.; Zeng, Jiang (30 August 2005). "A q-Analogue of Faulhaber's Formula for Sums of Powers". The Electronic Journal of Combinatorics. 11 (2). arXiv:math/0501441. Bibcode:2005math......1441G. doi:10.37236/1876. S2CID 10467873.
- ^ John H. Conway, Richard Guy (1996). The Book of Numbers. Springer. p. 107. ISBN 0-387-97993-X.
- ^ Beardon, A. F. (1996). "Sums of Powers of Integers". The American Mathematical Monthly. 103 (3): 201–213. doi:10.1080/00029890.1996.12004725.
- ^ Derby, Nigel M. (2019). "The continued search for sums of powers". The Mathematical Gazette. 103 (556): 94–100. doi:10.1017/mag.2019.11.
External links
[edit]- Jacobi, Carl (1834). "De usu legitimo formulae summatoriae Maclaurinianae". Journal für die reine und angewandte Mathematik. Vol. 12. pp. 263–72. doi:10.1515/crll.1834.12.263.
- Weisstein, Eric W. "Faulhaber's formula". MathWorld.
- Johann Faulhaber (1631). Academia Algebrae - Darinnen die miraculosische Inventiones zu den höchsten Cossen weiters continuirt und profitiert werden. A very rare book, but Knuth has placed a photocopy in the Stanford library, call number QA154.8 F3 1631a f MATH. (online copy at Google Books)
- Beardon, A. F. (1996). "Sums of Powers of Integers" (PDF). American Mathematical Monthly. 103 (3): 201–213. doi:10.1080/00029890.1996.12004725. Retrieved 2011-10-23. (Winner of a Lester R. Ford Award)
- Schumacher, Raphael (2016). "An Extended Version of Faulhaber's Formula". Journal of Integer Sequences. Vol. 19, no. 16.4.2.
- Orosi, Greg (2018). "A Simple Derivation Of Faulhaber's Formula" (PDF). Applied Mathematics E-Notes. Vol. 18. pp. 124–126.
- A visual proof for the sum of squares and cubes.