3.5.7 · D2Complex Numbers

Visual walkthrough — Exponential form z = re^(iθ)

2,306 words10 min readBack to topic

Step 0 — The three characters we will meet

Before any derivation, let me name the objects. We only need three ideas, each a picture.

Figure — Exponential form z = re^(iθ)

Look at the picture: the black dot is the number . Its horizontal shadow is (on the real axis); its vertical shadow is (on the imaginary axis). Everything else on this page is about where that dot goes.


Step 1 — Give a meaning that survives an imaginary input

WHAT. We replace the definition " times itself times" with an equivalent one that works for any input — a never-ending sum.

Each symbol: is whatever we feed in; , (called a factorial). Notice the factorials grow explosively — so from some point on, each new term is a tiny fraction of the one before it.

This exact sum is the Taylor and Maclaurin series of .

WHY this tool and not another? "Multiply by itself times" is nonsense — you can't repeat something an imaginary number of times. But a sum only needs adding and multiplying, which imaginary numbers can do. So we switch to the sum: it is the one description of that keeps working when turns imaginary.

PICTURE. For a real input each term is a positive push to the right, and the running total climbs toward .

Figure — Exponential form z = re^(iθ)

The red staircase is the running total landing on the true value (red dashed line) for , where . Notice: real input, real output, and it grows. Hold that thought — it changes completely in Step 3.


Step 2 — The one fact about that makes everything cycle

WHAT. We record what happens to when we keep multiplying it by itself.

Each symbol: means "quarter-turn anticlockwise." Multiplying by again turns another quarter. Four quarter-turns is a full circle, back to the start — that is why .

WHY we need this. In Step 3 we will feed into the sum from Step 1, so every term contains a power of . If those powers cycled, the whole sum will split into a repeating pattern. This step is the engine of that split.

PICTURE. Powers of march around the four compass points and repeat forever — the "cycle of 4."

Figure — Exponential form z = re^(iθ)

Follow the red arrows: right up left down right. The pattern of signs (real vs imaginary) is exactly what will carve and out of one sum.


Step 3 — Feed in and let the powers of do their work

WHAT. Put into the Step 1 sum. Here (theta) is a real number — an angle in radians (radians = arc-length on a circle of radius 1; a full turn is ).

Now replace each power of using Step 2 — , , . Writing every and explicitly so the signs are unmistakable:

Each bracket carries its own sign, and the label beneath says whether it lands on the real (horizontal) axis or the imaginary (vertical) axis — decided purely by the -cycle from Step 2.

WHY this step. This is the whole reason we rebuilt as a sum: an imaginary input is now perfectly legal, and the cycle of automatically sorts the terms into two families.

PICTURE. Alternating terms flip between the two axes — real, imaginary, real, imaginary — never blowing up, just nudging around.

Figure — Exponential form z = re^(iθ)

Red terms sit on the imaginary axis, black terms on the real axis. Two clean piles are forming. Step 4 names them.


Step 4 — The two piles ARE cosine and sine

WHAT. Collect the real terms into one bracket and the imaginary terms into another:

WHY this is the finish. Those two brackets are literally the Taylor series of and (again from Taylor and Maclaurin series). is the horizontal reach of a unit arrow tilted by ; is its vertical reach. So:

Symbol by symbol: is the real part (how far right), is the coefficient of — the imaginary part (how far up).

PICTURE. The two piles are the horizontal and vertical legs of the arrow to a point on the unit circle.

Figure — Exponential form z = re^(iθ)

The red arrow points to . Its horizontal leg is , its vertical leg is . This is the same right-triangle picture the parent's Polar form (trigonometric) r(cosθ + i sinθ) uses — we just derived it instead of assuming it.


Step 5 — Why it ROTATES and never GROWS (the length is always 1)

WHAT. Measure how far sits from the origin. Distance in the plane is :

The step is Pythagoras on the Step 4 triangle: the two legs squared add to the hypotenuse squared, and the hypotenuse here is .

WHY this matters. For a real input (Step 2 picture) grew. For an imaginary input it does the opposite: it stays glued to the unit circle (the circle of radius ). Feeding in turned "growth" into "pure turning." This kills the classic mistake " must be huge."

PICTURE. As increases, the red dot slides around the unit circle — same distance from centre forever.

Figure — Exponential form z = re^(iθ)

The red arrow keeps length ; only its angle changes. That is the entire personality of : an angle dial, not a size dial.


Step 6 — Attach a size and get the full form

WHAT. Multiply the unit arrow by a positive number :

Symbols: (the modulus, from Modulus and argument of a complex number) stretches the arrow's length to ; (the argument) still sets only the direction. So and .

WHY. A general complex number needs two dials — a size and a direction. gave us the direction dial (Step 5); multiplying by adds the size dial. Together they can hit any point on the sheet.

PICTURE. Same direction, arrow stretched from length to length .

Figure — Exponential form z = re^(iθ)

The thin arrow is the unit ; the red arrow is times longer, landing exactly on .


Step 7 — The degenerate & edge cases (so nothing surprises you)

WHAT. Check the corners where the formula could misbehave — including what a negative angle does.

Figure — Exponential form z = re^(iθ)

The four coloured landmarks sit at the four quarter-turns — the same compass as Step 2, now confirmed by the formula. The dashed red arrow shows the clockwise as the mirror-image (conjugate) of .


The one-picture summary

Figure — Exponential form z = re^(iθ)

Read it left to right: the sum of Step 1, fed , splits (via the -cycle, and legally because the series converges absolutely) into the pile and the pile, which are the legs of a unit arrow; scaling that arrow by gives . And because exponents add, turning the dial twice is — the "add the angles" rule that powers Complex multiplication as rotation and scaling, De Moivre's theorem, and Roots of unity.

Recall Feynman: tell the whole story in plain words

We wanted to make sense of " to an imaginary power." You can't repeat multiplication an imaginary number of times, so we rewrote as an endless sum — and because the factorials in the denominators crush the terms, that sum truly homes in on one number for any input. When we poured into that sum, the powers of marched in a four-beat cycle: right, up, left, down. That cycle sorted the terms into two heaps — a horizontal heap and a vertical heap — and since the sum converges absolutely, we were allowed to reshuffle it into those heaps without changing the answer. The two heaps turned out to be exactly and , so is a horizontal reach of plus a vertical reach of : an arrow of length one, tilted by angle . Because its two legs obey Pythagoras with hypotenuse one, the arrow never stretches — an imaginary exponent only turns the arrow, while a real exponent would grow it. Turning clockwise () mirrors the arrow across the real axis, giving the conjugate. Finally, multiply that unit arrow by a size , and you can reach any point on the sheet: , a stretched, rotated arrow.


Connections