The t-formula: rational expressions for , and via
“Use the t-formula (Weierstrass substitution) to express , and as rational functions of ”
With , the substitution gives , and (read off a half-angle right triangle), converting many trig equations into algebraic quadratics in that you solve and then convert back via ; always check separately because the substitution is undefined there.
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What this dot point is asking
NESA wants you to know the t-formula (also called the Weierstrass or half-angle substitution): set and rewrite , and as rational functions of . The point is a change of subject: trig equations and integrals that mix sines and cosines are hard, but once everything is written in they become ordinary algebra, usually a quadratic. You trade the trigonometry for a polynomial, solve that, then convert back with . The one catch, which the exam loves, is that the substitution quietly excludes (plus full turns), so you must check that value by hand.
The answer
The substitution
Let . Then
These are not arbitrary; they fall straight out of a right triangle for the half-angle together with the double-angle identities.
Where the formulas come from: a half-angle triangle
Write , so . Build a right triangle whose angle at the origin is , with the side opposite equal to and the side adjacent equal to . By Pythagoras the hypotenuse is .
Reading the triangle gives sine and cosine of the half-angle directly.
Now feed these into the double-angle identities for . For sine, . For cosine, . Dividing gives .
The algebraic derivation (no triangle needed)
If you prefer pure algebra, start from the double-angle forms and divide top and bottom by . From ,
From , dividing by gives . Then , valid when .
With :
The common denominator for and lets you clear fractions by multiplying through by , turning into a quadratic in . Recover the angle with . The substitution is undefined at (where blows up), so check separately.
Turning an equation into a quadratic
To solve with the t-formula, substitute and clear the denominator:
Collect terms into a quadratic in :
Solve for (factor or quadratic formula), then recover for each root. The general solution for may add further branches, so read the interval the question asks for.
When to reach for the t-formula
The t-formula is the right tool when:
- The equation is and you want exact or numerical roots (it competes with the auxiliary-angle method; t-formula shines when the quadratic factorises).
- You are integrating a rational function of and , such as , since converts the whole integral to a rational function of .
- You are proving an identity in which every term can be rewritten in and then simplified.
The limitation you must always check
Because is undefined when , that is , the substitution silently drops those angles. After solving in , substitute (and if relevant to the interval) into the original equation to see whether it is a solution the t-formula missed. This single check is worth a mark and is the most common t-formula trap.
How exam questions ask about the t-formula
- "Using , show that " (or derive , ): reproduce the half-angle triangle or the algebraic division.
- "Use the t-formula to solve in [interval]": substitute, clear to a quadratic in , solve, convert with , and check .
- "Prove the identity ... using ": substitute every term, put over the common denominator , and simplify.
- "Using , evaluate ": substitute including , integrate the rational function, back-substitute.
- "Express in terms of ": add the rational forms over .
Quote the three substitutions at the top of your working, then clear the denominator by multiplying through by before doing anything else. Track the algebra: , not . Arrange the result as a quadratic in and solve by factoring if possible. Convert each root back with , and use the general solution if the interval is wide. Always finish with the check (state the substitution and the value of the original LHS there), even when it is not a solution; markers look for it. Keep exact unless decimals are requested, and give answers to the stated accuracy.
Solve a linear trig equation with the t-formula
Solve for .
Substitute the t-formula and reduce to a quadratic: Replace and using :
Multiply every term by to clear the denominators:
Factor: , giving or .
Recover from and check the excluded point: Convert each value of back via . For : . For : rad, which lies outside , so add to get rad.
The t-formula is undefined at , so check it separately by direct substitution: . It is not a solution. In : and rad.
Prove an identity by substituting the t-formula throughout
Show . Replace and with their t-formula expressions, then simplify by multiplying numerator and denominator by :
Express a combination of trig functions in terms of
Express in terms of . Add the two rational expressions with the common denominator :
This rational form in is useful when the resulting equation factorises cleanly after substitution.
Use the t-formula to evaluate an integral
Evaluate . Set , so and . Substitute:
Back-substitute to obtain .
Edge cases worth knowing
- A repeated root gives one angle from the quadratic. If the quadratic in is a perfect square, like , there is a single , hence one base angle from (plus any from the check).
- changes sign with . is positive for and negative for ; a quick number line settles the sign if you are unsure.
- The integral version needs converted too. Forgetting is the usual integral slip; it is what makes the integrand rational in .
- Forgetting
- The substitution misses these points. Always check them separately against the original equation.
- Sign error after
- is positive when and negative when . Sketch a quick number line if unsure.
- Treating as the final unknown
- Solve for first, then recover at the end. The general solution for may include extra branches.
- Cancelling wrongly when clearing fractions
- multiplied by becomes , not . Track the cancellation.
- Confusing with
- These are different functions. The t-formula uses the half-angle tangent.
Exam-style questions
Questions in the style of NESA exam questions on this dot point, each with a worked answer. They are written by ExamExplained unless tagged "Past paper"; the year shows the paper a question is modelled on.
HSC-style2 marksGiven , show that .Show worked answer →
Substitute and .
Numerator: .
So .
Factor : , as required.
HSC-style4 marksUse the substitution to solve for , giving the answer to two decimal places.Show worked answer →
Substitute: .
Multiply by : .
, so , i.e. .
Thus (repeated), so rad.
Check (where the substitution fails): , not a solution. So in .