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Short Study Notes — Expressions and Formulae
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Expressions and Formulae Study Notes — Edexcel IGCSE 4MA1 Higher Tier (2026 onwards)
Substitute carefully, derive formulae from words, evaluate using BIDMAS. Trivial when done right; a constant source of careless errors when done wrong.
What you’ll learn
Mapped to the Pearson Edexcel IGCSE 4MA1 syllabus (2026 onwards).
2.2 — Substitute numerical values into expressions and formulae.
2.2 — Evaluate expressions using BIDMAS.
2.2 — Derive simple formulae from word problems.
Substitution — the disciplined approach
Brackets around negatives. BIDMAS strictly. Show working.
Standard procedure:
Write the formula.
Substitute values, using BRACKETS for any negative.
Apply BIDMAS:
Brackets first.
Indices (powers).
Division and Multiplication (left to right).
Addition and Subtraction.
Example.V=πr2h. Find V when r=3, h=7. (Use π≈3.14.)
Substitute: V=3.14×(3)2×7.
Compute: V=3.14×9×7=197.82.
Negative values demand brackets.
If x=−3:
x2=(−3)2=9.
−x2=−(−3)2=−9. (Negative outside the squaring.)
(−x)2=(3)2=9. (Negate first, then square.)
Brackets decide whether the minus sign is squared — always bracket a substituted negative.
Worked example. Evaluate 3a2−2ab+b2 when a=−2 and b=4.
Substitute with brackets:
3(−2)2−2(−2)(4)+(4)2
BIDMAS:
Powers: (−2)2=4. (4)2=16.
Multiplication: 3×4=12. 2×(−2)×4=−16.
Combine: 12−(−16)+16=12+16+16=44.
Edexcel tip. Show every step. Mark schemes give M1 for substitution and A1 for the answer. If your final value is wrong but substitution is right, you still get the M1.
Substitute first.
Brackets for negatives.
BIDMAS strictly.
Show every step.
Deriving formulae from word problems
Identify the structure. Choose letters carefully. Build the equation.
Process:
Read the problem.
Identify the QUANTITIES involved. Define LETTERS for each.
Identify the RELATIONSHIP (sum, product, fraction, percentage).
Example: Geometric.
A rectangle has length L and width W. Find the perimeter.
Perimeter =L+W+L+W=2L+2W=2(L+W).
Combining formulae.
When two formulae share a variable, you can substitute one into the other.
Example: A cone with radius half the height. Volume?
Cone volume: V=31πr2h.
Constraint: r=h/2, so h=2r.
Substitute: V=31πr2⋅2r=32πr3.
Worked qualitative. A rope is cut into 3 pieces. The first is twice the length of the second; the third is 5 cm longer than the first. Total length is 35 cm. Find each piece.
Let second piece = x.
First = 2x.
Third = 2x+5.
Sum: x+2x+2x+5=35, so 5x=30, x=6.
Pieces: 6,12,17 cm.
Edexcel tip. Always DEFINE variables explicitly. 'Let x be ...' earns the first mark.
Define letters first.
Identify the structure.
Combine via substitution.
Always state 'Let x be ...'.
BIDMAS in formulae
Order of operations. Brackets, Indices, Division/Multiplication, Addition/Subtraction.
The rules:
Brackets — innermost first.
Indices — powers and roots.
Division and Multiplication — left to right (not strict order between these two).
Addition and Subtraction — left to right.
Examples:
Work down the list: Brackets and Indices outrank Multiply/Divide, which outrank Add/Subtract.
3+5×2=3+10=13 (NOT 8×2=16).
(3+5)×2=8×2=16.
23+4=8+4=12.
2⋅(3+4)2=2⋅49=98.
Common pitfalls.
−22=−4 but (−2)2=4.
1/2⋅4=2 (left to right: 0.5×4=2, NOT 1/8).
2(3)=2⋅3=6 (juxtaposition is multiplication).
With formulae.
For V=21bh where b=6,h=8:
V=21×6×8=24.
For ca+b where a=3,b=5,c=2:
Numerator first: 3+5=8.
Then divide: 8/2=4.
Worked qualitative. Why is 4+3×2=14?
BIDMAS says multiplication BEFORE addition.
3×2=6 first.
Then 4+6=10.
Calculators handle this automatically — but writing intermediate steps prevents confusion.
Edexcel tip. When a formula has multiple operations, write each step on a new line: substitution, simplification, evaluation. Mark schemes credit each transition.
BIDMAS: Brackets > Indices > D/M > A/S.
Brackets innermost first.
D and M same precedence, left to right.
Indices include powers AND roots.
How it’s examined
Substitution and formulae appear regularly Paper 1H + 2H (3-5 marks). Often combined with geometry, finance, or physical contexts. Examiner reports flag (1) substituting negatives without brackets, (2) BIDMAS errors, (3) skipping the substitution step.
Worked examples, formulae, definitions and the mistakes examiners flag — everything you need to push from a pass to an A*.
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Step-by-step worked examples — Expressions and Formulae
Step-by-step solutions to past-paper-style questions on expressions and formulae, written exactly the way a tutor would explain them at the board.
1Substitute values into a formula
Foundation• substitution
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Question
Given A=21bh, find A when b=8 and h=5.
Step-by-step solution
Step 1
Substitute the values directly:
A=21×8×5
Step 2
Compute: A=20.
Answer
A=20
Examiner tip
Always show the substitution step. Mark schemes give M1 for the substitution and A1 for the answer.
2Substitute negative values
Foundation• Adapted from 4MA1/1H May/Jun 2024 Q4• substitution, negatives
▼
Question
Find the value of 3a2−2ab+b2 when a=−2 and b=4.
Step-by-step solution
Step 1
Substitute carefully — use BRACKETS for negative values.
3(−2)2−2(−2)(4)+(4)2
Step 2
Compute each: 3×4−2×(−8)+16=12+16+16.
Step 3
Sum: 44.
Answer
44
Examiner tip
ALWAYS use brackets when substituting negative values. (−2)2=4 but −22=−4. Without brackets, you'd get the wrong sign.
3Derive a formula from a word problem
Higher• formula, deriving
▼
Question
A taxi charges £2 initial fee + £1.50 per km. Write a formula for the total cost £C for a d-km journey.
Step-by-step solution
Step 1
Identify the structure: fixed fee + (rate × distance).
Step 2
C=2+1.5d.
Answer
C=2+1.5d
Examiner tip
Define variables clearly. Use simple letters: d for distance, C for cost. Show the formula derived from the structure.
4Use multiple formulae together
Higher• formulae, multi-step
▼
Question
The volume of a cone is V=31πr2h. The radius is half the height. Find V in terms of r alone.
Step-by-step solution
Step 1
From 'radius half of height': h=2r.
Step 2
Substitute into V:
V=31πr2(2r)=32πr3
Answer
V=32πr3
Examiner tip
Multi-step formula problems test substitution AND simplification. Show every step.
Key Definitions and Keywords — Expressions and Formulae
Definitions to memorise and the exact keywords mark schemes credit for expressions and formulae answers — sharpened from recent examiner reports for the 2026 Pearson Edexcel IGCSE 4MA1 sitting.
Formula
Examiner keyword
An equation expressing a relationship between variables. Often used to calculate one quantity from others.
Example
A=πr2 (area of a circle).
Substitution
Examiner keyword
Replacing a variable with its given value. Always use brackets around negative values.
Example
If x=−3 in x2, write (−3)2=9.
Variable
A letter representing a number that can change.
Example
x,y,t,n are commonly used variables.
Common Mistakes and Misconceptions — Expressions and Formulae
The traps other students keep falling into on expressions and formulae questions — taken from recent Pearson Edexcel IGCSE 4MA1 examiner reports and mark schemes — and how to avoid them.
✕Substituting negative values without brackets
4MA1/1H May/Jun 2024 — examiner report Q4
▼
Why it happens
Hurried writing.
How to avoid it
ALWAYS use brackets: (−2)2=4, not −22=−4. Without brackets, − binds to 4, not 2.
✕Going straight to the answer without showing substitution
▼
Why it happens
Using calculator mentally.
How to avoid it
Edexcel mark schemes give M1 for the substitution, A1 for the result. Skip the substitution and you skip an easy mark.