A Review of Complex Numbers

Published

February 2026

This review covers complex number concepts used throughout PHYS 3330, particularly for analyzing AC circuits and transfer functions.

1 The Imaginary Number

The imaginary unit is \(\sqrt{-1}\). It is often referred to as \(i\), but in electronics, \(I\) is often used for a DC current (time independent) and \(i\) is used for an AC current (time dependent). For clarity, \(j\) is used in electronics to represent the imaginary unit.

\[j=\sqrt{-1}\]

2 Complex Numbers

Complex numbers are generically represented with the variable \(z\). In general, complex numbers have real and imaginary parts.

\[z=a+jb\]

where \(a\) is the real part and \(b\) is the imaginary part.

\[\text{Re}{[z]} = a\]

\[\text{Im}{[z]} = b\]

It is easy to add and subtract complex numbers in this form.

\[z_1 + z_2 = (a_1 + a_2) + j (b_1 + b_2)\]

Multiplying and dividing in this form is a bit trickier.

\[z_1\cdot z_2 = (a_1a_2-b_1b_2) + j(a_1b_2+a_2b_1)\]

\[\frac{z_1}{z_2} = \text{no thanks --- use polar form}\]

3 The Complex Plane

The complex plane with real axis (horizontal) and imaginary axis (vertical), showing a complex number z plotted as a point with coordinates (a, b) and angle theta from the real axis.
Figure 1: The complex plane is a 2D plane where the x-axis is the real axis and the y-axis is the imaginary axis.

Another common representation of complex numbers is to write them in terms of their amplitude and phase.

\[z=|z|e^{j\phi}\]

where

\[|z| = \sqrt{a^2+b^2}\]

\[\tan\phi = \frac{b}{a}\]

This representation is better for multiplication and division.

\[z_1\cdot z_2 = |z_1|\cdot|z_2|\ e^{j(\phi_1 + \phi_2)}\]

\[\frac{z_1}{z_2} = \frac{|z_1|}{|z_2|}\ e^{j(\phi_1 - \phi_2)}\]

4 Complex Conjugates

A complex conjugate \(z^*\) can be determined by replacing all instances of \(j\) with \(-j\).

If

\[z = a+jb = |z|e^{j\phi}\]

then

\[z^* = a - jb = |z|e^{-j\phi}\]

The magnitude of a complex number \(|z|\) can be calculated by taking the square root of the product of the complex number with its complex conjugate.

\[|z| = \sqrt{zz^*}\]

5 Sinusoidal Functions

5.1 Taylor expansions of sin, cos, and exp

\[\begin{split} e^{x} &= \sum_{i=0}^\infty \frac{x^i}{i!} = 1 + x + \frac{x^2}{2} + \frac{x^3}{6} + \frac{x^4}{24} + \frac{x^5}{120} + \frac{x^6}{720} + ...\\ \sin{x} &= \sum_{i=0}^\infty \frac{(-1)^i x^{2i+1}}{(2i+1)!} = x - \frac{x^3}{6} + \frac{x^5}{120} - ...\\ \cos{x} &= \sum_{i=0}^\infty \frac{(-1)^i x^{2i}}{(2i)!} = 1 - \frac{x^2}{2} + \frac{x^4}{24} - \frac{x^6}{720} + ... \end{split}\]

5.2 Complex exponential

\[\begin{split} e^{jx} &= \sum_{i=0}^\infty \frac{(jx)^i}{i!} = 1 + jx - \frac{x^2}{2} - j\frac{x^3}{6} + \frac{x^4}{24} + j\frac{x^5}{120} - \frac{x^6}{720} + ...\\ &= \bigg(1 - \frac{x^2}{2} + \frac{x^4}{24} - \frac{x^6}{720} + ...\bigg)+j\bigg(x - \frac{x^3}{6} + \frac{x^5}{120} - ...\bigg)\\ &= \cos{x} +j\sin{x} \end{split}\]

This is the best form for keeping track of the phase of a wave.

6 Complex Transfer Functions

A transfer function is a time-independent relationship between an input and an output. It can be defined as

\[T = \frac{\text{output function}}{\text{input function}}\]

In this course, we will mostly use transfer functions to relate output voltages to input voltages, such that

\[V_\text{out}(t) = TV_\text{in}(t)\]

A transfer function can be complex. This means that applying it will not only scale the magnitude, but also shift the phase. A generic complex \(T\) is best put into the form

\[T = |T|e^{j\delta}\]

so that

\[V_\text{out}(t) = |T|V_\text{in}(t)e^{j\delta}\]

All waves can be represented in terms of sine or cosine wave components in a Fourier series.

\[\begin{split}V_\text{in}(t) =& \sum_i a_i \cos{(\omega_i t + \phi_i)}\\ V_\text{out}(t) =&\ T\sum_i a_i \cos{(\omega_i t + \phi_i)}\\ =&\ \sum_i a_i |T| \cos{(\omega_i t + \phi_i)}e^{j\delta} \end{split}\]

However \(\cos(\omega_i t+\phi_i)e^{j\delta}\) is not the easiest to work with. Instead, you can represent all cosines and sines as the real and imaginary parts of a single complex exponential.

\[\cos{(\omega t + \phi)} \rightarrow e^{j(\omega t + \phi)}\]

This will make the math much easier to work with and then at the end, you can just take the real part. The equations above become

\[\begin{split}\tilde{V}_\text{in}(t) =& \sum_i a_i e^{j(\omega_i t + \phi_i)}\\ \tilde{V}_\text{out}(t) =& \sum_i a_i |T| e^{j(\omega_i t + \phi_i)}e^{j\delta}\\ =& \sum_i a_i |T| e^{j(\omega_i t + \phi_i+\delta)} \end{split}\]

And then the real part can be taken to find \(V_\text{out}\).

\[\begin{split} V_\text{out}&=\text{Re}[\tilde{V}_\text{out}]\\ &= \sum_i a_i |T| \cos{(\omega_i t + \phi_i+\delta)} \end{split}\]

So each cosine component gets scaled by \(|T|\) and shifted by an amount of time of \(\delta/\omega_i\) (aka a phase shift).

7 More Identities

In the following, \(n\) is an integer.

\[\begin{split} \cos{x} &= \frac{e^{jx}+e^{-jx}}{2}\\ \sin{x} &= \frac{e^{jx}-e^{-jx}}{2j}\\ \cosh{x} &= \frac{e^x+e^{-x}}{2}\\ \sinh{x} &= \frac{e^x-e^{-x}}{2}\\ \cos{x} &= \cosh{jx}\\ \sin{x} &= -j\sinh{jx}\\ e^{j 2\pi n} &= 1\\ e^{j (\pi + 2\pi n)} &= -1\\ e^{j (\frac{\pi}{2} + 2\pi n)} &= j\\ e^{j (\frac{3\pi}{2} + 2\pi n)} &= -j \end{split}\]

8 Practice Problems

  1. Write the following complex numbers in terms of magnitude and phase.

    1. \(z=\dfrac{A}{1+jx}\)

    2. \(z=\dfrac{jx}{1+jx}\)

  2. Let \(z_1=\sqrt{8}e^{j\frac{3\pi}{4}}\), \(z_2=2e^{j\frac{\pi}{6}}\).

    1. Represent \(z_1\) and \(z_2\) in the complex plane and find their real and imaginary parts.

    2. Evaluate \(z_1 + z_2\) and \(z_1^2z_2^3\).

  3. By writing out \(\cos\theta\) in terms of exponentials and using the binomial expansion, express \((\cos\theta)^5\) in terms of \(\cos\theta\), \(\cos 3\theta\), and \(\cos 5\theta\).

  4. Evaluate the sum

    \[\sum_{n=-N}^N\cos(\theta+n\phi)\]

  5. Suppose that frequencies \(\omega_1\) and \(\omega_2\) differ only slightly. Using the complex exponential, express the sum

    \[A_0\cos\omega_1 t +A_0\cos\omega_2 t\]

    where \(A_0\) is a constant, in the form

    \[A(t)\cos\frac{\omega_1+\omega_2}{2}t\]

    where \(A(t)\) is a slowly varying function of time.