Study Notes · Equations, Formulae and Identities · Higher tier
Substitute carefully, derive formulae from words, evaluate using BIDMAS. Trivial when done right; a constant source of careless errors when done wrong.
At a glance
Substitute — replace variable with value. Use BRACKETS for negatives.
Evaluate — apply BIDMAS strictly.
Derive formulae from word problems: identify structure first.
Show every step — gain method marks even if arithmetic slips.
(−2)2=4 but −22=−4.
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
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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
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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
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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.
Quick recap
Substitute first; brackets for negatives.
BIDMAS strictly.
Derive: define letters, identify structure.
Show every step for method marks.
(−x)2=−x2 in general.
Memorise this
Verbatim phrases and definitions Edexcel mark schemes credit.
Substitute with brackets for negatives.
BIDMAS order of operations.
Define variables before using.
Show every step — earn method marks.
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.
M1 Substitute with brackets round the negative decimal.
P=4×(−1.5)3−5×(−1.5)
Step 2
A1 A negative number cubed stays negative, and subtracting a negative is adding.
P=4×(−3.375)+7.5=−13.5+7.5=−6
Answer
P=−6
Examiner tip
Examiner tip: Odd powers of a negative number are negative, and even powers are positive. (−1.5)3=−3.375.
Common mistake: Writing −5×−1.5 as −7.5, which gives P=−21. A sign slip like this is the most common way to lose the A mark.
7Formula from a chain of comparisons [3 marks]
Building confidence• Paper 1H/2H style — 3 marks• deriving formulae, writing expressions
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Question
Sam has x sweets.
Priya has 7 fewer sweets than Sam.
Leon has half as many sweets as Priya.
The total number of sweets they have is N.
Write a formula for N in terms of x. Give your answer in its simplest form. [3]
Step-by-step solution
Step 1
M1 Priya's number of sweets.
x−7
Step 2
M1 Leon has half of Priya's, so halve the whole of x−7.
2x−7
Step 3
A1 Add all three and simplify, writing the formula with N as the subject.
N=x+(x−7)+2x−7=22x+2x−14+x−7=25x−21
Answer
N=25x−21 (or N=2.5x−10.5)
Examiner tip
Examiner tip: Check with a number. If x=11, Priya has 4 and Leon has 2, a total of 17, and 25×11−21=17.
Common mistake: Writing Leon's number as 2x−7, which halves only the x. It needs a bracket or a full fraction line.
8Substituting into a formula with a cube root [3 marks]
Building confidence• Paper 1H/2H style — 3 marks• substitution, roots, accuracy
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Question
The radius, r cm, of a sphere with volume V cm³ is given by
r=34π3V
Work out the value of r when V=500. Give your answer correct to 3 significant figures. [3]
Step-by-step solution
Step 1
M1 Substitute the value.
r=34π3×500=312.566…1500
Step 2
M1 Evaluate the fraction under the root.
12.566…1500=119.366…
Step 3
A1 Cube root, then round at the very end.
r=3119.366…=4.9237…=4.92 (3 s.f.)
Answer
r=4.92 (3 s.f.)
Examiner tip
Examiner tip: On the calculator, put the whole denominator 4π in brackets, or work out the fraction first and write it down. Check: 34π×4.92373≈500.
Common mistake: Typing 1500÷4×π, which multiplies by π instead of dividing, and gives r=10.6. Taking a square root instead of a cube root gives 10.9. Both are far too big for a sphere of volume 500 cm³.
9Two-part hire charge, then solving [4 marks]
Stretch• Paper 1H/2H style — 4 marks• deriving formulae, linear equations
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Question
A company hires out vans. It charges £55 per day, plus 30p for every kilometre driven over the first 100 km.
(a) Write a formula for the total charge, £C, for hiring a van for d days and driving m kilometres, where m>100. [2]
(b) Jack hires a van for 3 days. The total charge is £231.60. Work out how many kilometres Jack drove. [2]
Step-by-step solution
Step 1
M1 (a) Only the kilometres over100 are charged, which is m−100 km. 30p is £0.30.
0.3(m−100)
Step 2
A1 Add the daily charge.
C=55d+0.3(m−100)
Step 3
M1 (b) Substitute d=3 and C=231.6, then solve.
231.6=165+0.3(m−100)⇒0.3(m−100)=66.6⇒m−100=222
Step 4
A1 Add back the first 100 km.
m=322
Answer
(a) C=55d+0.3(m−100) oe (b) 322 km
Examiner tip
Examiner tip: Keep everything in pounds, because C is in pounds. Check (b): 165+0.3×222=231.6.
Common mistake: Using 0.3m instead of 0.3(m−100), which charges for the free kilometres as well. It gives m=222 in part (b), which is the number of charged kilometres, not the total.
10Triangle and rectangle with equal perimeters [5 marks]
Stretch• Paper 1H/2H style — 5 marks• deriving formulae, perimeter, linear equations
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Question
An isosceles triangle has sides of length (3x−1) cm, (3x−1) cm and (2x+4) cm.
A rectangle has length (2x+5) cm and width x cm.
(a) Find an expression, in terms of x, for the perimeter of the triangle. Give your answer in its simplest form. [1]
(b) The triangle and the rectangle have the same perimeter. Work out the area of the rectangle. [4]
Step-by-step solution
Step 1
B1 (a) Add the three sides.
2(3x−1)+(2x+4)=8x+2
Step 2
M1 (b) Perimeter of the rectangle.
2(2x+5)+2x=6x+10
Step 3
M1 Set the perimeters equal and solve.
A1x=4
8x+2=6x+10⇒2x=8⇒x=4
Step 4
A1 The rectangle is 13 cm by 4 cm.
(2×4+5)×4=13×4=52
Answer
(a) 8x+2 (b) 52 cm²
Examiner tip
Examiner tip: Check the shapes are real. With x=4 the triangle is 11, 11, 12 and both perimeters are 34 cm.
Common mistake: Stopping at x=4, or giving the perimeter 34. The question asks for the area, so the last mark needs 52 cm².
Model AnswersFull mark-scheme-style answers
Question 1
Paper 1H/2H style — 1 mark1 mark
Here are two statements.
A5n−3=17
BP=5n−3
In one statement n is an unknown. In the other n is a variable.
Write down the letter of the statement in which n is a variable. [1]
Model answer
In A, n has one fixed value (n=4), so it is an unknown.
In B, n can take any value, and P changes with it, so n is a variable.
Answer: B
Why this scores
Mark scheme:
B1 for B
Why this scores full marks: An equation (A) is solved to find its unknown. A formula (B) describes how one quantity varies as another changes, so its letters are variables.
Question 2
Paper 1H/2H style — 2 marks2 marks
T=43m2−n
Work out the value of T when m=−32 and n=0.36
Give your answer as a fraction in its simplest form. [2]
Model answer
T=43×(−32)2−0.36
=43×94−0.6=31−53
=155−159
Answer: −154
Why this scores
Mark scheme:
M1 for 43×(−32)2−0.36 oe, or 31 and 0.6 oe both seen
A1 for −154 cao
Why this scores full marks: The negative fraction goes into a bracket before it is squared, so (−32)2=+94. Without the bracket a calculator gives −94, and the answer becomes −31−53=−1514. The answer is left as a fraction, as the question asks; −0.26˙ does not score the A1.
Question 3
Paper 1H/2H style — 2 marks2 marks
A cuboid measures x cm by 2x cm by 5 cm.
Write a formula for the volume, V cm³, of the cuboid in terms of x. Give your answer in its simplest form. [2]
Model answer
V=x×2x×5
Answer: V=10x2
Why this scores
Mark scheme:
M1 for x×2x×5 oe
A1 for V=10x2
Why this scores full marks: It multiplies the numbers (2×5=10) and the letters (x×x=x2) separately, and writes a formula with V=, not just the expression 10x2. Adding the edges to get 3x+5 is the usual wrong method.
Question 4
Paper 1H/2H style — 2 marks2 marks
Show that 4(3x−2)−3(2x−5)≡6x+7 [2]
Model answer
4(3x−2)−3(2x−5)=12x−8−6x+15
=6x+7
The left-hand side simplifies to the right-hand side for all x, so 4(3x−2)−3(2x−5)≡6x+7.
Why this scores
Mark scheme:
M1 for expanding both brackets with at least three of the four terms correct
A1 for 12x−8−6x+15 simplified to 6x+7, with no errors
Why this scores full marks: The −3 multiplies both terms in the second bracket, so −3×−5=+15. Writing −15 is a sign error examiners regularly see when a negative multiplies a bracket, and it leads to 6x−23.
Question 5
Paper 1H/2H style — 3 marks3 marks
The area, A, of a triangle with sides a, b and c is given by
A=s(s−a)(s−b)(s−c)where s=2a+b+c
A triangle has sides 7 cm, 8 cm and 9 cm.
Work out its area. Give your answer correct to 3 significant figures. [3]
Model answer
s=27+8+9=12
A=12×5×4×3=720
=26.832…
Answer: 26.8 cm²
Why this scores
Mark scheme:
M1 for s=12
M1 for 12×5×4×3 or 720
A1 for awrt 26.8
Why this scores full marks: The two-stage formula is used in order: s first, then each bracket. Writing 720 before evaluating secures the method marks even if the decimal were mistyped.
Question 6
Paper 1H/2H style — 3 marks3 marks
The total surface area, A cm², of a cylinder of radius r cm and height h cm is given by
A=2πr2+2πrh
A cylinder has radius 4 cm and total surface area 400 cm².
Work out the height of the cylinder. Give your answer correct to 3 significant figures. [3]
Model answer
400=2π×42+2π×4×h
400=32π+8πh
h=8π400−32π=11.915…
Answer: 11.9 cm
Why this scores
Mark scheme:
M1 for 400=2π×42+2π×4×h
M1 for h=8π400−32π oe
A1 for awrt 11.9
Why this scores full marks: Keeping 32π and 8π exact until the last line avoids premature rounding. Only the r is squared: 2π×42, not (2π×4)2.
Question 7
Paper 1H/2H style — 3 marks3 marks
4ax−12+2x≡3x+b
Find the value of a and the value of b. [3]
Model answer
Multiply every term by 4:
ax−12+2x≡12x+4b
(a+2)x−12≡12x+4b
x terms: a+2=12, so a=10
Constant terms: 4b=−12, so b=−3
Answer: a=10, b=−3
Why this scores
Mark scheme:
M1 for ax−12+2x=12x+4b oe, or 4ax−3+21x seen
A1 for a=10
A1 for b=−3
Why this scores full marks: Because ≡ holds for every x, the script clears the fractions and then matches the x terms and the constant terms separately. Every term is multiplied by 4, including b on the right. Leaving it as b gives b=−12, the most common slip. Check: 410x−12+2x=2.5x−3+0.5x=3x−3.
Question 8
Paper 1H/2H style — 4 marks4 marks
Aisha drives for t hours at an average speed of 64 km/h.
She then walks for 20 minutes at an average speed of w km/h.
The total distance she travels is D km.
(a) Write a formula for D in terms of t and w. [2]
(b) Aisha drives for 1.5 hours and travels 97.5 km in total. Work out her walking speed. [2]
Why this scores full marks: The time is changed to hours before it is used, because the speed is in km/h. Writing 20w is the usual error and gives an impossible walking speed of 0.075 km/h.
Question 9
Paper 1H/2H style — 5 marks5 marks
The stopping distance, d metres, of a car travelling at v km/h is given by
d=0.2v+0.006v2
(a) Work out the stopping distance at 50 km/h. [2]
(b) Show that the stopping distance at 100 km/h is more than twice the stopping distance at 50 km/h. [3]
Model answer
(a)
d=0.2×50+0.006×502=10+15
d=25 m
(b)
d=0.2×100+0.006×1002=20+60=80 m
Twice the stopping distance at 50 km/h is 2×25=50 m.
80>50, so the stopping distance at 100 km/h is more than twice the stopping distance at 50 km/h.
Why this scores
Mark scheme:
M1 (a) for 0.2×50+0.006×502
A1 for 25
M1 (b) for 0.2×100+0.006×1002
A1 for 80
A1 for comparing 80 with 2×25=50 and a correct conclusion
Why this scores full marks: Only v is squared, so 0.006×1002=60, not (0.006×100)2=0.36. The comparison is written out with both numbers and a conclusion. In a "Show that", the answer 80 alone does not finish the argument.
Question 10
Paper 1H/2H style — 5 marks5 marks
A coat has a normal price of £p.
In a sale, all prices are reduced by 20%. Kim also uses a voucher for £5 off the sale price.
Kim pays £K for the coat.
(a) Show that K=0.8p−5 [2]
(b) Kim pays £43 for the coat.
Ben buys the same coat when there is no sale. He uses a voucher for 15% off the normal price.
Work out how much more Ben pays than Kim. [3]
Model answer
(a) A reduction of 20% leaves 80% of the price, so the sale price is
p−0.2p=0.8p
The £5 voucher is then taken off the sale price:
K=0.8p−5
(b)
0.8p−5=43⇒0.8p=48⇒p=60
Ben pays 0.85×60=51
51−43=8
Answer: £8
Why this scores
Mark scheme:
M1 (a) for 0.8p or p−0.2p oe
A1 for K=0.8p−5, with the 20% reduction applied before the £5 is subtracted
M1 (b) for 0.8p−5=43 oe
M1 for 0.85×60 oe (ft their p)
A1 for 8 cao
Why this scores full marks: Part (a) follows the order in the words: the 20% comes off first, then the voucher. Taking the £5 off first gives 0.8(p−5)=0.8p−4, which is not the printed formula. Part (b) uses the formula to find the normal price, then answers the question actually asked, the difference in what they pay. Stopping at p=60 or at Ben's price of £51 loses the final mark, and 0.15×60=9 is the discount, not Ben's price.