What the derivative is for
The sign of the derivative says whether a function rises or falls, and its zeros point at the candidates for extrema. Learn to write the equation of a tangent, read a sign table and find a largest value.
Before you start
This topic builds on earlier ideas. Before you start, it's worth working through the lessons below — they'll make everything click:
- The derivativeA derivative measures how fast a function changes at a point — it is the slope of the tangent to the graph. Meet the definition through the difference quotient and the six rules that compute it without taking a limit every time.
- Linear functionA linear function y = ax + b draws a straight line. Meet the meaning of the slope and the intercept, the zero, the formula of a line through two points, the general form, and the conditions for parallel and perpendicular lines.
Where this is used
Real situations where you count exactly the way this lesson teaches:
- Designing a drinks canA can has to hold 330 ml on as little aluminium as possible. At radius r the height is h = 330/(πr²), so the surface area is S(r) = 2πr² + 660/r. The derivative S′(r) = 4πr − 660/r² vanishes at r³ = 660/(4π), that is r = 3.74 cm and h = 7.5 cm — the optimal can is squat, exactly as tall as it is wide. A real one has r = 3.3 cm and spends 268 cm² of metal instead of 264, because the lid must be thicker; across a billion cans that 1.5% is a budget line of its own.
- Speed and fuel consumptionFuel use does not simply fall with speed — it has a minimum. For the model f(v) = 0.0009v² − 0.126v + 9.3 litres per 100 km, the derivative f′(v) = 0.0018v − 0.126 vanishes at 70 km/h, where consumption is 4.89 l/100 km. At 120 km/h it is already 7.14 l, that is 46% more. The whole case for driving slower on a long trip fits into a number rather than a hunch, and it is the derivative that pins down where that point lies.
- Order size in a warehouseA shop sells 1,200 units a year; placing one order costs 90 in handling, and keeping one unit on the shelf costs 6 a year. The yearly cost is K(q) = 108,000/q + 3q, and K′(q) = −108,000/q² + 3 vanishes at q = 190 units. Ordering 100 every month costs 1,380 instead of 1,138 — 242 a year for a habit nobody ever costed. The minimum sits neither at the rarest nor at the most frequent deliveries, and without a derivative you would be groping for it.
All formulas
Equation of the tangent
a line of slope f′(x₀) through the point of tangency
Increasing function
a positive derivative is a tangent leaning upwards
Decreasing function
a negative derivative is a tangent leaning downwards
Necessary condition for an extremum
a critical point — a candidate, not yet an extremum
Sufficient condition (maximum)
the derivative must CHANGE sign from plus to minus
Sufficient condition (minimum)
minus to plus — a trough instead of a crest
The derivative is not an end in itself. Its value tells you how steeply a graph runs, and its sign tells you which way. Those two pieces of information are enough to read off the shape of a function without drawing it.
The equation of a tangent
A tangent at is a straight line, so a slope and one point describe it fully. The slope is the derivative and the point is :
The sign of the derivative and monotonicity
Since the derivative is the slope of the tangent, its sign says outright which way the graph runs:
This turns a question about monotonicity — which we used to read off a drawing — into an inequality. Instead of inspecting the graph, we solve .
Mind the phrase "on an interval". Monotonicity is a property of an interval, never of a point, so the answer is always an interval and never a number.
Critical points
Between an interval where a function rises and one where it falls there has to be a place where it stops doing the first and starts doing the second. The derivative passes through zero there:
Such an argument is called a critical point, and the condition is necessary for an extremum. Necessary, but not sufficient: it only produces a shortlist of candidates.
A counterexample worth remembering: for the derivative vanishes at zero, yet it is positive on both sides. The function keeps increasing and merely flattens for an instant — there is no extremum there.
The sufficient condition
An extremum requires the derivative to change sign:
Optimisation
The most practical use of a derivative: finding a largest or a smallest value. The pattern never changes — write the quantity as a function of one variable, set the derivative to zero, then check the sign to confirm which kind of extremum you found.
Exercises
The three questions match the three steps of this lesson. For the tangent, type the right-hand side of , that is an expression such as 2x - 4. For the zeros of the derivative, give both critical points in the separate and fields. For the extremum, the answer is its value, the height of the crest or the depth of the trough — not the argument at which it is reached.
Practice
Work through a set of exercises — they get harder as you go. At the end you'll see your score and the mistakes worth reviewing.
Common mistakes
- A tangent without its point of tangency — alone gives the slope; the line must still pass through .
- An extremum from f′(x₀) = 0 alone — that condition is necessary; with no change of sign there is no extremum (witness at zero).
- Giving the argument instead of the value of the extremum — an extremum is , not .
- Monotonicity at a point — a function increases on an interval, so the answer is an interval.
- Confusing a local extremum with a largest value — "local" concerns a neighbourhood only.
- Reading the sign on one side only — settling the question needs both intervals around the critical point.
Formula card
Topic: What the derivative is for
Equation of the tangent
a line of slope f′(x₀) through the point of tangency
Increasing function
a positive derivative is a tangent leaning upwards
Decreasing function
a negative derivative is a tangent leaning downwards
Necessary condition for an extremum
a critical point — a candidate, not yet an extremum
Sufficient condition (maximum)
the derivative must CHANGE sign from plus to minus
Sufficient condition (minimum)
minus to plus — a trough instead of a crest
