4.3 Boolean Möbius inversion
4.3.1 Alternating sums over supersets
Let \(P \subseteq Q\) be two finite sets.
(a) We have
(b) We have
(a) We must prove the equality (7). If \(P=Q\), then the only subset \(I\) of \(Q\) satisfying \(P\subseteq I\) is \(Q\) itself, so the sum equals \((-1)^{|Q|} = (-1)^{|P|} \cdot [P = Q]\) (since \([Q = Q] = 1\)).
For the rest of this proof, we assume \(P\neq Q\). Thus, \(\left[ P=Q\right] =0\).
Now, \(P\) is a proper subset of \(Q\), so there exists some \(q\in Q\) such that \(q\notin P\). Fix such a \(q\).
Let
and let \(\operatorname {sign} I := (-1)^{|I|}\) for each \(I\in \mathcal{A}\). Then
We define a map \(f:\mathcal{A}\rightarrow \mathcal{A}\) by
This map \(f\) is well-defined and it is an involution (the symmetric difference with \(\{ q\} \) undoes itself). This involution has no fixed points (since \(f(I) = I \bigtriangleup \{ q\} \neq I\)). Furthermore, for each \(I \in \mathcal{A}\), the set \(f(I) = I \bigtriangleup \{ q\} \) differs from \(I\) in exactly one element (namely \(q\)), so \(|f(I)| = |I| \pm 1\). Therefore
i.e., \(\operatorname {sign}(f(I)) = -\operatorname {sign} I\). Since \(f\) is a sign-reversing fixed-point-free involution on \(\mathcal{A}\), the elements of \(\mathcal{A}\) pair up into pairs with opposite signs, giving
Comparing with (9), we obtain
(since \((-1)^{|P|} \cdot 0 = 0\)). This proves (7).
(b) If \(I\) is any subset of \(Q\), then \(\left\vert Q\setminus I\right\vert =\left\vert Q\right\vert -\left\vert I\right\vert \equiv \left\vert Q\right\vert +\left\vert I\right\vert \pmod{2}\), so
(since \(\left\vert Q\setminus I\right\vert \equiv \left\vert Q\right\vert +\left\vert I\right\vert \pmod{2}\)). Hence
It remains to check that
If \(P\neq Q\), then \([P = Q] = 0\) and both sides are \(0\). If \(P = Q\), then \((-1)^{|Q|}(-1)^{|P|} = (-1)^{2|Q|} = 1\), so both sides equal \(1\). Thus
This proves (8).
4.3.2 The Boolean Möbius inversion formula
Let \(Q\) be a finite set, \(A\) an additive abelian group, and \(f\) a function that assigns to each pair \((J, P)\) of subsets of \(Q\) an element of \(A\). Then
Both sides sum the same function \(f\) over all pairs \((J, P)\) of subsets of \(Q\) satisfying \(P \subseteq J \subseteq Q\); only the order of summation differs.
Let \(S\) be a finite set. Let \(A\) be any additive abelian group.
For each subset \(I\) of \(S\), let \(a_{I}\) and \(b_{I}\) be two elements of \(A\).
Assume that
Then, we also have
Fix a subset \(Q\) of \(S\). We shall prove that
We begin by rewriting the right hand side. By (13), we have \(b_I = \sum _{J \subseteq I} a_J\) for each \(I\), so
The two summation signs “\(\sum _{I\subseteq Q}\ \ \sum _{P\subseteq I}\)” on the right hand side of this equality result in a sum over all pairs \(\left( I,P\right) \) of subsets of \(Q\) satisfying \(P\subseteq I\subseteq Q\). The same result can be obtained by the two summation signs “\(\sum _{P\subseteq Q}\ \ \sum _{\substack{[I, \subseteq , Q, ;, \\ , P, \subseteq , I]}}\)” (by Lemma 4.69). Hence, (15) rewrites as follows:
We want to prove that this equals \(a_{Q}\). To this end, we show that the coefficient \(\sum _{\substack{[I, \subseteq , Q, ;, \\ , P, \subseteq , I]}}\left( -1\right) ^{\left\vert Q\setminus I\right\vert }\) in front of \(a_{P}\) is \(0\) whenever \(P\neq Q\), and is \(1\) whenever \(P=Q\). That is, every subset \(P\) of \(Q\) satisfies
This is precisely Lemma 4.68 (b).
Now, (16) becomes (using (17))
In other words, \(a_{Q}=\sum _{I\subseteq Q}\left( -1\right) ^{\left\vert Q\setminus I\right\vert }b_{I}\).
Since \(Q\) was an arbitrary subset of \(S\), we have shown that
This proves Theorem 4.70.
Alternative formulation of Boolean Möbius inversion (Theorem 4.70) using the \(\mathbb {Z}\)-module scalar multiplication: under the same hypotheses, for all \(I\subseteq S\),
where the multiplication \((-1)^{|I\setminus J|}\cdot b_J\) denotes the \(\mathbb {Z}\)-module scalar action.
Immediate from Theorem 4.70, since the integer scalar multiplication \(n\cdot a\) in any additive abelian group coincides with \(n\) times \(a\) when the group carries a \(\mathbb {Z}\)-module structure.