Skip to main content
NEWIEC 60831 / IEEE 1036

Power Factor Correction Sizing Record (Excel)

Free download · Excel (.xlsx)

Power factor correction sizing requires documented load analysis, reactive power calculations, and capacitor bank selection — not guesswork. This Excel template provides a structured PFC sizing record with columns for Load Description, Active Power P (kW), Existing Power Factor cosφ1, Target Power Factor cosφ2, Existing Reactive Power Q1 (kVAr), Target Reactive Power Q2 (kVAr), Required Compensation Qc (kVAr), Selected Bank Rating (kVAr), Type (Fixed/Automatic), Number of Steps, Detuning Reactor (Y/N), Harmonic Filter requirement, Standard Reference, and Notes. Built-in formulas auto-calculate Qc from the kW and power factor values using the tangent method: Qc = P × (tan(arccos(cosφ1)) - tan(arccos(cosφ2))). Conditional formatting highlights loads where harmonic distortion may require detuned reactors. Use alongside ECalPro's power factor calculator for instant kVAr sizing and harmonic risk assessment.

What's Included

Front:Load description, active power P (kW), existing PF cosφ1, target PF cosφ2, existing Q1 (kVAr), target Q2 (kVAr), required Qc (kVAr) — auto-calculated via tangent method.
Back:Selected bank (kVAr), type (fixed/auto), steps, detuning reactor Y/N, harmonic filter, standard reference, notes. Conditional formatting for harmonic risk.
Size:Excel (.xlsx)
Format:PDF, print-ready

How to Print

  • Open in Microsoft Excel 2016+, Google Sheets, or LibreOffice Calc
  • Add your company logo and project details to the header
  • Copy data rows to add more circuits or equipment
  • Print on A4 or A3 landscape for site records
  • Keep completed records for design verification and audit trail

Try the Interactive Calculator

Need precise calculations beyond quick reference? Try our free online calculator with full clause references and professional report output.

Open Calculator

Frequently Asked Questions

How does this differ from the PFC study template?

The PFC study template documents the full study methodology including payback analysis and harmonic resonance assessment. This sizing record focuses on the per-load reactive power calculation and capacitor bank selection — ideal for recording the detailed sizing calculations that feed into the study.

When should I use a detuned reactor?

When the system has significant non-linear loads (VFDs, UPS, LED drivers, welders) that produce harmonic currents. A 7% detuned reactor shifts the system resonant frequency below the 5th harmonic, preventing dangerous capacitor overcurrents. The Detuning Reactor column flags this requirement.

Fixed or automatic capacitor bank — which should I choose?

Use fixed banks for constant loads (e.g., continuously running motors). Use automatic stepped banks for variable loads where reactive power demand fluctuates. Automatic banks use a PF controller to switch steps as the load changes.