Home › Shop › Shell and Tube Heat Exchanger Performance and Fouling
Excel tool

Shell and Tube Heat Exchanger Performance and Fouling

See how dirty your exchanger really is, what it costs you, and when to clean it.

Actual U, fouling resistance and cleanliness from plant readings — with the duty lost to fouling, its yearly cost and the best cleaning interval.

USD 49 one-time purchase

  • Excel workbook (.xlsx), no macros, version v1.0
  • Excel 2010 or later, Windows and Mac
  • Instant download after payment; updates to this major version included
  • Single-user licence; team and site options
  • Refund if it does not work as described or has an error we cannot fix: contact support within 14 days of purchase — full refund policy

Download the sample report (PDF)

Buying several tools? Get the Heat Exchanger Complete Kit — USD 179

Need it once? Use it online: check your data free, unlock results from USD 9 for 3 runs.

Try the online calculator

Shell and Tube Heat Exchanger Performance and Fouling — sample pages

What it does

Performance from plant readings

Duty from the enthalpy change of each stream (boiling and condensing included), heat balance check, LMTD, F factor, actual U, fouling resistance and cleanliness.

Any arrangement

Counter-current, co-current, 1-2 TEMA E shell or several shells in series.

About 165 built-in fluids

Water and steam, refrigerants, hydrocarbons, solvents, glycols, brines, heat transfer oils, petroleum fractions and gas mixtures.

Clean re-rating

Duty and outlet temperatures if the exchanger were clean, by effectiveness-NTU — the duty you are losing now.

Cleaning economics

Cost of fouling per year, cleaning payback and the optimum cleaning interval.

History and trend

A 40-row log with a fouling trend chart; ranked findings and a print-ready report.

Built for engineers

  • Visible formulas — nothing hidden, so you can check every step.
  • Fully referenced — methods from the standard references, checked against their published worked examples.
  • Safe to share — sheets are protected against accidental edits, with an open password so you can still customise.
  • Built-in input checks — clear warnings for impossible inputs and values outside typical ranges.

For engineering estimates; verify against site data. Code-based methods are aligned with the publicly documented procedure; they are not a licensed reproduction or a certification.

Preview the workbook

Real pages from the workbook with its built-in example loaded (example data, not a measured plant). Choose a page below, or select the large image to enlarge it.

Report: results for the calculation file
Select a page, then the large image to enlarge.Open original-resolution imageDownload the sample report (PDF)

A worked case

The case: a crude preheat train — 60,000 kg/h of diesel cooled from 250 to 170 °C heats 100,000 kg/h of light crude from 140 to 192 °C in two 1-2 shells in series, 440 m², clean U 300 W/m²·K, 300 days since the last cleaning. The workbook gives: duty 3,608 kW (heat balance −2.9 %), F = 0.8945, actual U 215.9 W/m²·K, cleanliness 72 %, fouling resistance 0.001299 m²·K/W — 186 % of the design allowance. Re-rated clean by ε-NTU, the exchanger would give 306.5 kW more: 2,452 MWh and 73,603 a year at 30 per MWh. One cleaning (25,000) pays back in 124 days; the optimum interval is 273 days, so cleaning is 27 days overdue.

Specification and checks

FormatExcel workbook (.xlsx), no macros
Versionv1.0
Works inExcel 2010 or later, Windows and Mac
UnitsSI, US and British, mixed freely
IncludesGuide tab with method and references, calculator, print-ready report
Checked againstShah & Sekulić worked examples 3.6, 3.8 and 13.2; steam and propane condensing duties within 0.1 % of reference data. See the verification record
Free versionTry the online calculator

Free calculator, online tool or Excel tool?

Free calculatorOnline toolExcel tool
What it doesActual U, fouling resistance, duty lost to fouling, its yearly cost and how fast cleaning pays back.The full Excel tool, run in your browserActual U, fouling resistance and cleanliness from plant readings — with the duty lost to fouling, its yearly cost and the best cleaning interval.
CostFree, no sign-up3 runs for USD 9, or every online tool for USD 15 a monthUSD 49 once, yours to keep
Input checks and findingsBasic warningsEvery input checked, with findings and recommendationsEvery input checked, with findings and recommendations
Report for your calculation filePrint the web pagePrintable results sheetPrint-ready report with your plant, tag, document number, revision and sign-off
FormulasMethod described on the pageMethod described in the guideEvery formula visible in its cell
Save, edit and rerun your cases—Each run separatelyYes — keep and edit your own file
Works offline, on a plant PC——Yes — Excel 2010 or later, Windows and Mac

Compatibility, licence and support

FileExcel workbook (.xlsx), no macros, version v1.0; works in Excel 2010 or later on Windows and Mac. Sheets are protected against accidental edits, with an open password so you can customise.
LicenceSingle user. A team licence (up to 5 named users) is 3 × the shop price; site licences on request — licence terms.
UpdatesUpdates to this major version are included; download them again from the link in your receipt.
SupportEmail [email protected] with your order number — questions on the method, your inputs or your results are welcome.
RefundsIf the tool does not work as described, or has an error we cannot fix, email [email protected] with your order number within 14 days of purchase and we will refund you in full. Refunds are not offered for a change of mind once a file has been downloaded. Read the full refund policy.