Application Note

Create Custom Template for CT Analyzer Suite

Author
Tony Porrelli | tony.porrelli@omicronenergy.com

Date
Apr 07, 2021

Related OMICRON Product

CT Analyzer Suite

Application Area
Instrument Transformers

Keywords
Current transformer, CT, CT Analyzer Suite

Version
v2.0

Document ID
ANP_210001_ENU

Abstract
This is a document to help assist the reader in becoming familiar with the feature in the CT Analyzer Suite to
customize and create templates. It shows how to modify an existing template and how to create a new
template. It assumes that the reader is already familiar with the CT Analyzer Suite.
 General information

OMICRON electronics GmbH, including all international branch offices, is henceforth referred to as
OMICRON.
The product information, specifications, and technical data embodied in this Application Note represent the
technical status at the time of writing and are subject to change without prior notice.
We have done our best to ensure that the information given in this Application Note is useful, accurate and
entirely reliable. However, OMICRON does not assume responsibility for any inaccuracies which may be
present.
OMICRON translates this Application Note from the source language English into a number of other
languages. Any translation of this document is undertaken for local requirements, and in the event of a
dispute between the English and a non-English version, the English version of this note shall govern.

All rights, including translation, reserved. Reproduction of any kind, for example, photocopying, microfilming,
optical character recognition, and/or storage in electronic data processing systems, requires the explicit
consent of OMICRON. Reprinting, wholly or partly, is not permitted.
© OMICRON 2021. All rights reserved. This Application Note is a publication of OMICRON.

© OMICRON 2021 Page 2 of 31

 Table of content

1 Safety instructions ................................................................................................................................4

2 Creating a simple customized template ..............................................................................................5
2.1 The Principle ...................................................................................................................................5
2.2 Initial Steps .....................................................................................................................................6
2.3 Create New Template .................................................................................................................. 10
2.4 Format EXCEL Worksheet .......................................................................................................... 11
2.4.1 Page Layout .................................................................................................................................... 11
2.4.2 Custom Margins .............................................................................................................................. 12
2.4.3 Set Columns and Rows Dimensions ............................................................................................... 13
2.4.4 Page Break Preview ....................................................................................................................... 14
2.5 Creating EXCEL Links ................................................................................................................. 15
2.6 Create Template from Design Report .......................................................................................... 19
2.7 Modify Template .......................................................................................................................... 20
2.8 Create Report feature .................................................................................................................. 27
2.8.1 Grouping results in one document (15xCT’s) .................................................................................. 27
2.9 Adding a LOGO ........................................................................................................................... 30

© OMICRON 2021 Page 3 of 31

1 Safety instructions
This Application Note may only be used in conjunction with the relevant product manuals which contain all
safety instructions. The user is fully responsible for any application that makes use of OMICRON products.
Instructions are always characterized by a  symbol, even if they are included in a safety instruction.

NOTICE

Equipment damage or loss of data possible

 Carefully read and understand the content of this Application Note as well as the manuals of the
systems involved before taking them into operation.
 Please contact OMICRON support if you have any questions or doubts regarding the safety or
operating instructions.
 Follow each instruction listed in the manuals, especially the safety instructions, since this is the
only way to avoid the danger that can occur when working on high voltage or high current
systems.
 Only use the equipment involved according to its intended purpose to guarantee safe operation.
 Existing national safety standards for accident prevention and environmental protection may
supplement the equipment’s manual.
 Before starting a test always check that the test signals are suitable for your system under test.

Only experienced and competent professionals that are trained for working in high voltage or high current
environments may implement this Application Note. Additionally, the following qualifications are required:
Authorized to work in environments of energy generation, transmission or distribution, and familiar with
the approved operating practices in such environments.
Familiar with the five safety rules.

© OMICRON 2021 Page 4 of 31

2 Creating a simple customized template
This application note will provide an example of how to create a template that can be used as the basis to
further development and complete customized templates.
NOTICE
 To use the features contained in this application note, a software license is required.
CT Analyzer PC Software Upgrade Option (Order No: P0000413)

2.1 The Principle

The principle is shown below as a workflow.

Modify Existing Template

Existing
Test
Results
*.xml

Select New Custom Test

existing Design Template Report
Template Report
*.xltx *.xlsx
*.xltx *.xlsx

Cannot edit Customize Create Do not edit

Save/Edit Overwrite
Create a New Template

Existing New Custom Test

Test Design Template Report
Results Report
*.xltx *.xlsx
*.xml *.xlsx

Cannot edit Customize Create Do not edit

Save/Edit Overwrite

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 The CTA Suite has a default template named “CT-01 General_SingleTest.xltx”, this is only used in the
process of creating a template and should not be edited. Using existing CTA results, the results will be
imported into the template and create a Design Report, this document can be customized and saved (or it
can be edited later). It is this document that is used to create the final custom template. The template will
look the same as the Design Report. The custom template then creates a test report. The test report is not to
be used as a Design Report to create a customized template.

2.2 Initial Steps

The first task is to look in the Settings (the gear wheel) and into the Report Tab. The location of the default
folder where the templates can be stored is shown. A different folder will be set to default.

Figure 1: Options – Report

Create a folder to store your test templates. The top level of the directory holds the *.xltx files. There will also
be a folder automatically created named Reports, used to store the *.xlsx files used for creating the
templates. Also create a folder to store the final test result reports.

Figure 2: Creating Folders

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 Then back in the settings, this is how to set the default folders. Do the same task to make the Test Results
folder default as well.

Figure 3: Set default folders

In the Create Report option, templates are grouped in 2 sections, Custom report templates and OMICRON
report templates. Custom report templates are those that have been created and stored in the users folder.
OMICRON report templates are installed with the software and are stored in a different location.

Figure 4: Create Report option

NOTICE
 OMICRON report templates are Read-only and it is not recommended to try to
change them.
 It is also not recommended to use this folder to store newly created templates.
 Use the folder created as shown previously.

These are the custom templates in the top half of the section window.

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 Figure 5: Custom report templates

These are the OMICRON templates in the lower half.

Figure 6: OMICRON report templates - Design Report Option

Return to the CT Analyzer Suite home page and select Design Report.

Figure 7: Design Report

The following window appears. There are 3 sections, Design Mode, Create design-report, and Create
template from Design Report.
Hover the mouse over the blue information button to see a description of each feature.
Test per template is how many CT results are required in the report.

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 Figure 8: Design Report - Overview

Design Mode has 3 options.

Figure 9: Design Report - Design Mode

Modify Template Allows to modify an existing template by creating a new

Design Report, the modified Design Report then
produces the new template.

Create Template from design-report Use an existing customized Design Report to create a
new template

New Template Create a new template not based on an existing

template.

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2.3 Create New Template

Select from the options.

Figure 10: Design Report - New template

Select a previous measurement that has been made and give the new Design Report a name.
My New Template 2.xlsx

Figure 11: Design Report - Create design-report

Create the new Design Report and it opens in EXCEL for editing.
Three worksheets are available. The Custom worksheet is blank, ready for a brand-new look. Links can be
made to Asset 1 for CT information and to X1_X2_1 for measurement results linking.

Figure 12: EXCEL - new Design Report

Note: If a multi ratio test was loaded, also the measurement results for all tap combinations will be shown
(e.g. X1_X2_1, X1_X3_1, X1_X4_1, X2_X3_1, …).

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 Create a template design, here is an example below.

Figure 13: Example template design

2.4 Format EXCEL Worksheet

The most time-consuming part of creating a New custom template is formatting and getting the EXCEL sheet
look as designed.
This note will give hints on how to prepare the report in EXCEL.

2.4.1 Page Layout

After using Design Report and New Template, the Design Report will look like this with a blank Custom
worksheet. This is where the required measurement and asset data will be linked to.

Figure 14: Design Report - blank

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2.4.2 Custom Margins
In Page Layout, select custom margins

Figure 15: Page Layout

Change the margins and header as shown below and center on page.

Figure 16: Set margins

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2.4.3 Set Columns and Rows Dimensions
Highlight (select) the columns from A to Z.

Figure 17: Highlight column

Select column width and set to 6.1

Figure 18: Column width

A single page width is now from Column A to N

Figure 19: EXCEL formatting

Highlight rows from 1 to 55 and change the row height to 14.5.

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 Figure 20: Highlight rows

Figure 21: Edit row height

A single page now has 50 rows.

These are good settings to get started with creating the report.

2.4.4 Page Break Preview

Select view and select page break preview. This allows to set the printing area. Resize the blue border to
column N and row to 50.

Figure 22: Page break preview

Return to the normal view and then use print preview to see how the page will now look in preparation for
the entry of parameters.

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 Here is a worksheet for a 3 x CT Design Report.

Figure 23: Worksheet example with 3 CTs

2.5 Creating EXCEL Links

Using a combination of the Asset 1 and X1_X2_1 worksheets, begin to create links. The Asset 1 worksheet
holds the CT specification data and the X1_X2_1 worksheet holds the results.
Enter an “=” in the cell and navigate to the Asset worksheet, select the information to be linked and press
Return key. Repeat for all required cells.

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 Custom Worksheet Asset 1 worksheet

Press Return

Enter an “=” in the cell and navigate to the X1_X2_1 worksheet, select the information to be linked and press
Return key. Repeat for all required cells.
This is the measurement data.

Custom Worksheet Asset 1 worksheet

Press Return

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 This is how it should look. After creating all the links, save and close the EXCEL report.

Figure 24: After creating EXCEL links

Now create the new template.

Figure 25: Create new template

Close Design Report and open Advanced CT Test, load a CT measurement and create a new report.

Figure 26: Create a new report

Remember to select the new Report template and select a Report format option.

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 Figure 27: Select report template

Here is an example of the new PDF with results.

Figure 28: Example PDF report

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2.6 Create Template from Design Report

Another method to create a template is based on using an existing EXCEL Design Report (xlsx) template.

Figure 29: Design Report – create template from design-report

The Design Report is already available to use. Changes can be made using the edit button, this opens the
Design Report with EXCEL, for customizing then re-save and close.

Figure 30: Edit Design Report

Now create template and a new file named My New Template 2.xltx will be created overwriting the existing
template. Notice the file extension will be *.xltx

Figure 31: Create template

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2.7 Modify Template

To modify a report template first select an existing measurement that will populate the template with results
when the time comes.

Use the button to navigate to the test result and the file name will be seen in Test field.

Figure 32: Select test result file

The “Report template” to be used is selected from the drop down and is named:
CT-01 General_SingleTest.xltx
“Test per template” means how many CTs will be used in this template. As this example is using a single CT
test, then this remains as 1.

To keep the master template unaltered for future use, give the new template a name.

The results will go into the “Report template” (xltx) and generate a new EXCEL Design Report template
named “My First Template.xlsx” by clicking on Create.

It is the Design Report that will be opened with EXCEL, ready to be customized and from this, a new “Report
template” (xltx) will be created.
Find the relevant worksheet for the test that you loaded.

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 Figure 33: Worksheet

This worksheet will be customized and saved for this example.

As there are no circuit burden measurements being performed, there is no need for it to be in the template. It
will be removed.

Figure 34: Edit template 1 - Burden measurement removed

As there will be no Residual Magnetism measurement being made, the Residual Magnetism fields will
change to Ratio and Phase Error on this report page. Ratio and Phase results at 5 % Ipn will be added and
linked to new results.

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 Figure 35:Edit template 2

The report now looks like below by simply over-writing the text fields. When using different report languages,
it is recommended to setup a link to the corresponding cell on Asset 1 or X1_X2_1.

Figure 36: Edit template 3

The required results need a link applied to the cell. For this use the X1_X2_1 worksheet to make links to it.

First, click in the empty field for Ratio Error, delete the existing link formula bar entry and enter an equal (=)
in the formula bar.

Figure 37: Edit template 4

Click on the arrow head to navigate and access the worksheet X1_X2_1

Figure 38: Edit template 5

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 The formula bar will show the reference to the worksheet for the link.

Figure 39: Edit template 6

Select the cell reference for 5 % Ratio Error and then press Return.

Figure 40: Edit template 7

It will then automatically bounce back to the original worksheet.

Figure 41: Edit template 8

Do the same for Phase Error.

Figure 42: Edit template 9

The excitation curve will now be removed. The finished Design Report will now look like this.

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 Figure 43: Edit template 10

Save the EXCEL Design Report and close it down.

Figure 44: Save EXCEL

The Design Report is customized and now to turn it into a “Report template” (xltx). Select Create Template.

Figure 45: Select Create template

The new template “My First Template.xltx” is now ready.

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 Close the Design Report window and open Advanced CT Test and open a measurement result.

Figure 46: Advanced CT test - open measurement

Click on the button to Create Report at the top.

To create the “Test report”, select the “Report template”.

Figure 47: Select template

The left pane shows the CT results contained in the folder. The right pane shows the CT results that will be
used to make the Test report. Additional results can be added to the print pane by selecting them in the left
pane and using the right arrow button will move them to the printing pane on the right. The left arrow can be
used to remove results from the printing pane.

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 A “Report Format” can be chosen, here pdf is chosen and Create Report. EXCEL format is also available.

Figure 48: Create Report

NOTICE
 Test files can be added or removed between panes by Double Clicking on the test.

Now the new design template can be re-used for all future metering CT measurements.

Figure 49: Example PDF report

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2.8 Create Report feature

Create reports without loading them into the Advance CT Test module.

2.8.1 Grouping results in one document (15xCT’s)

The feature allows to create one report from multiple results. For example, 5 x CT’s Phase A, 5x CT’s Phase
B and 5 x CT’s Phase C.
A fast and easy method to create a single test report is to use the Create Report option. This allows to
create a test report without having to open measurements in the Advance CT Test module.

Figure 50: Create Report

This example will create a PDF document consisting of 15 CT’s. A 5 CT template has been created, the
software will populate the template with the first 5 CT’s, once full, it will automatically repeat the process until
all CT’ are in the report. So the template will be used 3 times.

To make is simple, keep all CT’s in one folder.

Use the button to navigate to the folder containing the results. Highlight all the results and use the arrow to
move them to the print area.

Test file move here.

Select All
This is the print area.

Figure 51: Create Report – select files

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 As the 5 x CT template is being used, the CT’s are group in 5’s. The software will populate the results for the
first 5 CT’s, then it will use another 5 x CT template until all 15 results are in one PDF.
It is even possible to up to 30 x CT’s or higher.

Figure 52: Create Report – select template

NOTICE
 For multiple CT reporting, it is best to use PDF format.
 If PDF format is used, it will open one PDF report for all sections.
 If EXCEL is selected, it will open for each section an EXCEL report.
This can take a long time.

The CT’s results are group in 3 sections of 5 CT’s per section.

Select the template to be used and select PDF format. Now Create Report.

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 This shows Phase A – 5 CT’s, Phase B – 5 CT’s and Phase C – 5 CT’s

Figure 53: Example report

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2.9 Adding a LOGO

In Settings, navigate to Reports tab. Here in the “Report logo” field there are 3 options. The logo can be set
to From template (None in CTA 5.10), OMICRON or Custom.

Figure 54: Options – Report – Report logo

Locate your logo file to attach to the report.

Figure 55: Example report with customized logo

An alternative method is to add the logo into the EXCEL template and position where required:
• From template: to keep the logo as defined in the template
• OMICRON (default setting): Places the OMICRON logo to top right corner of each page
• Custom: to replace the OMICRON logo with an individual one (top right corner of each page)
• None (until CTA 5.10): removes the logo
It is important that in the Settings, the “Report logo” is set to From template if added directly to the EXCEL
report.

© OMICRON 2021 Page 30 of 31

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