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DX Unit Load Calculation Worksheet: Cooling Capacity, Airflow & ESP

A practical pre-RFQ sizing screen — calculate sensible and latent load, convert to kW or refrigeration tons, then match airflow and external static pressure before you select a commercial DX unit.

By SongXin HVAC Engineering Team. SongXin HVAC engineering and technical sales teams support commercial and industrial DX unit selection, air handling equipment review, RFQ checking and export documentation for project buyers.

A good DX unit load calculation starts with three numbers: cooling capacity, supply airflow and external static pressure. For early commercial HVAC selection, calculate the sensible load, add the latent load, convert the result into kW or refrigeration tons, then match the selected DX rooftop unit, ducted DX unit or split DX system against the real duct and filter resistance.

This worksheet is for engineers, contractors and overseas buyers who need a practical pre-RFQ sizing screen before asking for a Direct Expansion Air Conditioners and DX Units quotation. It does not replace a project load calculation by a licensed local engineer. It helps you send cleaner data, avoid undersized equipment and make supplier discussions faster.

Scope boundary: this page is a DX equipment pre-selection worksheet, not a whole-building HVAC design method. Use the broader commercial HVAC system design guide for envelope, zoning, ventilation, system architecture and commissioning decisions; use this worksheet when the project team is ready to turn those loads into DX capacity, airflow and ESP inputs.

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Quick answer: For a preliminary DX unit selection, calculate total cooling capacity from sensible plus latent load, select airflow from the sensible heat equation, add a 10–15 percent capacity margin only when the design assumptions are not final, and size the fan against calculated external static pressure instead of catalog nominal airflow.

Commercial direct expansion DX unit for load calculation, airflow and ESP selection
Commercial direct expansion DX unit for load calculation, airflow and ESP selection — view SongXin DX units →

DX Unit Load Calculation Worksheet

The worksheet below gives buyers a compact structure for early DX sizing before a full submittal is prepared. Fill in the design values first, then ask the supplier to state the unit selection, fan curve, rating condition and control logic.

InputRecommended worksheet valueWhy it matters
Outdoor design dry-bulb temperatureProject weather data, e.g. 35 °C or 46 °CHigher outdoor temperature reduces air-cooled condenser heat rejection.
Indoor target conditione.g. 24 °C dry bulb & 50–60% RHIndoor condition drives sensible and latent load.
Sensible cooling loadkW from room, envelope, lighting, people, process heatDetermines the air temperature drop and supply airflow.
Latent cooling loadkW from fresh air, occupants, infiltration or process moistureDetermines coil moisture removal and drain design.
Total cooling loadSensible kW + latent kWMinimum cooling capacity before rating correction.
Safety margin0–15% after assumptions are definedUse 0% for final engineered loads; up to 15% for early estimates.
Supply air temperature difference8–12 K for many comfort DX systemsSmaller ΔT needs more airflow; larger ΔT needs colder supply air.
Supply airflowm³/h from sensible heat formulaFan and duct selection cannot be checked without airflow.
External static pressurePa from duct, filter, coil and terminal lossesA unit with enough kW can still fail if the fan cannot overcome ESP.
Power supplyVoltage, phase and frequencyElectrical compatibility affects motor, compressor and control selection.
Standard / rating referenceAHRI 340/360, EN 14511 or local requirementRating references make supplier quotations comparable.

Step 1: Define the Design Conditions

DX unit selection should start with actual project design conditions, not the nearest catalog model. The minimum worksheet set is project city, outdoor design temperature, indoor temperature, indoor relative humidity, operating schedule, fresh-air requirement, installation type and power supply.

For a DX rooftop unit, outdoor ambient temperature is especially important because the condenser rejects heat directly to outdoor air. A unit rated at moderate ambient conditions will not deliver the same effective capacity on a hot roof unless the condenser, compressor operating envelope and controls are selected for that condition.

For a DX Split System, refrigerant pipe length and elevation difference must be stated early. Long pipe runs increase pressure drop and oil return risk, so the supplier needs the indoor-to-outdoor distance before final selection.

For Ducted DX Units, the duct layout matters as much as the cooling capacity. If the airflow and ESP are underestimated, the indoor coil will not receive enough air, the supply temperature will drift and compressor protection trips become more likely.

Step 2: Estimate Sensible Cooling Load

Sensible cooling load is the heat the DX unit must remove to reduce dry-bulb temperature. It includes building envelope gain, solar gain, lighting, people, motors, equipment, fresh-air sensible load and process heat.

Use this early worksheet structure. The kW values should come from the project load calculation, equipment schedule or consultant’s design file.

Sensible load itemRequired inputLoad value to enter
Building envelope & solar gainRoof, wall, glass and orientationProject kW
Internal equipmentMachines, IT equipment or kitchen devicesProject kW
LightingInstalled lighting powerProject kW
People sensible loadOccupancy scheduleProject kW
Fresh-air sensible loadOutdoor to indoor dry-bulb differenceProject kW
Process / safety allowanceVerified heat source onlyProject kW
Estimated sensible loadSum of verified itemsProject kW

Do not add a blanket margin before the loads are separated. A 15% margin on a load that already includes conservative people, lighting and weather assumptions can oversize the DX unit and create short cycling. Oversizing matters because a larger compressor can satisfy temperature quickly while leaving humidity control unfinished.

Step 3: Add Latent Load

Latent load is the moisture removal duty that keeps relative humidity under control. It comes from outdoor air, people, infiltration, wet products, open doors, pools, kitchens, laundries and industrial processes.

For comfort cooling, latent load is often smaller than sensible load. For humid climates, fresh-air systems, kitchens, gyms, medical spaces and process rooms, latent load can become the deciding factor. If a buyer sends only room area and target temperature, the supplier cannot confirm coil selection or condensate drain design.

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RFQ rule: If the project has outdoor air above 30 °C and 60% RH, a high fresh-air ratio above 20%, or a humidity target below 55% RH, include entering-air dry-bulb, entering-air wet-bulb or enthalpy data. ASHRAE Standard 62.1 is commonly referenced for ventilation design coordination, while actual airflow values must follow the local project code and occupancy schedule.

Step 4: Convert Cooling Capacity

Cooling capacity should be shown in kW and refrigeration tons so engineering and procurement teams can compare international quotations. One refrigeration ton is commonly converted as 12,000 Btu/h, equal to about 3.517 kW, as summarized in the Engineering ToolBox cooling-load conversion reference.

Cooling capacity (TR) = Cooling capacity (kW) / 3.517
Cooling capacity (kW) = Cooling capacity (TR) x 3.517

For early selection, round to the nearest practical model only after rating correction. If the project is in a high ambient region, the selected unit must deliver the required kW at the project outdoor temperature rather than only at a standard catalog rating condition.

Step 5: Calculate Supply Airflow

Supply airflow should be calculated from the sensible load and the planned air temperature difference across the room or coil. A useful SI estimate for early selection is:

Sensible cooling (kW) = 1.2 x airflow (m3/s) x temperature difference (K)

The constant 1.2 is an early design approximation based on air density and specific heat near ordinary comfort conditions. Use psychrometric software or the project consultant’s load calculation for final design.

Rearrange the formula:

Airflow (m3/s) = Sensible cooling (kW) / [1.2 x temperature difference (K)]
Airflow (m3/h) = airflow (m3/s) x 3600

Common early airflow ratios (formula outputs from the sensible heat equation above):

Sensible loadSupply–return ΔTEstimated airflow
30 kW10 K9,000 m³/h
60 kW10 K18,000 m³/h
90 kW10 K27,000 m³/h
120 kW10 K36,000 m³/h

A lower ΔT raises airflow. For the same 60 kW sensible load, 8 K needs about 22,500 m³/h, while 12 K needs about 15,000 m³/h. This is why a DX quote must include both capacity and airflow; kW alone does not tell the engineer whether air distribution will work.

Step 6: Build the ESP Budget

External static pressure is the fan resistance outside the unit casing that the DX unit must overcome at the required airflow. Include supply duct, return duct, filters, dampers, grilles, diffusers, silencers, flexible connectors and any field-installed accessories.

ESP componentTypical early-budget valueFinal source
Supply duct and fittings150–350 PaDuct calculation
Return duct and fittings80–250 PaDuct calculation
Filter final pressure allowance100–250 PaFilter submittal, often aligned with ISO 16890 class
Cooling coil & internal section impactMfr. internalUnit submittal
Grilles and diffusers30–100 PaTerminal device submittal
Dampers or VAV devices50–200 PaAccessory submittal
Site uncertainty allowance10% of external lossesOnly before final duct design

An undersized fan creates two failure modes. First, airflow drops, so the room does not receive the designed sensible cooling. Second, low airflow across the evaporator coil can reduce coil temperature, increase condensate risk and trigger compressor or freeze protection. A DX unit selected without ESP is not a complete selection.

Worked Example

This example shows how to prepare a first-pass RFQ for a commercial ducted DX unit. It uses simplified values for supplier screening; final design should use the project consultant’s load calculation.

Project Inputs

ItemValue
ApplicationCommercial hall, ducted distribution
Indoor target24 °C, 55% RH
Outdoor design condition35 °C dry bulb
Sensible load60 kW
Latent load15 kW
Total load before margin75 kW
Supply–return ΔT10 K
Preliminary ESP650 Pa
Power supply380 V, 3-phase, 50 Hz

Complete End-to-End Calculation

Formula 1 — total cooling load

Total cooling load = sensible load + latent load
                   = 60 kW + 15 kW
                   = 75 kW

If the loads are early estimates, apply a 10% margin:

Formula 2 — preliminary selection capacity

Preliminary selection capacity = 75 kW x 1.10
                               = 82.5 kW

Formula 3 — kW to refrigeration tons

82.5 kW / 3.517 = 23.5 TR
Recommendation: Request a DX unit selection that delivers about 82.5 kW at the project outdoor design condition, not only at the catalog rating point. Ask the supplier to identify the rating reference, such as AHRI 340/360 or EN 14511.

Airflow Calculation

Airflow = sensible cooling / [1.2 x delta T]
        = 60 / [1.2 x 10]
        = 5.0 m3/s
        = 5.0 x 3600
        = 18,000 m3/h
Recommendation: Request fan selection at 18,000 m³/h and 650 Pa ESP. If the supplier quotes only nominal airflow without ESP, the submittal is incomplete for ducted DX selection.

ESP Calculation

Supply duct and fittings        = 250 Pa
Return duct and fittings        = 150 Pa
Filter final pressure allowance = 150 Pa
Diffusers and grilles           =  50 Pa
Damper allowance                =  50 Pa
Total ESP                       = 650 Pa
Recommendation: Send the ESP breakdown with the RFQ. The supplier can then identify whether a standard fan is sufficient or whether a higher static pressure fan option is required.

When to Choose DX Rooftop, Ducted DX or Split DX

The installation type should follow airflow path, service access, space limits and control requirements. Do not choose the product type only by capacity.

Project conditionBetter DX formatSelection threshold
Roof space available, indoor plant room limitedDX rooftop unitState roof load, service platform, condensate route and ESP before order.
Indoor ceiling space available, ducts neededDucted DX unitState airflow and ESP; use a higher static fan when ESP exceeds the standard catalog value.
Indoor and outdoor sections must be separatedDX split systemState pipe length, height difference, oil return requirement and service access.
Temporary structure or event tentTent air conditioner / packaged DXState outdoor ambient, door opening frequency and fast installation needs.
Remote equipment roomRugged DX split or packaged unitState redundancy, filtration, alarm output and remote monitoring points.

SongXin’s DX product pages cover rooftop, ducted, split, tent and other direct expansion configurations for commercial and industrial projects. Use the worksheet above to make the first supplier conversation specific.

Common Load Calculation Mistakes

DX unit selection fails when the buyer sends area only. Square meters or square feet are insufficient because they do not define solar gain, equipment heat, fresh air, humidity, operating schedule or duct resistance.

Another mistake is mixing sensible and total load. Airflow is driven by sensible load and temperature difference; coil capacity is driven by total load and entering-air condition. When these values are blended into one number, the supplier cannot judge whether the unit will control both temperature and humidity.

A third mistake is ignoring rating standards. AHRI 340/360 is commonly used for commercial and industrial unitary air-conditioning and heat pump equipment, while EN 14511 is commonly used in European rating contexts. Ask suppliers which rating point the capacity comes from.

The last common mistake is leaving filters out of ESP. A clean filter has lower resistance than a dirty filter. If the fan is selected only against clean-filter pressure, airflow can drop as the filter loads. For projects with finer filtration, align filter selection with ISO 16890 classification and include final pressure allowance in the ESP budget.

RFQ Input List for a DX Unit

Send the following data when you ask SongXin for DX unit engineering support:

  • Project location and outdoor design temperature.
  • Indoor target temperature and relative humidity.
  • Sensible load, latent load and total cooling load.
  • Fresh-air volume or fresh-air ratio.
  • Preferred installation type: rooftop, ducted, split, packaged, tent or remote-site.
  • Required airflow in m³/h or CFM.
  • External static pressure in Pa, with duct and filter breakdown when available.
  • Power supply, control voltage and BMS communication needs.
  • Noise limit at occupied area and site boundary.
  • Filtration requirement and filter class.
  • Refrigerant preference or local refrigerant regulation.
  • Installation constraints: roof load, lifting route, plant room space and service clearance.
  • Required documents: drawings, wiring diagram, performance data, test report, certificate package and packing details.
✓

SongXin’s certification and compliance page lists ISO 9001:2015, ISO 14001:2015, CE, RoHS, AHRI, 3C and CRAA as quality and compliance signals for global HVAC projects. Ask for the certificate package that matches the exact product and destination market before purchase.

Specification Checklist

Use this checklist before approving a DX unit quotation:

Approval pointPass condition
CapacityQuoted kW matches project outdoor and indoor design conditions.
AirflowQuoted airflow matches calculated sensible-load airflow.
ESPFan selection matches required ESP at design airflow.
CoilEntering and leaving air conditions are shown.
CompressorOperating envelope covers outdoor design temperature.
FilterFilter class and final pressure allowance are included.
ElectricalVoltage, phase, frequency and protection are confirmed.
ControlsThermostat, controller, alarms and BMS interface are listed.
DrainageCondensate connection and trap requirements are shown.
Service accessFilter, fan, coil, compressor and electrical panel access are possible on site.

Frequently Asked Questions

What is the fastest way to estimate DX unit capacity?
The fastest way to estimate DX unit capacity is to add sensible load and latent load, then match the result against the project rating condition. For early selection, convert kW to refrigeration tons by dividing by 3.517. Do not select the final unit from nominal tonnage alone because outdoor ambient temperature and entering-air condition change actual capacity.
How do I calculate airflow for a DX unit?
Calculate DX unit airflow from sensible load and supply-return temperature difference. In SI units, airflow in m³/s is sensible kW divided by 1.2 times ΔT in K. A 60 kW sensible load at 10 K needs about 5.0 m³/s, or 18,000 m³/h. Final airflow should be verified with the project psychrometric calculation.
What ESP should I use for a ducted DX unit?
Use the ESP from the actual duct design, including supply duct, return duct, filters, dampers, grilles, diffusers and accessories. For early RFQ screening, a ducted commercial DX unit might need several hundred Pa of ESP, but the final value must come from duct calculation and accessory submittals. Always request fan selection at design airflow and design ESP together.
Is a 10–15 percent safety margin good for DX sizing?
A 10–15 percent safety margin is useful only for early estimates with uncertain loads. For final engineered loads, the better approach is to state weather data, people load, equipment heat, fresh air, humidity and operating schedule instead of adding more margin. When margin is added to already conservative final loads, oversizing causes short cycling and weak humidity control.
Which standard should I reference in a DX unit RFQ?
Reference the standard that matches your market and product type. AHRI 340/360 is commonly used for commercial and industrial unitary air-conditioning and heat pump equipment. EN 14511 is commonly used in European contexts for air conditioners, liquid chilling packages and heat pumps. Ventilation design coordination may reference ASHRAE 62.1 where applicable.

Ready to size your DX unit?

Send your worksheet data to the SongXin engineering team for a fast, comparable DX unit selection and quotation.

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Sources

  1. AHRI, “Standard 340/360 (I-P), Performance Rating of Commercial and Industrial Unitary Air-conditioning and Heat Pump Equipment,” ahrinet.org
  2. European Commission product policy reference for EN 14511-2:2018, ec.europa.eu
  3. ASHRAE Standard 62.1, Ventilation for Acceptable Indoor Air Quality, ashrae.org
  4. ISO 16890 general ventilation air filters classification overview, iso.org
  5. SongXin HVAC, “Direct Expansion Air Conditioners and DX Units for Commercial HVAC,” sxinhvac.com
  6. SongXin HVAC, “Certification and Compliance,” sxinhvac.com
  7. Engineering ToolBox, “Calculating Cooling Loads,” engineeringtoolbox.com

Review record: Technical review by SongXin HVAC Engineering Team, commercial and industrial DX unit selection review, 2026-07-13.