This overview presents the recommended design workflow for creating planar transformers using PI Expert's Magnetics Designer tool. Because many design parameters are interdependent, following a structured process helps ensure a smoother and more efficient design experience.

The recommended approach begins with defining the PCB stack-up, installation layers, and any required core-to-PCB margins. Next, users should configure winding and winding-layer parameters. Finally, termination pin locations, pin dimensions, and overall PCB dimensions can be specified and refined. Following these steps helps streamline planar transformer development within PI Expert.