Create a chart in Microsoft Excel It’s a reasonably simple process, but it’s the customizations you apply that take the most time. So if you create a chart and want to reuse the colors and formatting, save it as a template.
By turning your hard work into a reusable template, you can save time later. In addition, you can preserve the colors of the company or the specific format you spent so much time applying. Best of all, you can use a chart template in any Excel workbook and sheet once you save it.
Save a chart as a template
Whether you have a chart or graph you want to save or are planning to save the next painting that creates , it’s pretty easy.
Right click on the chart and select “Save as Template”.
Give your template a name and click “Save”. Now your template is saved and ready for you to reuse.
Use a saved chart template
When you want to use a template that you have saved, this is also very simple. Select the data for the chart as you normally would for create any new chart .
Go to the Insert tab and click on “Recommended Charts” in the Charts section of the ribbon.
Select the All Graphics tab at the top of the pop-up window and choose “Templates” on the left. You will then see your saved templates on the right.
Choose the template and click “OK”. You will see the chart appear on your sheet with your selection of data.
If you already have a chart on your sheet and later you decide to apply the template, this is also doable. Select the chart, go to the Chart Design tab that appears, and click “Change Chart Type.”
You will then see the Insert Chart window described above, where you can choose “Templates” and select your template.
Even if you use a template, you can still make adjustments to your chart. Therefore, you can change the colors and alter the format without affecting the saved template. Any changes you make will only apply to the current chart.
Match the document topic
If after using the template to create your new chart, decide you prefer to keep the current theme for your document, no problem!
Right-click on the graphic and select “Reset to match style.”
You will see that your graphic is immediately updated to match the theme you chose for your document and will not take into account the colors and formatting that you saved with the template.
If you are looking for consistency when create charts in Excel For your business or organization, consider saving a template to reduce charting time later.
If you often create the same type of sheets in Excel, you can also save time creating and saving your own spreadsheet template .