Hey Guys! Microsoft Excel is a quite powerful tool and it can help you increase your efficiency by reducing repetitive activities. One such activity is being able to use specific user defined chart templates. While you can create a chart and modify its attributes such as chart type, font size, color scheme etc., doing so multiple times can be taxing if you are dealing with large data . This excel tutorial aims to teach you how to create and save such templates for efficient work.
As a first step in this excel tutorial, let’s create a chart for the following set of data. This snapshot is for Excel 2010. If you have Excel 2013, steps for creating a chart remain the same i.e. Select your data, Go to Insert and select the chart type.
Here is our chart:
Let’s modify this basic column chart to create something like this:
Now that we have created our template, it’s time to save it. For this in Excel 2010, click on the Chart Area -> Chart Tools -> Design -> Save As Template.
Once you are done with this, it is time to create a new chart using your saved template. For this in Excel 2010, again select your data -> Insert and click on Create Chart button as highlighted in red box below.
A menu “Insert Chart” will open. Select “Templates” option from the left bar -> click on your saved template, Chart1 in this case and press OK.
This way you’ll get the chart in your saved template.
In Excel 2013, all the steps are same except the last one. Instead of Save As Template under Chart Tools, Right click on your chart area and select “Save as Template” option.
I hope this excel tutorial helps. You can find such more excel tutorials under the category Excel on my website.
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