Microsoft Office Tutorials and References
In Depth Information
Saving a Chart Template
Saving a Chart Template
A chart template file (.crtx) saves all the customization you made to a chart for use in
other workbooks. You can save any chart in a workbook as a chart template file and use it
to form the basis of your next workbook chart, which is useful for standard company fin-
ancial reporting. Although you can store your template anywhere you want, you may find
it handy to store it in the Templates/Charts folder that Excel and Microsoft Office uses
to store its templates. If you store your design templates in the Templates/Charts folder,
those templates appear as options when you insert or change a chart type using My Tem-
plates. When you create a new chart or want to change the chart type of an existing chart,
you can apply a chart template instead of re-creating it.
Create a Custom Chart Template
Click the chart you want to save as a template.
Right-click the chart, and then click Save As Template .
• The Save As Template button on the Design tab under Chart Tools is no
longer available in Excel 2013 ( New ! ).
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