Microsoft Office Tutorials and References
In Depth Information
Tip 87: Creating a Chart Template
Creating a Chart Template
If you find that you’re continually making the same types of customizations to your charts, you can
probably save some time by creating a template. Many users avoid this feature because they think
that it’s too complicated. Creating a chart template is actually very simple.
Figure 87-1 shows a highly customized chart that will be saved as a template so it can be used for
future charts. This chart includes a shape and a text box, and both of these added elements are
included in the template.
Figure 87-1: This chart will be saved as a template.
Creating a template
To create a chart template, follow these steps:
1. Create a chart to serve as the basis for your template.
The data you use for this chart isn’t critical, but for best results, it should be typical of the
data that you will eventually plot with your custom chart type.
2. Apply any formatting and customizations that you like.
This step determines the appearance of the charts created from the template.
3. Activate the chart; then right-click and choose Save as Template from the shortcut menu.
(The Excel 2013 Ribbon doesn’t have a command to create a chart template.)
The Save Chart Template dialog box appears.
4. Provide a name for the template and click Save.
Chart templates are stored as *.ctrx files. You can create as many chart templates as you need.