How to create a chart template in Microsoft Excel


Creating a chart in Microsoft Excel is a relatively straightforward process, but it’s the customizations that you apply that take the most time. So if you are creating a chart and want to reuse colors and formatting, save it as a template!

By turning your hard work into a reusable template, you can save time later. Plus, you can keep company colors or specific formatting that you’ve spent so much time applying. Best of all, you can use a chart template in any Excel workbook and sheet after you save it.

RELATED: How to save time with Excel themes

Save a chart as a template

Whether you already have a chart or chart that you want to save or plan to save the next chart you will create, it’s pretty straightforward.

RELATED: How to Create and Customize a Waterfall Chart in Microsoft Excel

Right click on the chart and select “Save as Template”.

Select Save as template

Give your model a name and click on “Save”. Your model is now saved and ready to be reused.

Name the model and click Save

Use a saved chart template

When you want to use a template that you saved, it is also very simple. Select the chart data as you normally would to create a new chart.

RELATED: How to Create and Customize a Pareto Chart in Microsoft Excel

Go to the Insert tab and click “Recommended Graphics” in the Graphics section of the ribbon.

Go to Insert, Recommended graphics

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 models on the right.

Choose Models and choose the model

Choose the model and click “OK”. You will see the graph appear on your sheet with your data selection.

Chart template inserted in Excel

If you already have a chart in your sheet and so decide to apply the model, this is also doable. Select the chart, go to the Graphic Design tab that appears, and click “Change Chart Type”.

Go to chart design, change chart type

You will then see the Insert Graphic window described above where you can choose “Templates” and select your template.

Even if you are using a template, you can still make changes to your chart. So you can change the colors and change the formatting without affecting the saved template. Any changes you make only apply to the current chart.

Match the theme of the document

If you decide after using the template to create your new graphic that you prefer to keep the current theme of your document, no problem!

RELATED: How to Create and Customize a Treemap Chart in Microsoft Excel

Right click on the graphic and select “Reset to match style.”

Select Reset to match the style

You will see your graphic update immediately to match the theme you chose for your document and ignore any colors and formatting you saved with the template.

Graphic updated to match document theme

If you are looking for consistency when creating charts in Excel for your business or organization, consider saving a template to reduce chart creation time later.

If you often create the same type of sheets in Excel, you can also save time by creating and saving your own spreadsheet template.

RELATED: How to make a bar chart in Microsoft Excel


Comments are closed.