The Chart Templates are saved as crtx (chart template) files to your computer. The chart type and formatting will be applied to the existing chart.Select the Chart Template you want to apply.Click the Templates tab on the left sidebar. The Change Chart Type window will open.Right-click the existing chart and choose “Change Chart Type…”.To apply the Chart Template to an existing chart: A new chart will be inserted on the sheet and all of the Template's formatting options will be applied.Select the one you want to use to create the chart. You will see a gallery of your Chart Templates.Click the Templates tab on the left sidebar.Click a Chart button on the Insert tab of the ribbon to open the Insert Chart window.To apply the Chart Template to a new chart: Now that you have created a Chart Template, you can apply to it any new or existing chart. The Chart Template will now be available in the Chart Template Gallery on the Insert/Change Chart Window. The Save Chart Template window will open.Right-click the chart and choose “Save as Template…”.Insert a chart and change the formatting to prepare it for presentation.
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If you'd like to learn how to create that pivot table and chart, checkout my free videos series on pivot tables and dashboards for Excel. We can save all the formatting options and settings to a Chart Template, and then apply the template to any new or existing chart.
My typical process to cleanup a Bar PivotChart includes a minimum of 7 steps and a total of 18+ mouse/key presses.įortunately, we can automate this process with Chart Templates. After inserting a chart on a sheet, we typically take additional steps to format it. Chart Templates to the RescueĮven if you don't follow these principles, it's likely that the default chart formatting doesn't match your needs. My good friend Mynda Treacy from MyOnlineTrainingHub also covers these principles in her Dashboards Course. To learn more about this topic checkout the books by Edward Tufte and Stephen Few (Amazon links). All the extra formatting is typically referred to as chart junk because it clutters up the chart and distracts the reader. The main idea is that we should use a minimalist approach to creating and designing charts (graphs). This makes the chart easier to read, and allows the data to tell the story.Įntire books have been written on the principles of data visualization, so I won't go into a lot of detail here. A nicely formatted chart should include only the minimal amount of elements (legend, axis, labels, gridlines, etc.). The default chart formatting in Excel typically includes a lot of extra elements that aren't always needed for our charts. Bottom line: Learn how to use Chart Templates in Excel to quickly apply formatting and settings to new and existing charts.
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