How to create an excel chart template to re use on a regular basis.
- For updated video clips in structured Excel courses with practical example files, have a look at our MS Excel online training courses . You can even try the Free MS Excel tips and tricks course.
- To see if this video matches your skill level (see the suggested skill score below) do our free MS Excel skills assessment.
- If you are based in South Africa look at the live courses we offer in Johannesburg and Cape Town.
Excel Chart Template
When you spend hours trying to get a graph to look just the way you want it, it can be disheartening to know that next month, when you get a new set of data, you are going to have to go through the entire process again. This is where the Excel Chart Template come into play. Here we have a chart and let’s say this is the way it is required to be and you’ll see we have done 3D and we have put a few labels and changed a few colours, etc.
If I go to the Chart Tools Ribbon, you’ll see I have got something here called “Save as Template”. When I click this, all it asks me is “Give me a Name” so I am going to come here and say let’s call this “Video Clips” and I save it. So nothing much seems to have changed. Let’s click out of it, go here and go to Create a New Chart – go to Column 1 and we try and find the closest match and you’ll see even that is not what we’ve done previously. We’d like this to convert and look like that – simple enough- you can now click on the chart – you can say Change Chart Type and you’ll notice at the top here there is something called Templates. When I click on it, there are various options and you’ll see if you hover over them the name appears. There is the one we were looking for, I click on it, say OK and the format of this chart will go back to exactly the format that we had set up before. This is ideal if you have data coming to you once a month and you don’t want to have to go through this process every time.