To apply a chart template in Excel, you can follow a straightforward process that ensures consistency and saves time in formatting your charts. Begin by creating or obtaining the chart template file (.crtx) that you want to use. This template should contain the desired formatting, colors, fonts, and other visual elements you wish to apply to your charts. Once you have the .crtx file ready, open Excel and navigate to the chart you want to format. Here’s how you can proceed:
Procedures
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Open Excel and Select Your Chart: Start by opening your Excel workbook that contains the chart you want to format. Click on the chart to select it. This action ensures that any formatting changes you make will apply to the selected chart.
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Access the Chart Tools: When you select the chart, Excel displays the Chart Tools contextual tab in the ribbon. This tab contains three tabs: Design, Layout, and Format.
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Navigate to the Design Tab: Click on the Design tab under Chart Tools. This tab provides options for changing the chart type, selecting data, and applying chart styles.
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Select "Change Chart Type": Within the Design tab, locate the "Type" group. Click on the "Change Chart Type" button. This action opens the Change Chart Type dialog box.
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Choose "Save as Template": In the Change Chart Type dialog box, navigate to the "Templates" folder on the left-hand side. Click on "Save as Template". This action opens the Save Chart Template dialog box.
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Save Your Template: In the Save Chart Template dialog box, enter a name for your chart template in the "File name" field. Ensure the "Save as type" is set to "Chart Template (*.crtx)". Click "Save" to save your template.
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Apply the Template to Other Charts: To apply the saved chart template to another chart in your workbook or a new chart, select the chart you want to format. Navigate back to the Design tab under Chart Tools. Click on the "Change Chart Type" button again, then choose "Templates" and select "Manage Templates". In the Manage Templates dialog box, locate your saved template and click "Apply".
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Adjust as Necessary: After applying the template, you can further customize the chart using Excel's formatting options. The template serves as a starting point, but you can modify colors, fonts, labels, and other elements as needed.
https://www.youtube.com/watch?v=bAcVDpXwuCQ
Using chart templates in Excel streamlines the process of formatting multiple charts consistently across your workbook. By saving time on manual formatting, you can focus more on interpreting and presenting your data effectively.