How to Create Chart Templates in Excel?

Step by Step with Examples

Example #1 – Create a Chart Template using Pie Chart

The same chart is created from the template. Therefore, we did not have to drag the whole chart and insert the data label again. That is how we use the chart templates.

  • We must consider the following data we have below: Select the data we want to insert in the chart, click on “Charts” in the “Insert” tab under the “Charts” group and select “Pie Chart” in ExcelMaking a pie chart in excel can help you with the pictorial representation of your data and simplifies the analysis process. There are multiple kinds of pie chart options available on excel to serve the varying user needs.read more. In the “Pie Chart,” we must select a “3-D Pie” chart. Now, the chart for the above data is created. We can customize the chart by adding “Data Labels” from the “+” option provided. And we can stretch the chart. Right-click on the chart and a wizard box appears. Next, we must click on “Save as Template.” As a result, it will ask for a chart name to be saved in the charts template. Name the chart and save it. We have named the chart a “Sample.” Now, we will consider the below data, which is different from the previous one. Now, we will select this data and click on all charts As a result, a dialog box appears. Now, we will click on “Templates.” We can see our created template, named a “Sample.” Then, click on “OK.” See the result.

Example #2 – Create a Chart Template using Pareto Chart

Earlier, we had used a pie chart, a simple chart. In the second example, we will use the Pareto chart to describe the use of creating an Excel chart template. (Pareto chart is a data analysis tool for finding the root cause).

We will have two pieces of data for Pareto, create an Excel chart template from the first data, and then use the template for the second data to make the Pareto chartMake The Pareto ChartA pareto chart is a graph which is a combination of a bar graph and a line graph, indicates the defect frequency and its cumulative impact. It helps in finding the defects to observe the best possible and overall improvement measure.read more.

Consider the data below,

We have two sets of data for Pareto analysisPareto AnalysisPareto analysis is a decision making technique based on the 80/20 rule where the company can achieve 80% of the project’s benefits by doing the 20% of the work, or the 80% problems of the company are traced to 20 % causes.read more. We will make the Pareto chart for the first data and save it as a template for other data.

  • We must select A, C, and D columns. Then, click on “Recommended Charts” in the “Charts” section under the “Insert” tab.

  • The wizard box for all charts will appear. Click on Combo charts in ExcelCombo Charts In ExcelA combination chart or combo chart in excel is a combination of two or more two different charts. We can create a combo chart from the insert menu in the chart tab. Also, to combine two charts, we must have two different data sets but one common field.read more.

  • Select “Cumulative Frequency %” as the secondary axisSecondary AxisThe secondary axis is the other axis that is used to denote different data sets that cannot be displayed on a single axis. The primary axis, for example, depicts time, whereas the secondary axis displays production.read more then click on “OK.”

See the chart.

  • Let us edit the chart and insert “Data Labels” from the “+” sign provided, as shown in the above example.

  • Right-click on the chart and the wizard chart boxWizard Chart BoxThe Chart Wizard in Excel is a type of wizard that walks users through the process of inserting a chart into an Excel spreadsheet in a step-by-step manner.read more to edit the chart appears. Next, click on “Save as Template.”

  • A browse box appears. Name this template “Sample 2” and click “OK” to save it. Remember to give different names for templates, which chart needs to be reused again.

Now, we have saved our chart template for the Pareto chart.

  • Select the data for the second chart, i.e., J, L, and M columns. Then, again, click on “All Charts.”

  • From the “All Charts” dialog box, click on “Templates” and select “Sample 2,” the second template is created.

When we click on “OK,” we can see the Pareto chart for the second data is also created concerning the first chart.

We can see that even if we have complex charts to recreate, we can use templates to create them once and reuse them whenever required.

Things to Remember

  • We need to design one chart as a sample Excel chart template.Always name different graph templates to know which template to use and when.The Excel GraphExcel GraphIn Excel, a graph or chart lets us visualize information we’ve gathered from our data. It allows us to visualize data in easy-to-understand pictorial ways. The following components are required to create charts or graphs in Excel: 1 - Numerical Data, 2 - Data Headings, and 3 - Data in Proper Order.read more templates are saved in the system. Therefore, they will work in the same system we saved the template.The Excel chart template contains all the formatting done earlier. So, if we need to change the chart format, we must do it manually.

This article is a guide to Chart Templates in Excel. Here, we discuss creating graph templates in Excel with examples and downloadable Excel templates.

You may learn more about Excel from the following articles: –

  • Combo Chart in Combo Chart In Excel Combo Charts combine different chart types to display different or the same set of data that is related to each other. Instead of the typical one Y-Axis, the Excel Combo Chart has two.read moreExcel Excel Excel Combo Charts combine different chart types to display different or the same set of data that is related to each other. Instead of the typical one Y-Axis, the Excel Combo Chart has two.read moreHow to Make Pie Chart in Excel?How To Make Pie Chart In Excel?Making a pie chart in excel can help you with the pictorial representation of your data and simplifies the analysis process. There are multiple kinds of pie chart options available on excel to serve the varying user needs.read moreTop Types of Charts in ExcelTop Types Of Charts In ExcelExcel offers a variety of chart types based on your requirements. Column Charts, Line Charts, Pie Charts, Bar Charts, Area Charts, Scatter Charts, Stock Chart, and Radar Charts are the different types of charts.read more