How to Create Chart Templates for Default Chart Formatting in Excel

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Learn how to create chart templates in Excel to quickly apply chart formatting options and properties to any new or existing chart/graph.

The default chart formatting in Excel typically includes a lot of extra elements that aren’t always needed for our charts. A nicely formatted chart should include only the minimal amount of elements (legend, axis, labels, gridlines, etc.). This makes the chart easier to read, and allows the data to tell the story.

Chart Templates help us automate this process. We can save all the formatting options and settings to a Chart Template, and then apply the template to any new or existing chart.

In this video you will learn how to create Chart Templates and apply them to your charts. I also explain how to manage the templates and where to find the ctrx files on your computer.

In the next video I explain how to import those crtx files into Excel.

00:00 Introduction
00:20 How to use Chart Templates for Default Chart Formatting
00:37 Cleanup the Chart Junk
01:35 Chart Templates to the Rescue
03:17 How to Create a Chart Template
  1. Excel Campus - Jon
  2. excel
  3. excel campus
  4. charts
  5. graphs
  6. formatting
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Комментарии
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GREAT tUTORIAL. PLEASE CONTINUE THESE TUTORIALS!!!

Stgui
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That's great Jon!  Thanks for posting this as it will save me a lot of time and make me look like an Excel magician!

diannedrechsler
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Thanks for great and detailed information.

vivekkoli
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Excellent tutorial. Day by day I am getting expert in excel

shameemnassiree
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And Here is your Friend From Egypt Sending you love as Usual :) want to keep in touch :)

DrAbdelrahman
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These chart templates are personal: erveryone has to add them personally. Is it possible to make some chart templates and let them be used company wide? Like we can do with normal Excel templates.

SaskiaJacobsen_Toels-PC
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is it possible to use the template as a default chart in excel 2016?

SheridanGary
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I have found that will I apply a custom template, then share the spreadsheet with someone else, the custom formatting does not transfer with the spreadsheet. Anyway workaround?

nboisen