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Create A Chart From Start To Finish

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Create a chart from start to finish

Applies To: Excel 2016 Excel 2013 Excel 2010 Excel 2007

Microsoft Excel no longer provides the chart wizard. Instead, you can create a basic chart by
selecting any part of the range you want to be charted, then clicking the chart type that you want
on the Insert tab in the Charts group. You can then continue with the next steps of the following
step-by-step process.

What do you want to do?


Learn about charts

Getting to know the elements of a chart

Modifying a basic chart to meet your needs

Applying a predefined chart layout and chart style for a professional look

Adding eye-catching formatting to a chart

Reusing charts by creating chart templates

Step 1: Create a basic chart

Step 2: Change the layout or style of a chart

Apply a predefined chart layout

Apply a predefined chart style

Change the layout of chart elements manually

Change the format of chart elements manually

Step 3: Add or remove titles or data labels

Add a chart title

Add axis titles

Link a title to a worksheet cell

Add data labels


Remove titles or data labels from a chart

Step 4: Show or hide a legend

Step 5: Display or hide chart axes or gridlines

Display or hide primary axes

Display or hide secondary axes

Display or hide gridlines

Step 6: Move or resize a chart

Move a chart

Resize a chart

Step 7: Save a chart as a template

Learn about charts


Charts are used to display series of numeric data in a graphical format to make it easier to
understand large quantities of data and the relationship between different series of data.

To create a chart in Excel, you start by entering the numeric data for the chart on a worksheet.
Then you can plot that data into a chart by selecting the chart type that you want to use on the
Insert tab, in the Charts group.

1. Worksheet data
2. Chart created from worksheet data

Excel supports many types of charts to help you display data in ways that are meaningful to your
audience. When you create a chart or change an existing chart, you can select from a variety of
chart types (such as a column chart or a pie chart) and their subtypes (such as a stacked column
chart or a pie in 3-D chart). You can also create a combination chart by using more than one
chart type in your chart.

Example of a combination chart that uses a column and line chart type.

For more information about the chart types that you can select in Excel, see Available chart
types.

Getting to know the elements of a chart

A chart has many elements. Some of these elements are displayed by default, others can be
added as needed. You can change the display of the chart elements by moving them to other
locations in the chart, resizing them, or by changing the format. You can also remove chart
elements that you do not want to display.
1. The chart area of the chart.

2. The plot area of the chart.

3. The data points of the data series that are plotted in the chart.

4. The horizontal (category) and vertical (value) axis along which the data is plotted in the chart.

5. The legend of the chart.

6. A chart and axis title that you can use in the chart.

7. A data label that you can use to identify the details of a data point in a data series.

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Modifying a basic chart to meet your needs

After you create a chart, you can modify any one of its elements. For example, you might want
to change the way that axes are displayed, add a chart title, move or hide the legend, or display
additional chart elements.

To modify a chart, you can do one or more of the following:

 Change the display of chart axes    You can specify the scale of axes and adjust the
interval between the values or categories that are displayed. To make your chart easier to
read, you can also add tick marks to an axis, and specify the interval at which they will
appear.
 Add titles and data labels to a chart    To help clarify the information that appears in
your chart, you can add a chart title, axis titles, and data labels.
 Add a legend or data table     You can show or hide a legend, change its location, or
modify the legend entries. In some charts, you can also show a data table that displays the
legend keys and the values that are presented in the chart.
 Apply special options for each chart type    Special lines (such as high-low lines and
trendlines), bars (such as up-down bars and error bars), data markers, and other options
are available for different chart types.

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Applying a predefined chart layout and chart style for a professional look

Instead of manually adding or changing chart elements or formatting the chart, you can quickly
apply a predefined chart layout and chart style to your chart. Excel provides a variety of useful
predefined layouts and styles. However, you can fine-tune a layout or style as needed by making
manual changes to the layout and format of individual chart elements, such as the chart area, plot
area, data series, or legend of the chart.

When you apply a predefined chart layout, a specific set of chart elements (such as titles, a
legend, a data table, or data labels) are displayed in a specific arrangement in your chart. You can
select from a variety of layouts that are provided for each chart type.

When you apply a predefined chart style, the chart is formatted based on the document theme
that you have applied, so that your chart matches your organization's or your own theme colors
(a set of colors), theme fonts (a set of heading and body text fonts), and theme effects (a set of
lines and fill effects).

You cannot create your own chart layouts or styles, but you can create chart templates that
include the chart layout and formatting that you want.

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Adding eye-catching formatting to a chart

In addition to applying a predefined chart style, you can easily apply formatting to individual
chart elements such as data markers, the chart area, the plot area, and the numbers and text in
titles and labels to give your chart a custom, eye-catching look. You can apply specific shape
styles and WordArt styles, and you can also format the shapes and text of chart elements
manually.

To add formatting, you can use one or more of the following:

 Fill chart elements    You can use colors, textures, pictures, and gradient fills to help
draw attention to specific chart elements.
 Change the outline of chart elements    You can use colors, line styles, and line weights
to emphasize chart elements.
 Add special effects to chart elements    You can apply special effects, such as shadow,
reflection, glow, soft edges, bevel, and 3-D rotation to chart element shapes, which gives
your chart a finished look.
 Format text and numbers    You can format text and numbers in titles, labels, and text
boxes on a chart as you would text and numbers on a worksheet. To make text and
numbers stand out, you can even apply WordArt styles.

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Reusing charts by creating chart templates

If you want to reuse a chart that you customized to meet your needs, you can save that chart as a
chart template (*.crtx) in the chart templates folder. When you create a chart, you can then apply
the chart template just as you would any other built-in chart type. In fact, chart templates are
custom chart types — you can also use them to change the chart type of an existing chart. If you
use a specific chart template frequently, you can save it as the default chart type.

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Step 1: Create a basic chart


For most charts, such as column and bar charts, you can plot the data that you arrange in rows or
columns on a worksheet into a chart. However, some chart types (such as pie and bubble charts)
require a specific data arrangement.

1. On the worksheet, arrange the data that you want to plot in a chart.

The data can be arranged in rows or columns — Excel automatically determines the best
way to plot the data in the chart. Some chart types (such as pie and bubble charts) require
a specific data arrangement.

How to arrange data on the worksheet

For this chart type Arrange the data


In columns or rows, such as:

Column, bar, line, Ipsum


Lorem
area, surface, or radar
1 2
chart
3 4
Or:
For this chart type Arrange the data
13
Lorem
Ipsum 2 4
For one data series, in one column or row of data and one column
or row of data labels, such as:

1
A
B2
C3
Or:

BC
A
1 2 3
Pie or doughnut chart For multiple data series, in multiple columns or rows of data and
one column or row of data labels, such as:

12
A
B 34
C 56
Or:

BC
A
1 2 3
4 5 6
In columns, placing x values in the first column and corresponding
y values and bubble size values in adjacent columns, such as:
XY (scatter) or bubble
chart Y Bubble size
X
1 2 3
4 5 6
Stock chart In columns or rows in the following order, using names or dates as
labels:

high values, low values, and closing values

Like:
For this chart type Arrange the data
High Low Close
Date
1/1/2002 46.125 42 44.063
Or:

1/1/2002
Date
High 46.125
Low 42
Close 44.063

2. Select the cells that contain the data that you want to use for the chart.

Tip    If you select only one cell, Excel automatically plots all cells that contain data that
is adjacent to that cell into a chart. If the cells that you want to plot in a chart are not in a
continuous range, you can select nonadjacent cells or ranges as long as the selection
forms a rectangle. You can also hide the rows or columns that you do not want to plot in
the chart.

How to select cells, ranges, rows, or columns

To select Do this
A single cell Click the cell, or press the arrow keys to move to the cell.
Click the first cell in the range, and then drag to the last cell, or
hold down SHIFT while you press the arrow keys to extend the
selection.
A range of cells
You can also select the first cell in the range, and then press F8
to extend the selection by using the arrow keys. To stop
extending the selection, press F8 again.
Click the first cell in the range, and then hold down SHIFT
A large range of cells while you click the last cell in the range. You can scroll to make
the last cell visible.
All cells on a worksheet Click the Select All button.

To select the entire worksheet, you can also press CTRL+A.

Note: If the worksheet contains data, CTRL+A selects the


current region. Pressing CTRL+A a second time selects the
To select Do this

entire worksheet.
Select the first cell or range of cells, and then hold down CTRL
while you select the other cells or ranges.

You can also select the first cell or range of cells, and then press
Nonadjacent cells or cell SHIFT+F8 to add another nonadjacent cell or range to the
ranges selection. To stop adding cells or ranges to the selection, press
SHIFT+F8 again.

Note: You cannot cancel the selection of a cell or range of cells


in a nonadjacent selection without canceling the entire selection.
Click the row or column heading.

1. Row heading

An entire row or column 2. Column heading


You can also select cells in a row or column by selecting the
first cell and then pressing CTRL+SHIFT+ARROW key
(RIGHT ARROW or LEFT ARROW for rows, UP ARROW or
DOWN ARROW for columns).

Note: If the row or column contains data,


CTRL+SHIFT+ARROW key selects the row or column to the
last used cell. Pressing CTRL+SHIFT+ARROW key a second
time selects the entire row or column.
Drag across the row or column headings. Or select the first row
Adjacent rows or
or column; then hold down SHIFT while you select the last row
columns
or column.
Click the column or row heading of the first row or column in
Nonadjacent rows or your selection; then hold down CTRL while you click the
columns column or row headings of other rows or columns that you want
to add to the selection.
Select a cell in the row or column, and then press
The first or last cell in a
CTRL+ARROW key (RIGHT ARROW or LEFT ARROW for
row or column
rows, UP ARROW or DOWN ARROW for columns).
The first or last cell on a Press CTRL+HOME to select the first cell on the worksheet or
worksheet or in a
To select Do this
in an Excel list.
Microsoft Office Excel
table Press CTRL+END to select the last cell on the worksheet or in
an Excel list that contains data or formatting.
Cells to the last used cell Select the first cell, and then press CTRL+SHIFT+END to
on the worksheet (lower- extend the selection of cells to the last used cell on the
right corner) worksheet (lower-right corner).
Cells to the beginning of Select the first cell, and then press CTRL+SHIFT+HOME to
the worksheet extend the selection of cells to the beginning of the worksheet.
Hold down SHIFT while you click the last cell that you want to
More or fewer cells than
include in the new selection. The rectangular range between the
the active selection
active cell and the cell that you click becomes the new selection.

Tip: To cancel a selection of cells, click any cell on the worksheet.

3. On the Insert tab, in the Charts group, do one of the following:


o Click the chart type, and then click a chart subtype that you want to use.
o To see all available chart types, click to launch the Insert Chart dialog box,
and then click the arrows to scroll through the chart types.

Tip    A ScreenTip displays the chart type name when you rest the mouse pointer
over any chart type or chart subtype. For more information about the chart types
that you can use, see Available chart types.

4. By default, the chart is placed on the worksheet as an embedded chart. If you want to
place the chart in a separate chart sheet, you can change its location by doing the
following:

o Click anywhere in the embedded chart to activate it.

This displays the Chart Tools, adding the Design, Layout, and Format tabs.

o On the Design tab, in the Location group, click Move Chart.


o Under Choose where you want the chart to be placed, do one of the following:
 To display the chart in a chart sheet, click New sheet.

Tip    If you want to replace the suggested name for the chart, you can
type a new name in the New sheet box.

 To display the chart as an embedded chart in a worksheet, click Object in,


and then click a worksheet in the Object in box.
b. Excel automatically assigns a name to the chart, such as Chart1 if it is the first chart that
you create on a worksheet. To change the name of the chart, do the following:
o Click the chart.
o On the Layout tab, in the Properties group, click the Chart Name text box.

Tip    If necessary, click the Properties icon in the Properties group to expand
the group.

o Type a new name.


o Press ENTER.

Notes    

 To quickly create a chart that is based on the default chart type, select the data that you
want to use for the chart, and then press ALT+F1 or F11. When you press ALT+F1, the
chart is displayed as an embedded chart; when you press F11, the chart is displayed on a
separate chart sheet.
 If you no longer need a chart, you can delete it. Click the chart to select it, and then press
DELETE.

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Step 2: Change the layout or style of a chart


After you create a chart, you can instantly change its look. Instead of manually adding or
changing chart elements or formatting the chart, you can quickly apply a predefined layout and
style to your chart. Excel provides a variety of useful predefined layouts and styles (or quick
layouts and quick styles) that you can select from, but you can customize a layout or style as
needed by manually changing the layout and format of individual chart elements.

Apply a predefined chart layout

1. Click anywhere in the chart that you want to format by using a predefined chart layout.

This displays the Chart Tools, adding the Design, Layout, and Format tabs.
2. On the Design tab, in the Chart Layouts group, click the chart layout that you want to
use.

Note    When the size of the Excel window is reduced, chart layouts will be available in
the Quick Layout gallery in the Chart Layouts group.

Tip    To see all available layouts, click More .

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Apply a predefined chart style

1. Click anywhere in the chart that you want to format by using a predefined chart style.

This displays the Chart Tools, adding the Design, Layout, and Format tabs.

2. On the Design tab, in the Chart Styles group, click the chart style that you want to use.

Note    When the size of the Excel window is reduced, chart styles will be available in the
Chart Quick Styles gallery in the Chart Styles group.

Tip    To see all predefined chart styles, click More .

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Change the layout of chart elements manually

1. Click the chart element for which you want to change the layout, or do the following to
select it from a list of chart elements.
a. Click anywhere in the chart to display the Chart Tools.
b. On the Format tab, in the Current Selection group, click the arrow in the Chart
Elements box, and then click the chart element that you want.
2. On the Layout tab, in the Labels, Axes, or Background group, click the chart element
button that corresponds with the chart element that you selected, and then click the layout
option that you want.

Note    The layout options that you select are applied to the chart element that you have selected.
For example, if you have the entire chart selected, data labels will be applied to all data series. If
you have a single data point selected, data labels will only be applied to the selected data series
or data point.

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Change the format of chart elements manually

1. Click the chart element for which you want to change the style, or do the following to
select it from a list of chart elements.
a. Click anywhere in the chart to display the Chart Tools.
b. On the Format tab, in the Current Selection group, click the arrow in the Chart
Elements box, and then click the chart element that you want.

2. On the Format tab, do one or more of the following:


a. To format any selected chart element, in the Current Selection group, click
Format Selection, and then select the formatting options that you want.
b. To format the shape of a selected chart element, in the Shape Styles group, click
the style that you want, or click Shape Fill, Shape Outline, or Shape Effects,
and then select the formatting options that you want.
c. To format the text in a selected chart element by using WordArt, in the WordArt
Styles group, click a style. You can also click Text Fill, Text Outline, or Text
Effects, and then select the formatting options that you want.

Note    After you apply a WordArt style, you cannot remove the WordArt format.
If you do not want the WordArt style that you applied, you can select another
WordArt style, or you can click Undo on the Quick Access Toolbar to return to
the previous text format.

Tip    To use regular text formatting to format the text in chart elements, you can
right-click or select the text, and then click the formatting options that you want
on the Mini toolbar. You can also use the formatting buttons on the ribbon
(Home tab, Font group).

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Step 3: Add or remove titles or data labels


To make a chart easier to understand, you can add titles, such as a chart title and axis titles. Axis
titles are typically available for all axes that can be displayed in a chart, including depth (series)
axes in 3-D charts. Some chart types (such as radar charts) have axes, but they cannot display
axis titles. Chart types that do not have axes (such as pie and doughnut charts) cannot display
axis titles either.

You can also link chart and axis titles to corresponding text in worksheet cells by creating a
reference to those cells. Linked titles are automatically updated in the chart when you change the
corresponding text on the worksheet.

To quickly identify a data series in a chart, you can add data labels to the data points of the chart.
By default, the data labels are linked to values on the worksheet, and they update automatically
when changes are made to these values.

Add a chart title

1. Click anywhere in the chart to which you want to add a title.

This displays the Chart Tools, adding the Design, Layout, and Format tabs.

2. On the Layout tab, in the Labels group, click Chart Title.


3. Click Centered Overlay Title or Above Chart.
4. In the Chart Title text box that appears in the chart, type the text that you want.

Tip    To insert a line break, click to place the pointer where you want to break the line,
and then press ENTER.

5. To format the text, select it, and then click the formatting options that you want on the
Mini toolbar.

Tip    You can also use the formatting buttons on the ribbon (Home tab, Font group). To
format the whole title, you can right-click it, click Format Chart Title, and then select
the formatting options that you want.

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Add axis titles

1. Click anywhere in the chart to which you want to add axis titles.

This displays the Chart Tools, adding the Design, Layout, and Format tabs.

2. On the Layout tab, in the Labels group, click Axis Titles.

3. Do one or more of the following:


o To add a title to a primary horizontal (category) axis, click Primary Horizontal
Axis Title, and then click the option that you want.

Tip    If the chart has a secondary horizontal axis, you can also click Secondary
Horizontal Axis Title.

o To add a title to primary vertical (value) axis, click Primary Vertical Axis Title,
and then click the option that you want.

Tip    If the chart has a secondary vertical axis, you can also click Secondary
Vertical Axis Title.
o To add a title to a depth (series) axis, click Depth Axis Title, and then click the
option that you want.

Note    This option is only available when the selected chart is a true 3-D chart,
such as a 3-D column chart.

4. In the Axis Title text box that appears in the chart, type the text that you want.

Tip    To insert a line break, click to place the pointer where you want to break the line,
and then press ENTER.

5. To format the text, select it, and then click the formatting options that you want on the
Mini toolbar.

Tip    You can also use the formatting buttons on the ribbon (Home tab, Font group). To
format the whole title, you can right-click it, click Format Axis Title , and then select the
formatting options that you want.

Notes    

 If you switch to another chart type that does not support axis titles (such as a pie chart),
the axis titles will no longer be displayed. The titles will be displayed again when you
switch back to a chart type that does support axis titles.
 Axis titles that are displayed for secondary axes will be lost when you switch to a chart
type that does not display secondary axes.

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Link a title to a worksheet cell

1. On a chart, click the chart or axis title that you want to link to a worksheet cell.
2. On the worksheet, click in the formula bar, and then type an equal sign (=).
3. Select the worksheet cell that contains the data or text that you want to display in your
chart.

Tip    You can also type the reference to the worksheet cell in the formula bar. Include an
equal sign, the sheet name, followed by an exclamation point; for example, =Sheet1!F2

4. Press ENTER.

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Add data labels

1. On a chart, do one of the following:


o To add a data label to all data points of all data series, click the chart area.
o To add a data label to all data points of a data series, click anywhere in the data
series that you want to label.
o To add a data label to a single data point in a data series, click the data series that
contains the data point that you want to label, and then click the data point that
you want to label.

This displays the Chart Tools, adding the Design, Layout, and Format tabs.

2. On the Layout tab, in the Labels group, click Data Labels, and then click the display
option that you want.

Note    Depending on the chart type that you used, different data label options will be
available.

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Remove titles or data labels from a chart

1. Click the chart.

This displays the Chart Tools, adding the Design, Layout, and Format tabs.

2. On the Layout tab, in the Labels group, do one of the following:


o To remove a chart title, click Chart Title, and then click None.
o To remove an axis title, click Axis Title, click the type of axis title that you want
to remove, and then click None.
o To remove data labels, click Data Labels, and then click None.

Tip    To quickly remove a title or data label, click it, and then press DELETE.

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Step 4: Show or hide a legend


When you create a chart, the legend appears, but you can hide the legend or change its location
after you create the chart.

1. Click the chart in which you want to show or hide a legend.

This displays the Chart Tools, adding the Design, Layout, and Format tabs.

2. On the Layout tab, in the Labels group, click Legend.

3. Do one of the following:


o To hide the legend, click None.

Tip    To quickly remove a legend or a legend entry from a chart, you can select
it, and then press DELETE. You can also right-click the legend or a legend entry,
and then click Delete.

o To display a legend, click the display option that you want.

Note    When you click one of the display options, the legend moves, and the plot
area automatically adjusts to make room for it. If you move and size the legend by
using the mouse, the plot area does not automatically adjust.

o For additional options, click More Legend Options, and then select the display
option that you want.

Tip    By default, a legend does not overlap the chart. If you have space
constraints, you might be able to reduce the size of the chart by clearing the Show
the legend without overlapping the chart check box.

Tip    When a chart has a legend displayed, you can modify the individual legend entries by
editing the corresponding data on the worksheet. For additional editing options, or to modify
legend entries without affecting the worksheet data, you can change the legend entries in the
Select Data Source dialog box (Design tab, Data group, Select Data button).

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Step 5: Display or hide chart axes or gridlines


When you create a chart, primary axes are displayed for most chart types. You can turn them on
or off as needed. When you add axes, you can specify the level of detail that you want the axes to
display. A depth axis is displayed when you create a 3-D chart.
When the values in a chart vary widely from data series to data series, or when you have mixed
types of data (for example, price and volume), you can plot one or more data series on a
secondary vertical (value) axis. The scale of the secondary vertical axis reflects the values for the
associated data series. After you add a secondary vertical axis to a chart, you can also add a
secondary horizontal (category) axis, which might be useful in an xy (scatter) chart or bubble
chart.

To make a chart easier to read, you can display or hide the horizontal and vertical chart gridlines
that extend from any horizontal and vertical axes across the plot area of the chart.

Display or hide primary axes

1. Click the chart for which you want to display or hide axes.

This displays the Chart Tools, adding the Design, Layout, and Format tabs.

2. On the Layout tab, in the Axes group, click Axes, and then do one of the following:
o To display an axis, click Primary Horizontal Axis, Primary Vertical Axis, or
Depth Axis (on a 3-D chart), and then click the axis display option that you want.
o To hide an axis, click Primary Horizontal Axis, Primary Vertical Axis, or
Depth Axis (on a 3-D chart), and then click None.
o To specify detailed axis display and scaling options, click Primary Horizontal
Axis, Primary Vertical Axis, or Depth Axis (on a 3-D chart), and then click
More Primary Horizontal Axis Options, More Primary Vertical Axis
Options, or More Depth Axis Options.

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Display or hide secondary axes

1. In a chart, click the data series that you want to plot along a secondary vertical axis, or do
the following to select the data series from a list of chart elements:
a. Click the chart.

This displays the Chart Tools, adding the Design, Layout, and Format tabs.

b. On the Format tab, in the Current Selection group, click the arrow in the Chart
Elements box, and then click the data series that you want to plot along a
secondary vertical axis.
2. On the Format tab, in the Current Selection group, click Format Selection.
3. Click Series Options if it is not selected, and then under Plot Series On, click
Secondary Axis and then click Close.
4. On the Layout tab, in the Axes group, click Axes.

5. Do one of the following:

a. To display a secondary vertical axis, click Secondary Vertical Axis, and then
click the display option that you want.

Tip    To help distinguish the secondary vertical axis, you can change the chart
type for just one data series. For example, you can change one data series to a line
chart.

o To display a secondary horizontal axis, click Secondary Horizontal Axis, and


then click the display option that you want.

Note    This option is available only after you display a secondary vertical axis.

o To hide a secondary axis, click Secondary Vertical Axis or Secondary


Horizontal Axis, and then click None.

Tip    You can also click the secondary axis that you want to delete, and then press DELETE.

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Display or hide gridlines

1. Click the chart for which you want to display or hide chart gridlines.

This displays the Chart Tools, adding the Design, Layout, and Format tabs.

2. On the Layout tab, in the Axes group, click Gridlines.


3. Do the following:
o To add horizontal gridlines to the chart, point to Primary Horizontal Gridlines,
and then click the option that you want. If the chart has a secondary horizontal
axis, you can also click Secondary Horizontal Gridlines.
o To add vertical gridlines to the chart, point to Primary Vertical Gridlines, and
then click the option that you want. If the chart has a secondary vertical axis, you
can also click Secondary Vertical Gridlines.
o To add depth gridlines to a 3-D chart, point to Depth Gridlines, and then click
the option that you want. This option is only available when the selected chart is a
true 3-D chart, such as a 3-D column chart.
o To hide chart gridlines, point to Primary Horizontal Gridlines, Primary
Vertical Gridlines, or Depth Gridlines (on a 3-D chart), and then click None. If
the chart has a secondary axes, you can also click Secondary Horizontal
Gridlines or Secondary Vertical Gridlines, and then click None.
o To quickly remove chart gridlines, select them, and then press DELETE.

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Step 6: Move or resize a chart


You can move a chart to any location on a worksheet or to a new or existing worksheet. You can
also change the size of the chart for a better fit.

Move a chart

 To move a chart, drag it to the location that you want.

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Resize a chart

To resize a chart, do one of the following:

 Click the chart, and then drag the sizing handles to the size that you want.
 On the Format tab, in the Size group, enter the size in the Shape Height and Shape
Width box.
Tip    For more sizing options, on the Format tab, in the Size group, click to launch the
Format Chart Area dialog box. On the Size tab, you can select options to size, rotate, or scale
the chart. On the Properties tab, you can specify how you want the chart to move or size with
the cells on the worksheet.

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Step 7: Save a chart as a template


If you want to create another chart such as the one that you just created, you can save the chart as
a template that you can use as the basis for other similar charts

1. Click the chart that you want to save as a template.


2. On the Design tab, in the Type group, click Save as Template.

3. In the File name box, type a name for the template.

Tip    Unless you specify a different folder, the template file (.crtx) will be saved in the
Charts folder, and the template becomes available under Templates in both the Insert
Chart dialog box (Insert tab, Charts group, Dialog Box Launcher ) and the Change
Chart Type dialog box (Design tab, Type group, Change Chart Type).

Note    A chart template contains chart formatting and stores the colors that are in use when you
save the chart as a template. When you use a chart template to create a chart in another
workbook, the new chart uses the colors of the chart template — not the colors of the document
theme that is currently applied to the workbook. To use the document theme colors instead of the
chart template colors, right-click the chart area, and then click Reset to Match Style.

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