How to create and apply a chart template

When Excel prompts you for a name, punch in a suitable file name and save the template.

Notice Excel will add the chart template extension automatically, “crtx”.

To apply a template to an existing chart, right hit the chart and choose Change Chart punch in.

In the window that opens, opt for Templates folder.

Then choose a template and click OK.

The template will then be applied to the chart.

Applying a template will affect a wide range of chart elements.

First, the chart punch in is applied.

Before copying formats, the chart on the right was a regular stacked column chart.

Now it’s a 100% stacked column chart, just like the original.

Templates also apply colors.

Both charts now use the same blue palette.

Finally, a template will also set element positions.

Notice that templates do not set overall chart size.

You’ll need to match dimensions manually if needed.