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Why Might You Want To Save A Chart As A Template?

A chart template is a file containing the colors, layout, formatting, and other settings of a previously created nautical chart for later reuse. Basically, it makes it possible to reapply the same nautical chart parameters to both new and existing graphs in just a few clicks, saving y'all from having to recreate information technology every time.

In this article, you lot will acquire everything you need to know near using nautical chart templates in Excel.

Why Chart Templates Are So Incredibly Useful

Chart templates mainly bring two things to the tabular array: automation and consistency.

Let's assume you run a small store selling electronics. Naturally, that involves regularly putting together monthly sales reports to monitor the demand. Merely since new information comes in each calendar month, going through the deadening process of building the same chart every unmarried time seems inevitable, correct?

Non with chart templates. Instead of plotting the report over and over again, you can relieve yourself a slap-up deal of time and effort by designing a reusable template.

Every bit an additional bonus, this Excel feature promotes consistency within your arrangement as everyone uses an identical blueprint for visualizing their information.

Let's movement from theory to practice.

Consider the post-obit information illustrating the company's sales figures for July:

Sales figures for July

To visualize that information, we are going to opt for a clustered column chart. And here's what Excel has to offering from its massive variety of born visualization tools:

A default clustered column chart

Nosotros can do so much better, don't yous call back? Permit'southward customize the chart to make it more than informative and colorful.

Create a custom chart

At present the sales report looks pretty expert. However, information technology took me a multitude of steps to transform the report from slow to engaging. Imagine being stuck with doing that every single month.

And that's where Excel chart templates charge in to do all the dreary dingy work for you by automating the unabridged procedure!

On tiptop of that, it takes less than five minutes to principal this handy tool, removing the not-value-added tasks from the equation and saving you endless hours in the long run.

How to Create a Nautical chart Template

Kickoff, you have to lay the groundwork: prepare a custom nautical chart that will exist used as the future template.

In one case the final version of your chart is fix, right-click on the nautical chart surface area and choose "Save As Template" from the carte du jour that appears.

How to create a chart template

The Relieve Nautical chart Template dialog box will immediately pop upwards. In the dialog box, proper name the chart template and click "Save."

At that point, a CTRX file containing your chart template information will be created.

How to save a chart template

Ta-da! You lot have just saved your first Excel nautical chart template!

How to Apply a Chart Template

Another month has passed, meaning the opportunity for putting your template to the test has finally come. Consider the August sales report information:

Sales figures for August

From now on, no more edifice the aforementioned charts from scratch—it's time to bring in the heavy artillery by applying the saved chart template to that fresh data.

  1. Highlight your chart data.
  2. Navigate to the Insert tab.
  3. Click "See All Charts."

How to apply a chart template

In the Insert Nautical chart dialog box, load the chart template:

  1. Switch to the All Charts tab.
  2. On the left sidebar, cull "Templates."
  3. In the Templates tab, select your nautical chart template.
  4. Click "OK."

How to load a chart template

Now, a fully customized chart based on your template will announced. Every bit an case, take a look at the newly created chart below:

A sales report Excel chart template

But in that location'south more to it than that.

Y'all tin practice the aforementioned thing with existing charts as well. Whenever you want to apply your chart template to another chart, just follow the few simple steps shown beneath.

To start with, right-click on the chart plot and select "Alter Chart Type."

How to apply a chart template to an existing chart

In the Change Nautical chart Type dialog box, navigate to the All Charts tab and load your chart template (Templates > Select your template > OK).

How to Add or Delete a Chart Template

In add-on to creating your own chart templates, Excel allows you to import third-party chart template files and employ them in your projects.

First, access the Charts folder that stores all the CTRX files on your reckoner.

To do that, navigate to the Insert Nautical chart/Change Chart Blazon dialog box, open the Templates tab, and click "Manage Templates."

Managing Excel chart templates

Another way to become is to open the binder manually, which is typically located here on your figurer:

C:\Users\[Your user proper name]\AppData\Roaming\Microsoft\Templates\Charts

In one case y'all have opened the Charts folder, copy the CTRX file containing the chart template you desire to add to this folder, and you're all ready. It's as unproblematic every bit that.

Conversely, you tin remove whatsoever given template by deleting the corresponding CTRX file.

Advanced Excel Chart Templates

Still not impressed?

Well, the sales written report used as a running example in this article is nowhere near every bit time-consuming as advanced Excel charts similar approximate charts or thermometer charts, which mostly take a lot more than time and effort to put together.

Fortunately, when it comes to chart templates, the more complex the chart, the greater the payoff. So, if you've built an advanced Excel graph, don't forget to save it as a template, and it will be bachelor whenever you need it.

That's it for today. You now have all the information needed to unleash the potential of nautical chart templates in Excel.

Why Might You Want To Save A Chart As A Template?,

Source: https://www.automateexcel.com/charts/use-chart-templates/

Posted by: fordthisis1996.blogspot.com

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