How to Create Chart Templates in Excel?

A template is actually a sample chart that has some details already mentioned in it and can be reused when the same chart is required to be used again.

Step by Step with Examples

You can download this Excel Chart Templates here – Excel Chart Templates

Example #1 – Create a Chart Template using Pie Chart

Follow the steps.

Consider the following data we have below, and
Select the data we want to insert in the chart then, Click on Charts in the Insert tab under the charts group select Pie Chart in excelSelect Pie Chart In Excel The pie chart is a circular excel chart representing the visualization of data in a circular format. In this circular chart, every category of data has its part, and all the categories make it as a whole circular data.read more.
In the Pie Chart, select a 3-D Pie chart.
The chart for the above data is created.
Customize the chart by adding data labels from the “+” option provided.
And stretch the chart.
Now right click on the chart, and a wizard box appears. Click on Save as Template.
It asks for a chart name to be saved in the charts template. Name the chart and save it. I have named my chart as a “sample.”
Now consider the below data, which is different from the previous one.
Now select this data and click on all charts.
A dialog box appears,
Click on Templates; we can see our created template, which was named as a sample. Click on OK.
See the result.

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

Example #2 – Create a Chart Template using Pareto Chart

Now earlier, we had used a pie chart, which was 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 of something).

We will have two data for Pareto and create an excel chart template from the first data and then use the template for the second data to create the Pareto chart.

Consider the data below,

We have two sets of data of Pareto analysisPareto Analysis Pareto 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, and we will make the Pareto chart for the first data and save it as a template to use it on another data.

Select A, C & D column, then click on Recommended charts in the charts section under the Insert Tab.

The wizard box for all charts appears; click on Combo charts in excelCombo Charts In Excel A 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 Axis The 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 a little bit, Insert data labels from the “+” sign provided as shown in the above example.

Now right click on the chart and the wizard chart boxWizard Chart Box The 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, click on Save as Templates.

A browse box appears, name this template as sample 2 and click on ok to save it. Always remember to give different names for templates to be precise, which chart needs to be re-used again.