How to Apply a Template to an Existing Chart/Workbook in Excel?


We could have created many types of charts in Excel and customised them to get our output, but the customization of charts could be a time-consuming process. If there is any type of chart that we will be using more frequently and which is not the default type in Excel, we can save the template of it in order to access it very quickly. We can save a template by selecting the existing chart and right-clicking and selecting "Save as template" from the menu box.

Read this tutorial to learn how you can apply a template to an existing chart or workbook in Excel.

Applying a Template to an Existing Chart

Here, we will first create a chart and then add it as a template. Let us look at a simple process for applying a template to existing data in Excel.

Step 1

Assume we have an excel sheet with data similar to the data shown in the image below. 

Now we create the chart. Select the data, then click Insert, and then select the bar chart from the chart’s menu, and our chart will be successfully created, as shown in the image below. 

Step 2

Now to use the template, right-click on the chart and select Change Chart Type from the menu box; a new pop-up window will be opened as shown in the below image.

Now click on templets and select any chart present under the templet. Then click on OK. We can see that the template is applied to an existing chart.

Applying a Template to an Existing Workbook

Here we will apply an existing template to a workbook using the move or copy function. Let's see a simple process to apply template to an existing workbook in Excel.

Step 1

Let us consider the same data that we used in the above example.

Now to add the new template, click on fine and then click on new and select any template you want; a new worksheet will be opened.

In the new workbook, right-click on the name and select move or copy from the menu box; a new pop-up window will be opened.

Step 2

Now in the new pop-up window, select the address where you want to move the templeta, then click on "OK" to complete our process.

Conclusion:

In this tutorial, we used a simple example to demonstrate how you can apply a template to an existing chart or workbook in Excel to highlight a particular set of data.

Updated on: 03-Jan-2023

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