Charts serve a lot of purposes: To display data, to keep track of plans and goals, to impart and organize information. Charts can also be kind of a snooze. But they don't have to be. Start all your chart plotting with a designer-created customizable template. Charts aren't strangers to presentations; businesses of all sizes often find themselves in need of audience-ready charts. Starting with a template is a great way to get clear, quality charts every time. Charts can be a great way to share data quickly and visually at a glance. Try them out in resumes, sales materials, and anywhere else high-level data needs to be organized.
To apply the custom template to an existing chart, click on the chart, and then click Chart Design tab on the ribbon > click Change Chart Type > click Templates, and then select the custom template.
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The attached workbook includes both the data table and the customized chart used in the above example. To use this as a starting point for your template, open the workbook and modify the chart until you are satisfied with its appearance. Then follow the steps above to save the chart as a template. Enjoy!
On a worksheet, I've entered data and used it to create 2 charts. I want to create chart templates so I can reuse the chart styles elsewhere. I was able to create a template for one of the charts, and reuse it. However, for the second chart, when I right-click the chart, the "Save as template" option is grayed out. I can't figure out how to make it active. Any advice?
The tutorial explains the Excel charts basics and provides the detailed guidance on how to make a graph in Excel. You will also learn how to combine two chart types, save a graph as chart template, change the default chart type, resize and move the graph.
Everyone needs to create graphs in Excel to visualize data or check on the latest trends. Microsoft Excel provides a wealth of powerful chart features, but it may be challenging to locate the necessary options. Unless you have a good understanding of various chart types and data types they are appropriate for, you may spend hours fiddling with different chart elements and yet end up creating a graph that bears only remote resemblance to what you've pictured in your mind.
This chart tutorial starts with the basics and walks you through the process of making a chart in Excel step-by-step. And even if you are a beginner with little to no experience, you will be able to create your first Excel graph in minutes and make it look exactly the way you want it to look.
A chart, also known as graph, is a graphical representation of numeric data where the data is represented by symbols such as bars, columns, lines, slices, and so on. It is common to make graphs in Excel to better understand large amounts of data or relationship between different data subsets.
Microsoft Excel lets you create a great lot of different graph types such as Column chart, Bar chart, Line chart, Pie chart, Area chart, Bubble chart, Stock, Surface, Radar charts, and PivotChart.
How to make a graph in ExcelWhen creating graphs in Excel, you can select from a variety of chart types to present your data in the way most meaningful to your users. You can also make a combination graph by using several chart types.
For most Excel charts, such as bar charts or column charts, no special data arrangement is required. You can organize the data in rows or columns, and Microsoft Excel will automatically determine the best way to plot the data in your graph (you will be able to change this later).
In this example, we are going to make a graph based on the following table.
2. Select data to include in the chartSelect all the data you want to include in your Excel graph. Be sure to select the column headings if you want them to appear either in the chart legend or axis labels.
Tip. To immediately see all available chart types, click the Dialog Box Launcher next to Charts.
Well, basically, you are done. The graph is placed on your current worksheet as an embedded chart. Here's the 3-D Column chart created by Excel for our data:
If you want to compare different data types in your Excel graph, creating a combo chart is the right way to go. For example, you can combine a column or area chart with a line chart to present dissimilar data, for instance an overall revenue and the number of items sold.
In Microsoft Excel 2010 and earlier versions, creating a combination chart was a cumbersome task, the detailed steps are explained by the Microsoft team in the following article: Combining chart types, adding a second axis. In Excel 2013 - Excel 365, those long-winded guidelines turn into four quick steps.
At the top of the dialog, you will see a few pre-defined combo charts to get you started quickly. You can click on each of them to see the chart preview, and there's a good chance that you will find the chart to your liking. Yep, the second graph - Clustered Column and Line on Secondary Axis - will do nicely for our data.
Given that our data series (Amount and Price) have different scales, we do need a secondary axis in one of them to clearly see the values for both series in the graph. If none of the predefined combo charts Excel displays to you has a secondary axis, then simply select the one you like the most, and check the Secondary Axis box for one of the data series.
Click the OK button to get the combo chart inserted in your Excel sheet. Done!Finally, you may want to add some finishing touches, such as typing your chart title and adding axis titles. The completed combination chart may look similar to this:
Customizing Excel chartsAs you have just seen, making a chart in Excel is easy. But after you've added a chart, you may want to modify some of the default elements to create an exquisite eye-catching graph.
Chart Elements button. It launches the checklist of all the elements you can modify or add to your graph, and it only shows those elements that are applicable to the selected chart type. The Chart Elements button supports Live Preview, so if you are not sure what a certain element is, hover the mouse on it and you will see what your graph would look like if you select that option.
Hopefully, this quick overview of the chart customization features has helped you to get the general idea of how you can modify graphs in Excel. In the next tutorial, we will have an in-depth look at how to customize different chart elements, such as:
By default, the newly created chart template is saved to the special Charts folder. All chart templates stored to this folder are automatically added to the Templates folder that appears in the Insert Chart and Change Chart Type dialogs when you create a new or modify an existing graph in Excel.
Please keep in mind that only the templates that were saved to the Charts folder appear in the Templates folder in Excel. So, make sure you don't change the default destination folder when saving a template.
To create a chart in Excel based on a specific chart template, open the Insert Chart dialog by clicking the Dialog Box Launcher in the Charts group on the ribbon. On the All Charts tab, switch to the Templates folder, and click on the template you want to apply.
To apply the chart template to an existing graph, right click on the graph and choose Change Chart Type from the context menu. Or, go to the Design tab and click Change Chart Type in the Type group.
Either way, the Change Chart Type dialog will open, you find the desired template in the Templates folder and click on it.
How to delete a chart template in ExcelTo delete a graph template, open the Insert Chart dialog, go to the Templates folder and click the Manage Templates button in the bottom left corner.
Clicking the Manage Templates button will open the Charts folder with all existing templates. Right click on the template you want to remove and choose Delete in the context menu.
Using the default chart in ExcelExcel's default chart is a real time-saver. Whenever you need a graph in a hurry or just want to have a quick look on certain trends in your data, you can make a chart in Excel with a single keystroke! Simply select the data to be included in the graph and press one of the following shortcuts:
For more options, click the Dialog Box Launcher next to Size and configure the needed parameters on the pane.
Moving the chart in ExcelWhen you create a graph in Excel, it is automatically embedded on the same worksheet as the source data. You can move the chart to any location on the sheet by dragging it with the mouse.
To export the chart somewhere outside of Excel, right-click on the chart border and click Copy. Then open another program or application and paste the graph there. You can find a few other chart saving techniques in the following tutorial: How to save Excel chart as image.
This is how you make charts in Excel. Hopefully, this overview of the basic chart features has helped you get off on the right foot. In the next tutorial, we will provide the detailed guidance on customizing different chart elements such as chart title, axes, data labels and so on. In the meantime, you may want to review other chart tutorials that we have (the links are at the end of this article). I thank you for reading and look forward to seeing you on our blog next week!
1) My question is related to Pivot Chart and Chart Template.
2) The purpose is to save Text Box(s), that contain information (not a field in Pivot Table), in Chart Template.
3) I observe that Chart elements like Chart Title & Axis Titles and Text Boxes are not saved to template; only Chart Area and Plot Area get saved.
4) I tried to include Text Box in Chart Area by unchecking, "Locked" & "Lock Text" in Format Shape > of Text Box Properties.
5) How to save them?
6) I use Office 365 on Windows 10 laptop.
Thanks for sparing your time. ff782bc1db
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