Home > Articles

This chapter is from the book

This chapter is from the book

Saving a Chart Template


A chart template file (.crtx) (New!) saves all the customization you made to a chart for use in other documents. You can save any chart in a document as a chart template file and use it to form the basis of your next document chart, which is useful for standard company financial reporting. Although you can store your template anywhere you want, you may find it handy to store it in the Templates/Charts folder that Microsoft Office uses to store its templates. If you store your design templates in the Templates/Charts folder, those templates appear as options when you insert or change a chart type using My Templates (New!). When you create a new chart or want to change the chart type of an existing chart, you can apply a chart template instead of recreating it.

Create a Custom Chart Template

yellow_circle_1.gif Click the chart you want to save as a template.

yellow_circle_2.gif Click the Design tab under Chart Tools.

yellow_circle_3.gif Click the Save As Template button.

yellow_circle_4.gif Make sure the Charts folder appears in the Save in box.

Microsoft Office templates are typically stored in the following location:

Windows Vista. C:/Users/your name/AppData/Microsoft/Roaming/Templates/Charts

Windows XP. C:/Documents and Settings/your name/Application Data/Microsoft/Templates/Charts

yellow_circle_5.gif Type a name for the chart template.

yellow_circle_6.gif Click Save.

  • + Share This
  • 🔖 Save To Your Account