How to use Excel Chart Templates and Save Time

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Making charts is one of the most common use of Excel or other spreadsheet software. But do you know a simple trick that can save you lot of time while using excel charting features?

Chart Templates or User Defined Charts

yes, using chart templates can save you a lot of time.

If you use a particular type of chart or formatting all the time, you can save all the steps involved in making the chart by using templates.

Here is a simple tutorial on using chart templates in excel.

1. Prepare your chart

First Make your Chart with all the necessary formatting
First step is to to prepare a chart that you would like to save to template. The chart can be a formatted version of one of the typical excel charts or a more complex combination chart.

2. Now save the chart as a chart template

Excel 2007 - Save a Chart TemplateIn excel 2007 you can do this by selecting the chart and going to design tab in the ribbon and clicking on “Save as template”

Saving Chart Templates in Excel 2003 and earlier versionsFor earlier versions of excel, right click on the chart and select chart type and go to “custom types” tab. Select “user-defined” as the chart type and click on the Add button to add the chart to excel chart templates.

3. Use the chart templates

Next time you need to insert a chart, use the templates and save time.
Using Excel Chart Templates
In Excel 2007 use the templates option. In earlier versions, use custom types to find your already save templates.

Bonus tip: Moving Chart Templates from One Computer to Another

If you want to move all your chart templates from one computer to another, just go to My Documents \Application Data\Microsoft\Excel and copy the file XLUSRGAL to the other computer. Make sure you are not overwriting the existing XLUSRGAL file, but just add the sheets from one file to another.

If you are using Excel 2007, the chart templates are stored as *.crtx files. Just locate them and copy to target system. Usually they can be found in \AppData\Roaming\Microsoft\Templates\Charts for Vista and My Documents \Application Data\Microsoft\Templates\Charts for XP.

Free Excel Chart Templates to Get you Started

And here is a huge list of beautiful excel chart templates, around 73 of them. Download and use them free. Get even more in our excel downloads page.

This is part of our Spreadcheats series, a 30 day online excel training series for office goers and spreadsheet users. Join today.

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13 Responses to “Data Validation using an Unsorted column with Duplicate Entries as a Source List”

  1. Vipul says:

    Pivot Table will involve manual intervention; hence I prefer to use the 'countif remove duplicate trick' along with 'text sorting formula trick; then using the offset with len to name the final range for validation.

  2. Rich says:

    if using the pivot table, set the sort to Ascending, so the list in the validation cell comes back alphabetically.

  3. Kieranz says:

    Hui: Brillant neat idea.
    Vipul: I am intrigued by what you are saying. Please is it possible to show us how it can be done, because as u said Hui's method requires user intervention.
    Thks to PHD and all
    K

  4. sam says:

    Table names dont work directly inside Data validation.
    You will have to define a name and point it to the table name and then use the name inside validation
    Eg MyClient : Refers to :=Table1[Client]
    And then in the list validation say = MyClient

  5. Vipul says:

    Kieranz,
    Pls download the sample here http://cid-e98339d969073094.skydrive.live.com/self.aspx/.Public/data-validation-unsorted-list-example.xls
    Off course there are many other ways of doing the same and integrating the formulae in multiple columns into one.

  6. Vipul says:

    Pls refer to column FGHI in that file. Cell G4 is where my validation is.

  7. Kieranz says:

    Vipul:
    Many thks, will study it latter.
    Rgds
    K

  8. [...] to chandoo for the idea of getting unique list using Pivot tables.  What we do is that create a pivot table [...]

  9. Playercharlie says:

    @Vipul:

    Thanks, that was awesome! 🙂

  10. Vipul says:

    @Playercharlie Happy to hear that 🙂

  11. Enrique says:

    Great contribution, Hui. Solved a problem of many years!

  12. FARIS says:

    Thanks to you, A LOT

  13. Mohamed says:

    Hi Hui,
    Greeting
    hope you are doing well.
    I'm interested to send you a private vba excel file which i need to show detail of pivot in new workbook instead of showing in same workbook as new sheet.

    Please contact me on muhammed.ye@gmail.com

    Best Regards

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