The following is the list of queries addressed in this article:
- How to customize the formatting options in the chart?
- How to save the chart as a template and re-use it in any other Excel file?
- How to modify the Y axis units and limits (max)?
How to customize the formatting options in the chart?
How to save the chart as a template and re-use it in any other Excel file?
1. Right-click on the chart and select "Save as Template"
This opens a dialog box, assign a name to your chart template, and click "Save". This saves the chart in a .crtx format
2. From our Instant Chart Maker file, Copy the data table (CTRL+C) and paste it (CTRL+V) into your chosen Excel file.
3. Enter your information in the data table. Add or remove rows as needed.
4. Select the columns required to build the chart, for this choose all - the category and the target and the actual value (numeric value) columns in that order.
5. Go to Insert and choose to see All Recommended Charts
This opens up a dialog box, go to All Charts and click on the Templates folder. Here, you'll find all the charts you have saved in step 1, choose the one that is relevant to the data and click "Ok".
6. That's it, your chart gets populated with the data from your Excel file and is totally independent of the Instant Chart Maker template file.
- Chart title and Axis titles: Using a saved template to build your chart does not usually bring the Chart title and axis titles. Read this article to add these elements to your chart.
How to modify the Y-axis units and limits (max)?
1. Right-click on the Y-axis and go to Format Axis
2. In the Axis Options, Based on the values in your Y-axis values Excel sets the bounds and units values automatically as shown below.
In the default template, this leaves a gap on the top of the chart. To modify this, and reduce the emplty space on the top of the chart.
3. Reset the Minimum and Maximum bounds to 0 and 110 respectively.
With this, the vertical container filler chart looks like this:
