The following is the list of queries addressed in this article:


  1. How to customize the formatting options in the chart?
  2. How to save the chart as a template and re-use it in any other Excel file?
  3. How to rename the performance context (poor average, good)? 
  4. How to modify the colors of each series?
  5. How to modify target series marker type/color/size?


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 one, choose - all columns along with headers


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 fully 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.


Your chart is now ready for further analysis.


How to rename the performance context (poor, average, and good)?


To change the context from good, average, and poor, you just need to change the corresponding column headers.


With this, the chart gets updated automatically.


How to modify the colors of each series?


1. Click on the chart, and press CTRL+1 to open the format pane

2. From the drop-down, choose the series you want to modify


3. In fill & line, change the fill color as per your requirement



With this, you can modify the series's color


How to modify the target series marker type/color/size?


1. Click on the chart, and press CTRL+1 to open the format pane

2. From the drop-down, choose the Target series

3. From fill & line, under the Marker options you can modify the marker shape, size, and its color