Save an Excel Chart as a Template

To save a chart as a template:

  1. Create your chart, and then right click it.
  2. Select Save as Template… You’ll save a file with a CRTX extension in your default Microsoft Excel Templates folder.

To create a new chart based on the template:

  1. Select the data you want to chart.
  2. Click the Insert tab / Recommended Charts, the All Charts tab, and the Templates folder.
  3. In the My Templates box, pick the one to apply, then click OK. Some elements, like the actual text in the legends and titles, won’t translate unless they’re part of the data selected. However, all fonts, colors, graphics and series options will be applied to the new chart.

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