Creating Templates for Charts
- 01:30
How to create and use chart templates to maintain consistency.
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Transcript
In this video, we are going to explore the templates section that features when selecting the charts button in the ribbon.
Here you can save an existing chart from PowerPoint, including the formatting and other details coded in, for instance, decimal places, dates, and more, and have this display as an option to select from when integrating new charts whereby the formatting will be copied over.
Saving time on building new charts, but also ensuring consistency between charts across a presentation.
To save a chart into your templates, follow these steps.
1. select the chart you want to create a template of and right click, then select savers template. 2.
A panel will appear.
Save the file name as something distinctive in case you use multiple chart templates.
3. the chart template will then be added to the template section when inserting a chart.
With this chart now added as a template, you can copy charts into the presentation and apply this template to speed up the process, but also ensure consistency in formatting between charts in your presentation.
The chart template will also be carried over into Excel as a saved option in case you need to build charts this way.
This can be a useful time saver when working on client presentations, where you may have the charts in varying formats and simply need to adjust this so it aligns with the client's branding as well as their formatting specifications.