"Save Excel Chart Format: Step-by-Step Guide"

Montreal Jul 09, 2026

Ever found yourself pouring hours into creating the perfect chart in Excel, only to realize you've lost your formatting when you reopen it? Frustrating, isn't it? Fear not, for we're here to guide you through the process of saving your chart format in Excel, ensuring your hard work doesn't go to waste.

Learn to Save and Apply Chart Templates in Excel
Learn to Save and Apply Chart Templates in Excel

Before we dive into the steps, let's clarify that Excel saves chart formats automatically along with your workbook. However, if you're working with a chart template or have made manual adjustments, you might want to save these changes for future use. So, let's get started.

How To Create Charts and Graphs in Excel
How To Create Charts and Graphs in Excel

Understanding Chart Templates

Before we begin, it's crucial to understand chart templates. Excel provides a variety of pre-built chart templates that you can use as a starting point. Any changes you make to these templates are saved as new templates, which you can then apply to other charts.

How to Make Charts and Graphs in Excel | Smartsheet
How to Make Charts and Graphs in Excel | Smartsheet

Now, let's explore how to save your custom chart format as a template.

Saving a Chart as a Template

How to Make a Chart in Excel
How to Make a Chart in Excel

To save a chart as a template, follow these steps:

  1. Select the chart you want to save.
  2. Click on the 'Design' tab under 'Chart Tools'.
  3. In the 'Type' group, click on 'Change Chart Type'.
  4. In the 'Change Chart Type' dialog box, select the 'All Charts' tab.
  5. Scroll down to the 'Custom Types' section and click on 'Save as my new template'.
  6. Enter a name for your template and click 'Save'.

Your custom chart template is now saved and can be applied to new charts.

How to make a male_female ratio chart in Excel
How to make a male_female ratio chart in Excel

Applying a Chart Template

Now that you've saved your chart as a template, let's see how to apply it to a new chart.

  1. Select the data range for your new chart.
  2. Click on the 'Insert' tab in the 'Home' tab.
  3. In the 'Charts' group, click on 'Recommended Charts'.
  4. In the 'Insert Chart' dialog box, scroll down to the 'Custom' section and select your saved template.
  5. Click 'OK' to insert the chart with your saved format.
How to Create a Chart Template in Microsoft Excel
How to Create a Chart Template in Microsoft Excel

And there you have it! Your custom chart format is now applied to your new chart.

Saving Chart Formatting Manually

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While saving chart templates is a great way to preserve your formatting, there might be times when you want to save your formatting manually. This could be useful when you've made specific adjustments that you don't want to apply to other charts.

Let's look at how to do this.

Copying Chart Formatting

To copy your chart formatting, follow these steps:

  1. Select the chart with the formatting you want to copy.
  2. Right-click on the chart and select 'Format Chart Area'.
  3. In the 'Format Chart Area' pane, click on the 'Copy' icon (it looks like two overlapping sheets of paper).

Now, your chart formatting is copied. You can paste it onto any other chart by right-clicking on the target chart and selecting 'Paste'.

Saving Chart Formatting to a File

If you want to save your chart formatting to a file, you can do so using the 'Save as Template' feature. However, this will save the entire chart, including the data. If you only want to save the formatting, you can use the 'Copy' and 'Paste Special' features.

Here's how:

  1. Follow the steps above to copy your chart formatting.
  2. Right-click on the target chart and select 'Paste Special'.
  3. In the 'Paste Special' dialog box, select 'Formats' and click 'OK'.

Your chart formatting is now saved to the target chart.

And there you have it! You're now equipped with the knowledge to save your chart format in Excel, ensuring your hard work doesn't go to waste. Happy charting!