Mastering Excel: Utilizing Chart Templates

Montreal Jul 09, 2026

Excel is a powerful tool for data visualization, and charts play a significant role in this process. They help us understand complex data by presenting it in a visual format. Using a chart template in Excel can save time and ensure consistency in your visuals. Let's explore how to use chart templates effectively in Excel.

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

Before we dive into the details, ensure you have the latest version of Microsoft Excel installed on your computer. The steps mentioned here might vary slightly depending on the version you're using.

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

Accessing Chart Templates in Excel

Excel offers a wide range of chart templates that you can use to create professional-looking charts quickly. Here's how to access them:

Process Circle Chart in Excel 2010
Process Circle Chart in Excel 2010

1. Select the data range you want to chart. This includes the labels and the corresponding data.

2. Go to the 'Insert' tab in the Excel ribbon.

How to Create a Chart Template in Microsoft Excel
How to Create a Chart Template in Microsoft Excel

3. In the 'Charts' group, click on the 'Recommended Charts' or 'All Charts' button to see the available templates.

Understanding Chart Types

Before you choose a template, it's essential to understand the different types of charts Excel offers. Each chart type is suitable for specific types of data:

How to Make a Chart in Excel
How to Make a Chart in Excel
  • Column and Bar Charts: These are ideal for comparing data across categories.
  • Line Charts: These are useful for showing trends over time.
  • Pie and Doughnut Charts: These are great for showing percentages of a whole.
  • Scatter (X Y) Charts: These are used to show relationships between two sets of data.

Choosing the Right Chart Template

Once you understand the chart types, it's time to choose a template. Excel's recommended charts are based on the data you've selected, so they're a good starting point:

📊 Creează un Dashboard Interactiv în Excel | Slicer + Column Chart
📊 Creează un Dashboard Interactiv în Excel | Slicer + Column Chart

1. Browse through the recommended charts or all charts to find a template that suits your data and message.

2. Hover over a template to see a live preview of what your chart will look like.

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3. Click on the template to insert it into your spreadsheet.

Customizing Chart Templates

After inserting a chart template, you can customize it to fit your needs. Here's how:

1. Click on the chart to select it. The 'Format' tab will appear in the Excel ribbon.

2. Use the options in the 'Format' tab to change the chart style, add chart elements like titles and labels, and modify the chart layout.

Adding Data to Your Chart

Sometimes, you might want to add more data to your chart after inserting the template. Here's how:

1. Click on the chart to select it.

2. Go to the 'Design' tab in the Excel ribbon.

3. In the 'Data' group, click on 'Switch Row/Column' to change the orientation of your data.

4. Click on 'Select Data' to add or remove data series from your chart.

Updating Your Chart

If you add or modify data in your spreadsheet, your chart will not update automatically. Here's how to update it:

1. Click on the chart to select it.

2. Go to the 'Design' tab in the Excel ribbon.

3. In the 'Data' group, click on 'Update' to refresh your chart with the latest data.

Using chart templates in Excel can significantly speed up your data visualization process. With a little practice, you'll be creating professional-looking charts in no time. Happy charting!