Apply Excel Chart Templates to Workbooks with Multiple Charts

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Apply Excel Chart Templates to Workbooks with Multiple Charts

An Excel chart template may be applied to a workbook after it has been exported from EQuIS using the following steps.

 

1.Export a test chart from EQuIS Professional.

2.Format the chart to your requirements.

3.Once the chart is formatted (in Excel 2007), do the following:

a.Go to the Design tab under Chart Tools.

b.Select Save as Template. This saves the chart as a *.crtx file.

4.Apply the template to a new chart in the same workbook by completing the steps below (procedure may be repeated for each chart in workbook).

a.Go to the Design tab under Chart Tools.

b.Select Change Chart Type.

c.Open the Templates folder at the top of the list.

d.Select the template to apply.

e.The templates will only be in this folder if saved to the default location when created, and then saved. If the templates are saved to another template, click on Manage Templates on the Change Chart Type window to navigate to the templates.

5.Applying the template to all charts in the same workbook will involve the use of a macro as follows:

a.Select your macro settings to Enable Macros.

b.Select Macros on the View Tab.

c.Use COPY_CHART as the Macro name.

d.Select Create.

e.Paste the code shown below between Sub and End Sub.

 

Dim Cht As Chart

For Each Cht In ActiveWorkbook.Charts

Cht.ApplyChartTemplate ( _

       "{Enter the full path to your template here}" _

       )

Next Cht

 

The macro will automatically loop through all of the charts in the workbook and apply the specified chart template. Change the file path above to your template name and remove the {} (squiggly brackets).

 

Email support@earthsoft.com for an example template.