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How to apply template to existing chart/workbook in Excel?

Author: Kelly Last Modified: 2020-05-07

Supposing there is a scatter chart template in which scatters are marked by icons and horizontal axis shows in the format of "m/d", now how could we apply this scatter chart template to other existing scatter charts in Excel? And what if apply an Excel template to an existing workbook quickly? In this article, we are talking about how to apply templates to existing chart or workbook in Excel.

Apply template to existing chart in Excel

The following steps will guide you to apply a chart template to an existing chart in Excel easily.

Step 1: Right click the existing chart, and select the Change Chart Type from the drop down list.
doc apply chart book template 1

Step 2: In the opening Change Chart Type dialog box, click the Templates in the left bar, and select the chart template you want to apply.
doc apply chart book template 2

Step 3: Click the OK button to close the dialog.

Then you will see the plain scatter chart is changed to the style of specified scatter chart template at once.
doc apply chart book template 3

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Apply template to existing workbook in Excel

Strictly speaking, once a workbook is created, it's impossible to apply Excel template to it any more. However, we can copy the worksheets of Excel template to the existing workbook easily. And the following steps will explain how to get it done:

Step 1: Open the existing workbook you will apply specific Excel template to.

Step 2: Apply the specific Excel template:

  1. In Excel 2007 and 2010, click the File > New > My Templates, then in the New dialog box select the specific Excel template and click the OK button.
  2. In Excel 2013, click the File > New > Personal, and then select the specific Excel template.

doc apply chart book template 4

Step 3: In the new created workbook, select the worksheet with the Excel template content, right click and select the Move or Copy from the right-clicking menu.

Step 4: In the Move or Copy dialog box, click the To book box and select the existing workbook you will apply the Excel template to, check the Create a copy option, and click the OK.

Now the worksheet with template content are copied and moved into the existing workbook immediately.

Step 5: Save the existing workbook, and close the new workbook without saving.

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