A Template is a collection of rules regarding the conditional formatting, filters, sub-charts, and individual boxes’ Box Styles that can be applied to a chart. For more information on creating Templates, see Save a Chart as a Template.
Templates can be applied to a chart after it has been created, or they can be applied during the creation process.
Please note: When a Template is applied after a chart has been created, the saved Template’s settings around sub-charts and filters will not be applied. To apply all of a Template’s settings, including sub-charts and filters, the Template needs to be applied during the chart creation process.
Applying a Template to a Created Chart
To apply a Template to a chart that has already been created, do the following:
Please note: Only Charting Tool Edit Users can apply Templates to created charts.
Click the Formatting icon.
Click the Apply Template tab at the top of the Formatting panel.
To apply a saved Template to the chart, select the Template from the Template dropdown, then click Apply.
Applying a Template Prior to Creating a Chart
To apply a Template prior to creating a chart, do the following:
Enter the Create a Chart screen and enter the parameters for the chart. See this article for more information on the various fields available in the chart creation process.
Click inside the Chart Template field. A dropdown list appears. Click any of the available favorited Templates, or click View All to view all available Templates.
After clicking View All, if applicable, click the name of the desired Template.
After selecting a Template either from the Chart Template dropdown menu or the View All modal, the Chart Template field will be populated with the selected Template, and the chart creation process can be continued from there. See this article for more information on the chart creation process.