8.4.1 Graph Template Basics
Create a graph using an existing graph template
All Origin graphs are created from a template. If you are new to Origin, all of your graph templates will be system templates. Over time, you will likely customize those system templates, saving your customized templates to your User Files Folder or other convenient location. You may then access and manage your customized templates using Origin's Graph Template Library.
All Origin graph templates contain a set of default properties that make it possible to create a basic graph with just a couple of quick steps, using one of these methods:
- Select your worksheet, matrix or Excel workbook data and click a button on one of the graphing toolbars (2D Graphs or 3D and Contour Graphs).
- Select your worksheet, matrix or Excel workbook data, and choose Plot: Graph Type from the Origin menu.
- Select your worksheet, matrix or Excel workbook data, and choose Plot: User Templates: Template Library (exclusively user-customized graph templates).
- Open an empty graph template file by (a) clicking the New Graph button on the Standard toolbar or (b) choosing File: New: Graph or File: New: From Template and picking your template from the Load Template dialog box. Then, add data to the empty template by (a) drag-and-drop, (b) the Plot Setup dialog box, or (c) the Layer n dialog box (note that graph types requiring some sort of calculation (e.g. histograms, box plots, ternary graphs, etc.) cannot be created this way. Use the Plot menu or appropriate graphing toolbar button instead).
If the plot you create using the template's default properties looks good to you, you are finished. If you would like to customize the graph and, optionally, save your customizations to a template file, see the next section.
Customizing the graph
All plot customizations (excludes annotations button objects, etc.) can be done via Origin's Plot Details dialog box. Within the Plot Details dialog box, properties are organized hierarchically by Page > Layer > Plot.
For information on how the properties of the graph window are organized and how to manipulate them, see these topics:
To learn more about what customizations are saved with the template, see What is Saved with the Graph Template?.
Saving the graph as a custom graph template
If you have created a basic graph, customized that graph, and now want to save those customizations for future use, the next step is to save your graph as a custom graph template.
With the customized graph window active:
- Select File: Save Template As from the Origin menu. Or, right-click on the title bar of current graph window to select Save Template As context menu. This opens the template_saveas dialog box.
For documentation of template_saveas controls, see Saving a customized window as a template.
Cloneable templates are intended for "smart plotting" of data that always display some common structure. Cloneable templates do not require you to pre-select data before choosing the template (in fact, data selections are ignored when plotting to a cloneable template). If the data structure of the active workbook or matrixbook matches the data structure stored with the cloneable template, the dolly icon at the left-bottom corner of the cloneable template will be blue, then you can select the template in the Template Library and click the Plot button. Bypass the Template Library, you can also simply select your template marked with blue dolly icon from the Plot: Templates: User list.
To Save a Graph as Cloneable Template
With the graph window active:
- Choose File: Save Template As, or right-click on the graph window title bar and select Save Template As... to open Utilities\File: template_saveas dialog.
- By default, newly created templates will be saved into the UserDefined category, but you can place it into a new category by inputting a new category name in the Category edit box. Categories help you organize your templates so that they are easier to find when creating new graphs.
- To name the template, input a new name in Template Name edit box. To overwrite an existing template, choose/type in that template name in the Template Name drop-down list/edit box and click OK. Click OK to the prompt.
- You can preset newly-cloned graph Long/Short Name with header information using LabTalk substitution notations in the Preset Graph Long/Short Name edit box. If you are not readily familiar with LabTalk syntax, you can click the more options button to browse available items in fly-out menu.
- By checking the Mark as Cloneable Template checkbox, you are saving this graph as a cloneable template rather than a standard template. When this option is enabled, you can further specify the method to examine how workbook data will be matched with a prototype graph. If you choose Short/Long Name for Match Column/Sheet by option, you have to make sure every column/sheet Short/Long name is unique in current workbook.
- If you need to manage your graph templates in a different location, you can click the more options button to browse to the File Path.
- After you made all the settings, you can click the OK button to create the cloneable template.
- The Template Library is where all saved graph templates are managed. You can click the Template Library button on the 2D Graphs Extended toolbar or choose Plot: Templates: User: Template Library to open it.
- To know how to plot data into a cloneable graph template, see this section.
- To follow a step-by-step tutorial about how to save and use a cloneable graph template, see Plot from User Defined Graph Template.
- To learn more about the options in the template_saveas dialog, see this section.