M.Y. BI and Analytics

  In the video. I have shared the method on using R script visual with package scatterplot3d to generate a 3D scatter plot, and also introduce a way on adding dynamic viewing angles to  rotate the 3D plot with slicer visual based on power BI new parameter feature generated angle value table . In the demo we applied power query editor to prepare source data table for the 3D plot, used the R studio to cerate and edit R script for 3d scatter plot and finally adopt the slicer visual generate by Power BI new parameter for interactive rotating 3D graphic view angels dynamically. Hope the video give some helps for your power BI project developments.  R Scripts: # Load the scatterplot3d library: library ( scatterplot3d ) # Define variables from the source data for plotting: x <- dataset $ "Technical Skills" y <- dataset $ "Leadership & Management" z <- dataset $ "Personal Development" l <- dataset $ "Employee ID" # apply scattedplot3d...

  In the video I have shared a method to draw the circular barplot in power BI desktop file. As shown in the screen, the Circular BarPlot, which wraps a barplot that has larger numbers of categorical entities in circular shape, thus with it users can obtain all entities with their measure in a more eye catching organization space chart. To get this Circular Barplot chart in power BI we need to employ the power BI R script visual.  To Enable R scripts Visual feature in Power BI Desktop , we need go to File > Options and settings > Options > R Scripting. In the R scripts options you have two fields to fill. First one is to choose home directory for R, which means you need first to install a R engine and select the installed R engine location for the field. To install R engine we may click the  link ”how to install R”. it brings us to the Microsoft learning site regarding where to download R engine and how to install it.  The second field is to choose which R I...

The entire code shared in this video is designed to automate the process of creating a dynamic line chart based on loan data in the "Loan Report" sheet and display the chart on the "Charts" sheet. The chart shows trends in accumulated principal, accumulated interest, and loan remaining balance over time. The code is also flexible enough to handle both yearly and monthly loan schedule reports. The VBA codes as: Sub CreateLineChart()       '1. Variable Declarations     Dim srcSheet As Worksheet     Dim chtSheet As Worksheet     Dim lastRow As Long     Dim chartObj As Shape     Dim chartDataRange As Range     Dim xAxisRange As Range     Dim yAxisRange As Range     Dim colPrincipal As Variant     Dim colInterest As Variant     Dim colRemainingBalance, ColMonth As Variant     '2. set source and chart sheets     Set srcSheet = ThisWorkbook.Worksheets("Loa...

Business Case raised by my youtube channel viewer on the 21st July 2023. In my employee tenure data, it has employee birthday, hire date and leaving date, and race, gender, etc. Do you have any idea how to create a dynamic measure of tenure and/or age, as well as a "tenure group" and "age group" that can change with the calendar date? I would like to show in a line chart the changing number of active employees across time (as x-axis). Furthermore, I would like to breakdown the number of employees by their age group or tenure group (using age group as a legend). The age or tenure group will be dynamically change according to the dates in the X-axis. Any suggestions are appreciated. My suggestions: Assumptions on what we have for the case:                         - an employee table with coloumns: table update(or registered) date,              ...

In this video, to provide users with a summarized yearly loan schedule report, I guide viewers in creating a new VBA macro based on modifying my previous Video demonstrated VBA macro for monthly loan schedule report which reveals interest and principal payments over the long term. The process involves two vertical VBA project windows and adjusting variables, calculations, and formatting. The updated procedure is offering an aggregated yearly report for different loan terms. Ths VBA codes is provided as following: Sub GenerateLoanReport_AggregatedYearlyPeriodReport() ' Created by MIKE GuangYuan YU on 8th of July , 2023 for M.Y BI & Analytics youtube channel     ' the procedure is to create loan report at yearly repayment period     ' Version 1.0          'I. Define required variables         Dim wsLoan, wsLoanReport As Worksheet         Dim LoanAmount As Double         Dim Interes...

  Loan calculations involve using mathematical formulas to determine important loan aspects such as monthly payments, total interest, and overall cost. They are essential for financial planning and widely used by individuals, businesses, and financial institutions. Excel provides powerful loan calculation functions like PMT, PPMT, and IPMT, enabling users to analyze loans effectively. In my Excel example, these functions are utilized to create a basic Loan Calculator, where users input loan details and obtain calculated results for monthly and final repayments. Additionally, Excel's VBA codes can automate the generation of long-term loan reports, providing comprehensive information on each payment period. Enabling the Developer tab and accessing VBA procedures allows users to streamline and expedite loan analysis. My Excel VBA codes can automate the generation of long-term loan reports: Sub GenerateLoanReport_monthlyPeriodReport()          ' Created by MIKE...