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AI and Business Rule Engines for Excel Power Users
AI and Business Rule Engines for Excel Power Users

AI and Business Rule Engines for Excel Power Users: Capture and scale your business knowledge into the cloud – with Microsoft 365, Decision Models, and AI tools from IBM and Red Hat

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Profile Icon PORCELLI Profile Icon Paul Browne (GBP)
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Full star icon Full star icon Full star icon Full star icon Full star icon 5 (7 Ratings)
Paperback Mar 2023 386 pages 1st Edition
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Mex$179.99 Mex$574.99
Paperback
Mex$717.99
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Arrow left icon
Profile Icon PORCELLI Profile Icon Paul Browne (GBP)
Arrow right icon
Free Trial
Full star icon Full star icon Full star icon Full star icon Full star icon 5 (7 Ratings)
Paperback Mar 2023 386 pages 1st Edition
eBook
Mex$179.99 Mex$574.99
Paperback
Mex$717.99
Subscription
Free Trial
eBook
Mex$179.99 Mex$574.99
Paperback
Mex$717.99
Subscription
Free Trial

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AI and Business Rule Engines for Excel Power Users

Part 1:The Problem with Excel, and Why Rule-Based AI Can Be the Solution

The first part of the book builds the case, showing how an AI and business rules approach can help solve the problems you are encountering in Excel.

This section includes the following chapters:

  • Chapter 1, Wrestling with Excel? You Are Not Alone, outlines the problems you may be facing in Excel, but reassures you that you are not the only person to encounter these issues and shows how an AI-based rule approach can help.
  • Chapter 2, Choosing an AI and Business Rules Engine – Why KIE and Drools?, shows why the rules engine and AI tools from the KIE project are the best choice for you as an Excel user and welcomes you to an open community supported by IBM and Red Hat where you can get ongoing support.
  • Chapter 3, Your First Business Rule with the Online KIE Sandbox, dives into writing business rules and creating your first decision model in the online KIE Sandbox using a classic Hello World example.
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Key benefits

  • Explore the business rule tools by implementing real-world examples to write sophisticated rules
  • Discover how decision services solve current business challenges using AI
  • Combine rules with workflows and scripting to deploy a cloud-based production environment

Description

Microsoft Excel is widely adopted across diverse industries, but Excel Power Users often encounter limitations such as complex formulas, obscure business knowledge, and errors from using outdated sheets. They need a better enterprise-level solution, and this book introduces Business rules combined with the power of AI to tackle the limitations of Excel. This guide will give you a roadmap to link KIE (an industry-standard open-source application) to Microsoft’s business process automation tools, such as Power Automate, Power Query, Office Script, Forms, VBA, Script Lab, and GitHub. You’ll dive into the graphical Decision Modeling standard including decision tables, FEEL expressions, and advanced business rule editing and testing. By the end of the book, you’ll be able to share your business knowledge as graphical models, deploy and execute these models in the cloud (with Azure and OpenShift), link them back to Excel, and then execute them as an end-to-end solution removing human intervention. You’ll be equipped to solve your Excel queries and start using the next generation of Microsoft Office tools.

Who is this book for?

This book is for Excel power users, business users, and business analysts looking for a tool to capture their knowledge and deploy it as part of enterprise-grade systems. Working proficiency with MS Excel is required. Basic knowledge of web technologies and scripting would be an added advantage.

What you will learn

  • Use KIE and Drools decision services to write AI-based business rules
  • Link Business Rules to Excel using Power Query, Script Lab, Office Script, and VBA
  • Build an end-to-end workflow with Microsoft Power Automate and Forms while integrating it with Excel and Kogito
  • Collaborate on and deploy your decision models using OpenShift, Azure, and GitHub
  • Discover advanced editing using the graphical Decision Model Notation (DMN) and testing tools
  • Use Kogito to combine AI solutions with Excel

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : Mar 31, 2023
Length: 386 pages
Edition : 1st
Language : English
ISBN-13 : 9781804619544
Languages :
Tools :

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Product Details

Publication date : Mar 31, 2023
Length: 386 pages
Edition : 1st
Language : English
ISBN-13 : 9781804619544
Languages :
Tools :

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Table of Contents

18 Chapters
Part 1:The Problem with Excel, and Why Rule-Based AI Can Be the Solution Chevron down icon Chevron up icon
Chapter 1: Wrestling with Excel? You Are Not Alone Chevron down icon Chevron up icon
Chapter 2: Choosing an AI and Business Rules Engine – Why Drools and KIE? Chevron down icon Chevron up icon
Chapter 3: Your First Business Rule with the Online KIE Sandbox Chevron down icon Chevron up icon
Part 2: Writing Business Rules and Decision Models – with Real-Life Examples Chevron down icon Chevron up icon
Chapter 4: More Decision Models, Business Rules, and Decision Tables Chevron down icon Chevron up icon
Chapter 5: Sharing and Deploying Decision Models Using OpenShift and GitHub Chevron down icon Chevron up icon
Chapter 6: Calling Business Rules from Excel Using Power Query Chevron down icon Chevron up icon
Part 3: Extending Excel, Decision Models, and Business Process Automation into a Complete Enterprise Solution Chevron down icon Chevron up icon
Chapter 7: Using Business Rules in Excel with Visual Basic, Script Lab, or Office Scripts Chevron down icon Chevron up icon
Chapter 8: Using AI and Decision Services Within Power Automate Workflows Chevron down icon Chevron up icon
Chapter 9: Advanced Expressions, Decision Models, and Testing Chevron down icon Chevron up icon
Part 4: Next Steps in AI, Machine Learning, and Rule Engines Chevron down icon Chevron up icon
Chapter 10: Scaling Rules in Business Central with Docker and the Cloud Chevron down icon Chevron up icon
Chapter 11: Rules-Based AI and Machine Learning AI – Combining the Best of Both Chevron down icon Chevron up icon
Chapter 12: What Next? A Look inside Neural Networks, Enterprise Projects, Advanced Rules, and the Rule Engine Chevron down icon Chevron up icon
Index Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon

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Ruairi O'hAilin May 23, 2023
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I found this an excellent introduction to the world of business rules and their real-world implementation in the world’s favourite analysis platform (Excel:-!). The author takes on a methodical journey through the building blocks - layer by layer, and manages to assume nothing while maintaining a light-hearted conversational style. It felt like having a friendly mentor or guide along for the journey. The book is up to date and goes into the Microsoft Power platform and Office Script as well as the open source and commercial rules platforms available and finishes with an an exploration of future use cases.
Amazon Verified review Amazon
Howard Swerdloff May 14, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Having spent my entire career working in Enterprise software sales, it is rare to find a book that tells you why you are doing something technical or what you are trying to solve for the business / organization. This book does just that. Starting with why we use Excel, how it is central to organizations, but leaves gaps in solving pain points, it moves into what AI is, how AI can create rules to solve real world problems, and the different methods that have been tried to date (coding, macros, etc.)The author does a good job presenting several tools that can be used and makes a case for his choice of tools. From there, developing the team and understanding what each person does helps break down the way AI application works in the real world. Starting with a single rule and building on the level of complexity helps to provide the path forward to learn and apply AI within Excel. Being able to download all the code examples is also a great timesaver if you do have something that doesn't work exactly as described.Overall, great book and I highly recommend it.
Amazon Verified review Amazon
Amazon Customer Jan 01, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
The title got me curious. Often, we hear that Excel is about to die. Yet, the title “AI and Business Rule Engines for Excel Power Users” puts Excel in the vortex of the latest technology.Reading the Table of Contents made me more curious and excited to read the book. I am an Excel Power user who has developed many custom solutions for companies in various business industries. This book takes the power of Excel to another level, teaching us how to take advantage of it and other Microsoft technologies to set business rules and automate business procedures.This book is very well-written. In easy language, the author explains how companies deal with developing applications to address their business needs and the challenges they face to maintain and evolve those applications.Paul Browne explores our many options with Excel (Tables, VBA, Power Query, Office Scripts, Power Automate, Python and more) and how to integrate those with AI tools and Business Rule Engines to create solid and trustable Enterprise Solutions. The author also explains several approaches and options when selecting and testing the tools to work with.All the fundamental concepts, such as business rules and decision models, are explained, as well as how to build, deploy, share, and later scale them, including several options and approaches, from the free ones that allow the user to learn, explore and test to the more robust ones for when the business is ready to invest and commit to more resources.I think there is nothing left to be put in by the author. He takes the reader by their hand, explains all the options and concepts they need to know, and guides them, step by step, on how to put all the pieces of a Business Rule Engine together. All that is left is on the reader’s side to put in the decision, the time and the effort to learn and develop the solutions they need for their businesses.
Amazon Verified review Amazon
Marguerite Gaynor Jul 19, 2023
Full star icon Full star icon Full star icon Full star icon Full star icon 5
found this book an excellent guide on how to take my knowledge of excel to the next level. The book itself is helpful throughout and is an excellent tool to induce features which are both new to me and as a reference when I am trying to remember how to do something again.
Amazon Verified review Amazon
PJ Ryan May 25, 2023
Full star icon Full star icon Full star icon Full star icon Full star icon 5
As someone working on Excel daily both for work and community , I though I knew a lot on Excel & VBA, but this book at opened my eyes to a whole new world, while I am not finished yet, I have learned so much more about excel and data, My journey is only is only 1/2 way so I will update you more when I read more, but if you are into Excel and want expand your skills, please get this book !
Amazon Verified review Amazon
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