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AI and Business Rule Engines for Excel Power Users

You're reading from   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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Product type Paperback
Published in Mar 2023
Publisher Packt
ISBN-13 9781804619544
Length 386 pages
Edition 1st Edition
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Authors (2):
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Paul Browne (GBP) Paul Browne (GBP)
Author Profile Icon Paul Browne (GBP)
Paul Browne (GBP)
ALEX PORCELLI ALEX PORCELLI
Author Profile Icon ALEX PORCELLI
ALEX PORCELLI
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Toc

Table of Contents (22) Chapters Close

Preface 1. Part 1:The Problem with Excel, and Why Rule-Based AI Can Be the Solution FREE CHAPTER
2. Chapter 1: Wrestling with Excel? You Are Not Alone 3. Chapter 2: Choosing an AI and Business Rules Engine – Why Drools and KIE? 4. Chapter 3: Your First Business Rule with the Online KIE Sandbox 5. Part 2: Writing Business Rules and Decision Models – with Real-Life Examples
6. Chapter 4: More Decision Models, Business Rules, and Decision Tables 7. Chapter 5: Sharing and Deploying Decision Models Using OpenShift and GitHub 8. Chapter 6: Calling Business Rules from Excel Using Power Query 9. Part 3: Extending Excel, Decision Models, and Business Process Automation into a Complete Enterprise Solution
10. Chapter 7: Using Business Rules in Excel with Visual Basic, Script Lab, or Office Scripts 11. Chapter 8: Using AI and Decision Services Within Power Automate Workflows 12. Chapter 9: Advanced Expressions, Decision Models, and Testing 13. Part 4: Next Steps in AI, Machine Learning, and Rule Engines
14. Chapter 10: Scaling Rules in Business Central with Docker and the Cloud 15. Chapter 11: Rules-Based AI and Machine Learning AI – Combining the Best of Both 16. Chapter 12: What Next? A Look inside Neural Networks, Enterprise Projects, Advanced Rules, and the Rule Engine 17. Index 18. Other Books You May Enjoy Appendix A - Introduction to Visual Basic for Applications 1. Appendix B - Testing Using VSCode, Azure, and GitHub Codespaces 2. Appendix C - Troubleshooting Docker

What this book covers

Chapter 1, Wrestling with Excel? You Are Not Alone, outlines the problems you might face in Excel, but reassures you that you are not the only person to encounter these issues and shows how an AI-based rules 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 choices for you as an Excel user, and welcomes you to an open community supported by IBM and Red Hat in which you can get ongoing support.

Chapter 3, Your First Business Rule with the Online KIE Sandbox, dives into writing your business rule and creating your first decision model in the online KIE Sandbox using a classic Hello World example.

Chapter 4, More Decision Models, Business Rules, and Decision Tables, expands your knowledge of decision models and builds out a working chocolate shop example to show more of the tools available.

Chapter 5, Sharing and Deploying Decision Models Using OpenShift Cloud and GitHub, looks at making your decision models sharable, allowing other people to run them in the cloud, and using online tools to collaborate with colleagues on the model’s design.

Chapter 6, Calling Business Rules from Excel Using Power Query, links Excel to our AI, rules, and decision tables using the Power Query tool built into Excel.

Chapter 7, Using Business Rules in Excel with Visual Basic, Script Lab, and Office Script, gives three alternative script-based methods to give you more choices on how you link Excel with your business rules.

Chapter 8, AI and Decision Services within Excel and Power Automate Workflows, introduces Microsoft’s business automation tool and shows how we can use our models to make decisions at key points in a flow.

Chapter 9, Advanced Expressions, Decision Models, and Testing, explores the full power of the expression language built into KIE and introduces the scenario testing tools so we can guarantee our decision models behave as we expect.

Chapter 10, Scaling Rules in Business Central with Docker and the Cloud, demonstrates the power of the KIE and Kogito decision-making tools, leveraging containers to increase our deployment options and editing capability.

Chapter 11, Rules-Based AI and Machine Learning – Combining the Best of Both, introduces the other main part of AI and shows how we can use the tools in KIE and Azure ML Studio to deploy both machine learning and rules-based decision models alongside each other.

Chapter 12, What Next? A Look Inside Neural Networks, Enterprise Projects, Advanced Rules, and the Rules Engine, expands on the previous chapters and gives key areas for future learning with practical first steps on neural networks, Enterprise Java projects, and ethical, explainable AI.

Appendix A, Introduction to Visual Basic for Applications, introduces just enough Visual Basic for Applications (VBA) so that those of you who are new to the language can understand the VBA examples in that section of Chapter 7.

Appendix B, Testing Using VS Code, Azure, and GitHub Codespaces, introduces the Visual Studio Code (VS Code) editor from Microsoft – while it is more advanced than the tools in the main chapters of the book, many of you will appreciate its power for testing and building projects in Azure and Codespaces.

Appendix C, Troubleshooting Docker, supports the instructions given in Chapter 10; most of you will not need this and will experience a smooth Docker installation – but it is good to know there is support here if needed.

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