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Paul Browne - AI and Business Rule Engines for Excel Power Users

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Paul Browne AI and Business Rule Engines for Excel Power Users
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A power-packed manual to enhance your decision-making with the application of Business Rules using KIE, Drools, Kogito, MS Excel, Power Automate, Office Script, and MS FormsPurchase of the print or Kindle book includes a free PDF eBookKey FeaturesExplore the business rule tools by implementing real-world examples to write sophisticated rulesDiscover how decision services solve current business challenges using AICombine rules with workflows and scripting to deploy a cloud-based production environmentBook DescriptionMicrosoft 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Power Users often encounter limitations such as complex formulas, obscure business knowledge, and errors from using outdated sheets.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 Microsofts business process automation tools, such as Power Automate, Power Query, Office Script, Forms, VBA, Script Lab, and GitHub. Youll 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, youll 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. Youll be equipped to solve your Excel queries and start using the next generation of Microsoft Office tools.What you will learnUse KIE and Drools decision services to write AI-based business rulesLink Business Rules to Excel using Power Query, Script Lab, Office Script, and VBABuild an end-to-end workflow with Microsoft Power Automate and Forms while integrating it with Excel and KogitoCollaborate on and deploy your decision models using OpenShift, Azure, and GitHubDiscover advanced editing using the graphical Decision Model Notation (DMN) and testing toolsUse Kogito to combine AI solutions with ExcelWho this book is forThis 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.

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AI and Business Rule Engines for Excel Power Users Capture and scale your - photo 1
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

Paul Browne

BIRMINGHAMMUMBAI AI and Business Rule Engines for Excel Power Users - photo 2

BIRMINGHAMMUMBAI

AI and Business Rule Engines for Excel Power Users

Copyright 2023 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the authors, nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

Group Product Manager: Alok Dhuri

Publishing Product Manager: Harshal Gundetty

Senior Editor: Nithya Sadanandan

Technical Editor: Jubit Pincy

Copy Editor: Safis Editing

Project Manager: Prajakta Naik

Proofreader: Safis Editing

Indexer: Pratik Shirodkar

Production Designer: Arunkumar Govinda Bhat

Developer Relations Marketing Executive: Deepak Kumar and Rayyan Khan

Business Development Executive: Thilakh Rajavel

First published: April 2023

Production reference: 1100323

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham

B3 2PB, UK.

ISBN 978-1-80461-954-4

www.packtpub.com

To my parents, Robert and Vera, who instilled a life-long love of learning and who supported me in many steps of my journey. To my wife, Joanne, who has helped me become a better person, and to my sons, who are starting their own journeys but who have always made me proud.

Paul Browne

Foreword

With the explosion of interest in Artificial Intelligence( AI) in recent years, I am more convinced than ever that the rules-based approach to AI alongside machine learning is the most accessible route for Excel users. Thats based on my own, and my teams, work with business users like you, looking to capture business knowledge and rules in a way that can be easily shared and executed. Right now, the community is especially excited about the next generation of tools, making it easier than ever to deploy decision and machine learning models together.

It has been about 15 years since my first code contribution was accepted by the Drools project team a brand new parser for the Drools Rule Language( DRL) that landed just in time for Drools 5. Since then, I have had the privilege to learn and work with the most brilliant engineers in the industry and the opportunity to collaborate with an amazing open source community.

Drools was already a widely used and mature open source rule engine. The community was about to release Guvnor, a set of integrated tools to support users managing their business rules, life cycles, from authoring to packaging to deployment.

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