Create Rules Using Oracle Visual Builder Add-in for Excel

Use the Visual Builder add-in for Excel to download existing rules and to create new rules. Save time and improve efficiency by creating rules in bulk. The Visual Builder add-in for Excel is agnostic to the environment from where it was downloaded so you can download rules from a certain environment and upload them from a different one.

You may create several rules in your test environment during the implementation of spend classification. Based on your results, you might want to transfer all or some of the rules to production. You can use the Oracle Visual Builder Add-in for Excel to easily download the rules from an environment, edit them if needed, and then upload them to a different environment.

Spend Classification Rules

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

You can also use the Oracle Visual Builder Add-in for Excel to create the rules from scratch. However, it’s recommended to create at least one rule in the application’s user interface which you can download as an example or a reference for the remaining rules.