Oracle Visual Builder Add-In for Excel

A detailed guide for configuring The Oracle Visual Builder Add-in for Microsoft Excel, enabling business users to modify data retrieved from REST services. This post covers the installation process, practical use cases, and limitations.

Business Use Case:

• The Oracle Visual Builder Add-in for Excel is particularly valuable for executing rapid bulk updates in scenarios where FBDI / File Import Management lacks support for UPDATE operations.
• Additionally, it provides a straightforward method to update values to NULL, a task that is typically not feasible using FBDI in UPDATE mode.
• By leveraging Excel’s templates, users can efficiently perform bulk data validation and updates, significantly reducing the potential for errors and minimizing the time required compared to manual data manipulation across multiple systems.

Installation Steps:

Download the most recent version from the below Oracle Path:

Download Link

Sign-in with your Oracle account, download the file and install it.

Enable Add-In for Excel

Build Data Template

Create the Excel template to perform data manipulations, such as for contracts.

Rest APIs: https://docs.oracle.com/en/cloud/saas/sales/faaps/op-contracts-post.html

(Use the most recent version)

Web-Address Formation: Oracle environment URL + REST API + describe

https://<your_env>.fa.ocs.oraclecloud.com

+

/fscmRestApi/resources/11.13.18.05/contracts (Create Contracts)

+

describe

Web-Address:

https://<your_env>.fa.ocs.oraclecloud.com//fscmRestApi/resources/11.13.18.05/contracts/describe

Sign in using your Oracle application login credentials. Users must have the appropriate roles and access permissions to perform the related transactions, including the necessary REST API roles and access.

Click → Next

Identify and select the required business objects

Choose the template layout and click Next

Choose the fields selection, and click Next

Choose the required business objects and click Next

Click → Finish

Explore Designer Layout (Options)

• General
• Columns
• Download
• Advanced

Explore Manage Catalogs

Explore Advanced options → Edit Service Host (Entering the Oracle target environment URL)

Create sample download parameters and retrieve the data. For more details, see the image below:

Perform validation via the UI

Update any field as an example, such as the end date.

Click → Upload Changes

Review the log messages!

Validate the change in UI

The contract data has been updated successfully.

Limitations

• Most API templates have a row limit of 500, which may cause failures or delays when processing thousands of rows.
• In such cases, multiple sheets or templates with suitable download parameters may be required. Note that the download parameters can be up to approximately 5,000 characters in length.