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________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
CloneSkills, Inc., http://www.CloneSkills.com , Info@CloneSkills.com , 1.800.836.8959, Page - 1
01/01/2012
A SAP EPM Community Service
SAP BPC NW 10.0 Knowledgebase
Business Process Flow (BPF)
A SAP EPM Community Service
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
CloneSkills, Inc., http://www.CloneSkills.com , Info@CloneSkills.com , 1.800.836.8959, Page - 2
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Table of Contents
Executive Summary……………………………………………………………………………………………...3 What is BPF ……….……………………………………………………………………...4
Business Scenario……………..………………………………………………………………………………….4 BPF Statuses ……………………………………………………………………………...5
BPF Benefits and Costs ………………………..…………………………………………….………………...6 BPF Key Terms ……………….…………………………………………………………………....…….……..10 Activities …………………….……………………………………………………………………………….…...14 Accessing BPF …………………………………………..….…………………………………..………….……11 Current Template View ...…….………………………………………………………………………….….12 New Process Template ………………………………………………………………………………………13 Creating Performer/Reviewer Workspace …………………………………………………………17 Add Activities (Hyperlinks/Reports/Documents) ……………………………………………….18 Process Template Deployment …………………………………………………………………………..24 Process Instance ………………………………………………………………………………………………..25 Executing BPF …………………………………………………………………………………………………...33 Run Package Options ………………………….…..………………………………………………………....35 Process Instance and Submit ...………………....…………………………………………………….…..37 Review Process Instance ……………..……………………………………………………………….…….38 Approve/Reject Process Instances ……………………………………………………………………..39 Finalize the Process .…………………………………………………………………………………….……40 Disclaimer………………………………..…………………………………………………………………….….41
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
CloneSkills, Inc., http://www.CloneSkills.com , Info@CloneSkills.com , 1.800.836.8959, Page - 3
01/01/2012
A SAP EPM Community Service
Executive Summary:
This how-to-guide is to illustrate the purpose of Business Process Flow (BPF) and key terms.
This document is only covers NW platform and MS platform should be any different.
Assumptions:
We assume the user is familiar with user interface of BPC and EPM Ad-In for Excel. All required Dimensions and Model is in place.
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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What is Business Process Flow (BPF)?
Business Process Flow provides (ensures) consistency and visibility
Step-by-step guidance through consolidation process Enforce process and procedures and track process
status/completion Provides eMail (SMPT must be configured) and visibility of
process status /changes Will improve process coordination between teams/individuals
Business Scenario:
Business Process Flows (BPFs) provide the customer with a web based launch pad, guided navigation, e-mail, and visibility of process status. Business Process Flows can be used to improve the coordination aspects of a process. Step-by-step guidance through consolidation process. Enforce Policies and Procedures Track process status and completion
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
CloneSkills, Inc., http://www.CloneSkills.com , Info@CloneSkills.com , 1.800.836.8959, Page - 5
01/01/2012
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BPF Statuses:
Status Description
Open Waiting for completion or to be submitted as a new activity
Submitted Action has been taken and the activity is waiting for review
Completed Activity is fully completed
Reopened Completed activity has been reopened
Pending Activity is waiting for an open activity to be completed
Rejected A reviewer has rejected an activity. The status changes to Open for user action
Delayed Completion of the activity has been delayed due to the previous activity being reopened
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Benefits and Costs of Implementing BPF:
Benefits- Helps with coordination Easy web based user interface / launch pad Status and Tracking Guided Navigation Steps can be reopened Steps can be reviewed by others (higher authorities) Built in Monitor Built in detailed reports Work Status integration Real time simulations in build mode Users can save workspaces during execution eMail notifications (SMP must be configured)
Costs- Must be designed and configured Must be maintained Must be supported by the help desk Users cannot be forced to use the BPF user interface
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Key Terms:
Term Meaning
Process
Template
A sequential grouping of activities to complete a process
Activities The activities an authorized user can perform
Activity Region The members that an activity is executed by
Process Instance Current use/iteration of a BPF template
Process Monitor Where users can monitor the instances of a BPF template
Performer A user/team assigned to a DIM who can perform (complete/submit) activities on
BPF
Reviewer A user/team assigned to a DIM who can review or reject submitted activities
Workspace An area/tab in web interface with list of Activities
Hyperlink A link in a workspace for a defined action that occurs when chosen
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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A SAP EPM Community Service
Login in to the system:
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Initial/Home Screen:
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Business Process Flow Activities - From the Home tab, go to Activities
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Accessing BPF:
Go to Administration tab From Home page after logging in
BPF – Process Template is a generic version of the planning/consolidation process flow that we want to model. Instances of this generic template then be executed during a specific close or planning cycle.
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Process Template: List of current process templates for a given Model with their status
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Process Template: New Process
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Process Template: New Process Contd…
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Process Template: New Process – Create Activities
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Process Template: New Process – Select Driving DIM Member
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Process Template: New Process – Create Performer Workspace
Once the create button is selected for Performer workspace a new tab will be
created:
We can add Comment, Report or Hyperlink to the current workspace for the performer to execute
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Process Template: New Process Contd…
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Process Template: New Process – Add second Activity Hyperlink
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Process Template: New Process – Save New Hyperlinks under Activities
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Process Template: New Process – You may add a specific report/input form as well
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Process Template: New Process – Second Activity: Review Current Year Budget
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Process Template: New Process – Return to the Process template screen
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Process Template: New Process Template Deployment
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Process Instance: New Process Instance
This is also as an Administrator task. The BPF Instance is what is being executed during a specific planning or consolidation cycle. Only minor change (like changing the reviewer) will be allowed in Instances of the base template. Within Administration tab, choose Process Instances under Business Process Flows
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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BPF – Process Instances
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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BPF – Process Instances, Choose user
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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BPF – Process Instances, Choose user
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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BPF – Process Instances, Check Assignment
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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BPF – Process Instances Contd…
Check to start the Process Instance and click Finish
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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BPF – Process Instances Contd…
Check to start the Process Instance and click Finish
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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BPF – Process Instances Contd…:
The Process is now available for execution
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Executing BPF:
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Execute Process:
Click on Actuals Report will launch EPM Ad in for Excel and a report similar to the following will be launched.
Once results are reviewed, execute copy package to copy the data to current year budget
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Process Template: Run Package Options:
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Process Template: Run Package Options Contd…
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Process Instance:
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Process Instance: Review Process Instance
Once submitted, two options available under Actions, Approve or Reject. Until Approved, the second Process Instance is not avilable to proceed
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Process Instance: Approve Process Instances:
The Activity for Create Budget Demo are now complete. Go to process Monitor and “Finalize” the process:
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Process Template: Finalize the Process:
Go to process Monitor and “Finalize” the process:
--- Business Process Flow (BPF) ---
________________________________________________________________________
Author: Chief Architect: Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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Disclaimer:
This description is a preliminary version and not subject to a license agreement or any other agreement with SAP®. This document contains only intended strategies, developments, and functionalities of the SAP product and is not intended to be binding upon SAP/us to any particular course of business, product strategy, and/or development. Please note that this preview is subject to change and may be changed by SAP at any time without notice.
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SAP Community Contributors:
Author: Chief Architect:
Satya Vipperla Jothi Periasamy SAP BPC Consultant SAP HANA/EPM/BI/EIM Community Thought Leader SAP EPM Community Member SAP BPC/BOBJ/BI/MDM Community Domain Champion Satya17@gMail.com Joesaran@gmail.com , (916)-296-0228 - Cell
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