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| Section | Weight | Objectives |
|---|---|---|
| Security and Administration | 7% | - Roles and access control - Workflow and process tracker |
| Specialized Planning | 8% | - Scenario planning and forecasting - Sales Planning - Workforce Planning |
| Model Building and Configuration | 20% | - Dimensions, levels and attributes - Model structure and design best practices - Account types and configuration |
| Data Integration and Management | 9% | - Data import/export methods - Integration framework - Workday Data Source (WDS) |
| Sheets and Versions | 18% | - Standard, modeled and cube sheets - Version management, locking and seeding - Time strata and rollup settings |
| Adaptive Planning Fundamentals | 8% | - Core concepts and system structure - Platform navigation and architecture |
| Reporting and Dashboards | 14% | - Matrix reports and visualizations - OfficeConnect integration - Dashboard design and configuration |
| Formulas and Calculations | 16% | - Built-in functions and operators - Advanced formula logic |
1. What Workflow action unlocks all child levels?
A) Approve
B) Reject
C) Submit
D) Recall
2. The accounting team needs to incorporate a new General Ledger account for Prepaid Advertising into the Adaptive Planning model. Under which primary account category can you create the new Prepaid Advertising account?
A) System account
B) Root account
C) Assumption account
D) Contra account
3. You want to include financial results from an OfficeConnect report in a PowerPoint presentation. What must you define in Excel to link the report to the presentation?
A) Chart
B) Named Range
C) Labels
D) Workbook Properties
4. A rollup account called Total Operating Expenses aggregates the balance of the child accounts called Salaries and Rent. If the Rent account is removed from the Adaptive Planning model, what will be the immediate impact on the formula and data?
A) The formula and data will be preserved within an archived leaf account in the system.
B) The formula and data will be permanently deleted across all versions and levels.
C) The formula and data will be automatically reassigned to the rollup account, Total Operating Expenses.
D) The formula and data will be automatically transferred to the remaining child account, Salaries.
5. You need to structure a model to support both planning and reporting of expenses by project, while classifying each project by its funding source. How do you structure the model to meet these requirements?
A) Restructure the level hierarchy to include each project as a child level under the relevant department to track expenses by project.
B) Use calculated accounts on a standard sheet to derive expenses by project and funding source.
C) Create new accounts in the chart of accounts for each project and funding source combination to track expenses.
D) Create a new dimension for Project and an attribute for Funding Source, then apply the dimension and attribute to relevant expense accounts or sheets.
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: B | Question # 3 Answer: B | Question # 4 Answer: B | Question # 5 Answer: D |
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