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| Section | Weight | Objectives |
|---|---|---|
| Model Building and Configuration | 20% | - Dimensions, levels and attributes - Model structure and design best practices - Account types and configuration |
| Sheets and Versions | 18% | - Version management, locking and seeding - Standard, modeled and cube sheets - Time strata and rollup settings |
| Data Integration and Management | 9% | - Integration framework - Data import/export methods - Workday Data Source (WDS) |
| Security and Administration | 7% | - Roles and access control - Workflow and process tracker |
| Reporting and Dashboards | 14% | - Dashboard design and configuration - OfficeConnect integration - Matrix reports and visualizations |
| Adaptive Planning Fundamentals | 8% | - Core concepts and system structure - Platform navigation and architecture |
| Specialized Planning | 8% | - Sales Planning - Scenario planning and forecasting - Workforce Planning |
| Formulas and Calculations | 16% | - Built-in functions and operators - Advanced formula logic |
1. Where can a user view all level assigned sheets?
A) Reports
B) Assumptions
C) Modeling
D) Sheets
2. How can you report on alternate level groupings within Adaptive Planning that reflect the ones maintained in a financial system of record such as Workday?
A) Use level dimensions or level attributes to represent the alternate hierarchy structure.
B) Suggest a change in the system of record to only have one single structure matching the Adaptive Planning one.
C) Include the existing levels within a new level rollup that includes 'Alternate' in the name and code.
D) Select the box 'For reporting purposes only' within Level Details on the alternate parent rollup.
3. Scenario: A financial planner is responsible for ensuring the accuracy and structure of the Adaptive Planning model. This includes maintaining formulaic accounts on the Income Statement and establishing a logical hierarchy for the General Ledger accounts to facilitate effective financial reporting and analysis.
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) Root account
B) System account
C) Contra account
D) Assumption account
4. Scenario: A financial planner is responsible for ensuring the accuracy and structure of the Adaptive Planning model. This includes maintaining formulaic accounts on the Income Statement and establishing a logical hierarchy for the General Ledger accounts to facilitate effective financial reporting and analysis.
The planner needs to display the profit margin ratio on the Income Statement, calculated as Operating Income divided by Revenue and presented as a percentage. What type of account should the planner create and configure?
A) Calculated
B) Metric
C) General Ledger
D) Custom
5. How do you set up a task so that it is associated with a particular version and level?
A) Create a Level workflow task.
B) Create a Standard task.
C) Create a Sheet workflow task.
D) Assign the task to a user.
Solutions:
| Question # 1 Answer: D | Question # 2 Answer: A | Question # 3 Answer: A | Question # 4 Answer: B | Question # 5 Answer: A |
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