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Workday Workday-Adaptive-Planning Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Modeling and Configuration | - Assumptions and drivers - Versions and scenarios - Account structures and dimensions |
| Deployment and Administration | - System maintenance and best practices - Tenant configuration |
| Integration and Data Management | - EIB and integration processes - Data import and export |
| Planning Worksheets and Calculations | - Formulas and calculations - Worksheet design and usage |
| Reporting and Analytics | - Reports and dashboards - Data visualization and analysis |
| Security and Access Control | - Data access and security rules - User roles and permissions |
| Adaptive Planning Fundamentals | - Core concepts of Workday Adaptive Planning - Planning models and structures |
Workday Pro Adaptive Planning Certification Sample Questions:
1. 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 automatically reassigned to the rollup account, Total Operating Expenses.
C) The formula and data will be permanently deleted across all versions and levels.
D) The formula and data will be automatically transferred to the remaining child account, Salaries.
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) Include the existing levels within a new level rollup that includes 'Alternate' in the name and code.
B) Use level dimensions or level attributes to represent the alternate hierarchy structure.
C) Select the box 'For reporting purposes only' within Level Details on the alternate parent rollup.
D) Suggest a change in the system of record to only have one single structure matching the Adaptive Planning one.
3. You created a matrix report but forgot to include the version. What will happen?
A) The system uses the user's last viewed version.
B) A planner is prompted to select a version.
C) An error displays.
D) The system uses the default version.
4. You are the administrator for Adaptive Planning and need to create a permission set for a new group of users who will be responsible for entering budget data into the system. These budgeters should be able to: Add values to existing plan estimates. View reports and dashboards to understand the budgeting context. What permission set template would you use as the basis of a new permission set to achieve this functionality?
A) View Only
B) Contributor
C) Power User
D) Implementor
5. What is a required step when creating a standard sheet?
A) Add custom dimensions
B) Add accounts to a group
C) Customize each level's access to individual accounts
D) Choose to make all accounts read-only for all levels
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: B | Question # 3 Answer: B | Question # 4 Answer: B | Question # 5 Answer: B |
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