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Workday Workday-Adaptive-Planning Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Reporting and Dashboards | 14% | - Dashboard design and configuration - Matrix reports and visualizations - OfficeConnect integration |
| Topic 2: Adaptive Planning Fundamentals | 8% | - Core concepts and system structure - Platform navigation and architecture |
| Topic 3: Sheets and Versions | 18% | - Version management, locking and seeding - Standard, modeled and cube sheets - Time strata and rollup settings |
| Topic 4: Security and Administration | 7% | - Roles and access control - Workflow and process tracker |
| Topic 5: Formulas and Calculations | 16% | - Built-in functions and operators - Advanced formula logic |
| Topic 6: Data Integration and Management | 9% | - Data import/export methods - Integration framework - Workday Data Source (WDS) |
| Topic 7: Specialized Planning | 8% | - Workforce Planning - Sales Planning - Scenario planning and forecasting |
| Topic 8: Model Building and Configuration | 20% | - Account types and configuration - Dimensions, levels and attributes - Model structure and design best practices |
Workday Pro Adaptive Planning Certification Sample Questions:
Question 1
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. Contra account
B. Assumption account
C. Root account
D. System account
Question 2
Why do companies use the Process Tracker?
A. To send email reminders about overdue tasks
B. To provide direct links to dashboards
C. To create tasks, instructions, due dates, and notifications for budget owners
D. To attach supporting documentation to individual planning sheets
Question 3
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. Metric
B. Custom
C. Calculated
D. General Ledger
Question 4
You are building a Headcount cube sheet for a manufacturing company. Plant managers input headcounts across dozens of levels and multiple job profile dimension values for each month. Job profile salaries are standardized and global for an entire year. What design for assumptions would have minimal inputs and segregated security?
A. Using Assumption accounts, with an Assumption account per job profile.
B. Existing Headcount cube sheet, input salaries along with headcount.
C. Using a Personnel sheet, with the calculated average salary by job profile.
D. Separate cube sheet with job profile, input salaries at Top Level and Year stratum.
Question 5
You are building a matrix report for managers to view departmental expenses. What report design option enables each manager to select their own department when running the report?
A. Parameter
B. Filter
C. Manage Hierarchy
D. Drill Down Choices
Solutions:
| Question 1 Answer: C | Question 2 Answer: C | Question 3 Answer: A | Question 4 Answer: D | Question 5 Answer: A |
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