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Workday Workday-Adaptive-Planning Exam Syllabus Topics:

SectionWeightObjectives
Formulas and Calculations16%- Built-in functions and operators
- Advanced formula logic
Data Integration and Management9%- Workday Data Source (WDS)
- Data import/export methods
- Integration framework
Security and Administration7%- Roles and access control
- Workflow and process tracker
Model Building and Configuration20%- Account types and configuration
- Model structure and design best practices
- Dimensions, levels and attributes
Adaptive Planning Fundamentals8%- Platform navigation and architecture
- Core concepts and system structure
Sheets and Versions18%- Time strata and rollup settings
- Version management, locking and seeding
- Standard, modeled and cube sheets
Reporting and Dashboards14%- OfficeConnect integration
- Dashboard design and configuration
- Matrix reports and visualizations
Specialized Planning8%- Sales Planning
- Workforce Planning
- Scenario planning and forecasting

Workday Pro Adaptive Planning Certification Sample Questions:

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.
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 permanently deleted across all versions and levels.
B) The formula and data will be automatically transferred to the remaining child account, Salaries.
C) The formula and data will be automatically reassigned to the rollup account, Total Operating Expenses.
D) The formula and data will be preserved within an archived leaf account in the system.


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) Suggest a change in the system of record to only have one single structure matching the Adaptive Planning one.
B) Use level dimensions or level attributes to represent the alternate hierarchy structure.
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. Why do companies use the Process Tracker?

A) To send email reminders about overdue tasks
B) To attach supporting documentation to individual planning sheets
C) To create tasks, instructions, due dates, and notifications for budget owners
D) To provide direct links to dashboards


4. What action creates an (Only) level?

A) Creating a formula on a level.
B) Importing data to a parent level.
C) Adding children under a level to create a rollup.
D) Creating multiple versions.


5. Which two exchange rate types does a new Adaptive Planning instance create by default?

A) Actuals and Plan
B) Average and End of Month
C) Local and Corporate
D) Historical and Budget


Solutions:

Question # 1
Answer: A
Question # 2
Answer: B
Question # 3
Answer: C
Question # 4
Answer: C
Question # 5
Answer: B

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