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| Section | Objectives |
|---|
| Reporting and Analytics | - Data visualization and analysis - Reports and dashboards
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| Adaptive Planning Fundamentals | - Planning models and structures - Core concepts of Workday Adaptive Planning
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| Modeling and Configuration | - Versions and scenarios - Assumptions and drivers - Account structures and dimensions
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| Security and Access Control | - Data access and security rules - User roles and permissions
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| Planning Worksheets and Calculations | - Formulas and calculations - Worksheet design and usage
|
| Deployment and Administration | - System maintenance and best practices - Tenant configuration
|
| Integration and Data Management | - EIB and integration processes - Data import and export
|
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Workday Pro Adaptive Planning Certification Exam Sample Questions (Q17-Q22):
NEW QUESTION # 17
What information does Adaptive Planning require to import new levels?
- A. Short name
- B. Currency
- C. Code
- D. Rolls up to
Answer: D
Explanation:
When importing new levels into Workday Adaptive Planning via the level import process, the 'Rolls up to' field is a required data element. This field specifies the parent level to which the new level reports, defining its position within the organizational hierarchy. Without the 'Rolls up to' value, the system cannot place the level correctly in the hierarchy, making it an essential import requirement. The import file for levels typically requires: the level name, the level code, and the 'Rolls up to' parent reference. While the level Code is also important for identification, among the options listed, 'Rolls up to' is the critical structural requirement that determines hierarchy placement. Short name is optional metadata. Currency can default to the corporate currency if not specified for individual levels. The 'Rolls up to' field is the hierarchical anchor that the system mandates to establish parent-child relationships during bulk level imports. Reference: Workday Adaptive Planning - Level Import, Required Level Fields, Hierarchy Configuration.
NEW QUESTION # 18
An accountant on the budgeting team needs to make topside adjustments for the levels within the Total Marketing parent. This user would need to record the amounts within the Total Marketing (Only) level. What does the user need to manually enter these details within a level assigned sheet?
- A. 'Import to all locations' within their permission set.
- B. 'Access to (Only) levels' within their permission set.
- C. Access to the Total Marketing parent and all descendants.
- D. Access to at least one of the descendants in Total Marketing.
Answer: B
Explanation:
In Workday Adaptive Planning, entering data at an (Only) level - which represents topside adjustments made directly at a rollup level, independent of its child levels - requires a specific permission setting. Users must have the 'Access to (Only) levels' permission enabled within their assigned permission set. This permission is not automatically included in standard Contributor permission sets and must be explicitly configured by an administrator. Without this permission, the (Only) level rows will appear greyed out or hidden on level-assigned sheets, and the user will be unable to enter data there even if they have Edit access to the parent level. This design is intentional: topside adjustments at rollup levels are a sensitive planning action that could affect consolidated results, so the permission is isolated and controlled. Simply having access to the parent or its descendants is insufficient - the (Only) access permission is a discrete, named privilege in the permission set configuration. Reference: Workday Adaptive Planning - Permission Sets, (Only) Level Access, Level-Assigned Sheets, Security Configuration.
NEW QUESTION # 19
An OPEX model uses headcount data linked from a personnel sheet. When testing with sample data, all expense results appear in the location dimension value of 'Uncategorized.' What corrections need to be made to populate the location values?
- A. The OPEX formulas need to have Data Privacy set to 'Public at all levels.'
- B. The personnel sheet needs to be planned with the location dimension.
- C. The OPEX formulas need term modifiers for location.
- D. The personnel sheet needs modeled accounts for each location.
Answer: B
NEW QUESTION # 20
What does a grey cell background in a standard sheet indicate?
- A. The cell is editable.
- B. The cell contains a rollup account or time dimension.
- C. The cell contains an error.
- D. The cell is read-only and might contain a value or formula.
Answer: D
NEW QUESTION # 21
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.
Answer: B
Explanation:
Workday Adaptive Planning supports alternate reporting hierarchies through the use of level dimensions and level attributes, which allow users to tag and classify levels according to groupings that exist in external systems of record such as Workday HCM or Workday Financial Management. This approach preserves the primary level hierarchy while enabling reporting along alternate dimensional structures without restructuring the core model. Level dimensions enable slice-and-dice reporting across dimensions that cross-cut the standard hierarchy, while level attributes allow metadata tagging of individual levels for grouping in reports and dashboards. Neither modifying the system of record nor creating parallel rollup structures represents a maintainable or scalable solution. The 'For reporting purposes only' checkbox applies to specific use cases but does not comprehensively support alternate hierarchy reporting across the model. Level dimensions and attributes are the recognized, official design pattern for multi-hierarchy reporting in Adaptive Planning. Reference: Workday Adaptive Planning - Level Attributes, Level Dimensions, Alternate Hierarchies, Reporting Configuration.
NEW QUESTION # 22
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