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Workday Workday-Adaptive-Planning Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Security and Administration | 7% | - Roles and access control - Workflow and process tracker |
| Topic 2: Specialized Planning | 8% | - Sales Planning - Workforce Planning - Scenario planning and forecasting |
| Topic 3: Sheets and Versions | 18% | - Version management, locking and seeding - Time strata and rollup settings - Standard, modeled and cube sheets |
| Topic 4: Model Building and Configuration | 20% | - Dimensions, levels and attributes - Account types and configuration - Model structure and design best practices |
| Topic 5: Formulas and Calculations | 16% | - Advanced formula logic - Built-in functions and operators |
| Topic 6: Data Integration and Management | 9% | - Integration framework - Workday Data Source (WDS) - Data import/export methods |
| Topic 7: Reporting and Dashboards | 14% | - Matrix reports and visualizations - OfficeConnect integration - Dashboard design and configuration |
| Topic 8: Adaptive Planning Fundamentals | 8% | - Core concepts and system structure - Platform navigation and architecture |
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 automatically transferred to the remaining child account, Salaries.
D) The formula and data will be permanently deleted across all versions and levels.
2. 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) Power User
C) Implementor
D) Contributor
3. What Workflow action unlocks all child levels?
A) Approve
B) Recall
C) Submit
D) Reject
4. Which permissions are required to use OfficeConnect with Adaptive Planning?
A) Access Reports and Access OfficeConnect
B) Modify All Reports and Access Dashboards
C) Upload Files and Admin Access
D) Import capabilities and Download to Excel
5. What feature should the analyst use for assistance to construct and confirm these formulas?
A) Formula Assistant
B) Account Details
C) Shared Formulas
D) Linked Accounts
Solutions:
| Question # 1 Answer: D | Question # 2 Answer: D | Question # 3 Answer: D | Question # 4 Answer: A | Question # 5 Answer: A |



