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Workday Workday-Adaptive-Planning Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Reporting and Dashboards | 14% | - OfficeConnect integration - Matrix reports and visualizations - Dashboard design and configuration |
| Model Building and Configuration | 20% | - Account types and configuration - Dimensions, levels and attributes - Model structure and design best practices |
| Specialized Planning | 8% | - Workforce Planning - Scenario planning and forecasting - Sales Planning |
| Formulas and Calculations | 16% | - Advanced formula logic - Built-in functions and operators |
| Security and Administration | 7% | - Roles and access control - Workflow and process tracker |
| Sheets and Versions | 18% | - Standard, modeled and cube sheets - Version management, locking and seeding - Time strata and rollup settings |
| Adaptive Planning Fundamentals | 8% | - Platform navigation and architecture - Core concepts and system structure |
| Data Integration and Management | 9% | - Workday Data Source (WDS) - Data import/export methods - Integration framework |
Workday Pro Adaptive Planning Certification Sample Questions:
1. The budgeting team would like to incorporate an inflation rate into several different formulas. This inflation rate might be adjusted later on, so the team would like to be mindful of the maintenance effort and store it in one place. What account type allows for data entry at the "Top Level (Only)" to accommodate this?
A) Metric
B) Assumption
C) Custom
D) Modeled
2. Within a modeled sheet where users can select from different Benefit Elections stored as dimension values, what can you create to drive different rates in formula calculations based on the Benefit Election dimension value selected?
A) A Rate dimension attribute tied to each Benefit Election dimension value.
B) One value lookup table for the Benefit Election dimension that stores the different rates across the dimension values.
C) A cube sheet storing the rate assumptions across Benefit Election dimension values and a new Rate attribute.
D) A value lookup table for each value of the Benefit Election dimension to store their rates separately.
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) Calculated
B) General Ledger
C) Metric
D) Custom
4. Which permissions are required to use OfficeConnect with Adaptive Planning?
A) Upload Files and Admin Access
B) Access Reports and Access OfficeConnect
C) Modify All Reports and Access Dashboards
D) Import capabilities and Download to Excel
5. You have a Rates cube sheet at the Year time stratum holding various assumptions and percentages. If you want to reference accounts in this cube sheet elsewhere, what design consideration is required?
A) Monthly inputs for Rates can still load and aggregate to Year.
B) Reference to Rates accounts need the [time=this.year] modifier.
C) The Rates sheet will perform automatic breakback to months.
D) Only sheets at the Year time stratum can reference Rates accounts.
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: B | Question # 3 Answer: C | Question # 4 Answer: B | Question # 5 Answer: B |






