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Workday Workday-Adaptive-Planning Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Formulas and Calculations | 16% | - Advanced formula logic - Built-in functions and operators |
| Topic 2: Security and Administration | 7% | - Workflow and process tracker - Roles and access control |
| Topic 3: Data Integration and Management | 9% | - Workday Data Source (WDS) - Data import/export methods - Integration framework |
| Topic 4: Specialized Planning | 8% | - Sales Planning - Scenario planning and forecasting - Workforce Planning |
| Topic 5: Reporting and Dashboards | 14% | - OfficeConnect integration - Matrix reports and visualizations - Dashboard design and configuration |
| Topic 6: Sheets and Versions | 18% | - Time strata and rollup settings - Standard, modeled and cube sheets - Version management, locking and seeding |
| Topic 7: Model Building and Configuration | 20% | - Account types and configuration - Model structure and design best practices - Dimensions, levels and attributes |
| Topic 8: Adaptive Planning Fundamentals | 8% | - Platform navigation and architecture - Core concepts and system structure |
Workday Pro Adaptive Planning Certification Sample Questions:
1. Given the level structure and access rule configuration in the image, what access does the HR analyst ([email protected]) have to Adaptive Planning?

A) Full View access to the 110-03 Manufacturing-Europe level.
B) Full View access to the GCF Inc level.
C) Edit access to the Total Manufacturing level.
D) Full View access to the Top Level.
2. A financial analyst needs to estimate a telephone account by taking last year's value for the same period (for seasonality) and incorporating the next year's projected global inflation rate. What formula should the analyst use?
A) div(ACCT.Telephone,12)*ASSUM.Global_Inflation_Rate
B) ACCT.Telephone*ASSUM.Global_Inflation_Rate
C) ACCT.Telephone[time=this-12]*(1+ASSUM.Global_Inflation_Rate)
D) ACCT.telephone[time=this-12]*(1+ASSUM.Sales_Commission)
3. How do you set up a task so that it is associated with a particular version and level?
A) Create a Standard task.
B) Create a Sheet workflow task.
C) Create a Level workflow task.
D) Assign the task to a user.
4. 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) Power User
B) Contributor
C) View Only
D) Implementor
5. The planning team decided that no user should be able to edit the Office Supplies general ledger account, since the planning team will do the estimates for all levels. What setting in a standard sheet do you use to make an account read-only for all levels?
A) Level Availability
B) Initial View
C) Customization for sub-levels
D) Account Groups
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: C | Question # 3 Answer: C | Question # 4 Answer: B | Question # 5 Answer: A |

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