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Last Updated: Sep 01, 2026
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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Sheets and Versions | 18% | - Standard, modeled and cube sheets - Version management, locking and seeding - Time strata and rollup settings |
| Topic 2: Adaptive Planning Fundamentals | 8% | - Platform navigation and architecture - Core concepts and system structure |
| Topic 3: Formulas and Calculations | 16% | - Built-in functions and operators - Advanced formula logic |
| Topic 4: Security and Administration | 7% | - Workflow and process tracker - Roles and access control |
| Topic 5: Model Building and Configuration | 20% | - Account types and configuration - Dimensions, levels and attributes - Model structure and design best practices |
| Topic 6: Reporting and Dashboards | 14% | - OfficeConnect integration - Dashboard design and configuration - Matrix reports and visualizations |
| Topic 7: Specialized Planning | 8% | - Scenario planning and forecasting - Sales Planning - Workforce Planning |
| Topic 8: Data Integration and Management | 9% | - Data import/export methods - Workday Data Source (WDS) - Integration framework |
Question 1
How many top level hierarchy structures can you have in an Adaptive Planning instance?
A. 1
B. Unlimited
C. 3
D. 2
Question 2
What task must you do before changing the default time stratum?
A. Append the calendar.
B. Set the time stratum to Month > Quarter > Year.
C. Delete the calendar.
D. Delete any standard account data.
Question 3
What Workflow action unlocks all child levels?
A. Submit
B. Reject
C. Recall
D. Approve
Question 4
What is a required step when creating a standard sheet?
A. Add custom dimensions
B. Customize each level's access to individual accounts
C. Choose to make all accounts read-only for all levels
D. Add accounts to a group
Question 5
An administrator needs to add prior and future years to the existing calendar without affecting the current time strata structure. Which import option should they use when importing the updated calendar file?
A. Update
B. Reload entire structure
C. Overwrite
D. Append
Solutions:
| Question 1 Answer: A | Question 2 Answer: D | Question 3 Answer: B | Question 4 Answer: D | Question 5 Answer: D |
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