(2 OM) 11. Data

Question 1

What are the methods of importing data?

1. Import from PowerBI
2. Import data from a spreadsheet.
3. Import Transactions (if you have Transactions enabled.)
4. Import data using the Integration framework.

Answer 1

2. Import data from a spreadsheet.
3. Import Transactions, if you have Transactions enabled.
4. Import data using the Integration framework.

Question 2

Importing ___ erase data. The import will only replace existing data based on the level, account, time period, dimension, and version intersections in the import file. Any intersections not included where data currently exists ___ replaced.

Answer 2

Doesn’t, aren’t

Question 3

When importing data, “Import Mode” is applicable to what type of sheet?

1. Standard sheet.
2. Modelled sheet.
3. Cube sheet.

Answer 3

2. Modelled sheet.

Question 4

When importing data, “Import Into Sheet” is determined by the type of data. Select the sheet type you are importing into, which is either ___ or a specific ___ or ___ sheet.

Answer 4

Standard, Modelled, Cube

Question 5

Import templates for standard, modelled and cube sheets can all be re-used between each other. True or false?

Answer 5

False

Question 6

Import templates ___ contain formulas.

Answer 6

Cannot.

Question 7

When importing a Mapped Account (i.e. the target account in Adaptive Planning), what format must it be in the import template?

1. Account Code
2. Import Account - Account Code
3. Account Code - Account Name
4. Import Code - Account Code

Answer 7

3. Account Code - Account Name

Question 8

Splits cannot be imported into Adaptive Planning and can only be entered manually. True or false?

Answer 8

False

Question 9

What is a method of validating data has loaded correctly?

1. In the income statement sheet, verify the “Check” line equals 0.
2. In the balance sheet, verify the “Check” line equals 0.
3. In the cash flow statement, verify the “Check” line equals 0.

Answer 9

2. In the balance sheet, verify the “Check” line equals 0.
   (Assets - Liabilities and Equity = 0)

Question 10

How long is import history saved for?

1. 1 day
2. 30 days
3. 60 days
4. Forever

Answer 10

2. 30 days

Question 11

Erase Data lets you delete specific sets of data from any ___. Users with the permission ___ ___ can access it. Use Erase Data to:

1. Clear account data to make adjustments for a new import for general ledger, custom, and cube accounts.
2. Erase data in a period and start again with your preferred data.
3. Correct an import that loaded into an incorrect location.

Answer 11

Version, erase, data

Question 12

When erasing data, what parameters do you need to fill out?

1. Version.
2. Time.
3. Levels.
4. Attributes.
5. Dimensions.
6. Accounts.

Answer 12

1. Version.
2. Time.
3. Levels.
4. Accounts.

Question 13

In Adaptive Planning, “Transactions” (if purchased) lets you ___ and ___ transaction details with the ability to drill into those details from sheets and reports.

Answer 13

Import, store

Question 14

A transaction is a set of ___ entries grouped together to represent one business action. For example, the total expense for a vendor in a month is not a transaction. However, the 50 invoices in a month, which total the expense for a vendor, are transactions.

Answer 14

Accounting

Question 15

A transaction line is an entry which comprises a ___ transaction. Each transaction line is associated with a specific account, level, and period coordinate.

Answer 15

Single

Question 16

Transactions can hold any underlying details behind the actuals values.
Because you import the actuals values and transactions separately, the total value for transactions can differ from the values imported to the actuals versions. True or false?

Answer 16

True

Question 17

What are the 3 permissions related to transactions?

1. Access Transactions.
2. Bypass Transactions.
3. Set Transactions.
4. System Audit Access.
5. Transactions.

Answer 17

1. Access Transactions (allows you to view imported transaction data from sheets, reports, and cell explorer.)
2. System Audit Access (allows you to build pattern and transaction reports).
3. Transactions (allow you to define the columns and fields available for transaction imports.)

Question 18

Transactions cannot be…

1. Used in Planning versions.
2. Referenced within formulas.
3. Displayed in detail on a sheet (you can however display them by right-clicking and selecting “Drill into Transactions”).
4. Individually displayed or totalled in a matrix report.

Answer 18

2. Referenced within formulas.
3. Displayed in detail on a sheet (you can however display them by right-clicking and selecting “Drill into Transactions”).
4. Individually displayed or totalled in a matrix report.

Question 19

You can view transactions in ___ and ___ sheets.

Answer 19

Standard, cube.

Question 20

You can view transactions in ___, ___ and ___ reports.

Answer 20

Matrix, transaction, OfficeConnect.