(4 OfficeConnect) 1. Excel

Question 1

What are the 3 basic components in OfficeConnect?

1. The OfficeConnect tab in the Microsoft ribbon.
2. The formulas bar.
3. The reporting pane.
4. The grid.

Answer 1

1. The OfficeConnect tab in the Microsoft ribbon.
2. The reporting pane.
3. The grid.

Question 2

What tabs does the Reporting pane consist of?

1. Elements tab
2. Levels tab
3. Filters tab
4. Review tab

Answer 2

1. Elements tab
2. Filters tab
3. Review tab

Question 3

In OfficeConnect, the Reporting pane lets you select foundational structural elements defined in the Adaptive Planning model, such as ___, ___, ___ and ___.

Answer 3

Time, accounts, levels, versions.

Question 4

In OfficeConnect, the Filters tab displays any ___ that apply to the active worksheet.

Answer 4

Filters

Question 5

The Review tab displays the elements applied to the selected row, column, or ___. It also shows the user defaults active within the workbook and the net result of the elements applied.

Answer 5

Cell

Question 6

There are optional (configured) foundational elements that you can use but are not required components in your model. These are…

1. Currencies
2. Sheets
3. Attributes
4. Custom dimensions

Answer 6

1. Currencies
2. Attributes
3. Custom dimensions

Question 7

___ and ___ elements are the minimum required for a valid OfficeConnect report.

Answer 7

Account, time

Question 8

Expanded elements to display breakdown ___.

Collapsed elements to display ___ values.

Bold and collapsed elements to a single row or column in the report. The report adds the ___ values, each to its own column, row, or cell.

Answer 8

Details, rollup, expanded

Question 9

The recommended best practice is to apply elements to rows or columns, not cells. True or false?

Answer 9

True

Question 10

You can apply a group of elements to a report row or column. An element group can include…

1. Any grandparent element.
2. Direct children of a parent element.
3. Selected siblings of the same parent element.

Answer 10

2. Direct children of a parent element.
3. Selected siblings of the same parent element.

Question 11

Element groups do not support children of Time elements. True or false?

Answer 11

True

Question 12

You can add an element group as secondary elements that you apply across all the primary group members.
For example, if you are applying time to a level that is a group, you are prompted to apply it across the entire group. True or false?

Answer 12

True

Question 13

Use Update Groups to automatically update report rows, columns, and filters with the latest changes to your model. Uses cases include…

1. Adding child members to an existing ___ account.
2. Removing a value from a ___.
3. Reordering levels under a parent by ___ or numerical order.
4. Adding a new ___ dimension.

Answer 13

Parent, Dimension, alphabetical, custom.

Question 14

Update Groups updates the group structures across the entire workbook…

1. ___ or ___rows or columns from the report.
2. ___ rows or columns based on the latest element hierarchy.
3. ___ add back elements that were excluded from the group before.

Answer 14

Adds, removes, reorders, doesn’t

Question 15

When you drag and drop an element onto one or more cells, rows, or columns that already have elements, you can ___ the element or ___ the element.

Answer 15

Append, replace

Question 16

You can remove/delete an element from an OfficeConnect report. True or false?

Answer 16

True (You can use native Excel features to delete columns or rows containing elements e.g. Delete or Clear Content.)

Question 17

“Element defaults” are not visible on the worksheet, but they display on the Review tab. “Element defaults” affect the data and work the same as elements that you add to the worksheet. They include…

1. Level displays the ___ level assignment for the active user. If multiple child levels are assigned, the default is an aggregate of those levels.
2. Version displays the ___ version from the Workday Adaptive Planning model.
3. Currency displays the ___ currency.

Answer 17

Highest, default, corporate

Question 18

OfficeConnect reports follow precedence rules. The rules of precedence apply from the bottom up based on the active elements as displayed on the Review tab… User Defaults (bottom), ___, ___, Column, ___, and Cell (top).

Answer 18

Workbook, worksheet, Row.

Cell > Row > Columns > Worksheet > Workbooks > User Defaults.

Question 19

You can set up labels that update ___ to reflect changes in a report. Once you set up labels, if you ___, ___ or ___ elements from your report, your labels update when you refresh the data.

Answer 19

Automatically, add, change, remove

Question 20

You can suppress labels that you add manually using Excel functionality. True or false?

Answer 20

True (Typical examples are header labels above Adaptive Planning data or total rows below Adaptive Planning data, which you can hide when they display all zeros or blanks.)

Question 21

Clear Data: This command provides a security measure that replaces any linked cells with user-defined text such as ___.

Answer 21

N/A

Question 22

It is not necessary to highlight the number of rows or columns equal to the number of elements when applying multiple elements to an OfficeConnect report. True or false?

Answer 22

True. (You only need to highlight one row or column in the grid to apply an element group, versus two rows or columns when you want to apply multiple non-grouped elements.)

Question 23

When you apply multiple elements to a single row, the description from the first element displays in column A, followed by an ___. You ___ modify the cell text by typing over the contents.

Answer 23

Ellipsis, can

Question 24

You can add Adaptive Planning elements to a worksheet by…

1. ___ an existing worksheet.
2. Dragging and dropping from the ___ tab of the Reporting pane.
3. Selecting ___ from the right-click menu.
4. Using the “Apply to Selection” options on the ___ ribbon.

Answer 24

Copying, elements, options, OfficeConnect

Question 25

Multiple instances are linked instances within a hierarchical relationship. The instances share data through account and dimension mappings. A ___ instance is a copy of the ___ instance that you typically use for testing and what-if scenarios.

Answer 25

Sandbox, Production

Question 26

Best practices when sharing reports between your sandbox and production instances include…

1. Share changes between instances.
2. Use the same Time and Version.
3. Validate intersection and data before refreshing reports.
4. Label the data.
5. Identify the instance and name reports/workbooks accordingly (e.g. PRD for Production).

Answer 26

1. Share changes between instances.
2. Validate intersection and data before refreshing reports.
3. Label the data.
4. Identify the instance and name reports/workbooks accordingly (e.g. PRD for Production).

Question 27

You cannot link tables and charts containing Workday Adaptive Planning data from Excel to slides in a PowerPoint presentation. True or false?

Answer 27

False

Question 28

To link a table or chart from OfficeConnect for Excel to PowerPoint or Word, you need to define the table or chart as a named range. A named range is a user-defined area of ___, ___, or ___in an Excel file. When you make a change to the named range in Excel, PowerPoint reflects the change as soon as you refresh the presentation.

Answer 28

Cells, rows, columns

Question 29

When you created “named ranges”, you cannot use spaces in the name. Use underscores instead, if needed. True or false?

Answer 29

True

Question 30

PowerPoint maintains any formatting in linked elements, such as font size, style, and color, defined in the OfficeConnect workbook. True or false?

Answer 30

True

Question 31

You must use the Paste Table command on the OfficeConnect tab. Other options, such as Ctrl+V or right-clicking and pasting, do not create the link to Excel. True or false?

Answer 31

True

Question 32

If needed, you can disconnect a link between Excel and PowerPoint with the Break Link option. When you break a link, what happens to charts and tables?

1. They get deleted.
2. They remain as a static object in the slide.
3. They get replaced with a blank chart/slide with no data.

Answer 32

2. They remain as a static object in the slide.

Question 33

With OfficeConnect for Word, you can:

1. Define two types of links: table (___) and paragraph values (single ___).
2. Base links on names defined in the source ___ file.
3. Link one or more OfficeConnect Excel workbooks to an OfficeConnect for Word document.
4. Dynamically refresh linked ___ or single ___ with new data from the Excel file.
5. Apply either Excel or Word formatting to linked tables.

Answer 33

1. Reports, cells.
2. Excel
3. Tables, Cells