(6.) Analyzing Interactive Dashboards)

Question 1

Perspectives contain ___ for different audiences.

Answer 1

Dashboards

Question 2

Context filters enable you to filter the data that displays in your ___ within the perspective.

Answer 2

Charts

Question 3

The currency context filter is based on the ___ currency defined in your model.

Answer 3

Reporting

Question 4

Context filters enable you to filter data to display within charts in a Perspective. 3 context filters are available in a new perspective by default. They are…

1. Time
2. Version
3. Level
4. Account
5. Currency

Answer 4

1. Time
2. Level
3. Currency

Question 5

Making a currency a default reporting currency enables a more precise ___ ___ for the reporting currency when it is used in reports.

Answer 5

Exchange, rate

Question 6

The 5 steps in creating dashboards in Adaptive Planning are…

1. Create ___ and dashboard.
2. Add ___.
3. Enhance ___.
4. ___ with charts.
5. ___ perspective.

Answer 6

1. Perspective
2. Charts
3. Charts
4. Interact
5. Share

Question 7

What chart type cannot have conditional formatting?

1. Bar chart
2. Pie chart
3. Waterfall Chart
4. Column Chart

Answer 7

3. Waterfall Chart

Question 8

Account ordering does not affect charts. True or false?

Answer 8

False (it is particularly important when you select the “Inlay Rendering” option.)

Question 9

In charts, “Breakdown Settings” allows you to break down data by ___ and ___ to slice data into categories or segments.

Answer 9

Time, dimension

Question 10

In a chart, you can “pin” a selection to show a breakdown of the ___ within that hierarchy.

Answer 10

Data

Question 11

Two time settings work together to determine the datasets evaluated in a chart:

1. Time ___ on an account, variance, or micro chart and
2. Time ___ on the chart.

Answer 11

1. Alignment
2. Settings

Question 12

Time Alignment in a chart is based on the ___ (default) time setting on the chart, or a previous period or next period offset.

Answer 12

Current

Question 13

Time Settings specify the default time ___, span, and range on the chart.

Answer 13

Stratum

Question 14

In the time settings for charts, “pin” sets an absolute (fixed) period based on the selected start and end dates. “Unpin” sets a relative period based on the offset from the reference period (bolded under General). The reference period is the value selected in the time context filter. True or false?

Answer 14

True

Question 15

Calculated Metrics allow for ___-___ analysis.

Answer 15

Ad-hoc

Question 16

You can create folders to organize your calculated metrics. True or false?

Answer 16

True

Question 17

Scorecards are a ___ that presents significant details about a set of key measures. A scorecard can include ___, target, zones, ___, and micro charts.

Answer 17

Visualisation, actuals, trends

Question 18

Scorecards have several column types including…

1. Variance
2. Value
3. Ratio
4. Variance %
5. GM%
6. Micro chart

Answer 18

1. Variance
2. Value
3. Variance %
4. Micro chart

Question 19

You cannot use sheets in dashboards. True or false?

Answer 19

False

Question 20

Perspective context filters take precedence over sheet view and display options. True or false?

Answer 20

True

Question 21

Examples of analyzing charts include…

1. Show
2. Hide
3. Hover
4. Explore cell
5. Drill through

Answer 21

1. Show
2. Hide
3. Hover (over data or tooltips)
4. Drill through

Question 22

You can download your Adaptive Planning sheets, dashboards and individual charts as image files for distribution and collaboration. True or false?

Answer 22

True

Question 23

___ and ___ charts are best used for displaying measures that are associated with distinct items in a category, such as multiple regions or departments.

Answer 23

Bar, column

Question 24

___ and ___ charts a best used for trends, fluctuations, cycles, rates of change, and data comparisons (e.g. actual versus target).

Answer 24

Line, area

Question 25

___ charts are best used for visually indicating the significance of each element within a larger dataset, or showing parts of a whole.

Answer 25

Pie

Question 26

___ are a powerful visualization to present significant details for a set of key measures. Best used for comparing current period to previous and consolidated periods.

Answer 26

Scorecard

Question 27

___ charts are good for showing the change in value of something from a start point/value to an end point/value.

Answer 27

Waterfall

Question 28

You can sort and limit data in your charts to quickly identify top or bottom performers. True or false?

Answer 28

True

Question 29

To reset all permissions in a Perspective, select ___. This removes all the permissions you have set except for your own.

Answer 29

Unshare

Question 30

You can schedule snapshots of a perspective for recurring delivery. True or false?

Answer 30

True