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  1. Home
  2. Workday
  3. Workday Pro Adaptive Planning Certification Exam
  4. Workday.Workday-Adaptive-Planning.v2026-10-31.q22
  5. Question 4

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Question 4/22

The planner needs to display the profit margin ratio on the Income Statement, calculated as Operating Income divided by Revenue and presented as a percentage. What type of account should the planner create and configure?

Correct Answer: B
A Metric account in Workday Adaptive Planning is specifically designed to display calculated Key Performance Indicators (KPIs) such as ratios, percentages, and performance measures that are derived from other account values. The profit margin ratio - calculated as Operating Income divided by Revenue - is a classic financial KPI that does not represent a ledger balance but rather a derived performance indicator. Metric accounts are formula-driven, read-only in nature, and are displayed on financial statements and reports alongside GL accounts to provide contextual performance insight. They support percentage formatting and can reference other account types in their formulas. Calculated accounts have a different architectural role in Adaptive Planning and are not the standard type for KPI ratios. General Ledger accounts store transactional financial data. Custom accounts serve structural or supplemental purposes. Metric accounts are the official account type for financial ratios and KPIs in the Adaptive Planning account hierarchy and appear under Model Management > Accounts. Reference: Workday Adaptive Planning - Metric Accounts, KPI Configuration, Financial Statement Display.

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