Module 2 · Financial Reporting

Module quiz

14 items drawn at random from a bank of 14 · pass mark 75% · unlimited retakes

1. The Level dropdown is open. Which other control lives inside it?

Compare withDeviation in # / %Show marginsFilter setup

2. Match each question to the dashboard that answers it best.

Weekly funnel health → Financial; monthly P&L → OperationalWeekly funnel health → Operational; monthly P&L → FinancialBoth go to Financial ReportingBoth go to My Dashboard

3. The board wants to know whether the company did what it committed to at the start of the year. Which comparison?

PlanningLast YearForecastNone

4. You have a working P&L. You run Generate via AI with apply mode set to **Replace existing**. What happens?

The generated rows are appended below the current onesEvery current row is overwritten by the generated structureOnly empty rows are filled inYou are asked to confirm each row

5. You need one month interrogated against forecast, not a year across columns. Which view?

Actual OverviewActual ComparisonFlexible ColumnsOperational Dashboard

6. A colleague's board slide says "revenue up 12%" with no further wording. What is missing, and why does it matter?

The currencyThe comparison — up 12% against Planning, Last Year and Forecast are three different claimsThe displayed levelThe date the slide was made

7. A colleague has the P&L structure in a spreadsheet already. What's the fastest route into ValueWorks?

Generate via AI, then correct the rowsUpload template from the spreadsheetAdd each KPI manuallyBuild it in Query Builder first

8. What does the Formula column tell you about a row?

Which KPIs feed into itIts measurement type — Σ for a summed KPI, Ø for an averaged oneWhether it is above or below planIts currency and unit

9. A statement tab carries an orange DRAFT badge. What does that mean?

Its data is out of dateIt is visible only to youThe structure is still being built and has not been completedIt failed to generate

10. Compare with is set to Forecast. What did selecting that comparison add to the table?

The actuals were recalculatedForecast and Dev columns alongside the current valuesThe hierarchy expanded a levelMargin rows appeared

11. It is February. Your CFO wants the last twelve months of trading, not two months of a new year. What do you set?

Year, and step back oneLTMCustom, twelve timesHalf-Year, twice

12. Your reader wants the gap shown in euros, not percentages. What do you change?

The currency dropdownDeviation in — switch the toggle from % to #Select columnsThe Unit column

13. Where do you open the company's Profit & Loss statement?

My Dashboard → Favorite KPIsReporting → Financial ReportingPlanning → Financial PlanningInvestor Reporting

14. Revenue doubled year on year and cost of sales rose with it. Which view shows whether the business actually became more efficient?

Absolute figures side by sideMargins, with Show margins switched onA deeper levelThe total column