Module 3 · Investigate a number

Module quiz

16 items drawn at random from a bank of 16 · pass mark 75% · unlimited retakes

1. Which tab holds the individual records behind a KPI's total?

TrendsList ViewChartsRecommendations

2. A KPI totals just over a million, but its List View footer reads *18 out of 604*. What is the first thing to check?

The paginationWhether a column filter is still applied — press Clear all filtersThe download iconThe KPI's Status

3. A KPI's Source reads *Query Builder* and its KPI Background shows a Query description. What can you find out without leaving that tab?

Only the KPI's name and unitThe query name, its formula and the data sources it draws onWho last edited the KPIWhich dashboards use it

4. Three KPIs are shown. Which would you be least comfortable putting in a board pack, and why?

Average Contract Term — its trend is negativeRecurring revenue — nobody is named as responsible and its status reads UnvalidatedNumber of users — it is measured weeklyAll three are equally safe; the header says nothing about trust

5. A deep drill splits recurring revenue into unchanged, expanded, new, reduced and churned customers. What does that let you say that the KPI alone doesn't?

What the figure isWhich kind of customer movement caused it to moveWho is responsible for itWhether it is validated

6. This query is built from three component chips, each carrying a KPI id. What does that structure tell you?

The KPI reads directly from imported dataIt sums three other KPIs, so each of those can be opened in turnIt uses a fixed constantIt cannot be edited

7. A cost KPI falls and the trend shows green. Which field on this tab explains that?

MeasurementIncluded in PlanningDirection of valuationStatus

8. An AI description explains a KPI's formula clearly and confidently. What has it *not* told you?

Which table the data comes fromWhether that formula is the right oneHow the KPI aggregatesWhat the KPI is called

9. A month only closes part-way through the following month. Your alert is set to offset 0. What will it keep checking?

The previous, closed monthThe current month, while it is still incompleteA forecast valueNothing — it won't fire

10. A colleague needs to reconcile the list against the source system. Which export do you send?

The customised download — it is easier to readThe original download — it carries every source field as deliveredA screenshot of the tableEither; they contain the same fields

11. Gross margin looks wrong. Its query is three subqueries joined by operators. Where do you look next?

Rebuild this query from scratchOpen the KPIs the subqueries reference — the cause is probably one level downChange the KPI's measurementCheck the alert offset

12. Which four settings define the chart shown here?

Unit, CAGR, Formula, ActionPrimary attribute, primary operator, secondary attribute, groupingActual, Plan, Forecast, DeviationLevel, margins, filter, comparison

13. A KPI's Status reads Unvalidated but its figures look plausible. What is the honest thing to tell the person asking for it?

It is wrong and shouldn't be usedThe definition has never been signed off, so it should be checked before it's quotedIt is fine — Status is only administrativeIt cannot be used until an administrator changes it

14. A KPI's Source reads Query Builder. What follows from that?

Its data is imported nightlyIt is calculated inside ValueWorks, and the calculation can be readIt has no ownerIt cannot appear on a dashboard

15. You switch exchange-rate version. Which figures move?

Every figure in the platformOnly KPIs maintained in a currency other than the corporate one — and only for youOnly figures in the P&LNone until you refresh

16. Reading this header, when was the KPI's data last refreshed, and who is accountable for it?

Trend and CategoryLast update and ResponsibleValue and SourceReporting Cadence and Unit