40 Open capital advisors Interview Questions and Answers

20 common asked question in every interview

Power BI

Ques:- What is the use of Power Query Editor in Power BI

Asked In :- Velocity Software Solutions, ProMobi Technologies, PrimeSoft Solutions, Berger Paints, ESAF Small Finance Bank, Vayavya Labs, Konnect Insights, Relinns Technologies, Gallagher Offshore, Amshuhu,

Right Answer:
Power Query Editor in Power BI is used to connect to, transform, and clean data before loading it into the Power BI model. It allows users to perform data shaping tasks such as filtering, merging, and aggregating data.

Power BI

Ques:- What are the differences between Power BI Desktop, Power BI Service, and Power BI Mobile

Asked In :- Velocity Software Solutions, ProMobi Technologies, BluePi, BridgeLabz Solutions, think-cell, Mitsogo Technologies, Oakland Systems, eclerx, berkadia, arcgate,

Right Answer:
Power BI Desktop is a Windows application used for creating reports and data models. Power BI Service is a cloud-based platform for sharing, collaborating, and managing reports and dashboards online. Power BI Mobile is an app for iOS and Android devices that allows users to view and interact with reports and dashboards on the go.

Power BI

Ques:- What are slicers in Power BI and how do they enhance interactivity

Asked In :- PreludeSys India, Code Board Technology, Amiti Software Technologies, C-Edge Technologies, Euromonitor, Planet Spark, Thryve Digital, Profound Edutech, Propel Technology, Oakland Systems,

Right Answer:
Slicers in Power BI are visual filters that allow users to segment and filter data on reports easily. They enhance interactivity by enabling users to select specific values or ranges, which dynamically updates the visuals on the report page to reflect the selected data, making it easier to analyze and explore insights.

Power BI

Ques:- What are the different types of filters available in Power BI

Asked In :- C E I India, Amtex Software Solutions, Omega Healthcare, Talencia LLC, Metrics4 Analytics, Technologics, Amshuhu, Oakland Systems, yardi, vee technologies,

Right Answer:
The different types of filters available in Power BI are:

1. **Report Level Filters** - Apply to all pages in the report.
2. **Page Level Filters** - Apply to a specific page in the report.
3. **Visual Level Filters** - Apply to a specific visual on a page.
4. **Drillthrough Filters** - Allow users to filter data based on a selected value to navigate to a detailed report page.
5. **Cross-Filtering** - Filters that occur when interacting with visuals, affecting other visuals on the same page.

Power BI

Ques:- How does Power BI integrate with Excel and other Microsoft tools

Asked In :- ProMobi Technologies, Atidan Technologies, PreludeSys India, Omega Healthcare, Euromonitor, Planet Spark, EvolveWare, Konnect Insights, Metrics4 Analytics, Thryve Digital,

Right Answer:
Power BI integrates with Excel by allowing users to import Excel data directly into Power BI, use Excel Power Query for data transformation, and create Power BI reports from Excel data models. Additionally, Power BI can publish Excel workbooks to the Power BI service, enabling collaboration and sharing. It also integrates with other Microsoft tools like SharePoint and Teams, allowing users to embed Power BI reports and dashboards for easy access and collaboration within those platforms.

Project Management Project Manager

Ques:- You’ve encountered a delay in an early phase of your project. What actions can you take to counter the delay? Which actions will have the most effect on the result?

Asked In :- Adnate IT Solutions, Tredence Analytics Solutions, Triassic Solutions, Uolo Technology, Agreeya Solutions India, Planetcast Media Services, CitiusTech Healthcare Technology, Maruti Techlabs, ANR Software, Intech Solutions,

Right Answer:

To counter a delay in an early phase of your project, you can take the following actions:

1. **Assess the Cause**: Identify the root cause of the delay.
2. **Reprioritize Tasks**: Focus on critical tasks that impact the project's timeline.
3. **Allocate Resources**: Increase resources or personnel to the delayed tasks.
4. **Adjust the Schedule**: Modify the project schedule to accommodate the delay.
5. **Communicate**: Inform stakeholders about the delay and your plan to address it.
6. **Implement Fast Tracking**: Overlap tasks that can be done simultaneously.
7. **Consider Crashing**: Add extra resources to critical tasks to speed them up.

The actions that will have the most effect are reallocating resources and reprioritizing tasks.

Project Management

Ques:- What are processes and process groups?

Asked In :- Codiant Software Technologies, WFM, Radicle Software, Srijan Technologies, Technonix Infosystem, FYERS Securities, ProPhoenix Technologies, L&T Metro Rail (Hyderabad), Basware India, ProV Infotech Systems,

Right Answer:
Processes are a series of actions or steps taken to achieve a specific goal in project management. Process groups are categories that organize these processes into five main areas: Initiating, Planning, Executing, Monitoring and Controlling, and Closing.

Project Management

Ques:- What is project management and how planning is necessary for any projects?

Asked In :- Addweb solutions, Techversant Infotech, Waffor, Xobin, Congruent Solution Inc, Cummins India, Simplify 3X Software, Feathersoft Info Solutions, Columbus Global Services India, Tarana Wireless,

Right Answer:
Project management is the process of planning, executing, and overseeing a project to achieve specific goals within a defined timeline and budget. Planning is necessary for any project because it helps identify objectives, allocate resources, manage risks, and establish a clear roadmap, ensuring that the project stays on track and meets its goals effectively.

Project Management Project Manager

Ques:- What change management processes have you used to ensure that change is introduced properly?

Asked In :- Solace Infotech, Novalnet e-Solutions, Energytech Global, New Vision Info Tech, NXP Semiconductors India, CHIPSY, Syneos Health, Optum, a UnitedHealth Group Company, Enterprise Touch, Direction Software Solutions,

Right Answer:
I have used the following change management processes to ensure proper introduction of change:

1. **Change Request Submission**: Stakeholders submit a formal change request.
2. **Impact Analysis**: Assess the impact of the change on scope, schedule, and resources.
3. **Change Review Board**: Present the change request to a review board for evaluation and approval.
4. **Communication Plan**: Inform all stakeholders about the change and its implications.
5. **Implementation Plan**: Develop a detailed plan for implementing the change, including timelines and responsibilities.
6. **Training and Support**: Provide necessary training and support to affected team members.
7. **Monitoring and Feedback**: Monitor the implementation and gather feedback to ensure the change is effective.
8. **Documentation**: Update project documentation to reflect the change and its outcomes.

Project Management Project Manager

Ques:- Forming a team, developing the team and improving knowledge are direct responsibilities of the project manager, do you agree?

Asked In :- Infostretch solutions, Learningmate Solutions, Evince Development, Sequretek IT Solutions, Talent Smart Soft Solutions (OPC), L&T Metro Rail (Hyderabad), AXESTRACK SOFTWARE SOLUTIONS, Airborne Recruiting, McKinsey Knowledge Center, Protiviti Consulting,

Right Answer:
Yes, I agree. Forming a team, developing the team, and improving knowledge are key responsibilities of a project manager.

CRM Project Leader/ Project Manager

Ques:- How is CRM and R/3 differ from each other?

Asked In :- Shipco IT, Techwave Consulting Inc, CSG Systems, Saffron Global Corp, escalon, Mr Price, AudaCity Capital, One Medical, td, mercedes benz,

Right Answer:
CRM (Customer Relationship Management) focuses on managing a company's interactions with current and potential customers, enhancing customer satisfaction and loyalty. R/3, on the other hand, is an integrated enterprise resource planning (ERP) software by SAP that manages core business processes like finance, logistics, and human resources.

CRM Software Developer/ Programmer

Ques:- Which tag contains the reference of the target worker bean?

Asked In :- Hubilo Softech, Marquee Equity, bloomingdale's, reliance retail, fractal analytics, hotel chocolat, flatworld solutions, onprem solution partners, integra connect, grassroots bpo,

Right Answer:
The `<worker-bean>` tag contains the reference of the target worker bean.

Crm Analyst Erp Seibel

Ques:- What is the spooling? what is the process to run the spopling?

Asked In :- iCliniq, Atlantis The Palm, Dubai, The Learning Curve, Dynata, optus, publicis.sapient, salesforce practice, ant marketing, k2view, open capital advisors, supportyourapp,

Right Answer:
Spooling stands for "Simultaneous Peripheral Operations Online." It is a process where data is temporarily stored in a buffer (usually on disk) before being sent to a printer or another device. To run spooling, you typically follow these steps:

1. Send the print job to the spooler.
2. The spooler saves the job in a designated spool directory.
3. The spooler manages the order of print jobs and sends them to the printer when it is ready.
4. The printer retrieves and processes the jobs from the spool.

Crm Developer Erp Seibel

Ques:- How do you configure a MVG.

Asked In :- Verticurl Marketing, Quess Corp, Techwave Consulting Inc, CWT, Space NK, flydubai, american specialty health, national payments corporation of india (npci), mecca brands, tesco mobile,

Right Answer:
To configure a Multi-Value Group (MVG) in Siebel, follow these steps:

1. **Create a MVG Applet**: In Siebel Tools, create a new MVG applet linked to the desired business component.
2. **Define the MVG Business Component**: Ensure the business component for the MVG is set up with the necessary fields and relationships.
3. **Set Up the MVG Field**: In the parent applet, add a new field and set its type to "MVG" and link it to the MVG applet.
4. **Configure the MVG Properties**: Set the properties for the MVG field, including the business component and applet to be used.
5. **Add MVG to the View**: Include the MVG applet in the appropriate view where it should be displayed.
6. **Test the Configuration**: Save and compile the changes, then test the MVG functionality in the application to ensure

Crm Analyst Erp Seibel

Ques:- How will you improve your performance in views?

Asked In :- Konverge, telus international, cape union mart, aegis bpo, kepler group, iq backoffice, vsynergize outsourcing, cashify, cashkaro.com, open capital advisors,

Right Answer:
To improve performance in views, I would optimize SQL queries by reducing complexity, using indexed columns, avoiding unnecessary joins, and limiting the data retrieved with appropriate filters. Additionally, I would consider materialized views for frequently accessed data and ensure proper database indexing.

Salesforce

Ques:- What is difference between trigger and workflow?

Asked In :- MST Solutions, arcgate, annalect, phenom people, publicis.sapient, salesforce practice, vymo, open capital advisors, telaverge communications,

Right Answer:
A trigger is a piece of code that executes before or after a specific event occurs in Salesforce, such as inserting or updating a record. A workflow, on the other hand, is an automated process that performs actions like sending emails or updating fields based on certain criteria without the need for code.

Comments

Admin Feb 8, 2020

Workflow:

Workflow is automated process that fired an action based on Evaluation criteria and rule criteria.
We can access a workflow across the object.
We cannot perform DML operation on workflow
We cannot query from database

Trigger:

Trigger is a piece of code that executes before or after a record is inserted or updated.
We can access the trigger across the object and related to that objects
We can use 20 DML operations in one trigger.
We can use 20 SOQL’s from data base in one trigger.

Salesforce

Ques:- How many relationships included in SFDC & What are they?

Asked In :- PreludeSys India, Berger Paints, Mirketa, Cloud Analogy, Solunus, Infovity, berkadia, ownbackup, open capital advisors,

Right Answer:
Salesforce includes three main types of relationships:

1. **Lookup Relationship**
2. **Master-Detail Relationship**
3. **Many-to-Many Relationship**

Comments

Admin Feb 8, 2020

We are having two types of relationships, they are

Lookup Relationship

Master-Detail Relationship

Salesforce

Ques:- How many ways we can share a record?

Asked In :- BillDesk, Talencia LLC, ESAF Small Finance Bank, Infovity, berkadia, annalect, worldline global, jasmin infotech pvt ltd, open capital advisors,

Right Answer:
There are four main ways to share a record in Salesforce:

1. **Role Hierarchy** - Users in higher roles can access records owned by users in lower roles.
2. **Sharing Rules** - Admins can create rules to share records based on criteria or ownership.
3. **Manual Sharing** - Users can manually share records with other users or groups.
4. **Apex Sharing** - Developers can use Apex code to programmatically share records.

Comments

Admin Feb 8, 2020

Role Hierarchy:

If we add a user to a role, the user is above in the role hierarchy will have read access.

Setup -> manage users -> roles -> setup roles -> click on ‘add role’ -> provide name and save.

OWD:

Defines the base line setting for the organization.

Defines the level of access to the user can see the other user’s record

OWD can be Private, Public Read Only, Public Read and Write.

Setup -> Security Controls -> sharing settings -> Click on ‘Edit’

Manual Sharing:

Manual Sharing is sharing a single record to single user or group of users.

We can see this button detail page of the record and this is visible only when OWD setting is private.

Criteria Based Sharing rules:

If we want to share records based on condition like share records to group of users

Whose criteria are country is India.

Setup -> security controls -> sharing settings -> select the object and provide name and Conditions and save

Salesforce

Ques:- What are the actions in workflow?

Asked In :- Apttus Software, PrimeSoft Solutions, Allegion, Amul, berkadia, financialforce, open capital advisors,

Right Answer:
The actions in Salesforce workflow are:

1. **Field Update** - Automatically update a field value.
2. **Email Alert** - Send an email notification.
3. **Task Creation** - Create a task for a user.
4. **Outbound Message** - Send a message to an external system.

Comments

Admin Feb 8, 2020

1. Email Alert

2. Task

3. Field Update

4. Outbound Message

Salesforce

Ques:- What is difference between Action support and Action function?

Asked In :- eGain Communications, PrimeSoft Solutions, PreludeSys India, Cloud Analogy, berkadia, financialforce, people tech group inc, open capital advisors,

Right Answer:
Action support is used to invoke an action method directly from the UI, while Action function is used to call an action method in a JavaScript context, allowing for more dynamic interactions without a full page refresh.

Comments

Admin Feb 8, 2020

Action function: Invoke the controller method from java script using AJAX and we can use action function from different places on visual force page.

Action support: Invoke the controller method using AJAX when even occurs on page like onMouseOver, onClick, ect… and we can use action support for particular single apex component.

Open Capital Advisors is a leading advisory firm that specializes in providing strategic and financial advisory services to businesses operating in emerging markets. With a focus on unlocking value and driving sustainable growth, Open Capital Advisors offers a range of services tailored to meet the diverse needs of clients across various industries. At Open Capital Advisors, we understand the unique challenges and opportunities that businesses face in emerging markets. That\'s why we leverage our deep industry knowledge, local expertise, and global networks to help clients navigate complex market dynamics and achieve their strategic objectives. Our team of experienced professionals brings a wealth of experience in finance, strategy, and operations, enabling us to deliver practical, data-driven solutions that drive results. Whether it\'s helping businesses raise capital, optimize operations, or expand into new markets, we work closely with clients to develop customized strategies that align with their goals and drive long-term success. One of the key strengths of Open Capital Advisors lies in our commitment to building lasting relationships with clients based on trust, integrity, and transparency. We prioritize clear communication, collaboration, and responsiveness, ensuring that our clients have the support and guidance they need to make informed decisions and achieve their objectives.

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