Question: The following question came in from a PEPPAA user, regarding the transition to a new financial year.
Please could you let me know if I need to save a new version/workbook of PEPPA for the new year, or should I continue to add projects to the version I've been using in 2021/22?
Answer: PEPPAA was designed to hold all of your historical records, because the more data recorded the more accurate the analysis tables will become. I would recommend continuing with the same copy of PEPPAA and make full use of the filters on the analysis tables to separate out specific years.
The analysis tables have filters set in cell B2, some in B3, and all can be filtered from either cell A4 or A5.
Don’t be afraid to play with the filters on the tables, although I would recommend saving any newly entered data before-hand in case you need to close the file to clear any changes.