As the title suggests I'm trying to identify the fiscal quarter a CloseDate of an opportunity falls in, provided that the FY starts in Aug.
I have tried this as per document: https://help.salesforce.com/s/articleView?id=sf.formula_examples_dates.htm&type=5 which states that one can provide an offset, but the formula is not returning expected values.
The formula I've used is:
CEILING( ( MONTH ( date ) - 7 ) / 3)
But this is not only not returning positive values, but returning wrong values.
The expectation is that Aug, Sep, Oct would be 1, Nov, Dec, Jan be 2, Feb, Mar, Apr be 3 and May, Jun, Jul be 4.
But the results are all over the place.
Can you please help me get a formula for calculating the fiscal quarter when the FY starts in Aug?