Scenario 5 - Interval Matching

"Financial transactions.csv" contains 2,000 records of financial transaction data. It contains a transaction date field. 

"Financial Periods.xlsx" contains our financial period with start and end dates. 

Because our transactions is a CSV, the date field will be loaded as a text string. We can add the "Convert data type" action to convert it to a numeric date. This is importance as we can only interval merge numeric values.

We can now add the "Interval merge" action to our transactions, configuring it to match the date field between the start and end dates of our financial periods.

Most will be matched fine, but it will fail to match a small number because The Interval merge action uses "less than" for the end of the interval rather than "less than or equal to". 

To resolve this we can add a "Modify column(s)" action to the periods table to add 1 day to the end dates to resolve and match all values. (i.e. "[End Date] + 1")

Now our matching should be perfect and all transactions should have a matched period. 
