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The Close Combine tool is used to merge datasets where the IDs almost match. It is typically used with datetime columns. It can be quite complex to get used to but once you get the hang of it, it is a powerful tool. We’ll start of with an example. We have two datasets - each with a datetime column. We know the two dates doesn’t match. However, we want to look up the nearest date looking forward in the other dataset. We have a maximum tolerance of the two dates being 90 days apart.
As you can see, we’re able to match two of our dates from the left dataset with the right dataset. 2023-02-28 is matched with 2023-03-20 because its within the tolerance of 90 days. Same logic applies to 2025-08-03 and 2025-08-10. However, no date in our right dataset is within 90 days of 2024-11-02 whereby the row from the left dataset is not matched. Notice how 2025-08-01 is technically closer to 2025-08-03 than 2025-08-10 in the right dataset. However, because we’re looking for the nearest date looking forward, we’re not able to matching it with 2025-08-01. We could change that by looking backward or nearest. The very important thing to notice is how it matters which of our datasets is the left (L anchor) and which is the right (R anchor). If we changed our strategy to backward, we would get the following results.

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Configuration

1

Left column

Choose the column from the left dataset that you want to use to combine with the right dataset.
2

Right column

Choose the column from the right dataset that you want to use to combine with the left dataset.
3

Strategy

Choose the strategy you want to use to combine the datasets. You can choose between forward, backward or nearest:
  • Forward: Look for the nearest similar value looking forward/down in the right (R) dataset. If two values are the same, the first one (from the top going downwards) is chosen.
  • Backward: Look for the nearest similar value looking backward/up in the right (R) dataset. If two values are the same, the first one (from the bottom going upwards) is chosen.
  • Nearest: Look for the nearest similar value in the right (R) dataset. If two values are the same, the first one (from the top going downwards) is chosen.
4

Tolerance (Datetime only)

When you’re combining datetime columns, you can add a tolerance to the comparison. This is the maximum duration that the two dates can be apart. You can choose between:
  • None: all values are matched regardless of the duration between them.
  • 1 second
  • 1 minute
  • 1 hour
  • 1 day
  • 1 week
  • 30 days
  • 90 days
  • 365 days
5

By column pairs (optional)

You can choose to combine first by some other columns from each dataset. This is like a built-in Combine tool where you choose the columns you want to combine by before doing the close combine.
6

Suffix (optional)

You can choose to add a suffix to potential duplicate columns. Otherwise, we add a default suffix to duplicate column names in the right dataset.

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Example: The illustration example 👆

Here we’re showing exactly how to configure the tool to get the same results as the first illustration example above.

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Example: Using the ‘by columns’ feature

In this example, we want to first combine on the text_col from the left dataset to the joinBefore from the right dataset. This will act as a filter to only combine the rows where the text_col is the same as the joinBefore column. We also use the nearest strategy with a tolerance of 90 days.
As we can see only the first row from the left dataset is combined with the right dataset. That’s because this is the only row where the text_col is the same as the joinBefore column.