Finally got it working. Thank you.
The two items I needed to change: the Date eval for the coalesce and adding sourcetype to the interesting fields. the eval case statements started working after that.
| fields Date, Symbol, Axys_ID, CUSIP, "Trade Date", Price, "Portfolio Code", Activity, sourcetype
| eval sodtimestamp=strptime(Date,"%Y%m%d")
| eval sodDate=strftime(sodtimestamp,"%1m/%1d/%Y")
| eval matchDate=coalesce('Trade Date',sodDate)
you got me 99% there, really appreciate the help!
... View more