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docs(table-pivot): verbatim column naming and the sanitize option#239

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docs(table-pivot): verbatim column naming and the sanitize option#239
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docs/table-pivot-column-naming

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@rad-pat rad-pat commented Jul 7, 2026

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Documents the Table Pivot column-naming change from PlaidCloud/plaid#6493.

  • Table Pivot reference (table-pivot.mdx): a new New Column Naming section — a pivot names its new columns after the source category values exactly as they appear by default; the new Sanitize new column names option replaces spaces and punctuation with underscores (e.g. Freight RevenueFreight_Revenue), and Alteryx CrossTab imports enable it automatically.
  • What's New — July 2026: a Fixed entry noting pivot column names keep their spaces again, plus the new sanitize option.

Related product PRs (deploy together): PlaidCloud/plaid#6493, PlaidCloud/workflow-runner#1089, PlaidCloud/PlaidClient#1785.

🤖 Generated with Claude Code

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@rad-pat rad-pat requested a review from simozzy July 7, 2026 14:41
@rad-pat rad-pat force-pushed the docs/table-pivot-column-naming branch from fab4db6 to 4d15b70 Compare July 7, 2026 15:21

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Review — Table Pivot verbatim column naming + sanitize option

Small, clean docs PR (7 lines) documenting the pivot column-naming change from PlaidCloud/plaid#6493. I cross-checked every claim against the product PRs and it's accurate:

  • Verbatim default — matches the backend (query.pivot(..., sanitize_column_names=False); REST model Field(False, …, "default keeps the raw category value")).
  • Option label — the client checkbox (PlaidClient#1785) is "Sanitize new column names (spaces and punctuation become underscores)"; the doc's bolded Sanitize new column names matches its leading text, and the parenthetical behaviour the doc describes matches the label's own.
  • Freight RevenueFreight_Revenue — identical to the example in PlaidClient#1785.
  • Alteryx CrossTab auto-enable — confirmed in the backend test (the Alteryx-converter path) and the client PR.
  • MDX is safe — examples are in backticks, so no {…} JSX-expression gotcha; the /reference/workflow-steps/tables/table-pivot/ link resolves to the existing page.

No new step is added (section appended to an existing page), so no category-index or LinkCard update is owed. The July release note is correctly placed as a Fixed entry and the "keep their spaces again" framing matches the regression being fixed.

No blocking findings. One cosmetic nit only: the insertion leaves two consecutive blank lines before ## Table Data Selection (the added + blank line plus the pre-existing one) — Markdown collapses it, drop one if you're touching the file again. Not worth a re-push on its own.

LGTM.

…ption

A Table Pivot step names its new columns after the source category values
verbatim by default; a new opt-in "Sanitize new column names" option
replaces spaces/punctuation with underscores (Alteryx CrossTab imports
enable it automatically). Adds a "New Column Naming" section to the Table
Pivot reference page and a Fixed entry on the July 2026 What's New page.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
@rad-pat rad-pat force-pushed the docs/table-pivot-column-naming branch from 4d15b70 to f984965 Compare July 8, 2026 08:19
@rad-pat rad-pat requested a review from simozzy July 8, 2026 08:19
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