Working with Parameters

Parameters are the most important concept to customize reports for specific client groups, products or even indidual client / portfolio. Cinnamon can flexibly handle the configuration of existing parameters or add new parameters when needed.

Hierarchical definitions of parameter values

Parameters can be defined or re-defined on several levels to customise reports:

Order: for client- or portfolio-specific customizations, parameters can be entered on an individual order level.
Profile: set of default parameters for a client group or product(-group) can be stored in a profile to be reused over many portfolios and orders. Profile parameters have a lower priority than order parameters.
Report Type: many parameters have to be mapped from an order/profile level to the individual building blocks parameters. This happens within the definition nodes of a report type (see also Working with Report Types). Example: To show the asset allocation of a previous month end, the report type would redefine the parameter `reportingDate` to a calculated date for this building block.
Building Block: building blocks offer many parameters to customize the individual table’s or chart’s content and visualisation. Many parameters have default values that can be found in the building block’s documentation report. Some building blocks also extend the context to include new (calculated) parameters that can then be used by their children

Setting parameter values

	Json Examples

	Json Examples
Setting a parameter to a fixed value Depending on the parameters type, a specific value can be set	Boolean `"hideBenchmark": true` Date `"reportingDate": "2022-03-31"` Array of Segmentations `"mySegmentations": [ "segmentation1", "segmentation2" ]` etc.
Setting a (building block-) parameter to the value of another (order-) parameter	or
Using javascript expressions to calculate a parameter value	See the Expressions and operators - JavaScript \| MDN for a reference about the capabilities
Working with dates	Next to some solution specific presets that are available in a typical reporting solution (e.g. `masterData.performanceMeasurementStartDate`) we can calculate new dates when setting parameter values. Available functions:
Creating translatable texts	A translatable text is a special object, that is used wherever a translation (or value formatting) has to be applied. All variants Example: