Creating an InfoMini Application

How to:

To create an InfoMini application in InfoAssist, build a report as you normally would, then activate InfoMini and add the functionality you want the user to have available to them at run time. For more information on what functionality is available to InfoMini applications, see Understanding InfoMini Applications.


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Procedure: How to Activate InfoMini
  1. With an InfoAssist report open, click the Format tab.
  2. To activate InfoMini, do one of the following:
    • In the Destination group, click InfoMini, as shown in the following image.

      InfoMini button

      Note: At least one option from the InfoMini menu must be selected in order to activate InfoMini. By default, the Format tab, Slicers tab, and Save option are selected on the menu when you activate InfoMini in a new report. For more information on enabling InfoMini options, see How to Enable and Disable InfoMini Application Options.

    • In the Destination group, on the InfoMini menu, click one of the following options:
      • Home tab
      • Format tab
      • Slicers tab
      • Data tab
      • Slicer tab (Edit)
      • Layout tab
      • Resources/Field tab
      • Save

    The InfoMini button is highlighted and the InfoMini mode is activated. For more information about running an InfoMini application, see How to Test an InfoMini Application.


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Procedure: How to Enable and Disable InfoMini Application Options

You can choose which options will be available at run time in an InfoMini application. By default, the Format tab, Slicers tab, and Save option are selected on the menu when you activate InfoMini in a new report. For more information about the functionality of each option, see Understanding InfoMini Applications.

  1. With an InfoAssist report open, click the Format tab.
  2. Click the InfoMini button and select the options you want available from the menu.

    InfoMini does not have to be active for you to access the menu. When you select an option from the menu, InfoMini is activated.


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Procedure: How to Test an InfoMini Application
  1. With an InfoAssist report open, activate InfoMini as described in How to Activate InfoMini.
  2. Enable the options that you want, as described in How to Enable and Disable InfoMini Application Options.
  3. Run the report.

    An InfoMini application opens in a new window.


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Procedure: How to Interact With an InfoMini Application

With an InfoMini application open, you can edit the application using the functionality that was enabled in InfoAssist. You have access to Interactive and Edit mode options, depending on which options were enabled. For more information on the options in Interactive mode, see Interactive Mode. For more information on the options in Edit mode, see Edit Mode.

You have the ability to alter the InfoMini application at run time using the Interactive and Edit modes. Changes to the application are not reflected on the canvas dynamically and you must run the report to see the updates.

  1. Run a report with InfoMini activated, as described in How to Test an InfoMini Application.

    An InfoMini application opens in a new window.

  2. By default, the ribbon is hidden in an InfoMini application. To display the ribbon, do one of the following:
    • Click one of the tabs, as shown in the following image.

      Click Tab

    • Click the Show Ribbon button, as shown in the following image.

      Click Show Ribbon Button

  3. To use the InfoMini application in Interactive mode, click Interactive, as shown in the following image.

    Interactive Button

    The tabs that are enabled appear on the ribbon. For example, in the preceding image, the Home, Format, and Slicers tab were enabled in InfoMini and appear on the ribbon. The available options on these tabs provide the same functionality as they do in InfoAssist. You can use this embedded functionality to change the report at run time. For more information on the tabs and options that can be enabled in Interactive mode, see Interactive Mode.

    For example, in the following image, active report has been selected as the output format for the report.

    The following image shows the active report at run time.

    Active Report at Run Time

  4. To use the InfoMini application in Edit mode, click Edit, as shown in the following image.

    Edit Button

    The tabs that are enabled appear on the ribbon, as shown in the following image. The available options on these tabs provide the same functionality as they do in InfoAssist. You can use this embedded functionality to change the report at run time. For more information on the tabs and options that can be enabled in Edit mode, see Edit Mode.

    Tabs Enabled on Ribbon

    For example, the following image shows a slicer group that has been created for this report in the InfoMini application.

    Slicer Group

  5. After making your changes, click Run to see an updated version of the report.

    For example, the following image shows the report run with Region as the slicer in the InfoMini application.

    Region as Slicer

  6. Click Save to save the application.

    You can reopen a saved InfoMini application in InfoMini or, if you have access, open the report in InfoAssist.


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