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.

Procedure: How to Activate InfoMini

  1. With a report or chart open, click the Format tab.
  2. In the Destination group, click InfoMini.

    Note: At least one option from the InfoMini menu must be selected in order to activate InfoMini. By default, the Format tab and Slicers tab 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.

    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.

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 and Slicers tab 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 a report or chart open, click the Format tab.
  2. Click the arrow next to the InfoMini button. A menu of available tabs and options displays.

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

  3. From the menu, select any options you want to display in your InfoMini application.

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.

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 certain options, depending on which options were enabled.

You have the ability to alter the InfoMini application at run time. 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:
    • In Interactive mode, click one of the tabs.
    • Click the down arrow next to the Help icon.

    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.

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