Understanding InfoMini Applications

When you create a report in InfoAssist, you have the option to activate InfoMini. You can run a report with InfoMini activated, which creates an InfoMini application. InfoMini applications contain a subset of the functionality available to a full InfoAssist report. You can limit or expand the functionality that is available to the user at run time when you build the report in InfoAssist.

An InfoMini application opens in its own browser window, regardless of the output type that is selected in InfoAssist. An InfoMini application has many of the components an InfoAssist report has when open in the tool, with the following exceptions:

Using the InfoMini Button

The InfoMini button is available in the Destination group on the Format tab. You can click on the InfoMini button to activate the InfoMini option. With the InfoMini button active, you can run a report to open the InfoMini application. To deactivate the InfoMini option, click the InfoMini button. There must be at least one option selected from the InfoMini button drop-down menu for InfoMini to be activated.

You can set the options available to the user at run time from the drop-down menu on the InfoMini button, as shown in the following image. If you select an option from the drop-down menu when the InfoMini button is inactive, the InfoMini option is activated.

InfoMini drop-down menu

You can select an option from the drop-down menu and a check mark appears next to the option. The check mark indicates the option is available for the user at run time within the InfoMini application. If you select a checked option to deselect it, the check mark disappears and the option is no longer available through the InfoMini application. If you deselect all of the options from the drop-down menu, InfoMini is deactivated.

The drop-down menu of the InfoMini button is divided into three sections. There is a section for options available while the InfoMini application is in Interactive Mode, options for the Edit Mode, and an option to make the Save button available. With the Save option checked, you can save your InfoMini application and access it from InfoAssist. For more information on the options you can make available in Interactive Mode for an InfoMini application, see Interactive Mode. For more information on the options you can make available in the Edit Mode for an InfoMini application, see Edit Mode.

Reference: Interactive Mode

Interactive is the default mode when an InfoMini application runs. You can access Interactive mode from the Quick Access toolbar of an InfoMini application. The Resources panel is not available in Interactive Mode. If no options are selected from the InfoMini button when the application runs, the tool still opens in Interactive Mode with no ribbon options available.

The following options can be activated for the ribbon in Interactive Mode:

Home Tab
Format Tab
Slicers Tab

From the Home tab you can access the Format, Filter, and Report groups, with the following exceptions:

The Report and Chart buttons, which are available in the Format group of the Home tab, are not available in an InfoMini application.
The Design group, which is available from the Home tab in InfoAssist, is not available in an InfoMini application.

For more information on the functionality of the available groups on the Home tab, see Using the Home Tab.

From the Format tab you can access the Output Types group, with the following exceptions:

The Destination, Navigation and Features groups, which are available from the Format tab in InfoAssist, are not available in an InfoMini application.
The Other button, which is available in the Chart Types group of the Format tab for charts in InfoAssist, is not available in an InfoMini application.
The InfoMini button, which is available in the Destination group of the Format tab in InfoAssist, is not available in an InfoMini application.

For more information on the functionality of the available groups on the Format tab, see Using the Format Tab.

From the Slicers tab you can access the Options, Record Limit, and Slicer Group groups, with the following exceptions:

The New Group option, which is available from the Options group of the Slicers tab in InfoAssist, is not available in the Interactive Mode of an InfoMini application.

Note: The New Group option is available from the Options group of the Slicers tab in an InfoMini application in Edit Mode.
The Update Preview option, which is available from the Options group of the Slicers tab in InfoAssist, is not available in an InfoMini application.
The Preview drop-down list, which is available from the Record Limit group of the Slicers tab in InfoAssist, is not available in an InfoMini application.

For more information on the functionality of the available groups on the Slicers tab, see Using Slicers.

Reference: Edit Mode

You can access the Edit mode from the Quick Access Toolbar of an InfoMini application. The Resources panel is available in Edit Mode.

In addition to the tabs that are made available in Interactive Mode, the following options can be activated for the ribbon in Edit Mode:

Insert Tab (compound documents only)
Data Tab
Slicer Tab (Edit)
Layout Tab
Series Tab
Resources/Field Tab

From the Insert tab you can access the Reports, Objects, and Active Dashboard Prompts (for active HTML, active PDF, and active reports only) groups. The Existing Reports button, which is available in the Reports group, is not available in an InfoMini application. For more information on the functionality of the available groups on the Insert tab, see Using the Insert Tab.

From the Data tab you can access the Calculation, Filter, and Data Source groups, with the following exceptions:

The Join group, which is available from the Data tab in InfoAssist, is not available in an InfoMini application.
The Add option, which is available from the Data Source group of the Data tab in InfoAssist, is not available in an InfoMini application.

For more information on the functionality of the available groups on the Data tab, see Using the Data Tab.

From the Slicers tab you can access the Options, Record Limit, and Slicer Group groups, with the following exceptions:

The Update Preview option, which is available from the Options group of the Slicers tab in InfoAssist, is not available in an InfoMini application.
The Preview drop-down list, which is available from the Record Limit group of the Slicers tab in InfoAssist, is not available in an InfoMini application.

For more information on the functionality of the available groups on the Slicers tab, see Using Slicers.

From the Layout tab you can access the Page Setup and Report groups. For more information on the functionality of the available groups on the Layout tab, see Using the Layout Tab.

From the Series tab you can access the Select, Properties, Line and Pie groups. For more information on the functionality of the available groups on the Series tab, see Using the Series Tab.

From the Resources/Field tab you can access the Filter, Sort, Break, Style, Format, Specific, Visibility, and Links groups. For more information on the functionality of the available groups on the Field tab, see Using the Field Tab.