Creating Slicers

How to:

You can create slicers by dragging fields to the Slicers tab or through the context menu of a field. When you create a slicer group, it shows up on the slicers tab.

Slicers tab

You can use slicers to dynamically filter reports at design time in InfoAssist. You can dynamically filter reports at run time when they are included in an InfoMini application. For more information on InfoMini, see Building InfoMini Applications.


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Procedure: How to Create a Slicer
  1. With InfoAssist open, select the Slicers tab from the Control Panel.
  2. Create a new Slicer by using one of the following methods:
    • Click the New Group button to create a new slicer group.

      Select a field from the Data pane and drag it onto the Drag Fields Here to Create Slicers text of the Slicers tab, as shown in the following image.

      Dragging a field into a new slicer group

      The field is added to the new group.

      or

    • Right-click a field in the Data pane and select Slicers then New Group, as shown in the following image.

      New Group

      The field is added to the new group.

    The new group is populated with the selected field, as shown in the following image.

    Slicers tab


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Procedure: How to Add a Field to an Existing Slicer Group
  1. With InfoAssist open, select the Slicers tab from the Control Panel.
  2. Add a field to an existing slicer group using one of the following methods:
    • Select a field from the Data pane and drag it onto an existing slicer group, as shown in the following image.

      Dragging an additional field into a slicers group

      or

    • Right-click a field in the Data pane and select Slicers then Existing Group, as shown in the following image.

      Existing group

      Select an existing group from the drop-down menu, then click OK, as shown in the following image.

      Add Slicer dialog box

      The field is added to the existing group.


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Procedure: How to Add a Hierarchy as a Slicer Group
  1. With InfoAssist open, select the Slicers tab from the Control Panel.
  2. Add a hierarchy as a slicer group using one of the following methods:
    • Select a hierarchy from the Data pane and drag it onto an existing slicer group, as shown in the following image.

      Adding a hierarchy to a slicer group

      The hierarchy is added as a new group, not as a slicer in the existing group. The new group is given the same name as the hierarchy, as shown in the following image.

      Hierarchy slicer groups

      or

    • Click the New Group button to create a new slicer group.

      Select a hierarchy from the Data pane and drag it onto the Drag Fields Here to Create Slicers text of the Slicers tab, as shown in the following image.

      New group

      The hierarchy is added to the new group. The name of the new group changes to the name of the hierarchy automatically.

    Note: Hierarchies cannot be added to existing slicer groups. If a hierarchy is dragged onto an existing slicer group, a new group will be created automatically.

    There is no right-click context menu for hierarchies. To add a hierarchy as a slicer group you must drag and drop it into a new slicer group.


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