AIF Service to Excel

Hello everyone,

I'm trying to figure out Services.  I found a walkthrough and created a service.  I added an inbound port and then added the document data source.  I added the "data" in excel but I can't get any records to show up.  The refresh button is greyed out.  Even if I put some info in Excel in order to publish, that button is greyed out as well.  Can someone help?

 

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