When creating dashboards over local Data Sources (such as Microsoft Excel, CSV, Microsoft Access, etc), that data itself is imported into an in-memory database and calculations are performed locally.

When such a dashboard is sent out to a Viewer, it is limited to the data contained in the document itself.  To allow Viewers to synchronize with source data thus having their dashboards present up-to-date data all the time, you will need to add the Synchronize Data Source button to the dashboard.

The Synchronize Data Source button allows you to place new source data in a shared location (a shared folder on the network, for example) and have Viewers synchronize the dashboard with that data.

 

To create a Synchronize Data Source button, drag it from the Actions group in the Widgets Pane.

 

To define the Data Sources the button will synchronize, simply right-click the button, navigate to the Data Sources to Synchronize menu and select the desired Data Sources.

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