Overview

This article walks you through editing the samples in a test: updating sample details, adding, reordering and removing samples, and importing samples from a file. You can import from an .xlsx, .csv, or .dat  file.

Edit Samples in a Standard Test

These steps apply to the Standard test type. Check back often for updates on other test types.

To begin, go to the Samples & design tab of your test and click Edit samples.

In the Edit samples screen, you can do the following:

Update Sample Information

Type directly into the editable fields, or select the information you need from the list where one is available. Use the Column picker to display more fields.

You can also add an image to each sample if you want panelists to evaluate images as samples. After adding the images, go to the Build tab, open the Question options of the question that should display the images, and set the Evaluate image as sample option to Yes.

Add Generic Samples

Click Add sample as many times as necessary to reach the number of samples you need.

Reorder Samples

If you want to rearrange the sample order, for example for your reporting purposes before collecting data, grab a sample by its crosshair in the Order column and drag and drop it into the position you want.

Remove Samples

Select the sample or samples that you want to remove, and click Remove selected samples. If you added the samples from the Sample list library, the removed samples return to the sample list.

Copy Product Name to Sample Name

If you linked the samples to products and want to copy the product names into the sample names, select the samples and click Copy product name to sample name.

Add, Update, or Replace Samples from a File

Update From Product

If the samples are linked to products, you can refresh the sample information with the latest details from the Products library.

1. In the Edit samples screen, select the samples that you want to update.
2. Click Update from product and select Update all columns.
3. Check the confirmation message, which tells you how many samples were updated from the Products library.
4. Review the samples in the table and click Save.

• The option is unavailable until at least one of the selected samples is linked to a product.
• Only the selected samples are updated. If some of the selected samples are not linked to a product, they are skipped and are not counted in the confirmation message.
• The columns that are currently shown for the test are updated to match the product library exactly. If a product has no value for a column, the cell for that sample becomes empty, even if it contained information before.
• The sample image is replaced with the main product image from the Products library. Any other image columns are also updated, but they cannot be used with the Evaluate image as sample question option.
  

Save Your Changes

Click Save to save the changes in the Edit samples screen.

Import Samples From a File

You can import samples from an .xlsx, .csv, or .dat file. It is important that the file is formatted properly, and the easiest way to get the right format is to export the existing list of samples first.

Prepare the File

1. If you have unsaved changes in the Edit samples screen, save them to return to the Samples & design tab.
2. Select Options > Export (.csv) or Options > Export (.dat).
3. Open the exported file.
   • For a .csv file, double-click the file to open it.
   • For a .dat file, right-click the file and open it with Excel or another spreadsheet program.
4. Update the file as necessary. Keep the original number of columns and their headings.
5. Save the changes. If you want to import an .xlsx file, save the file as an Excel Workbook (.xlsx).

✎ Note: If Excel or another spreadsheet program is not available when you open a .dat file, click Choose another app. Clear the Always use this app to open .dat files checkbox so that the spreadsheet software is not associated with this file type. If the list still does not show Excel or another spreadsheet program, click More apps, and then Look for another app on this PC. Search for "excel.exe" or another spreadsheet program on your computer. You might need to involve your IT team in this process.

Choose How to Import

Import the File

1. On the Samples & design tab, click Edit samples.
2. Select From file > Add, Update or Replace.

   
   

3. Browse to the .xlsx, .csv, or .dat  file that you want to import and click Submit.
4. Review the samples in the table and click Save.

Tips for .xlsx Files

• Only the first sheet (the first tab) of the workbook is imported. Put your samples on the first sheet. If your file contains multiple sheets, all other sheets will be ignored.
• Store dates as Date cells in Excel, which are right-aligned by default. Dates stored this way import correctly whatever the regional settings of your Compusense account are.
• Store numbers as Number cells. For numbers that look like numbers but are stored as text, apply a Number format, such as Number with two decimal places, to the cells before importing.
• Blank rows below your data are ignored.
• A workbook can have up to 10,000 rows of data.
• Older .xls files and password-protected workbooks cannot be imported. Save the workbook as an .xlsx file without a password first. If a file cannot be imported, a message appears under the file selection field explaining why.