1. Create a Standard test and go through the Overview and Samples & design tabs to set those components up as necessary. 
   
   
2. In the Build tab, in the Questions bar on the left, expand the Category list, and click Intensity to add the Category Intensity question into your test. This will be your R-Index question.
   
   
3. Click in the "Add question name" and name it "R-Index". It is very important for the analysis purposes to name the question properly (without the quotes).
   
   Click in the "Add attribute name" to update the attribute as desired. This name is not going to affect the reporting.
   
   
4. Update the text visible to panelists:
   
1. You can update any of the preset text, such as:  Welcome screen  and Thank you screen.
   
   


2. Add your text/instructions in the R-Index question or any other follow up questions and screens that you may have added. 
   
   


3. Question names are important to be descriptive for your reporting purposes, which can also be displayed to panelists through the Question options if desired.
   
   
5. Go to the Attribute options (not the Question options), and update the choices so that there are only 4 and their descriptors are as mentioned earlier in the Overview section, and as seen in the screenshot below. Update any other options you find useful.
     
   
   If you wish to force the words "SURE" and "UNSURE" to be on a separate line, you can incorporate a break (like this: "<br>") in the text, as seen in the below screenshot.
   
   
   
6. Add sample sets and samples. One of the samples must be the same as the reference sample. The sample number 1 in the list of samples must be set as a Control in the Sample type  field. All the other samples must have the Sample type set to Sample.
   
   
7. By default the design assigned to your samples will be balanced. Review it and update as needed. Update blinding codes if necessary.
   
   
8. Update the Panelists and Logistics tabs as necessary, preview and run the test .
   
   
9. When done with the data collection, pause the test and analyze the data by following the steps below.

R-index Analysis

1. In the test, click Results .
   
   
2. If you need to exclude specific samples and/or sample sets from the analysis, click Filters .
   
   
3. From the Reports tab, select Create report . 
   
   To access an existing report, click Recent reports instead, and download the report.
   
   
4. Click  Export > Raw Data  and select only the following 2 default fields to include:  
1. Sample number 
2. Sample type 
   
   
5. Keep the ".csv" export type selected and click Create my report. Download the file.
   

For the report to work properly, the sample number 1 in the list of samples must be set as a Control in the Sample type field. All the other samples must have the Sample type set to Sample.

Using the R-index Macro

1. Download and open the "R-Index analysis.xlsm " macro provided at the bottom of this page. 
   
   
2. Go to File > Save As and give the file a new name so that you do not overwrite the original. That way you can reuse the original as a template for your next R-Index analysis need.
   
   
3. Open the exported data provided by Compusense in the previous set of steps. It is a *.csv file. 
   
   
4. Click in the cell A1 and then on your keyboard press  Ctrl A keys to highlight all the data. 
   
   
5. Press  Ctrl C to copy. 
   
   
6. Open the newly saved Excel Macro from step #2, go to the r-index raw data tab, and paste the data into cell A1. 
   
   
7. Click on the button R-index Analysis. 
   
   
8. You can now find the p-value for each sample.