diff --git a/.gitattributes b/.gitattributes index a0898a304d2fe5c97b8ec2a36bdc81f7a0068c64..177bc95e7b3cd80d87b87db86521d5862d9c0cb5 100644 --- a/.gitattributes +++ b/.gitattributes @@ -156,3 +156,8 @@ files/95/95_src_0.xlsx filter=lfs diff=lfs merge=lfs -text files/96/96_src_0.xlsx filter=lfs diff=lfs merge=lfs -text files/97/97_src_0.xlsx filter=lfs diff=lfs merge=lfs -text files/98/98_src_0.xlsx filter=lfs diff=lfs merge=lfs -text +files/122/122_src_0.xlsx filter=lfs diff=lfs merge=lfs -text +files/19/19_ref_0.xlsx filter=lfs diff=lfs merge=lfs -text +files/27/27_ref_0.xlsx filter=lfs diff=lfs merge=lfs -text +files/3/3_src_1.xlsx filter=lfs diff=lfs merge=lfs -text +files/5/5_src_0.pdf filter=lfs diff=lfs merge=lfs -text diff --git a/files/0/0.json b/files/0/0.json index e2ab871c90293e9cfdbded0b8abda56ea819aa2b..d0b3b46a24047995adcf7922fabeefb2139d54ce 100644 --- a/files/0/0.json +++ b/files/0/0.json @@ -2,18 +2,19 @@ "id": "0", "instruction_en": "Complete the validation and indicator calculations as follows: on the Balance Sheet, add a control to ensure TOTAL ASSETS equals TOTAL LIABILITIES AND EQUITY; on the Income Statement (Revenue & Expenses), add an Equity Roll Forward Test to reconcile equity movement and highlight any differences.", "source_files": [ - "fass_sampleAn__EUSES_financial_bad_01.xlsx" + "0_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/0/0_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "fass_sampleAn__EUSES_financial_bad_02.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/0/0_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "0_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/0/0_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/0/0_ref_0.xlsx" ], "task_type": "Validation / Review, Calculation, Structuring / Formatting", "business_type": "Report" diff --git a/files/1/1.json b/files/1/1.json index 1000e12caee78438198925c5a99dce1722fb0c2c..78d2fad3da9aa5ae2c81a93eb466a14e895ad5fb 100644 --- a/files/1/1.json +++ b/files/1/1.json @@ -1,22 +1,21 @@ { "id": "1", - "instruction_en": "Transcribe the content from the pdf/image into the Excel file.", + "instruction_en": "Compute the “sum of A” and “sum of B” in the last rows of the Income sheet for each Financial Indicator Component, using data from all sheets in the workbook.", "source_files": [ - "10_Summary8-21_05.pdf", - "10_Summary8-21_05.jpeg" + "1_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/1/1_src_0.pdf", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/1/1_src_1.jpeg" - ], - "reference_outputs": [ - { - "file": "10_Summary8-21_05.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/1/1_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "1_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/1/1_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/1/1_ref_0.xlsx" ], - "task_type": "Data Entry / Import, Structuring / Formatting", - "business_type": "Investment: Credit" + "task_type": "Calculation, Cross-sheet/file Retrieval", + "business_type": "Report" } \ No newline at end of file diff --git a/files/1/1_ref_0.xlsx b/files/1/1_ref_0.xlsx index e35aa536d753942a5ba2162833c57c073db5400f..86594b480f79042c41842ba9af7622cd16779870 100644 Binary files a/files/1/1_ref_0.xlsx and b/files/1/1_ref_0.xlsx differ diff --git a/files/1/1_src_0.xlsx b/files/1/1_src_0.xlsx new file mode 100644 index 0000000000000000000000000000000000000000..2b86ec5bd615501b7ed7304902c7748e1493e141 Binary files /dev/null and b/files/1/1_src_0.xlsx differ diff --git a/files/10/10.json b/files/10/10.json index eb4fba4e8fb5811cb0330c7221c4459d74197090..a4523faff5872bf575efb4576839789113622b17 100644 --- a/files/10/10.json +++ b/files/10/10.json @@ -2,19 +2,20 @@ "id": "10", "instruction_en": "Per the headers and established formula logic, populate formulas for columns X through AH so the timing model’s performance statistics for 2013–2025 are complete and consistent with the existing approach.", "source_files": [ - "rotation_model_v2.xlsx" + "10_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/10/10_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "rotation_model_v0.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/10/10_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "10_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/10/10_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/10/10_ref_0.xlsx" ], "task_type": "Calculation, Financial Modeling", - "business_type": "Model Prediction" + "business_type": "Predictive Modeling" } \ No newline at end of file diff --git a/files/10/10_ref_0.xlsx b/files/10/10_ref_0.xlsx index 9a9fde271cd28d4be6dab8e90e7733d8469bde6a..84cd40ae6350f50d5febfb37651c1a90136b8573 100644 --- a/files/10/10_ref_0.xlsx +++ b/files/10/10_ref_0.xlsx @@ -1,3 +1,3 @@ version https://git-lfs.github.com/spec/v1 -oid sha256:59c9a9aae286db9644c3337108214824cde2d9ff2f9e401f12b7c6a54477c87a -size 4188895 +oid sha256:45a785a8c0f861896919ebf45183db866cc562e58ea674959774dc05ec34b1cb +size 4188938 diff --git a/files/10/10_src_0.xlsx b/files/10/10_src_0.xlsx index 5bb538b7ae84099f8cd1266a083f9442c5801f28..3288a4d8098c83be4b236c564e2c005f534d7454 100644 --- a/files/10/10_src_0.xlsx +++ b/files/10/10_src_0.xlsx @@ -1,3 +1,3 @@ version https://git-lfs.github.com/spec/v1 -oid sha256:993daf721953eda29b175cbddfe44b598732d425cbed969130e45bd44b514cba -size 4328114 +oid sha256:0789247b071587b17271e0dd36a3263ae91f88e711881149b0ecfa20361420d0 +size 4328094 diff --git a/files/100/100.json b/files/100/100.json index e5af3d3d17ec61393be413641a917c7033756608..891b0f488e28949ed1ae6fa2f77ae8530d0e0bfd 100644 --- a/files/100/100.json +++ b/files/100/100.json @@ -2,11 +2,11 @@ "id": "100", "instruction_en": "Update the Canada Non-Commercial functional distribution table, ensuring the table remains aligned with the latest staffing data in Sheet2. Additionally, add two columns — Total and %Total — to display the total headcount and percentage for each group.", "source_files": [ - "louise_kitchen__24065__Non Commercial_2.xlsx" + "100_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/100/100_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/100/100_src_0.xlsx" ], "task_type": "Structuring / Formatting, Calculation, Validation / Review", - "business_type": "Operations" + "business_type": "Operational Management" } \ No newline at end of file diff --git a/files/101/101.json b/files/101/101.json index 1b9f3dbec722673cfd605c99771bd070572c16d7..88e0c0fa82b9c56e89bd548e9196ddb3fd678461 100644 --- a/files/101/101.json +++ b/files/101/101.json @@ -2,11 +2,11 @@ "id": "101", "instruction_en": "Standardize all date entries in the spreadsheet to the 01-FEB-2002 format (dd-MMM-yyyy). Month headers should read consistently as 01-JAN-2002, 01-FEB-2002, etc. Pay attention to case sensitivity.", "source_files": [ - "errol_mclaughlin_jr__10054__0621 Projected Effect on US Books_00.xlsx" + "101_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/101/101_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/101/101_src_0.xlsx" ], "task_type": "Structuring / Formatting", - "business_type": "Investment: Trading And Position Management" + "business_type": "Trading and Risk Management" } \ No newline at end of file diff --git a/files/102/102.json b/files/102/102.json index b016cc3aef06292324159f22d48ecd12cacaeeb2..0996369fe3adfd3372d36fccc9913f733f0072fa 100644 --- a/files/102/102.json +++ b/files/102/102.json @@ -2,11 +2,11 @@ "id": "102", "instruction_en": "Create a new Transfer worksheet that summarizes LONGS, SHORT, and NET by delivery month, with Total Longs, Total Shorts, and Total Net at the bottom; the month list should follow the Z, F1… sequence covering all months present, and show 0 for months with no data. In Access Trades, add a side display for TOTAL LONG and TOTAL SHORT with two Notes columns to confirm these tie to the Transfer totals (“ok” if consistent, otherwise note the variance), and return the updated workbook including the Transfer summary and the Access Trades validation block.", "source_files": [ - "errol_mclaughlin_jr__10270__Access Trades_00.xlsx" + "102_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/102/102_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/102/102_src_0.xlsx" ], "task_type": "Structuring / Formatting, Calculation, Validation / Review", - "business_type": "Investment: Trading And Position Management" + "business_type": "Trading and Risk Management" } \ No newline at end of file diff --git a/files/103/103.json b/files/103/103.json index 17faad31381b9bc872533c81c5182f047361e5d2..972f9370a70973e57ee1ca1f3d125ebeb8fe6b4d 100644 --- a/files/103/103.json +++ b/files/103/103.json @@ -2,11 +2,11 @@ "id": "103", "instruction_en": "On Sheet4, create two monthly, time-aligned summaries: 'Peoples Deal Value' should sum the Mid Value by month from the 'Peoples Baseload Sale' and 'Transport' sheets (same-month totals), with months without data shown as 0 and a grand total at the end; 'PERC Deal Value' should sum the Mid Value by month from the 'PERC' sheet, with months without data shown as 0. Ensure the month sets for both tables are aligned and sorted chronologically.", "source_files": [ - "darron_c_giron__7910__PeoplesSummary.xlsx" + "103_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/103/103_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/103/103_src_0.xlsx" ], "task_type": "Structuring / Formatting, Calculation", - "business_type": "Investment: Pricing And Valuation" + "business_type": "Pricing and Valuation" } \ No newline at end of file diff --git a/files/104/104.json b/files/104/104.json index 19b20a8aa6af208b9af978cebff0a5fd28e8bc9a..2811c722e79020d25e9f0331ef592e1017a4a42d 100644 --- a/files/104/104.json +++ b/files/104/104.json @@ -2,11 +2,11 @@ "id": "104", "instruction_en": "Insert a 'Total Available' row and a 'Total Allocated' row, then complete the reconciliation line to verify that 'Total Available' and 'Total Allocated' are consistent.", "source_files": [ - "daren_farmer__6587__HPL-Feb_01.xlsx" + "104_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/104/104_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/104/104_src_0.xlsx" ], "task_type": "Structuring / Formatting, Validation / Review, Calculation", - "business_type": "Operations/Model Prediction" + "business_type": "Operational Management, Predictive Modeling" } \ No newline at end of file diff --git a/files/105/105.json b/files/105/105.json index fb7854417bca5991327b9eac4c35b0a244f0555a..0cf7d562df9818b27a2bb0d8c9d5235493247683 100644 --- a/files/105/105.json +++ b/files/105/105.json @@ -2,11 +2,11 @@ "id": "105", "instruction_en": "Add the 2/11/2000 column on the Feb 00 tab by mirroring the 2/10 data, with the following adjustments: Houston Pipe Line should be 6,000 (instead of 9,000), and for Huntsville and Woodlands use 1,000 and 5,000 respectively. All other items remain unchanged from 2/10.", "source_files": [ - "daren_farmer__6587__HPL-Feb.xlsx" + "105_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/105/105_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/105/105_src_0.xlsx" ], "task_type": "Data Entry / Import, Structuring / Formatting", - "business_type": "Operations/Model Prediction" + "business_type": "Operational Management, Predictive Modeling" } \ No newline at end of file diff --git a/files/106/106.json b/files/106/106.json index ee977b431c6adc11ef3bd87538cabd094cbf91c3..b5ed8bce0490a40e1493fe3ce15d5ab5924a8ca3 100644 --- a/files/106/106.json +++ b/files/106/106.json @@ -2,11 +2,11 @@ "id": "106", "instruction_en": "On Sheet3, append the month-over-month percentage changes for BSCTMP and SBSK, then compute the Pearson correlation between their monthly price change rates.", "source_files": [ - "monika_causholli__28233__BSCTMP Substitute Correlations_0.xlsx" + "106_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/106/106_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/106/106_src_0.xlsx" ], "task_type": "Structuring / Formatting, Calculation", - "business_type": "Model Prediction" + "business_type": "Predictive Modeling" } \ No newline at end of file diff --git a/files/107/107.json b/files/107/107.json index 5c4fd8377d28191d25fba243b9aa94a8425f38bf..88a29b3589d69e213ee8f1ec437c6045fd0e70a5 100644 --- a/files/107/107.json +++ b/files/107/107.json @@ -2,11 +2,11 @@ "id": "107", "instruction_en": "On Sheet3, insert on the left side of the sheet a results table with a top-header showing the series names “BSCTMP” and “SBSK,” and two subsections with left-hand labels “1–6 month lag” and “1–6 month lead. In the 1–6 month lag section, quantify the timing relationship by calculating Pearson correlations between SBSK and BSCTMP shifted 1–6 months later and entering the resulting coefficients under the headings “1 month lag” through “6 month lag.” In the 1–6 month lead section, calculate correlations between BSCTMP and SBSK shifted 1–6 months later and entering the coefficients under the headings “1 month lead” through “6 month lead.", "source_files": [ - "monika_causholli__28233__BSCTMP Substitute Correlations_1.xlsx" + "107_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/107/107_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/107/107_src_0.xlsx" ], "task_type": "Calculation", - "business_type": "Model Prediction" + "business_type": "Predictive Modeling" } \ No newline at end of file diff --git a/files/108/108.json b/files/108/108.json index a6c6cc9372114a2090a13259eee567fc8d90d310..9e5fcce5f7f5eb0e999242537fd63aa726154557 100644 --- a/files/108/108.json +++ b/files/108/108.json @@ -1,14 +1,14 @@ { "id": "108", - "instruction_en": "Update the data in 'tracy_geaccone__40572__EA Allocations to Other BUs-9.20.01.xlsx' based on 'tracy_geaccone__40573__EA Alloc to Other BUs - Support_04.xlsx'. ", + "instruction_en": "Update the data in first source file based on the second source file. ", "source_files": [ - "tracy_geaccone__40572__EA Allocations to Other BUs-9.20.01.xlsx", - "tracy_geaccone__40573__EA Alloc to Other BUs - Support_04.xlsx" + "108_src_0.xlsx", + "108_src_1.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/108/108_src_0.xlsx", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/108/108_src_1.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/108/108_src_0.xlsx", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/108/108_src_1.xlsx" ], - "task_type": "Cross-sheet Retrieval, Data Entry / Import", - "business_type": "Reports/Plans And Budgets" + "task_type": "Cross-sheet/file Retrieval, Data Entry / Import", + "business_type": "Report, Planning and Budgeting" } \ No newline at end of file diff --git a/files/109/109.json b/files/109/109.json index 75f12581c8a2fd9c474d635d32e08f7d76f150af..593d5f44f7c8052cde0e057ea2d5267f906820e1 100644 --- a/files/109/109.json +++ b/files/109/109.json @@ -2,11 +2,11 @@ "id": "109", "instruction_en": "Calculate the total FTE percentage by region and by business line, and roll these up into a consolidated summary. This should include totals across EWS, EES, EGM, M&A, and EGA for each region (US Energy, Canada, Federal), with an overall summary of the combined FTE percentages.", "source_files": [ - "james_steffes__12910__Enron Govt Affairs - EES & ENA_0.xlsx" + "109_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/109/109_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/109/109_src_0.xlsx" ], "task_type": "Calculation", - "business_type": "Operations/Planning And Budget" + "business_type": "Operational Management, Planning and Budgeting" } \ No newline at end of file diff --git a/files/11/11.json b/files/11/11.json index adc6fcc4381ffc500a29250a64c4637859f04d37..01a1e193cfdb695a003031b6794f5f1ebc34aa83 100644 --- a/files/11/11.json +++ b/files/11/11.json @@ -2,19 +2,20 @@ "id": "11", "instruction_en": "Add a NAV chart above the Strategy Performance table, plotting two series: Rotation NAV and Benchmark. Use a red line with red markers for Rotation NAV and a gray line with gray markers for the Benchmark; start both series at a base value of 1, and set the time axis to show annual ticks.", "source_files": [ - "rotation_model_v3.xlsx" + "11_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/11/11_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "rotation_model_v0.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/11/11_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "11_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/11/11_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/11/11_ref_0.xlsx" ], - "task_type": "Reporting / Visualization", - "business_type": "Model Prediction" + "task_type": "Summary / Visualization", + "business_type": "Predictive Modeling" } \ No newline at end of file diff --git a/files/11/11_ref_0.xlsx b/files/11/11_ref_0.xlsx index 9a9fde271cd28d4be6dab8e90e7733d8469bde6a..84cd40ae6350f50d5febfb37651c1a90136b8573 100644 --- a/files/11/11_ref_0.xlsx +++ b/files/11/11_ref_0.xlsx @@ -1,3 +1,3 @@ version https://git-lfs.github.com/spec/v1 -oid sha256:59c9a9aae286db9644c3337108214824cde2d9ff2f9e401f12b7c6a54477c87a -size 4188895 +oid sha256:45a785a8c0f861896919ebf45183db866cc562e58ea674959774dc05ec34b1cb +size 4188938 diff --git a/files/11/11_src_0.xlsx b/files/11/11_src_0.xlsx index 2af2f7cc7a9e9897d3a255544efc36b238526b75..14c22ee9647a02ba701b810076f7b8489e9bfd5b 100644 --- a/files/11/11_src_0.xlsx +++ b/files/11/11_src_0.xlsx @@ -1,3 +1,3 @@ version https://git-lfs.github.com/spec/v1 -oid sha256:162e1d393b29b031b66cdc0be8060a7a3d4dd9d2f473f8854a4ed44d7f2e0582 -size 3984197 +oid sha256:b43d6b16de7428d596a81a9821a732caa7633a6579cdcf901fec341ad661c397 +size 3984180 diff --git a/files/110/110.json b/files/110/110.json index 3fbebf60352a4e04bd698803775bed9897a50811..46e73a5309b8c9b8724b3ee809c66f36f2d2f69e 100644 --- a/files/110/110.json +++ b/files/110/110.json @@ -2,11 +2,11 @@ "id": "110", "instruction_en": "Using the daily PGE/SCG spot midpoints, the TW base price, the fuel‑loss factor, the fixed commodity cost (0.0246), and the day’s delivered volumes to PGE and SCG, please calculate Adj TW Per, the net unit spreads at PGE and SCG, the theoretical profit (spread × volume), the daily total profit, and the Astra/TW 70%/30% profit split, and roll these up to a full‑month summary. Among these values, keep four decimal places for Adj TW Per, the net unit spreads at PGE and SCG, and keep two decimal places for all other figures.", "source_files": [ - "michelle_lokay__26667__Astra_0.xlsx" + "110_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/110/110_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/110/110_src_0.xlsx" ], "task_type": "Calculation, Structuring / Formatting", - "business_type": "Planning And Budget" + "business_type": "Planning and Budgeting" } \ No newline at end of file diff --git a/files/111/111.json b/files/111/111.json index 300502839bb17c80c8ccec79c37bd9e828ad1874..cc9314832621783479c2244e1c231598f9f6a5ec 100644 --- a/files/111/111.json +++ b/files/111/111.json @@ -2,11 +2,11 @@ "id": "111", "instruction_en": "Recompute and update the entire workbook under the new operating assumptions, without changing the original price and volume inputs (PGE/SCG Midpoint, TW benchmark price, and commodity cost at 0.0246). Reduce the TW→PGE fuel loss factor to 4.0% and change the profit split to Astra 60% / TW 40%, which better reflects joint sharing of market and scheduling risk.", "source_files": [ - "michelle_lokay__26667__Astra_1.xlsx" + "111_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/111/111_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/111/111_src_0.xlsx" ], "task_type": "Calculation", - "business_type": "Planning And Budget" + "business_type": "Planning and Budgeting" } \ No newline at end of file diff --git a/files/111/111_src_0.xlsx b/files/111/111_src_0.xlsx index ce8a99f1604069248a4030bb3ed6cc999f054e5e..7cacccf3938038002999c1bbe08011d5dff5e4dd 100644 --- a/files/111/111_src_0.xlsx +++ b/files/111/111_src_0.xlsx @@ -1,3 +1,3 @@ version https://git-lfs.github.com/spec/v1 -oid sha256:bc888fc29860298a2377ef5f5629ce9845b3067f40aa81441676fa6bbd2d7227 -size 313238 +oid sha256:be9acd7e937b43c369724bd868614100fc7d2983e05fbd1a12ee829dd958c3c1 +size 313748 diff --git a/files/112/112.json b/files/112/112.json index 934ae3dcc2c3809142b9aec8437034c26becc243..1e6ba5dd3b309c9f9b9a4dbeea30cb1fac0504d2 100644 --- a/files/112/112.json +++ b/files/112/112.json @@ -2,11 +2,11 @@ "id": "112", "instruction_en": "For each record, use the Frequency to place the Rent amount into the corresponding Total Weekly, Total Biweekly, or Total Monthly column, and leave the non-applicable total columns blank. Then roll up the Sub-Total for each frequency and estimate the Annual Total.", "source_files": [ - "phillip_allen__28879__rentroll_investors_a_0.xlsx" + "112_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/112/112_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/112/112_src_0.xlsx" ], - "task_type": "Cross-sheet Retrieval, Data Entry / Import, Calculation", - "business_type": "Operations/Payment Accounting" + "task_type": "Cross-sheet/file Retrieval, Data Entry / Import, Calculation", + "business_type": "Operational Management, Accounts Payable and Receivable" } \ No newline at end of file diff --git a/files/113/113.json b/files/113/113.json index f5b5dbe0d88944be09a0d9309c673caac6b14f18..5e0160b7444f21ac422fa0716c624881a68625d2 100644 --- a/files/113/113.json +++ b/files/113/113.json @@ -2,11 +2,11 @@ "id": "113", "instruction_en": "Update the Active Deals vs Headcount sheet with the monthly Active Deals and headcount (HC), and capture the growth amount and the percentage increase from Sep 99 to Mar 01.", "source_files": [ - "sally_beck__35543__Energy Ops 98-01 headcount_0.xlsx" + "113_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/113/113_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/113/113_src_0.xlsx" ], "task_type": "Data Entry / Import, Calculation, Cross-sheet/file Retrieval", - "business_type": "Operations/Planning And Budget" + "business_type": "Operational Management, Planning and Budgeting" } \ No newline at end of file diff --git a/files/114/114.json b/files/114/114.json index f6188b3e58ac5dc43cedf8bad4b2f1b69883e2a6..78905b6d1b0245a229d60b26ff5cf2ae480fad1f 100644 --- a/files/114/114.json +++ b/files/114/114.json @@ -2,11 +2,11 @@ "id": "114", "instruction_en": "Using the trades as the source, identify and fill in the applicable asset and liability items for ENA Corp and ECT Inv, then roll them up into a summary. Please ensure the entries reflect only the portions relevant to each entity.", "source_files": [ - "2_ECTI and ENA Credit trades 31 Dec 01_0.xlsx" + "114_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/114/114_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/114/114_src_0.xlsx" ], "task_type": "Data Entry / Import, Cross-sheet/file Retrieval, Calculation", - "business_type": "Investment: Pricing And Valuation / Investment: Trading And Position Management" + "business_type": "Pricing and Valuation, Trading and Risk Management" } \ No newline at end of file diff --git a/files/115/115.json b/files/115/115.json index 9967f1a28b14d8fd52ce34e68ac8e281718847bc..c7d0ff81a35aaa78bbc6b890d9531f3c5eed8788 100644 --- a/files/115/115.json +++ b/files/115/115.json @@ -3,6 +3,6 @@ "instruction_en": "Please track and compile the average monthly house prices for England, Scotland, Wales and Northern Ireland, for the period from January 2022 to April 2025 (including January 2022 and April 2025). Please cite all the statistics from government websites.\\n\\n[Data Source Note] Please use the UK House Price Index (HPI) data published on GOV.UK / HM Land Registry or ONS official sources. Note: HPI data is periodically revised; data from different publication dates is acceptable as long as sourced from official government websites. For data from February 2024 onwards, rounded values (to nearest thousand) from ONS bulletins are acceptable.\\n\\nPlease output an xlsx file with Sheet1 as the RawData sheet, with the following column names in order: Month, House price in England(Pounds), House price in Scotland(Pounds), House price in Wales(Pounds), House price in Northern Ireland(Pounds)\\nFor the column 'Month', list the month in the format 2022/01, 2022/02.\\n\\nDon't ask me any questions, just output the results according to the columns without omitting cells arbitrarily.\\n\\nBased on the RawData sheet, complete the following 4 subtasks:\\n\\nSubtask 1 - Sheet2_Quarterly_Aggregation: Convert monthly data to quarterly averages by region.\\nColumns: Quarter, England Avg Price, Scotland Avg Price, Wales Avg Price, Northern Ireland Avg Price\\nQuarter format: 2022-Q1, 2022-Q2, etc. Each price value with 2 decimals. Sort chronologically from 2022-Q1 to 2025-Q2.\\n\\nSubtask 2 - Sheet3_Price_Changes: Calculate month-over-month price changes.\\nColumns: Month, England MoM Change (%), Scotland MoM Change (%), Wales MoM Change (%), Northern Ireland MoM Change (%)\\nAll percentages with 2 decimals. Start from 2022/02 (comparing to 2022/01).\\n\\nSubtask 3 - Sheet4_Price_Classification: Classify each region's price level for each month.\\nColumns: Month, England Category, Scotland Category, Wales Category, Northern Ireland Category\\nClassification rules: \\\"Very High\\\" if >= 310,000 (England), >= 200,000 (Scotland), >= 225,000 (Wales), >= 190,000 (Northern Ireland); \\\"High\\\" if >= 300,000 / >= 190,000 / >= 215,000 / >= 180,000; \\\"Medium\\\" if >= 290,000 / >= 180,000 / >= 205,000 / >= 170,000; \\\"Low\\\" otherwise.\\n\\nSubtask 4 - Sheet5_Summary_Statistics: Calculate summary statistics for each region.\\nColumns: Region, Max Price, Max Price Month, Min Price, Min Price Month, Overall Change (%), Peak-to-Current Change (%), Volatility Score\\nOverall Change = (Price in 2025/04 - Price in 2022/01) / Price in 2022/01 x 100 (2 decimals). Peak-to-Current Change = (Price in 2025/04 - Max Price) / Max Price x 100 (2 decimals). Volatility Score = STDEV.P (population standard deviation) of all monthly prices / AVERAGE x 100 (2 decimals). Max/Min Price with 2 decimals.\n", "source_files": [], "source_files_urls": [], - "task_type": "Web Search, Data Entry / Import, Structuring / Formatting, Calculation, Reporting / Visualization", + "task_type": "Web Search, Data Entry / Import, Structuring / Formatting, Calculation, Summary / Visualization", "business_type": "Report" } \ No newline at end of file diff --git a/files/116/116.json b/files/116/116.json index 684efbc2969d2bbd763f57229dab5a270c1e2cf8..28ffc17276651d3ad762c7cb8fbce1cfeba214eb 100644 --- a/files/116/116.json +++ b/files/116/116.json @@ -2,11 +2,11 @@ "id": "116", "instruction_en": "Compare the month-to-month movement direction of ERCOT peak power prices and NYMEX natural gas prices in 2002 (i.e., whether each month is higher or lower than the previous month). Based on the 12 monthly changes in 2002, determine how many months the two prices moved in the same direction and how many months they moved in opposite directions.", "source_files": [ - "10_Daily Forward Price Curves 10262001.xlsx" + "116_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/116/116_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/116/116_src_0.xlsx" ], "task_type": "Calculation", - "business_type": "Investment: Pricing And Valuation / Investment: Trading And Position Management" + "business_type": "Pricing and Valuation, Trading and Risk Management" } \ No newline at end of file diff --git a/files/117/117.json b/files/117/117.json index ce32c4f17e228fb077e4fde8b602a27aaeaa484d..b277d63c682f7ba6749abd91a1390749d7cd3e76 100644 --- a/files/117/117.json +++ b/files/117/117.json @@ -2,11 +2,11 @@ "id": "117", "instruction_en": "Standardize the font across all data entries so they ues a single, consistent typeface throughout. No content changes are required; this is a formatting cleanup only.", "source_files": [ - "dutch_quigley__9243__DKR092801A.xlsx" + "117_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/117/117_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/117/117_src_0.xlsx" ], "task_type": "Structuring / Formatting", - "business_type": "Investment: Trading And Position Management" + "business_type": "Trading and Risk Management" } \ No newline at end of file diff --git a/files/118/118.json b/files/118/118.json index 24faa3a3730f8e6130040b4500b715f5274680d4..861871e35c245022a941903e78da9f4a7a8e86ca 100644 --- a/files/118/118.json +++ b/files/118/118.json @@ -2,11 +2,11 @@ "id": "118", "instruction_en": "What is the TW EOL charge for 2002? Pls just provide the amount.", "source_files": [ - "tracy_geaccone__40511__ETS - Transwestern IC 0914.xlsx" + "118_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/118/118_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/118/118_src_0.xlsx" ], - "task_type": "Cross-sheet Retrieval", - "business_type": "Operations" + "task_type": "Cross-sheet/file Retrieval", + "business_type": "Operational Management" } \ No newline at end of file diff --git a/files/119/119.json b/files/119/119.json index 0f2a72b4cac4db7bb0170b984e382a2d3b721b66..0f69151057f1c5b185e0b4f81dd654cb3617145a 100644 --- a/files/119/119.json +++ b/files/119/119.json @@ -2,11 +2,11 @@ "id": "119", "instruction_en": "How many plants are recorded in the spreadsheet?", "source_files": [ - "kevin_presto__19781__UPDATE 13 062901.xlsx" + "119_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/119/119_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/119/119_src_0.xlsx" ], "task_type": "Calculation", - "business_type": "Operations" + "business_type": "Operational Management" } \ No newline at end of file diff --git a/files/12/12.json b/files/12/12.json index 22b3552e3d59256586f19e88f82b930d1c41dd23..2b10a7dbae9d016135c25c73e81ee7b9f8dce7b1 100644 --- a/files/12/12.json +++ b/files/12/12.json @@ -2,19 +2,20 @@ "id": "12", "instruction_en": "Per the red parameters and the Method 1/Method 2 guidance noted in H8 and H9, complete the formulas in columns T and U (starting from1) and then complete column I. The method selection in B6 should drive the model so that all cells and charts refresh consistently when switching between methods.", "source_files": [ - "rotation_model_v4.xlsx" + "12_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/12/12_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "rotation_model_v0.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/12/12_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "12_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/12/12_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/12/12_ref_0.xlsx" ], - "task_type": "Structuring / Formatting, Validation / Review, Reporting / Visualization, Calculation, Financial Modeling", - "business_type": "Model Prediction" + "task_type": "Structuring / Formatting, Validation / Review, Summary / Visualization, Calculation, Financial Modeling", + "business_type": "Predictive Modeling" } \ No newline at end of file diff --git a/files/12/12_ref_0.xlsx b/files/12/12_ref_0.xlsx index 9a9fde271cd28d4be6dab8e90e7733d8469bde6a..84cd40ae6350f50d5febfb37651c1a90136b8573 100644 --- a/files/12/12_ref_0.xlsx +++ b/files/12/12_ref_0.xlsx @@ -1,3 +1,3 @@ version https://git-lfs.github.com/spec/v1 -oid sha256:59c9a9aae286db9644c3337108214824cde2d9ff2f9e401f12b7c6a54477c87a -size 4188895 +oid sha256:45a785a8c0f861896919ebf45183db866cc562e58ea674959774dc05ec34b1cb +size 4188938 diff --git a/files/12/12_src_0.xlsx b/files/12/12_src_0.xlsx index fd3de3c2f2c4de8bb9edebda28e41762aed0f1cc..2554ef4542afcb17f380e54aaea5629138caaf3d 100644 --- a/files/12/12_src_0.xlsx +++ b/files/12/12_src_0.xlsx @@ -1,3 +1,3 @@ version https://git-lfs.github.com/spec/v1 -oid sha256:416e901a8eb12fa4f2a716e22623a8dd2959bd8ef5b9cdc6dbee1e3048e5f00f -size 4034475 +oid sha256:97299d6ab3fb25bff5e80d9776a07f1e336c044ca765b9c1ea0cc08d1c3a227c +size 4034467 diff --git a/files/120/120.json b/files/120/120.json index 3e54353dd3f8a1ce15d4dfddd77a7e61e3b0a9a4..effc018363e3b9d2237d991ebe146690998a6e06 100644 --- a/files/120/120.json +++ b/files/120/120.json @@ -2,11 +2,11 @@ "id": "120", "instruction_en": "Audit the workbook and correct the formula errors in place so numbers calculate properly.", "source_files": [ - "1_Tricia Roome.xlsx" + "120_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/120/120_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/120/120_src_0.xlsx" ], "task_type": "Validation / Review, Calculation", - "business_type": "Operations" + "business_type": "Operational Management" } \ No newline at end of file diff --git a/files/121/121.json b/files/121/121.json index a78dadebbcadab86c13c39e91f1d2f57d99a9ab1..6657d69f11dbcb209aee70e2ef7873b7220a7665 100644 --- a/files/121/121.json +++ b/files/121/121.json @@ -2,11 +2,11 @@ "id": "121", "instruction_en": "Audit the Deal Sheet in the workbook and correct the formula errors in place so numbers calculate properly.", "source_files": [ - "1_5_14act.xlsx" + "121_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/121/121_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/121/121_src_0.xlsx" ], "task_type": "Validation / Review, Calculation", - "business_type": "Planning And Budgeting/Investment: Trading And Position Management" + "business_type": "Planning and Budgeting, Trading and Risk Management" } \ No newline at end of file diff --git a/files/122/122.json b/files/122/122.json index a9224cdecce2d7ab5196e36d19c5049824c7e079..2ca23d5ec449fe278b80f8a3903fec9d93c2e465 100644 --- a/files/122/122.json +++ b/files/122/122.json @@ -1,12 +1,12 @@ { "id": "122", - "instruction_en": "At the end of the table, add two summary rows labeled 'Total Disbursements' and 'Net Receipts (Disbursements)'.", + "instruction_en": "Create a new sheet named “Exp by Fun Gen Support Chart5” and, on this sheet, build two pie charts based on the two existing data tables.\n\nThe top pie chart should show “Expenditures by Function – All Funds”. Use the amounts from the “TOTAL EXPENDITURES” detail lines for each function in the All Funds summary table, calculate each function’s percentage of total expenditures, and make each function one slice. Label each slice with the function name and its percentage, and add a legend with the same function names.\n\nThe bottom pie chart should show the “breakdown of General Support Services”. Use the amounts for all rows that belong to the General Support Services function in the detailed table, calculate each item’s percentage of the total General Support Services amount, and make each item one slice. Again, label each slice with the item name and its percentage, and include a matching legend.\n\nBoth pie charts should be 3-D and visually well-balanced.", "source_files": [ - "james_steffes__12795__EES CASH BURN_01.xlsx" + "122_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/122/122_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/122/122_src_0.xlsx" ], - "task_type": "Structuring / Formatting, Calculation", - "business_type": "Planning And Budget" + "task_type": "Summary / Visualization, Cross-sheet/file Retrieval", + "business_type": "Report" } \ No newline at end of file diff --git a/files/122/122_src_0.xlsx b/files/122/122_src_0.xlsx index 9db5fed09b94df446eeb41933c4ddfa7af86ea76..75e99154f0f990d7cb3d0e8f5a96ab6836e07219 100644 Binary files a/files/122/122_src_0.xlsx and b/files/122/122_src_0.xlsx differ diff --git a/files/123/123.json b/files/123/123.json index bee6075470523e2550fc9df2f85df37af6f287aa..a1170d05aa2a1775ba2814bd407bc2f4e4cfdb65 100644 --- a/files/123/123.json +++ b/files/123/123.json @@ -2,11 +2,11 @@ "id": "123", "instruction_en": "Assume that in January 2002 you enter a “portfolio” by going long ERCOT peak power and short an equal-scale amount of NYMEX natural gas. Over the full year 2002, does this portfolio make or lose money, and what is its nominal return?", "source_files": [ - "10_Daily Forward Price Curves 10262001.xlsx" + "123_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/123/123_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/123/123_src_0.xlsx" ], "task_type": "Calculation", - "business_type": "Investment: Pricing And Valuation / Investment: Trading And Position Management" + "business_type": "Pricing and Valuation, Trading and Risk Management" } \ No newline at end of file diff --git a/files/124/124.json b/files/124/124.json index 043ac0e06adba54df90e2363455c60c42779cff8..db4c6782efa3b77a25532b9392b67df5658c3a4f 100644 --- a/files/124/124.json +++ b/files/124/124.json @@ -2,11 +2,11 @@ "id": "124", "instruction_en": "Complete the content in the summary sheet based on other spreadsheets. Leave blank if no information found.", "source_files": [ - "1_2000 Winter Plan_0.xlsx" + "124_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/124/124_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/124/124_src_0.xlsx" ], - "task_type": "Cross-sheet Retrieval, Calculation, Data Entry / Import", - "business_type": "Operations/Reports" + "task_type": "Cross-sheet/file Retrieval, Calculation, Data Entry / Import", + "business_type": "Operational Management, Report" } \ No newline at end of file diff --git a/files/125/125.json b/files/125/125.json index e3a64da681f6bba5217bb89a37f7fb6856140140..0587ac5626f83d84e2d456eccb6f83f242a34774 100644 --- a/files/125/125.json +++ b/files/125/125.json @@ -2,11 +2,11 @@ "id": "125", "instruction_en": "You are given an Excel table (Figure 1.19) showing, for IDA-eligible countries, disbursements, amortization, and interest on public and publicly guaranteed debt in 2021–2023 by creditor type (Multilateral, IMF, Bilateral, Commercial bank and other, Bondholders), as well as 2021–2023 totals. At the bottom of the table, the total PPG long-term debt net transfers for 2022 and 2023 are reported.\n\nUsing only the data in the table, please:\n\nProduce at least one chart that displays disbursements, amortization, and interest for each creditor type in 2021–2023.\n\nWrite a structured economic analysis of no more than 300 words, summarizing the main trends, key turning points, and possible financing behavior patterns. In your analysis, calculate and cite the increase in total long-term debt net transfers in 2023.", "source_files": [ - "IDR2024-Part1-AllCharts-Tables_04.xlsx" + "125_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/125/125_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/125/125_src_0.xlsx" ], - "task_type": "Calculation, Reporting / Visualization", + "task_type": "Calculation, Summary / Visualization", "business_type": "Report" } \ No newline at end of file diff --git a/files/126/126.json b/files/126/126.json index 77ac1431d9c43c23e4af72e920def085e3e716a3..4e7eb58cf5f403f35ffd46b1fe7887ad0b244ced 100644 --- a/files/126/126.json +++ b/files/126/126.json @@ -2,10 +2,10 @@ "id": "126", "instruction_en": "Convert the 'EOTT TX-NM Facilities' worksheet into a standard table and filter it to display Andrew’s county only.", "source_files": [ - "larry_campbell__20958__EOTT tanks tx NM.xlsx" + "126_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/126/126_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/126/126_src_0.xlsx" ], "task_type": "Structuring / Formatting", "business_type": "Asset Management" diff --git a/files/127/127.json b/files/127/127.json index ad97d8d4d9675c3f0e91cf142081d239f65060ec..a094e5d451a794b7bef5baf221b73c905607d186 100644 --- a/files/127/127.json +++ b/files/127/127.json @@ -2,11 +2,11 @@ "id": "127", "instruction_en": "Complete the Existing Deals with Huber and Proposed Deals with Huber summaries by cross-referencing the Exposure sheet to capture each contract’s start and end dates, delivery point, and contract price.\nCalculate the average of 55-day payables at each designated time point, and aggregate these amounts into the summary totals corresponding to their respective time periods.", "source_files": [ - "mark_whitt__25254__Huber - Existing & Proposed Deals 111201_3.xlsx" + "127_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/127/127_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/127/127_src_0.xlsx" ], - "task_type": "Calculation, Reporting / Visualization", - "business_type": "Model Prediction" + "task_type": "Calculation, Summary / Visualization", + "business_type": "Predictive Modeling" } \ No newline at end of file diff --git a/files/128/128.json b/files/128/128.json index f159fa57f1f8abdacc572599d64aeca41f78101e..0a8962beff5ed97130707957f9933ad97f4c3d7e 100644 --- a/files/128/128.json +++ b/files/128/128.json @@ -2,11 +2,11 @@ "id": "128", "instruction_en": "Prepare a stacked area chart titled \"Existing and Proposed Deals with Huber\", showing monthly time on the X-axis (from December 2001 to December 2006) and daily gas supply volumes (MMBtu/d) on the Y-axis in the Summary sheet. Each colored band should represent a distinct pricing benchmark or contract type (deal), illustrating how volumes vary over time", "source_files": [ - "mark_whitt__25254__Huber - Existing & Proposed Deals 111201_4.xlsx" + "128_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/128/128_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/128/128_src_0.xlsx" ], - "task_type": "Reporting / Visualization, Cross-sheet/file Retrieval", - "business_type": "Model Prediction" + "task_type": "Summary / Visualization, Cross-sheet/file Retrieval", + "business_type": "Predictive Modeling" } \ No newline at end of file diff --git a/files/129/129.json b/files/129/129.json index 981fcf4df2e0a0ad82448a346f18d811679635e7..34494c84b1b7efe165ba510a8e18e974648f094f 100644 --- a/files/129/129.json +++ b/files/129/129.json @@ -2,11 +2,11 @@ "id": "129", "instruction_en": "Create a stacked area chart titled “Rolling 55 Day Payables (as of the 25th of the Month)” to visualize rolling payable amounts across multiple natural gas price indices from December 2001 to December 2006 in the Summary sheet. The Y-axis should be dollars and the X-axis monthly time, with each data point representing the rolling 55-day payables total as of the 25th of that month.", "source_files": [ - "mark_whitt__25254__Huber - Existing & Proposed Deals 111201_4.xlsx" + "129_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/129/129_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/129/129_src_0.xlsx" ], - "task_type": "Reporting / Visualization, Cross-sheet/file Retrieval", - "business_type": "Model Prediction" + "task_type": "Summary / Visualization, Cross-sheet/file Retrieval", + "business_type": "Predictive Modeling" } \ No newline at end of file diff --git a/files/13/13.json b/files/13/13.json index 42026770d0ada182066a0f946d42664d4f740a63..660d3a610d85e7ad13f1019051cf19a6ae339817 100644 --- a/files/13/13.json +++ b/files/13/13.json @@ -2,19 +2,20 @@ "id": "13", "instruction_en": "Complete the missing formulas in columns E and F on the sheet Holding Period Return Analysis.\nThis task uses the yield curve on the given date to compute the annualized return over the specified holding period for a pair of virtual bonds.\nThe calculation steps should follow the logic shown in column D, and the yellow-highlighted cells are input parameters.\nThe model should update the virtual bonds’ holding-period return dynamically when these parameters change.\n\nCompute the “Initial Full Price” by setting the coupon rate equal to the current yield.\n\nDetermine the “Remaining Maturity at the End of the Holding Period” based on the parameters in the table.\n\nUse the cash-flow discounting formula and the corresponding parameters to compute the “Final Full Price.”", "source_files": [ - "Relative_valuation_model_v2.xlsx" + "13_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/13/13_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "Relative_valuation_model_v0.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/13/13_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "13_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/13/13_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/13/13_ref_0.xlsx" ], "task_type": "Structuring / Formatting, Calculation", - "business_type": "Model Prediction" + "business_type": "Predictive Modeling" } \ No newline at end of file diff --git a/files/130/130.json b/files/130/130.json index e6e3800ba9b8269b8ca3ad058d7ee2b451a08080..c9c60f8614dad5a65b3a73e8aefc899c581985a2 100644 --- a/files/130/130.json +++ b/files/130/130.json @@ -2,11 +2,11 @@ "id": "130", "instruction_en": "Update the weekly sheet’s rent table to include four new columns — “Total Weekly,” “Total Biweekly,” “Total Monthly,” and “Grand Total” — and populate each tenant’s amounts by week, every two weeks, and monthly, leaving missing items as blank cells. At the bottom, add a “Sub-total” row that sums each column, a “Number of Periods” row reflecting the annual payment count for each tenant based on their rent frequency, and an “Annual Totals” row that calculates the yearly totals for each column; the “Grand Total” column should only be populated on the “Annual Totals” row and remain blank elsewhere.", "source_files": [ - "phillip_allen__28869__rentroll_investors_01.xlsx" + "130_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/130/130_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/130/130_src_0.xlsx" ], "task_type": "Structuring / Formatting, Calculation", - "business_type": "Payment And Receipt Accountant" + "business_type": "Accounts Payable and Receivable" } \ No newline at end of file diff --git a/files/131/131.json b/files/131/131.json index f507239eeaae6dd4d7a12f45b74bc549f8e98ea3..2021cac0d291732664e6ee7a10594a39c0ee8128 100644 --- a/files/131/131.json +++ b/files/131/131.json @@ -2,11 +2,11 @@ "id": "131", "instruction_en": "Update the Beaumont Worksheet to reflect a Base Volume assumption of 17,000 (from 18,000) and roll the change through all affected calculations and summaries. Ensure the threshold/labels (e.g., “>17,000”) and the excess/deficit, buyback, swing, baseload, and invoice totals are consistent with the new base.", "source_files": [ - "daren_farmer__5577__Beaumont_Oct2000.xlsx" + "131_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/131/131_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/131/131_src_0.xlsx" ], "task_type": "Calculation, Validation / Review", - "business_type": "Purchasing And Sales" + "business_type": "Procurement and Sales" } \ No newline at end of file diff --git a/files/132/132.json b/files/132/132.json index 32151421fef6ddbe3125e544137f65e40e356035..46edeecfb0fceeed329e8316b4d2e613e5051c1c 100644 --- a/files/132/132.json +++ b/files/132/132.json @@ -2,11 +2,11 @@ "id": "132", "instruction_en": "Update the 'overview' worksheet with the new data located to the right of the 'to be moved to line:' label on the 'support for reclass of ENA' sheet. Also insert a 'TOTAL EWS' line under the top header.", "source_files": [ - "sally_beck__34355__11-30 DPR first cut_01.xlsx" + "132_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/132/132_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/132/132_src_0.xlsx" ], "task_type": "Data Entry / Import, Structuring / Formatting, Cross-sheet/file Retrieval", - "business_type": "Risk Management" + "business_type": "Trading and Risk Management" } \ No newline at end of file diff --git a/files/133/133.json b/files/133/133.json index 30964ce0571a4123aa1ca19dc4b12a9c022ee460..232273d19a2c1f94da35c44b428aba719adc9c7d 100644 --- a/files/133/133.json +++ b/files/133/133.json @@ -2,11 +2,11 @@ "id": "133", "instruction_en": "Audit the consolidated 2002 plan workbook and correct the formula errors and omissions so the subtotals and roll-ups calculate properly.", "source_files": [ - "john_lavorato__16560__Revised 2002 Consol Plan Review Template.xlsx" + "133_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/133/133_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/133/133_src_0.xlsx" ], "task_type": "Validation / Review, Calculation", - "business_type": "Planning And Budget" + "business_type": "Planning and Budgeting" } \ No newline at end of file diff --git a/files/134/134.json b/files/134/134.json index bc866e7ca826de81218b6b0bbce19d41a8524f58..9dd5c5de7c0924aa8fa17a0ba99d4bffacb26172 100644 --- a/files/134/134.json +++ b/files/134/134.json @@ -2,11 +2,11 @@ "id": "134", "instruction_en": "Shift the merged title so it begins in column B rather than A to align with the table, and delete all rows that are not marked \"violation.\"", "source_files": [ - "stacey_white__38841__West Limits Fax_01.xlsx" + "134_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/134/134_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/134/134_src_0.xlsx" ], "task_type": "Structuring / Formatting", - "business_type": "Risk Management" + "business_type": "Trading and Risk Management" } \ No newline at end of file diff --git a/files/135/135.json b/files/135/135.json index ac11e866bb77afbc569e0cbd374a8b48abdbc6dc..6335b9e951824e156323af945165f267d8e66ead 100644 --- a/files/135/135.json +++ b/files/135/135.json @@ -2,11 +2,11 @@ "id": "135", "instruction_en": "Create four grey area charts for the AGA Storage Report – Working Gas year-over-year comparison, showing the weekly difference versus the same week last year (in Bcf). Place them on Prod_Yr-Yr (Producing), East_Yr-Yr (East Consuming), West_Yr-Yr (West), and Total_Yr-Yr (Total), with the x-axis running through the week ending 9/23.", "source_files": [ - "chris_dorland__1625__aga_01.xlsx" + "135_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/135/135_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/135/135_src_0.xlsx" ], - "task_type": "Reporting / Visualization, Structuring / Formatting", - "business_type": "Model Prediction" + "task_type": "Summary / Visualization, Structuring / Formatting", + "business_type": "Predictive Modeling" } \ No newline at end of file diff --git a/files/136/136.json b/files/136/136.json index 68c19247d6b1e5db3fb775d7ace088e6f7ae9f9a..cf3f1f1c485175387c320e0501863c015d31be13 100644 --- a/files/136/136.json +++ b/files/136/136.json @@ -2,11 +2,11 @@ "id": "136", "instruction_en": "Build four multi-year line charts for “AGA Storage Report – Working Gas,” covering Producing, Consuming East, Consuming West, and Total, that compare weekly Storage Level (Bcf) across 1994/95, 1995/96, 1996/97, 1997/98, 1998/99, and 1999/00. Use Bcf on the Y-axis and Week Ending (from 5-Nov to 21-Oct) on the X-axis, include a vertical dashed line separating WINTER and SUMMER, and place each chart on sheets named Producing, East, West, and Total.", "source_files": [ - "chris_dorland__1625__aga_02.xlsx" + "136_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/136/136_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/136/136_src_0.xlsx" ], - "task_type": "Reporting / Visualization, Structuring / Formatting", - "business_type": "Model Prediction" + "task_type": "Summary / Visualization, Structuring / Formatting", + "business_type": "Predictive Modeling" } \ No newline at end of file diff --git a/files/137/137.json b/files/137/137.json index c8778f3c229eaf8c7e0d8384ac41dae07954c41c..5af754ad2be9c4b644cfbe49c7bc6592bee7e7c4 100644 --- a/files/137/137.json +++ b/files/137/137.json @@ -2,10 +2,10 @@ "id": "137", "instruction_en": "Update the NC_PL worksheet so its formatting matches the style used on NC_BS.", "source_files": [ - "financials0203e__EUSES_financial_processed_01.xlsx" + "137_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/137/137_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/137/137_src_0.xlsx" ], "task_type": "Structuring / Formatting", "business_type": "Report" diff --git a/files/138/138.json b/files/138/138.json index d43cef809e42779f2b48e9ec9ef4ddaf53c56656..60b9309837f7b85128f4a60cb0595029dfc9040d 100644 --- a/files/138/138.json +++ b/files/138/138.json @@ -2,11 +2,11 @@ "id": "138", "instruction_en": "Add a new worksheet titled “P&C” and build a Property & Casualty Insurance Highlights page modeled after the other summary tabs. Set the header at the top (American Financial Group; Property & Casualty Insurance Highlights; (In millions)) and lay out Fourth Quarter 2003 vs. 2002 and Twelve Months Ended 2003 vs. 2002 with an “Inc (Dec)” column, consistent with the existing format.", "source_files": [ - "sup4q03__EUSES_financial_processed_01.xlsx" + "138_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/138/138_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/138/138_src_0.xlsx" ], - "task_type": "Structuring / Formatting, Reporting / Visualization", + "task_type": "Structuring / Formatting, Summary / Visualization", "business_type": "Report" } \ No newline at end of file diff --git a/files/139/139.json b/files/139/139.json index 33152527e20e1e8938c0af0559f7d8da7700edb5..2e2ee455b0ef59ca6a0249fbee74b78662c22edb 100644 --- a/files/139/139.json +++ b/files/139/139.json @@ -2,11 +2,11 @@ "id": "139", "instruction_en": "Using the Cleburne Plant Damage Sensitivities, evaluate the financial impact at plant capacities of 240MW, 245MW, 258MW, and 263MW. For Q1–Q4, compute and compare the implied equity value at the contract effective date and subsequent dates, determine damages per Section 11.02(i)(a) under current conditions, assess the impact of modifying the interest rate adjustment on the capacity payment, and the result if the interest rate adjustment is fully removed, then quantify the deltas versus the 263MW baseline to show sensitivity of equity value and damages.", "source_files": [ - "richard_sanders__31745__Tick Analysis @ 14-Nov-00_3.xlsx" + "139_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/139/139_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/139/139_src_0.xlsx" ], - "task_type": "Financial Modeling, Calculation, Reporting / Visualization", - "business_type": "Model Prediction" + "task_type": "Financial Modeling, Calculation, Summary / Visualization", + "business_type": "Predictive Modeling" } \ No newline at end of file diff --git a/files/14/14.json b/files/14/14.json index d0205333e2b17d4bec7ecbe5d11ac232c59826fc..dd68d50ce6ac8b59ff6121abb0ad434fdd875ae3 100644 --- a/files/14/14.json +++ b/files/14/14.json @@ -2,19 +2,20 @@ "id": "14", "instruction_en": "Suppose we need to hold a 0.5-year AA(2) municipal investment bond. Using the model, compare the holding-period returns of the 2-year and 4-year tenors. It is known that over the next half year, the 1-year yield will rise by 2 bps, and the 5-year term spread relative to the 1-year will widen by 3 bps.", "source_files": [ - "Relative_valuation_model_v0.xlsx" + "14_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/14/14_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "Relative_valuation_model_v3.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/14/14_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "14_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/14/14_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/14/14_ref_0.xlsx" ], "task_type": "Financial Modeling, Calculation", - "business_type": "Model Prediction" + "business_type": "Predictive Modeling" } \ No newline at end of file diff --git a/files/140/140.json b/files/140/140.json index e93c68c10b3554a2222a0c1d2cef3157ae1463d8..9468960f8d5392667f29d25c2e6ec9c4a808172c 100644 --- a/files/140/140.json +++ b/files/140/140.json @@ -2,11 +2,11 @@ "id": "140", "instruction_en": "Compute the Monthly Volume and, under different Prime Rate and Corporate Rate assumptions, calculate the monthly Carrying Cost and resulting P/L, then provide the annual roll-up summary.", "source_files": [ - "phillip_m_love__31100__NSS CashflowPL.xlsx" + "140_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/140/140_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/140/140_src_0.xlsx" ], "task_type": "Calculation", - "business_type": "Planning And Budget" + "business_type": "Planning and Budgeting" } \ No newline at end of file diff --git a/files/141/141.json b/files/141/141.json index 28fe8f6a97da21887538c65aa37cfce29f9af2f9..0084cd5b79df53f90a60285c8a6fbfcce4444f35 100644 --- a/files/141/141.json +++ b/files/141/141.json @@ -2,11 +2,11 @@ "id": "141", "instruction_en": "Identify and populate, for each Trader, the corresponding Book Organization for both Power and Natural Gas, using the short-form names only. The update should reflect the abbreviated book codes aligned to each trader (e.g., NETCO power books and PWR-GAS gas books).", "source_files": [ - "kam_keiser__18064__UBS Master Book List_0.xlsx" + "141_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/141/141_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/141/141_src_0.xlsx" ], "task_type": "Data Entry / Import, Cross-sheet/file Retrieval", - "business_type": "Investment: Trading And Position Management" + "business_type": "Trading and Risk Management" } \ No newline at end of file diff --git a/files/142/142.json b/files/142/142.json index 413e11bf8bb1bcc2d61d88d8a3db75d6bd3216d0..ec3179cb657b6bca15ff22f18abb6b7c71d4bd7f 100644 --- a/files/142/142.json +++ b/files/142/142.json @@ -2,11 +2,11 @@ "id": "142", "instruction_en": "Under the assumptions of Scenario 1, calculate and populate—for each gas point—the total position (contracts), the 30‑day average standard deviation, and the P&L (US$), then aggregate to a grand total for P&L.", "source_files": [ - "john_zufferli__16761__positionsummary_2.xlsx" + "142_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/142/142_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/142/142_src_0.xlsx" ], "task_type": "Calculation", - "business_type": "Investment: Trading And Position Management" + "business_type": "Trading and Risk Management" } \ No newline at end of file diff --git a/files/143/143.json b/files/143/143.json index ec7e78af672a413f0010f46389db6a513c852ab1..865390632bc598b407c2b0ddfa70caa872253a1a 100644 --- a/files/143/143.json +++ b/files/143/143.json @@ -2,11 +2,11 @@ "id": "143", "instruction_en": "Apply Scenario 2 to calculate the current positions, the 30-day standard deviation and the P&L (US$) for each gas point and then provide the aggregated total for P&L. This should reflect the Scenario 2 convention.", "source_files": [ - "john_zufferli__16761__positionsummary_4.xlsx" + "143_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/143/143_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/143/143_src_0.xlsx" ], "task_type": "Calculation", - "business_type": "Investment: Trading And Position Management" + "business_type": "Trading and Risk Management" } \ No newline at end of file diff --git a/files/144/144.json b/files/144/144.json index a20264daadf868de89fc5272f15290e3ac523ffc..3d6a0728960715f39a470615f0a3946723916952 100644 --- a/files/144/144.json +++ b/files/144/144.json @@ -2,11 +2,11 @@ "id": "144", "instruction_en": "Using the daily Crude Oil and Natural Gas prices recorded in the NYMEX Settlement Price Averages table, calculate the required averages and the settlement reference prices, and populate the blank fields at the bottom of the table. Format CRUDE OIL values to three decimal places and Natural Gas values to five decimal places. If that particular statistic doesn’t apply to a given column, just fill in “N/A.”", "source_files": [ - "1_NYMEXSTL.01_00.xlsx" + "144_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/144/144_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/144/144_src_0.xlsx" ], "task_type": "Calculation, Structuring / Formatting", - "business_type": "Investment: Trading And Position Management" + "business_type": "Trading and Risk Management" } \ No newline at end of file diff --git a/files/145/145.json b/files/145/145.json index 38fe9892c0c63b1eccacbb044af3a68ba0eefd4e..c0d12e341acd76c5a35986dfce3228d8701440ee 100644 --- a/files/145/145.json +++ b/files/145/145.json @@ -3,6 +3,6 @@ "instruction_en": "I want to compare the labor market between four southern US states, namely Alabama, Georgia, Louisiana, and Mississippi. I need to compile monthly employment data not seasonally adjusted for these states from January 2024 to June 2024 (including January 2024 and June 2024). Please provide the following:\\nUnadjusted Unemployment Rate\\nLabor Force Participation Rate\\nAll Employees – Total Nonfarm (Thousands of Persons)\\nAll Employees – Manufacturing (Thousands of Persons)\\nAverage Hourly Earnings of All Employees (Total Private)\\nAverage Hourly Earnings of All Employees (Manufacturing)\\n\\nPlease output an xlsx file with Sheet1 as the RawData sheet, with the following column names in order:\\nStates, Statistical Month, Unadjusted Unemployment Rate(%), Labor Force Participation Rate(%), All Employees – Total Nonfarm(in thousands), All Employees – Manufacturing(in thousands), Average Hourly Earnings of All Employees (Total Private), Average Hourly Earnings of All Employees (Manufacturing)\\nFor Statistical Month, use the format yyyy-mm, like 2024-06.\\n\\nDon't ask me any questions, just output the results according to the columns without omitting cells arbitrarily.\\n\\nBased on the RawData sheet, complete the following 4 subtasks:\\n\\nSubtask 1 - Sheet2_State_Ranking: Rank states by overall labor market health (6-month average).\\nColumns: Rank, State, Avg Unemployment Rate (%), Avg Participation Rate (%), Avg Total Employment (thousands), Avg Manufacturing Employment (thousands), Avg Wage - Private ($), Avg Wage - Manufacturing ($), Labor Market Health Score\\nHealth Score = (100 - Avg Unemployment) + Avg Participation + (Avg Wage Private - 25). All percentages 2 decimals, employment figures 1 decimal, wages 2 decimals, health score 2 decimals. Sort by health score descending.\\n\\nSubtask 2 - Sheet3_Monthly_Trends: Calculate month-over-month changes for each state (Feb-Jun, 5 months per state = 20 rows).\\nColumns: State, Month, Unemployment Change (pp), Participation Change (pp), Total Employment Growth (%), Manufacturing Employment Growth (%), Wage Growth - Private (%)\\nUse formula (Current-Previous)/Previous×100 for growth rates. All values 2 decimals. Sort by State then Month.\\n\\nSubtask 3 - Sheet4_Employment_Structure: Employment composition analysis for each state (June 2024 snapshot).\\nColumns: State, Total Nonfarm Employment (thousands), Manufacturing Employment (thousands), Non-Manufacturing Employment (thousands), Manufacturing Share (%), Total Employment 6M Growth (%), Manufacturing 6M Growth (%)\\nNon-Manufacturing = Total - Manufacturing. Share = Manufacturing/Total×100. 6M Growth = (Jun-Jan)/Jan×100. Employment 1 decimal, percentages 2 decimals.\\n\\nSubtask 4 - Sheet5_Wage_Analysis: Wage premium and volatility analysis by state (6-month statistics).\\nColumns: State, Avg Private Wage ($), Avg Manufacturing Wage ($), Wage Premium ($), Wage Premium (%), Wage Volatility - Private ($), Wage Range - Private ($), Premium Category\\nPremium = Mfg Wage - Private Wage. Premium % = Premium/Private×100. Volatility = STDEV. Range = MAX - MIN. Category: \\\"High Premium\\\" if Premium % > 5%, \\\"Medium Premium\\\" if 0-5%, \\\"Low Premium\\\" if 0 to -5%, \\\"Negative Premium\\\" if < -5%. All wages 2 decimals.\"", "source_files": [], "source_files_urls": [], - "task_type": "Web Search, Data Entry / Import, Structuring / Formatting, Calculation, Reporting / Visualization", + "task_type": "Web Search, Data Entry / Import, Structuring / Formatting, Calculation, Summary / Visualization", "business_type": "Report" } \ No newline at end of file diff --git a/files/147/147.json b/files/147/147.json index 0c618e275cd145c07857bc383004f5984d2a4f71..e0047bc25ca2cb148c07d7c599ce2b65b14347b2 100644 --- a/files/147/147.json +++ b/files/147/147.json @@ -2,11 +2,11 @@ "id": "147", "instruction_en": "Fill in the cells highlighted with a blue background, and then remove the background color.", "source_files": [ - "10_Summary8-21_01.xlsx" + "147_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/147/147_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/147/147_src_0.xlsx" ], "task_type": "Data Entry / Import, Structuring / Formatting, Cross-sheet/file Retrieval, Calculation", - "business_type": "Investment: Trading And Position Management / Investment: Credit / Investment: Pricing And Valuation" + "business_type": "Trading and Risk Management, Investment: Credit, Pricing and Valuation" } \ No newline at end of file diff --git a/files/148/148.json b/files/148/148.json index fcf36cc45bd4f58a7fb92df29e51a2f7edb6daa2..cf550826cf24959c2d7786243045ccd5d4337d44 100644 --- a/files/148/148.json +++ b/files/148/148.json @@ -2,11 +2,11 @@ "id": "148", "instruction_en": "Switch the timing/rotation model to Method 1 and set the moving average to 120 with a deviation threshold of 35%. After updating the parameters, ensure the model outputs are refreshed to reflect the new settings.", "source_files": [ - "rotation_model_v0.xlsx" + "148_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/148/148_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/148/148_src_0.xlsx" ], "task_type": "Structuring / Formatting, Calculation, Financial Modeling", - "business_type": "Model Prediction" + "business_type": "Predictive Modeling" } \ No newline at end of file diff --git a/files/148/148_src_0.xlsx b/files/148/148_src_0.xlsx index 9a9fde271cd28d4be6dab8e90e7733d8469bde6a..84cd40ae6350f50d5febfb37651c1a90136b8573 100644 --- a/files/148/148_src_0.xlsx +++ b/files/148/148_src_0.xlsx @@ -1,3 +1,3 @@ version https://git-lfs.github.com/spec/v1 -oid sha256:59c9a9aae286db9644c3337108214824cde2d9ff2f9e401f12b7c6a54477c87a -size 4188895 +oid sha256:45a785a8c0f861896919ebf45183db866cc562e58ea674959774dc05ec34b1cb +size 4188938 diff --git a/files/149/149.json b/files/149/149.json index 7db3b2e8b2c74a6bda2547497e24dd62fb4f214d..98016d093fc721056c86e599ffc66f5ea9a310a0 100644 --- a/files/149/149.json +++ b/files/149/149.json @@ -2,11 +2,11 @@ "id": "149", "instruction_en": "Task Background:\n\nGlobal growth is expected to remain steady for the foreseeable future despite escalating geopolitical tensions and heightened uncertainty surrounding global trade policy. Global inflation is expected to moderate, allowing central banks to ease monetary policy to support economic activity. However, the outlook remains subdued for low- and middle-income countries (LMICs), particularly for those with low creditworthiness, constrained fiscal space, and significant political and social unrest. Risks to the macroeconomic outlook for LMICs are tilted to the downside, including the escalation of armed conflicts, further trade fragmentation, persistent global inflation, a weaker global risk appetite, and slower-than-expected growth in major LMICs, especially China.\n\nIn 2023, LMICs accumulated significant additional debt and faced the corresponding heavy debt service burden. Although global interest rates are declining, debt service costs are expected to moderate gradually. However, LMICs' debt outlook still carries downside risks. The growing prominence of nontraditional creditors, particularly the accumulation of debt owed to China, complicates debt resolution. This is especially critical for small states with underdeveloped domestic financial markets. Furthermore, higher borrowing costs and increased debt service burdens may exacerbate fiscal challenges, especially in LMICs with tightening fiscal policies.\n\nTask Objective:\n\nBased on the provided spreadsheet data, write a report. The report should include the following:\n\nChart Design and Analysis:\nFor each spreadsheet provided, create at least one chart based on the data.\n\nReport Writing:\nUse the data from the provided spreadsheets to draft the report. Each spreadsheet should be analyzed, and for each one, at least one chart should be generated.\n\nFinal Output:\nSave the final report as a PDF document.", "source_files": [ - "IDR2024-Part1-AllCharts-Tables_06.xlsx" + "149_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/149/149_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/149/149_src_0.xlsx" ], - "task_type": "Calculation, Reporting / Visualization", + "task_type": "Calculation, Summary / Visualization", "business_type": "Report" } \ No newline at end of file diff --git a/files/15/15.json b/files/15/15.json index 5ce086cd19b2f0ac83fc2b8221161583cd7e9748..4b32806bbc0047ade33b1c489f568bb1c0b48399 100644 --- a/files/15/15.json +++ b/files/15/15.json @@ -2,19 +2,20 @@ "id": "15", "instruction_en": "Translate all Chinese text in this Excel workbook (including sheet names, headers, cell contents, formulas, charts, etc) into English and save the translated version as a new workbook.", "source_files": [ - "rotation_model_chinese_v0.xlsx" + "15_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/15/15_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "rotation_model_en_v0.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/15/15_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "15_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/15/15_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/15/15_ref_0.xlsx" ], - "task_type": "Structuring / Formatting, Translation, Reporting / Visualization", - "business_type": "" + "task_type": "Structuring / Formatting, Translation, Summary / Visualization", + "business_type": "Predictive Modeling" } \ No newline at end of file diff --git a/files/15/15_ref_0.xlsx b/files/15/15_ref_0.xlsx index f118238b719f518180ba067854b5c68e5f5b989f..9af705907ce2f30e38032d929df820abc0ef4b0e 100644 --- a/files/15/15_ref_0.xlsx +++ b/files/15/15_ref_0.xlsx @@ -1,3 +1,3 @@ version https://git-lfs.github.com/spec/v1 -oid sha256:105633d1c4c259b1685fab23eb222e8cefda2ea32baf23815a0a34becd42c69e -size 4188831 +oid sha256:0ebadd01b3702f7d6fca1172249defe8eb51c4f683ae1622ce8ba56ff43dc1fd +size 4188819 diff --git a/files/15/15_src_0.xlsx b/files/15/15_src_0.xlsx index 2724f8baddec216b1a658870248fda1233bf6e64..6f22ef91ec6bbe5d455df4c7a9de3ff2c70fa95e 100644 --- a/files/15/15_src_0.xlsx +++ b/files/15/15_src_0.xlsx @@ -1,3 +1,3 @@ version https://git-lfs.github.com/spec/v1 -oid sha256:d83fd751040b939fba567c9a307bdddc2598da54d42238b3f1ea246152d4a06f -size 4191273 +oid sha256:e351d88e3091c91c4894c0093ebb7b7cccfb570ac2518a2813c5d5dd8d11089e +size 4191558 diff --git a/files/150/150.json b/files/150/150.json index efbf55750b72193e0447da01d00fd437d13e0a2a..1257a7bdd75c706e57ef76f112da5ae8c190677a 100644 --- a/files/150/150.json +++ b/files/150/150.json @@ -2,11 +2,11 @@ "id": "150", "instruction_en": "Review and update the Year-End Goal Progress section of the Weekly Commodity Logic Report by tracking the KPIs established at the beginning of the year. Make sure the completion percentages for Potential Revenue-Generating Transactions, $ Financed Through Bank Logic, and Paying Customers Using Production reflect the most current totals.", "source_files": [ - "mark_taylor__25070__Weekly Marketing Report 15_19Oct2001_0.xlsx" + "150_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/150/150_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/150/150_src_0.xlsx" ], "task_type": "Calculation, Data Entry / Import, Cross-sheet/file Retrieval", - "business_type": "Operations" + "business_type": "Operational Management" } \ No newline at end of file diff --git a/files/151/151.json b/files/151/151.json index 430847d3f26fd8f7c46d9598f9945610ffa2e8bc..a414d4a51dfe8a101e51e6bae566e4545c7124bb 100644 --- a/files/151/151.json +++ b/files/151/151.json @@ -2,11 +2,11 @@ "id": "151", "instruction_en": "Add the necessary rows and columns in the file so EBIT is calculated and shown for the 2001 Forecast, 2001 Proforma, and 2002 Plan.", "source_files": [ - "john_lavorato__16560__Revised 2002 Consol Plan Review Template_01.xlsx" + "151_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/151/151_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/151/151_src_0.xlsx" ], "task_type": "Structuring / Formatting, Calculation", - "business_type": "Planning And Budget" + "business_type": "Planning and Budgeting" } \ No newline at end of file diff --git a/files/152/152.json b/files/152/152.json index c335b6a513d7f2a996eefead3b6aaab9aa937384..a3a5213efab9171182889b727b29fde118007697 100644 --- a/files/152/152.json +++ b/files/152/152.json @@ -2,11 +2,11 @@ "id": "152", "instruction_en": "Update the December entry: set the nominated date to November 22, the Daily Quantity to 24,516, and the Monthly Quantity to 760,000. Add an Estimated Monthly Quantity column, and at the bottom of the table calculate the total for the months already included and the period average daily quantity.", "source_files": [ - "daren_farmer__5540__SDSNOM_01.xlsx" + "152_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/152/152_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/152/152_src_0.xlsx" ], "task_type": "Data Entry / Import, Structuring / Formatting, Calculation", - "business_type": "Operations" + "business_type": "Operational Management" } \ No newline at end of file diff --git a/files/153/153.json b/files/153/153.json index ebe3ab98e2fafa019abcd1b8491fb5c708af72e8..f15a8ce07e4f7adf00327f2960b13b2908c77cc0 100644 --- a/files/153/153.json +++ b/files/153/153.json @@ -2,11 +2,11 @@ "id": "153", "instruction_en": "On the correlation sheet, add derived columns from the BSCTMP, NBSK, and SBSK price series: a “Dollar difference” showing the spread between SBSK and BSCTMP, and the logarithmic growth rate for each of three price series between two consecutive months; retain the original date column at the end.", "source_files": [ - "monika_causholli__28233__BSCTMP Substitute Correlations_3.xlsx" + "153_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/153/153_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/153/153_src_0.xlsx" ], "task_type": "Structuring / Formatting, Calculation", - "business_type": "Model Prediction" + "business_type": "Predictive Modeling" } \ No newline at end of file diff --git a/files/154/154.json b/files/154/154.json index 7434252ace0b825df408b8ad67cacbeabc0a5a7f..4a79a1c8aea431a5da1b5e25d7257c2a7cf9637c 100644 --- a/files/154/154.json +++ b/files/154/154.json @@ -2,11 +2,11 @@ "id": "154", "instruction_en": "Complete the missing Interreg co-financing data in the FR finances sheet (Rate, Maximum allocation, Previous payments, Current payment request, and Remaining) for the applicable categories. ", "source_files": [ - "2003113145043__EUSES_financial_processed_01.xlsx" + "154_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/154/154_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/154/154_src_0.xlsx" ], - "task_type": "Data Entry / Import, Calculation, Reporting / Visualization", - "business_type": "Reports/Payment And Receipt Accounting" + "task_type": "Data Entry / Import, Calculation, Summary / Visualization", + "business_type": "Report, Accounts Payable and Receivable" } \ No newline at end of file diff --git a/files/155/155.json b/files/155/155.json index 66eba716be6d266c38686d978c1bd39b31dd1dce..03135363cecf5d147960c51efaa70c0ead187118 100644 --- a/files/155/155.json +++ b/files/155/155.json @@ -2,11 +2,11 @@ "id": "155", "instruction_en": "Revise the data of 2002 allocation in HR sheet to reflect the figures in HR Detail sheet.", "source_files": [ - "tracy_geaccone__40573__EA Alloc to Other BUs - Support_01.xlsx" + "155_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/155/155_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/155/155_src_0.xlsx" ], "task_type": "Validation / Review, Cross-sheet/file Retrieval", - "business_type": "Reports/Plans And Budgets" + "business_type": "Report, Planning and Budgeting" } \ No newline at end of file diff --git a/files/156/156.json b/files/156/156.json index 79912dcc4d0a54a93d30e15d7a0058de09870d1d..933bc0aba13ec31ca96ea854794984d60ab473f3 100644 --- a/files/156/156.json +++ b/files/156/156.json @@ -1,12 +1,12 @@ { "id": "156", - "instruction_en": "Compile the headcount for each department and update the Master sheet with the department-level totals. If a department has no headcount data, leave the corresponding cell blank.", + "instruction_en": "Input the required data into the EA Alloc to Other BUs – Support workbook and complete any missing formulas on the CABC tab (Analysis of I/C Billings).", "source_files": [ - "louise_kitchen__24093__NEWCO HEADCOUNT NAMES_0.xlsx" + "156_src_0.pdf" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/156/156_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/156/156_src_0.pdf" ], - "task_type": "Data Entry / Import, Structuring / Formatting, Calculation", - "business_type": "Operations/Planning And Budget" + "task_type": "Data Entry / Import, Validation / Review, Calculation", + "business_type": "Report, Planning and Budgeting" } \ No newline at end of file diff --git a/files/156/156_src_0.pdf b/files/156/156_src_0.pdf new file mode 100644 index 0000000000000000000000000000000000000000..8f062098edee8196a7c89d66aa60942439976a6d Binary files /dev/null and b/files/156/156_src_0.pdf differ diff --git a/files/157/157.json b/files/157/157.json index 1dd6367d566223bfcb12402146d68454649f8407..a10e7ce38305136c17d320741afcd0a3b542299e 100644 --- a/files/157/157.json +++ b/files/157/157.json @@ -1,12 +1,12 @@ { "id": "157", - "instruction_en": "Based on the latest financials, complete all empty cells in the 'Total Wholesale Cash Flows excluding Prepays' table on Summary Average Term. ", + "instruction_en": "Build comprehensive Q2, Q3, and Q4 calculation tables following the same structure and logic as Q1, applying each task’s specific assumptions to compute the Interest Rate Adjustment, Apache Savings, Adjusted Capacity Rate, Months in the Year, Plant Capacity, Yearly Capacity Payments, and Monthly Capacity Payments for each year from 1997 to 2019. Finally, provide the Equity Present Value (XNPV5).", "source_files": [ - "louise_kitchen__23041__CFs by Industry and Erating_0.xlsx" + "157_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/157/157_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/157/157_src_0.xlsx" ], - "task_type": "Data Entry / Import, Cross-sheet/file Retrieval, Calculation", - "business_type": "Report" + "task_type": "Structuring / Formatting, Calculation", + "business_type": "Predictive Modeling" } \ No newline at end of file diff --git a/files/157/157_src_0.xlsx b/files/157/157_src_0.xlsx index 241d7ed0bfeb9462f168813f9df98ef4f442c98a..ad98af957b9f6526e4470c1947f740f4dda6b4b6 100644 --- a/files/157/157_src_0.xlsx +++ b/files/157/157_src_0.xlsx @@ -1,3 +1,3 @@ version https://git-lfs.github.com/spec/v1 -oid sha256:5b14d429c6c2c83f78bc2c01744ef29f09070a3f2e0aad93517db5bc4e967805 -size 1030406 +oid sha256:368eff502997b9c9a509365476ef939b76a48ed7432f5a47308867a1b030e316 +size 111986 diff --git a/files/158/158.json b/files/158/158.json index c6e0e084b9fd81536b2c2d3a7a26688da3fae3f5..db01ba9ed55096fda8b406188509ca69cac2abd7 100644 --- a/files/158/158.json +++ b/files/158/158.json @@ -2,11 +2,11 @@ "id": "158", "instruction_en": "Audit the workbook and correct the formula errors in place so numbers calculate properly.", "source_files": [ - "1_ONEOKRECAP2001.xlsx" + "158_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/158/158_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/158/158_src_0.xlsx" ], "task_type": "Validation / Review, Calculation", - "business_type": "Operations" + "business_type": "Operational Management" } \ No newline at end of file diff --git a/files/159/159.json b/files/159/159.json index 3992611ec06464646f6de8c9c405411fdad3f86a..166a5ac583674aa3a0fa3037a4db210655f149b8 100644 --- a/files/159/159.json +++ b/files/159/159.json @@ -2,11 +2,11 @@ "id": "159", "instruction_en": "Complete the orange-highlighted cells on the Timing Tracking sheet so they consistently point to the Benchmark Returns sheet. On Benchmark Returns, fill in the previously missing columns using the same logic as the existing columns, validate that the annual breakdown is behaving normally, and add formulas to summarize performance across the full sample period with results flowing back to the tracking view. Assume 250 trading days a year for the full sample period.", "source_files": [ - "rotation_model_v6.xlsx" + "159_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/159/159_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/159/159_src_0.xlsx" ], "task_type": "Structuring / Formatting, Calculation, Financial Modeling, Validation / Review", - "business_type": "Model Prediction" + "business_type": "Predictive Modeling" } \ No newline at end of file diff --git a/files/159/159_src_0.xlsx b/files/159/159_src_0.xlsx index f52ca9a8bfc01e14d328d6c5afe523152063a597..ebe6e97e4a9ba07334607deef08367512095b119 100644 --- a/files/159/159_src_0.xlsx +++ b/files/159/159_src_0.xlsx @@ -1,3 +1,3 @@ version https://git-lfs.github.com/spec/v1 -oid sha256:183f6656026a26f7ca7bd487bdb9a7bdc1d4efd0adc35aaf36d653b21b8a8b98 -size 4189147 +oid sha256:a71ca164e783ae8537c45eea68535d0d149c2426c825e647e59fef12522f0241 +size 4189106 diff --git a/files/16/16.json b/files/16/16.json index ae1992ad1047352f1aae84bf566e1d47960b98ee..b02b10b6e32e4a974c393c3cbe7afe8c28a2d10f 100644 --- a/files/16/16.json +++ b/files/16/16.json @@ -2,21 +2,22 @@ "id": "16", "instruction_en": "Continue writing the report based on the provided spreadsheet data, and generate the subsequent part of the report, saving it as a PDF file that maintains the same format as the original report.\n\nRequirements:\n\nUse the data from each spreadsheet provided to supplement the report.\n\nUpdate the report section by section based on the spreadsheet data.", "source_files": [ - "International Debt Report 2024_01.pdf", - "IDR2024-Part1-AllCharts-Tables_05.xlsx" + "16_src_0.pdf", + "16_src_1.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/16/16_src_0.pdf", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/16/16_src_1.xlsx" - ], - "reference_outputs": [ - { - "file": "International Debt Report 2024_02.pdf" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/16/16_src_0.pdf", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/16/16_src_1.xlsx" ], + "reference_outputs": { + "files": [ + "16_ref_0.pdf" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/16/16_ref_0.pdf" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/16/16_ref_0.pdf" ], - "task_type": "Calculation, Reporting / Visualization", + "task_type": "Calculation, Summary / Visualization", "business_type": "Report" } \ No newline at end of file diff --git a/files/160/160.json b/files/160/160.json index 49b5d6becb392d209a38cb8805044f5dd949065c..792484e41854e71b69aaf94df88adc170a4a0101 100644 --- a/files/160/160.json +++ b/files/160/160.json @@ -2,11 +2,11 @@ "id": "160", "instruction_en": "Transcribe the content from the pdfinto the Excel file.", "source_files": [ - "20030114144840!Superi#A7DEA_03.pdf" + "160_src_0.pdf" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/160/160_src_0.pdf" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/160/160_src_0.pdf" ], "task_type": "Data Entry / Import, Structuring / Formatting", - "business_type": "Accounting For Receipts And Payments/Statements" + "business_type": "Accounts Payable and Receivable, Report" } \ No newline at end of file diff --git a/files/161/161.json b/files/161/161.json index e9837153a8174dec55a58781870c4f1c935e2b4e..7fe674f99052881447c1e779c6c75d33d24a7cf3 100644 --- a/files/161/161.json +++ b/files/161/161.json @@ -2,11 +2,11 @@ "id": "161", "instruction_en": "Transcribe the pivot table from the pdf into the Excel file as a single table and add a column as the total of each row.", "source_files": [ - "rick_buy__32928__TAB2_EES_Power_04.pdf" + "161_src_0.pdf" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/161/161_src_0.pdf" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/161/161_src_0.pdf" ], "task_type": "Data Entry / Import, Structuring / Formatting", - "business_type": "Investment: Trading And Position Management / Other Accounting" + "business_type": "Trading and Risk Management, Other Account Management" } \ No newline at end of file diff --git a/files/162/162.json b/files/162/162.json index 68e4c868abaec7acaf52819b95cec5bb28525cad..f40d98066fc0ca94dbd08fda37f026435c9415b6 100644 --- a/files/162/162.json +++ b/files/162/162.json @@ -2,11 +2,11 @@ "id": "162", "instruction_en": "Based on the provided financial data, generate an asset analysis report (a Word document) for Adidas in 2024, with a focus on the reasons behind the growth of total assets. The report should be divided into two parts: Current Assets and Non-Current Assets, describing their changes and the reasons for their growth.", "source_files": [ - "annual-report-adidas-ar24_01.xlsx" + "162_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/162/162_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/162/162_src_0.xlsx" ], - "task_type": "Calculation, Reporting / Visualization", + "task_type": "Calculation, Summary / Visualization", "business_type": "Report" } \ No newline at end of file diff --git a/files/163/163.json b/files/163/163.json index 768414e46d784f724c9c088ba2a7635711fba6f0..ee5f5489ed80454b139ee9f88746201f4d0b58cd 100644 --- a/files/163/163.json +++ b/files/163/163.json @@ -2,10 +2,10 @@ "id": "163", "instruction_en": "Transcribe the content from the image into the Excel file.", "source_files": [ - "PESA_2025_CP_Chapter_5_tables_01.jpeg" + "163_src_0.jpeg" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/163/163_src_0.jpeg" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/163/163_src_0.jpeg" ], "task_type": "Data Entry / Import, Structuring / Formatting", "business_type": "Report" diff --git a/files/164/164.json b/files/164/164.json index aef3e5515a8e327b54a4f322962e0743c0bc1f20..774fc773d4465a4177ee97e9f676c08dfbc265a1 100644 --- a/files/164/164.json +++ b/files/164/164.json @@ -2,11 +2,11 @@ "id": "164", "instruction_en": "Translate the screenshot from the English PDF into Chinese and save it into a single PDF file.", "source_files": [ - "Worldbank_report_table_screenshot_01.jpeg" + "164_src_0.jpeg" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/164/164_src_0.jpeg" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/164/164_src_0.jpeg" ], - "task_type": "Reporting / Visualization,Translation", + "task_type": "Summary / Visualization,Translation", "business_type": "Report" } \ No newline at end of file diff --git a/files/165/165.json b/files/165/165.json index 93f07a393dfccf8571d36116eb89b87c0066f328..dbc8c6118f7daa7d9cf52d436921da7e414af558 100644 --- a/files/165/165.json +++ b/files/165/165.json @@ -2,11 +2,11 @@ "id": "165", "instruction_en": "In the worksheet “Enron Energy Services – Daily Cash Burn Forecast”, extract all non-empty amount cells for Gas Purchases in the week of 12/10/2001. Write these data into Sheet4 in long format:\n\nColumn 1: Description \nColumn 2: Date \nColumn 3: Value\n\nIgnore blank cells and cells containing “-”.\nUse conditional formatting to highlight values greater than 600,000 with a red fill.", "source_files": [ - "james_steffes__12795__EES CASH BURN_01.xlsx" + "165_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/165/165_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/165/165_src_0.xlsx" ], "task_type": "Structuring / Formatting, Cross-sheet/file Retrieval", - "business_type": "Planning And Budget" + "business_type": "Planning and Budgeting" } \ No newline at end of file diff --git a/files/166/166.json b/files/166/166.json index 44818cdc75b272042a9d7b47a426e50f08274024..29a8be90a88195b2693e6ce989877ddb66b8cc8d 100644 --- a/files/166/166.json +++ b/files/166/166.json @@ -2,11 +2,11 @@ "id": "166", "instruction_en": "Finalize the Position Sensitivities for Gas (in US$) by calculating and populating each gas point’s total position contracts, average stdev and the potential profit or loss of the positions under price movements of ±2 and ±1 standard deviations over the past 30 days. ", "source_files": [ - "john_zufferli__16761__positionsummary_0.xlsx" + "166_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/166/166_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/166/166_src_0.xlsx" ], "task_type": "Calculation, Structuring / Formatting", - "business_type": "Investment: Trading And Position Management" + "business_type": "Trading and Risk Management" } \ No newline at end of file diff --git a/files/167/167.json b/files/167/167.json index 158afa5cfdb32492081c315d79ea251b1348ed33..ac3347576d740332ab4721cdce4f9e81e6a2c6de 100644 --- a/files/167/167.json +++ b/files/167/167.json @@ -2,11 +2,11 @@ "id": "167", "instruction_en": "Based on the assumptions in the table, build out a complete pro forma model for the real estate investment and populate the capital stack and return analysis as shown.\n", "source_files": [ - "2_Porfit_sharing_0.xlsx" + "167_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/167/167_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/167/167_src_0.xlsx" ], "task_type": "Financial Modeling, Calculation", - "business_type": "Investment: Pricing And Valuation / Model Forecasting" + "business_type": "Pricing and Valuation, Predictive Modeling" } \ No newline at end of file diff --git a/files/168/168.json b/files/168/168.json index 385d3bbb72be54bf60314ba8f97b0fb30e0f5d36..01ae87fbddb13baba935c6037221958b249eac3d 100644 --- a/files/168/168.json +++ b/files/168/168.json @@ -2,11 +2,11 @@ "id": "168", "instruction_en": "Insert blank rows between adjacent tables in the workbook to create spacing.", "source_files": [ - "1_TWSpreadsheet.xlsx" + "168_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/168/168_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/168/168_src_0.xlsx" ], "task_type": "Structuring / Formatting", - "business_type": "Operations" + "business_type": "Operational Management" } \ No newline at end of file diff --git a/files/169/169.json b/files/169/169.json index 010477e028f6597a05dce791357af78ff8b8cf84..80ba6143978e623c1d9e9f00758cd4ed95352dde 100644 --- a/files/169/169.json +++ b/files/169/169.json @@ -2,11 +2,11 @@ "id": "169", "instruction_en": "Using all the amounts listed under “Due from SCs” and “Due to SCs” in the November market-settlement sheets, compute the ISO’s final net exposure over the entire settlement period. You should make use of the following data from both sides: Total Invoiced, Total Collected, Total Paid, and Total Adjustments, and derive the final net receivable or net payable amount based on the complete receivable–payable relationships. Then calculate what percentage this final net amount represents relative to the total invoiced amount on both sides (i.e., the combined Total Invoiced figures). The final answer should report: (1) whether the ISO is net receivable or net payable; and (2) the percentage of the net amount relative to the total invoiced volume, rounded to three decimal places.", "source_files": [ - "1_Closing 091901 cert debtor.xlsx" + "169_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/169/169_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/169/169_src_0.xlsx" ], "task_type": "Calculation", - "business_type": "Payment And Receipt Accountant" + "business_type": "Accounts Payable and Receivable" } \ No newline at end of file diff --git a/files/17/17.json b/files/17/17.json index 8ca84644d7fdc60dff9927c39d27ed4b762505ef..6af2a47a5568d4bf25093710cddaf2ed75e3c021 100644 --- a/files/17/17.json +++ b/files/17/17.json @@ -2,29 +2,28 @@ "id": "17", "instruction_en": "For the 10th of the year 2023, what are the Fee IDs applicable to Belles_cookbook_store?\n\nAnswer must be a list of values in comma separated list, eg: A, B, C. If the answer is an empty list, reply with an empty string. If a question does not have a relevant or applicable answer for the task, please respond with 'Not Applicable'", "source_files": [ - "acquirer_countries.csv", - "fees.json", - "manual.md", - "merchant_category_codes.csv", - "merchant_data.json", - "payments.csv", - "payments-readme.md" + "17_src_0.csv", + "17_src_1.json", + "17_src_2.md", + "17_src_3.csv", + "17_src_4.json", + "17_src_5.csv", + "17_src_6.md" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/17/17_src_0.csv", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/17/17_src_1.json", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/17/17_src_2.md", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/17/17_src_3.csv", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/17/17_src_4.json", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/17/17_src_5.csv", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/17/17_src_6.md" - ], - "reference_outputs": [ - { - "text": "741, 709, 454, 813, 381, 536, 473, 572, 477, 286" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/17/17_src_0.csv", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/17/17_src_1.json", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/17/17_src_2.md", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/17/17_src_3.csv", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/17/17_src_4.json", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/17/17_src_5.csv", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/17/17_src_6.md" ], + "reference_outputs": { + "files": [], + "text": "741, 709, 454, 813, 381, 536, 473, 572, 477, 286" + }, "reference_file_urls": [], - "task_type": "Cross-sheet Retrieval", - "business_type": "Payment And Receipt Accountant" + "task_type": "Cross-sheet/file Retrieval", + "business_type": "Accounts Payable and Receivable" } \ No newline at end of file diff --git a/files/170/170.json b/files/170/170.json index a5a25fc4ffee2a967d7e60d5c67833b467a9c5ce..772beedd9c03d913938464bc637dcd48ddb8fe0e 100644 --- a/files/170/170.json +++ b/files/170/170.json @@ -2,11 +2,11 @@ "id": "170", "instruction_en": "According to the specifications in the Strips sheet, aggregate the daily fundamental data for the PJM Interconnection market and compute the corresponding monthly statistics, suitable for power-trading analysis and review.", "source_files": [ - "benjamin_rogers__909__PJMupdate1_0.xlsx" + "170_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/170/170_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/170/170_src_0.xlsx" ], "task_type": "Calculation, Data Entry / Import, Cross-sheet/file Retrieval", - "business_type": "Operations" + "business_type": "Operational Management" } \ No newline at end of file diff --git a/files/171/171.json b/files/171/171.json index eac3f21f6dd54190350e4f6d1018e38707783b50..d223bdb28c08e0c98d171de0b3d402fc0b44daf8 100644 --- a/files/171/171.json +++ b/files/171/171.json @@ -2,10 +2,10 @@ "id": "171", "instruction_en": "Add a sheet Table 1.10, showing Total DEL by departmental group. Total DEL is made up of resource DEL excluding depreciation plus capital DEL. Ignore any discrepancies caused by rounding in the last digit.", "source_files": [ - "PESA_2025_CP_Chapter_1_tables_02.xlsx" + "171_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/171/171_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/171/171_src_0.xlsx" ], "task_type": "Calculation, Data Entry / Import, Structuring / Formatting", "business_type": "Report" diff --git a/files/18/18.json b/files/18/18.json index 9e7634fd7c857eb95f29ed573cea4aff6fed8aa2..89560f4a7c5826b30e42ac50aa61d575466dd9dd 100644 --- a/files/18/18.json +++ b/files/18/18.json @@ -2,29 +2,28 @@ "id": "18", "instruction_en": "In January 2023 what delta would Belles_cookbook_store pay if the relative fee of the fee with ID=384 changed to 1?\n\nAnswer must be just a number expressed in EUR rounded to 6 decimals. If a question does not have a relevant or applicable answer for the task, please respond with 'Not Applicable'", "source_files": [ - "acquirer_countries.csv", - "fees.json", - "manual.md", - "merchant_category_codes.csv", - "merchant_data.json", - "payments.csv", - "payments-readme.md" + "18_src_0.csv", + "18_src_1.json", + "18_src_2.md", + "18_src_3.csv", + "18_src_4.json", + "18_src_5.csv", + "18_src_6.md" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/18/18_src_0.csv", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/18/18_src_1.json", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/18/18_src_2.md", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/18/18_src_3.csv", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/18/18_src_4.json", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/18/18_src_5.csv", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/18/18_src_6.md" - ], - "reference_outputs": [ - { - "text": "-0.94" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/18/18_src_0.csv", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/18/18_src_1.json", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/18/18_src_2.md", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/18/18_src_3.csv", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/18/18_src_4.json", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/18/18_src_5.csv", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/18/18_src_6.md" ], + "reference_outputs": { + "files": [], + "text": "-0.94" + }, "reference_file_urls": [], - "task_type": "Cross-sheet Retrieval, Calculation", - "business_type": "Payment And Receipt Accountant" + "task_type": "Cross-sheet/file Retrieval, Calculation", + "business_type": "Accounts Payable and Receivable" } \ No newline at end of file diff --git a/files/19/19.json b/files/19/19.json index 9a46207586d4babc1a9798ec7150b4a56ef1f116..db1aac7046cd4e6c015757ac8c135702ce57570c 100644 --- a/files/19/19.json +++ b/files/19/19.json @@ -1,22 +1,17 @@ { "id": "19", - "instruction_en": "Complete the missing data in the 'Five Year Review' worksheet of new_finrpt01__EUSES_financial_processed_02.xlsx, ensuring the five-year figures across fund balances, operating revenues, and operating expenditures are fully populated and consistent with the rest of the financial statements. Leave blank if no reference is available for specific parts.", - "source_files": [ - "new_finrpt01__EUSES_financial_processed_02.xlsx", - "new_finrpt00__EUSES_financial_processed_02.xlsx" - ], - "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/19/19_src_0.xlsx", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/19/19_src_1.xlsx" - ], - "reference_outputs": [ - { - "file": "new_finrpt01__EUSES_financial_processed_01.xlsx" - } - ], + "instruction_en": "Please organize the following data for Apple, Amazon, Google, Microsoft, and Netflix over the five-year period from 2020 to 2024: Total revenue (in billions of US dollars), Operating profit according to International Financial Reporting Standards (in billions of US dollars), Operating profit margin, and Free cash flow (FCF, in billions of US dollars). Please quote the data from the financial reports of the company. Mark the data that cannot be found with \\\"-\\\". The value should be specified to two decimal places.\\n\\nPlease output an xlsx file with Sheet1 as the RawData sheet, with the following column names in sequence:\\nCompany, Year, Total revenue (Billion), Operating profit (Billion), Operating profit margin, FCF (Billion)\\n\\nDon't ask me any questions, just output the results according to the column without omitting cells arbitrarily.\\n\\nBased on the RawData sheet, complete the following 4 subtasks:\\n\\nSubtask 1 - Sheet2_YoY_Growth: Calculate year-over-year growth rates for each company.\\nColumns: Company, Year, Total Revenue(Billion), Revenue YoY Growth(%), Operating Profit(Billion), Operating Profit YoY Growth(%), FCF(Billion), FCF YoY Growth(%)\\nFirst year (2020) for each company should show N/A for growth rates. All values with 2 decimals.\\n\\nSubtask 2 - Sheet3_Ranking_By_Year: Reorganize data by year and rank companies within each year.\\nColumns: Year, Company, Total Revenue(Billion), Revenue Rank, Operating Profit(Billion), Operating Profit Rank, FCF(Billion), FCF Rank, Market Leader\\nWithin each year, sort companies by revenue (highest to lowest). Ranks are integers 1-5. Market Leader: \\\"Yes\\\" for the company with highest revenue in each year, \\\"No\\\" for others.\\n\\nSubtask 3 - Sheet4_Five_Year_Summary: Aggregate 5-year statistics for each company.\\nColumns: Company, Total Revenue 5-Year Sum(Billion), Average Annual Revenue(Billion), Revenue CAGR 2020-2024(%), Total FCF 5-Year(Billion), Average Operating Margin(%), Operating Profit CAGR 2020-2024(%), Growth Category\\nCAGR formula: ((Ending Value / Beginning Value)^(1/4) - 1) × 100 (4 years from 2020 to 2024). Growth Category: \\\"High Growth\\\" if Revenue CAGR ≥ 15%, \\\"Moderate Growth\\\" if ≥ 5%, \\\"Stable Growth\\\" otherwise. All percentages with 2 decimals.\\n\\nSubtask 4 - Sheet5_Financial_Health: Assess financial health based on 2024 data.\\nColumns: Company, Revenue 2024(Billion), Operating Margin 2024(%), FCF 2024(Billion), Profitability Score, Cash Generation Score, Scale Score, Total Health Score, Health Rating, Risk Level\\nProfitability Score: 40 if Operating Margin ≥ 30%, 30 if 20-30%, 20 if 10-20%, 10 if < 10%. Cash Generation Score: 30 if FCF ≥ 70B, 20 if 30-70B, 10 if < 30B. Scale Score: 30 if Revenue ≥ 500B, 25 if 350-500B, 20 if 200-350B, 10 if < 200B. Total Health Score = sum of above three scores. Health Rating: \\\"Excellent\\\" if Total ≥ 85, \\\"Good\\\" if 70-84, \\\"Fair\\\" if 55-69, \\\"Poor\\\" if < 55. Risk Level: \\\"Low Risk\\\" if Total ≥ 85, \\\"Medium Risk\\\" if 55-84, \\\"High Risk\\\" if < 55.", + "source_files": [], + "source_files_urls": [], + "reference_outputs": { + "files": [ + "19_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/19/19_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/19/19_ref_0.xlsx" ], - "task_type": "Cross-sheet Retrieval, Data Entry / Import, Calculation, Validation / Review", + "task_type": "Web Search, Data Entry / Import, Structuring / Formatting, Calculation", "business_type": "Report" } \ No newline at end of file diff --git a/files/19/19_ref_0.xlsx b/files/19/19_ref_0.xlsx index e59393387259e26f647704a34df5ec10609c21a2..746399c40c3c012d493675f87b2d338a27484269 100644 Binary files a/files/19/19_ref_0.xlsx and b/files/19/19_ref_0.xlsx differ diff --git a/files/2/2.json b/files/2/2.json index ae7084be48404ee4020d8f64725a94a2390506e0..d6b02954d105320ffd65be56db3f1ae198bfefb4 100644 --- a/files/2/2.json +++ b/files/2/2.json @@ -2,18 +2,19 @@ "id": "2", "instruction_en": "Correct the year header on the Five Year Review tab (set the first year to 2000) and bring that tab into alignment with the other worksheets by updating any figures that are inconsistent. ", "source_files": [ - "new_finrpt00__EUSES_financial_processed_01.xlsx" + "2_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/2/2_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "new_finrpt00__EUSES_financial_processed_02.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/2/2_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "2_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/2/2_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/2/2_ref_0.xlsx" ], "task_type": "Validation / Review, Cross-sheet/file Retrieval", "business_type": "Report" diff --git a/files/20/20.json b/files/20/20.json index 663d419074622c1a9c5372c45a1887fa3a86f093..23525b55e6a235e0ed14cb06a5bfcc4b8ce5e479 100644 --- a/files/20/20.json +++ b/files/20/20.json @@ -1,20 +1,21 @@ { "id": "20", - "instruction_en": "Create a new spreadsheet named “Exp by Fun Gen Support Chart5” and, on this sheet, build two pie charts based on the two existing data tables.\n\nThe top pie chart should show “Expenditures by Function – All Funds”. Use the amounts from the “TOTAL EXPENDITURES” detail lines for each function in the All Funds summary table, calculate each function’s percentage of total expenditures, and make each function one slice. Label each slice with the function name and its percentage, and add a legend with the same function names.\n\nThe bottom pie chart should show the “breakdown of General Support Services”. Use the amounts for all rows that belong to the General Support Services function in the detailed table, calculate each item’s percentage of the total General Support Services amount, and make each item one slice. Again, label each slice with the item name and its percentage, and include a matching legend.\n\nBoth pie charts should be 3-D and visually well-balanced.", + "instruction_en": "At the end of the table, add two summary rows labeled 'Total Disbursements' and 'Net Receipts (Disbursements)'.", "source_files": [ - "20030114144840!Superi#A7DEA_01.xlsx" + "20_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/20/20_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "20030114144840!Superi#A7DEA_02.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/20/20_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "20_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/20/20_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/20/20_ref_0.xlsx" ], - "task_type": "Reporting / Visualization, Cross-sheet/file Retrieval", - "business_type": "Report" + "task_type": "Structuring / Formatting, Calculation", + "business_type": "Planning and Budgeting" } \ No newline at end of file diff --git a/files/20/20_ref_0.xlsx b/files/20/20_ref_0.xlsx index 158e693cec01146c846341d01c28da7a6ceca6db..e28016712ad4a8c11b485009d93e3c6e30b5118c 100644 --- a/files/20/20_ref_0.xlsx +++ b/files/20/20_ref_0.xlsx @@ -1,3 +1,3 @@ version https://git-lfs.github.com/spec/v1 -oid sha256:8c798ee18103eda6e6400b5dec8a18892a73bc2b91a6587d832099926bb4a71f -size 210737 +oid sha256:c76e615e37fe058082101210d433733d574501c65cf3b4fc2785a9032867bf99 +size 31201 diff --git a/files/20/20_src_0.xlsx b/files/20/20_src_0.xlsx index 75e99154f0f990d7cb3d0e8f5a96ab6836e07219..bd7346e6c59fafd358a0b6cbd6c082707f04ca23 100644 --- a/files/20/20_src_0.xlsx +++ b/files/20/20_src_0.xlsx @@ -1,3 +1,3 @@ version https://git-lfs.github.com/spec/v1 -oid sha256:2856f51e79609b5ad961a9db9c38789b8e8c722ea2e68ef01907d28ad12c5ebb -size 199406 +oid sha256:01f24e077eda9026d5a144cd3b894881f2c57d508c0e4d3d2c3427e42b55eddc +size 30038 diff --git a/files/21/21.json b/files/21/21.json index cab649ec9158ec6986c39f111ac87448641994e8..8739ddae15c61c507db6f24baca74a53d4078e66 100644 --- a/files/21/21.json +++ b/files/21/21.json @@ -2,19 +2,20 @@ "id": "21", "instruction_en": "Add a weekday line directly below the date headers and update the 12/31/2001 (Mon) column. For that day, there are no “Receipts”; record disbursements of $1,980,800 to Calpine (Power Purchases) and $100,000 to an unspecified vendor (Gas Purchases). Under Enron Facility Services, enter $3,101,855 for “$2.5 per day” and -$2,081,386 for “estimate receipt”; in Personnel, EES is $584,500; leave all other items as “-”.", "source_files": [ - "james_steffes__12795__EES CASH BURN_02.xlsx" + "21_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/21/21_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "james_steffes__12795__EES CASH BURN_01.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/21/21_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "21_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/21/21_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/21/21_ref_0.xlsx" ], "task_type": "Data Entry / Import, Structuring / Formatting", - "business_type": "Planning And Budget" + "business_type": "Planning and Budgeting" } \ No newline at end of file diff --git a/files/22/22.json b/files/22/22.json index ac1f8062768ba43ef9fed8f7252bab7541032718..d53b44acbd534848277491e9fc650d57e893b892 100644 --- a/files/22/22.json +++ b/files/22/22.json @@ -2,19 +2,20 @@ "id": "22", "instruction_en": "Please review the pivot table on the Replacement Cost sheet against the LiquidationValue sheet to confirm they are consistent. If there are discrepancies, update the Replacement Cost pivot to reflect the LiquidationValue data.", "source_files": [ - "rick_buy__32928__TAB2_EES_Power_01.xlsx" + "22_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/22/22_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "rick_buy__32928__TAB2_EES_Power_02.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/22/22_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "22_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/22/22_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/22/22_ref_0.xlsx" ], "task_type": "Validation / Review, Structuring / Formatting", - "business_type": "Operations" + "business_type": "Operational Management" } \ No newline at end of file diff --git a/files/23/23.json b/files/23/23.json index 8b44ec3f29d6a495a0039277b1ad3f1ef651979a..2220f33015c0e74179b7603ddfa4b9ca6f0953c1 100644 --- a/files/23/23.json +++ b/files/23/23.json @@ -2,19 +2,20 @@ "id": "23", "instruction_en": "Using the pivot table’s monthly Nominal Dollars as the base, compute a fixed 50% Margin Requirement – Fixed NYMEX for each month, then calculate the Cumulative Margin Required as 2x the current month’s margin plus the sum of margins from the next month through the final month. On this balance, apply a 25% annual rate converted to monthly (÷12) to derive the Monthly Cost of Capital – NPW, discount at 3% (APR) annually to obtain monthly present values, and sum those to report the Total Cost of Credit to NPW; if needed, you may validate Nominal Dollars using price × quantity, but for this run use Nominal Dollars.", "source_files": [ - "rick_buy__32928__TAB2_EES_Power_03.xlsx" + "23_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/23/23_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "rick_buy__32928__TAB2_EES_Power_02.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/23/23_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "23_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/23/23_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/23/23_ref_0.xlsx" ], "task_type": "Calculation, Validation / Review", - "business_type": "Investment: Trading And Position Management" + "business_type": "Trading and Risk Management" } \ No newline at end of file diff --git a/files/24/24.json b/files/24/24.json index dfb6bd5b318d09259781d3313ec0a599714f82ff..ef03f6ab829de7ee2a9fd817d8c94b10915f1be5 100644 --- a/files/24/24.json +++ b/files/24/24.json @@ -2,19 +2,20 @@ "id": "24", "instruction_en": "Add a new worksheet named \"Scenario3\" to the same workbook, mirroring the structure, row/column layout, monthly detail table, and chart area of \"Scenario1\". For Scenario3, update the hedging assumptions to a balanced allocation: 10-Yr 25%, 5-Yr 20%, 1-Yr 15%, May-Sep 20%, Q3 15%. Keep the note \"Maximum Monthly Average Short Position to Cover (July Peak) = 30,508 MW\" unchanged; only the new sheet should be added, and formulas may be used within it.", "source_files": [ - "jeff_dasovich__14136__PortfolioScenarios_00.xlsx" + "24_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/24/24_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "jeff_dasovich__14136__PortfolioScenarios.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/24/24_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "24_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/24/24_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/24/24_ref_0.xlsx" ], "task_type": "Structuring / Formatting, Financial Modeling", - "business_type": "Investment: Trading And Position Management" + "business_type": "Trading and Risk Management" } \ No newline at end of file diff --git a/files/25/25.json b/files/25/25.json index da1f9dd29fab2b46f57cfa56909a8df72035e3f2..4f25f7a647e8a2af2d507392c88e9a4d45aaba51 100644 --- a/files/25/25.json +++ b/files/25/25.json @@ -2,26 +2,16 @@ "id": "25", "instruction_en": "Using the daily data for August from the Eron (NC) Service Invoice, verify whether they reconcile with the monthly totals for Net Receipts – Allocated UA4 and Deliveries in the Imbalance Statement. Then compute the final month’s cumulative imbalance.", "source_files": [ - "theresa_staab__39629__Enron Lost Creek Statement Email 0801.xlsx" + "25_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/25/25_src_0.xlsx" - ], - "reference_outputs": [ - { - "text": "The monthly Net Receipt of 714,490 matches the sum of the daily Net Receipt figures in the Service Invoice." - }, - { - "text": "The monthly Deliveries of –681,155 also match the “Nominated Delivered Total” in the Service Invoice." - }, - { - "text": "This indicates that the two tables reconcile correctly for August 2001. However, the sign of the Current Month Imbalance is inconsistent." - }, - { - "text": "In addition, the calculated Cumulative Imbalance for August 2001 is –403." - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/25/25_src_0.xlsx" ], + "reference_outputs": { + "files": [], + "text": "The monthly Net Receipt of 714,490 matches the sum of the daily Net Receipt figures in the Service Invoice.\nThe monthly Deliveries of –681,155 also match the “Nominated Delivered Total” in the Service Invoice.\nThis indicates that the two tables reconcile correctly for August 2001. However, the sign of the Current Month Imbalance is inconsistent.\nIn addition, the calculated Cumulative Imbalance for August 2001 is –403." + }, "reference_file_urls": [], "task_type": "Validation / Review, Calculation", - "business_type": "Procurement And Sales/Investment: Trading And Position Management" + "business_type": "Procurement and Sales, Trading and Risk Management" } \ No newline at end of file diff --git a/files/26/26.json b/files/26/26.json index a8ae90b9d1cad954dc09147fbdfd0c7871dcc809..9e593a09ab5ee9fbb8e1ecf4a3b05730bc14d89e 100644 --- a/files/26/26.json +++ b/files/26/26.json @@ -2,19 +2,20 @@ "id": "26", "instruction_en": "Using the assumption area plus monthly detail on the Scenario1, Scenario2, and Scenario3 tabs, please add two charts per scenario: a hedge coverage stacked column chart with Month on the X-axis and stacked series (monthly contract MW), with an optional Short reference line; Y-axis in MW; show only the first year. Also add a portfolio cost line chart with Month on the X-axis and series Portfolio Weighted Avg (primary) and Monthly Price (reference), optionally including the 10-Yr/5-Yr/1-Yr Fixed Price lines; Y-axis in $/MWh; include all years.", "source_files": [ - "jeff_dasovich__14136__PortfolioScenarios_02.xlsx" + "26_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/26/26_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "jeff_dasovich__14136__PortfolioScenarios.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/26/26_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "26_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/26/26_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/26/26_ref_0.xlsx" ], - "task_type": "Reporting / Visualization", - "business_type": "Investment: Trading And Position Management" + "task_type": "Summary / Visualization", + "business_type": "Trading and Risk Management" } \ No newline at end of file diff --git a/files/27/27.json b/files/27/27.json index 32b19552717c3257c5bfc4d4df256b6dd9a0ba56..8ddcc74db7dc6d6b45b49fcc5ff39ffb8b7a0e78 100644 --- a/files/27/27.json +++ b/files/27/27.json @@ -1,20 +1,21 @@ { "id": "27", - "instruction_en": "Input the required data into the EA Alloc to Other BUs – Support workbook and complete any missing formulas on the CABC tab (Analysis of I/C Billings).", + "instruction_en": "Compile the headcount for each department and update the Master sheet with the department-level totals. If a department has no headcount data, leave the corresponding cell blank.", "source_files": [ - "tracy_geaccone__40573__EA Alloc to Other BUs - Support_02.pdf" + "27_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/27/27_src_0.pdf" - ], - "reference_outputs": [ - { - "file": "tracy_geaccone__40573__EA Alloc to Other BUs - Support_02.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/27/27_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "27_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/27/27_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/27/27_ref_0.xlsx" ], - "task_type": "Data Entry / Import, Validation / Review, Calculation", - "business_type": "Reports/Plans And Budgets" + "task_type": "Data Entry / Import, Structuring / Formatting, Calculation", + "business_type": "Operational Management, Planning and Budgeting" } \ No newline at end of file diff --git a/files/27/27_ref_0.xlsx b/files/27/27_ref_0.xlsx index 9b31572a60c89a996336c1b6a688e363dde62e2c..6cbd7b87dedd791e14487d3712465bc6b9240fb5 100644 Binary files a/files/27/27_ref_0.xlsx and b/files/27/27_ref_0.xlsx differ diff --git a/files/27/27_src_0.xlsx b/files/27/27_src_0.xlsx new file mode 100644 index 0000000000000000000000000000000000000000..af8cccd7ff5da19035e897752488faf3ceb737c8 Binary files /dev/null and b/files/27/27_src_0.xlsx differ diff --git a/files/28/28.json b/files/28/28.json index 22e207eade7a167b2f8f8b18cb860fe59a9bee3f..d12e44f79f1d93c9af7600b3915005c34c814752 100644 --- a/files/28/28.json +++ b/files/28/28.json @@ -2,19 +2,20 @@ "id": "28", "instruction_en": "Verify the accuracy of the department headcount summary by cross-checking each department’s total number of employees against its corresponding detailed roster sheet. Identify and correct any discrepancies—such as miscounts, missing entries, or remove any departments that no longer exist—and update the summary to reflect the accurate total headcount.", "source_files": [ - "louise_kitchen__24097__NEWCO HEADCOUNT NAMES_2.xlsx" + "28_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/28/28_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "louise_kitchen__24097__NEWCO HEADCOUNT NAMES_3.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/28/28_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "28_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/28/28_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/28/28_ref_0.xlsx" ], "task_type": "Validation / Review, Structuring / Formatting", - "business_type": "Operations/Planning And Budget" + "business_type": "Operational Management, Planning and Budgeting" } \ No newline at end of file diff --git a/files/29/29.json b/files/29/29.json index 68ba1c912a03c4cbc589ce5ed90e0decce5f9ff7..fd15dc10c868cd3d10af4d5543c8f2dfc6121174 100644 --- a/files/29/29.json +++ b/files/29/29.json @@ -2,19 +2,20 @@ "id": "29", "instruction_en": "Compile the existing budgets for each department and write each department’s summarized budget into column M of the Master sheet. If a person or department has no budget, treat the budget as 0. If a department does not exist, remove it from the sheet. After all departmental budgets are updated, calculate the total budget across all departments.", "source_files": [ - "louise_kitchen__24097__NEWCO HEADCOUNT NAMES_4.xlsx" + "29_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/29/29_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "louise_kitchen__24097__NEWCO HEADCOUNT NAMES_5.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/29/29_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "29_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/29/29_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/29/29_ref_0.xlsx" ], - "task_type": "Structuring / Formatting, Calculation, Reporting / Visualization", - "business_type": "Operations/Planning And Budget" + "task_type": "Structuring / Formatting, Calculation, Summary / Visualization", + "business_type": "Operational Management, Planning and Budgeting" } \ No newline at end of file diff --git a/files/3/3.json b/files/3/3.json index 7c011bedd3034dd0a74ebf682082ceb196f076b6..417d3b9f0ba39d8d4d8d290e156ab20ec540eabc 100644 --- a/files/3/3.json +++ b/files/3/3.json @@ -1,16 +1,23 @@ { "id": "3", - "instruction_en": "Please organize the following data for Apple, Amazon, Google, Microsoft, and Netflix over the five-year period from 2020 to 2024: Total revenue (in billions of US dollars), Operating profit according to International Financial Reporting Standards (in billions of US dollars), Operating profit margin, and Free cash flow (FCF, in billions of US dollars). Please quote the data from the financial reports of the company. Mark the data that cannot be found with \\\"-\\\". The value should be specified to two decimal places.\\n\\nPlease output an xlsx file with Sheet1 as the RawData sheet, with the following column names in sequence:\\nCompany, Year, Total revenue (Billion), Operating profit (Billion), Operating profit margin, FCF (Billion)\\n\\nDon't ask me any questions, just output the results according to the column without omitting cells arbitrarily.\\n\\nBased on the RawData sheet, complete the following 4 subtasks:\\n\\nSubtask 1 - Sheet2_YoY_Growth: Calculate year-over-year growth rates for each company.\\nColumns: Company, Year, Total Revenue(Billion), Revenue YoY Growth(%), Operating Profit(Billion), Operating Profit YoY Growth(%), FCF(Billion), FCF YoY Growth(%)\\nFirst year (2020) for each company should show N/A for growth rates. All values with 2 decimals.\\n\\nSubtask 2 - Sheet3_Ranking_By_Year: Reorganize data by year and rank companies within each year.\\nColumns: Year, Company, Total Revenue(Billion), Revenue Rank, Operating Profit(Billion), Operating Profit Rank, FCF(Billion), FCF Rank, Market Leader\\nWithin each year, sort companies by revenue (highest to lowest). Ranks are integers 1-5. Market Leader: \\\"Yes\\\" for the company with highest revenue in each year, \\\"No\\\" for others.\\n\\nSubtask 3 - Sheet4_Five_Year_Summary: Aggregate 5-year statistics for each company.\\nColumns: Company, Total Revenue 5-Year Sum(Billion), Average Annual Revenue(Billion), Revenue CAGR 2020-2024(%), Total FCF 5-Year(Billion), Average Operating Margin(%), Operating Profit CAGR 2020-2024(%), Growth Category\\nCAGR formula: ((Ending Value / Beginning Value)^(1/4) - 1) × 100 (4 years from 2020 to 2024). Growth Category: \\\"High Growth\\\" if Revenue CAGR ≥ 15%, \\\"Moderate Growth\\\" if ≥ 5%, \\\"Stable Growth\\\" otherwise. All percentages with 2 decimals.\\n\\nSubtask 4 - Sheet5_Financial_Health: Assess financial health based on 2024 data.\\nColumns: Company, Revenue 2024(Billion), Operating Margin 2024(%), FCF 2024(Billion), Profitability Score, Cash Generation Score, Scale Score, Total Health Score, Health Rating, Risk Level\\nProfitability Score: 40 if Operating Margin ≥ 30%, 30 if 20-30%, 20 if 10-20%, 10 if < 10%. Cash Generation Score: 30 if FCF ≥ 70B, 20 if 30-70B, 10 if < 30B. Scale Score: 30 if Revenue ≥ 500B, 25 if 350-500B, 20 if 200-350B, 10 if < 200B. Total Health Score = sum of above three scores. Health Rating: \\\"Excellent\\\" if Total ≥ 85, \\\"Good\\\" if 70-84, \\\"Fair\\\" if 55-69, \\\"Poor\\\" if < 55. Risk Level: \\\"Low Risk\\\" if Total ≥ 85, \\\"Medium Risk\\\" if 55-84, \\\"High Risk\\\" if < 55.", - "source_files": [], - "source_files_urls": [], - "reference_outputs": [ - { - "file": "TableSearch_task_04_GT.xlsx" - } + "instruction_en": "Complete the missing data in the 'Five Year Review' worksheet of new_finrpt01__EUSES_financial_processed_02.xlsx, ensuring the five-year figures across fund balances, operating revenues, and operating expenditures are fully populated and consistent with the rest of the financial statements. Leave blank if no reference is available for specific parts.", + "source_files": [ + "3_src_0.xlsx", + "3_src_1.xlsx" ], + "source_files_urls": [ + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/3/3_src_0.xlsx", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/3/3_src_1.xlsx" + ], + "reference_outputs": { + "files": [ + "3_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/3/3_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/3/3_ref_0.xlsx" ], - "task_type": "Web Search, Data Entry / Import, Structuring / Formatting, Calculation", + "task_type": "Cross-sheet/file Retrieval, Data Entry / Import, Calculation, Validation / Review", "business_type": "Report" } \ No newline at end of file diff --git a/files/3/3_ref_0.xlsx b/files/3/3_ref_0.xlsx index 746399c40c3c012d493675f87b2d338a27484269..a1ef2425e1e0bea108db5303d51494fcd0102c48 100644 --- a/files/3/3_ref_0.xlsx +++ b/files/3/3_ref_0.xlsx @@ -1,3 +1,3 @@ version https://git-lfs.github.com/spec/v1 -oid sha256:a4656f47f84f59c239e0709dfac0f9747e82efb2e69c2ef2f6b2afca9347c472 -size 239850 +oid sha256:ef839761cd5f32a04c34db41ef653681e0c6036004ae21eaaf4fd5b3c52b9c2a +size 58183 diff --git a/files/3/3_src_0.xlsx b/files/3/3_src_0.xlsx new file mode 100644 index 0000000000000000000000000000000000000000..01b18120687c6f86e6f806d2f4bd2546605a583b Binary files /dev/null and b/files/3/3_src_0.xlsx differ diff --git a/files/3/3_src_1.xlsx b/files/3/3_src_1.xlsx new file mode 100644 index 0000000000000000000000000000000000000000..d7e7e8491ea00bc0700c719791e09e928f07dcde --- /dev/null +++ b/files/3/3_src_1.xlsx @@ -0,0 +1,3 @@ +version https://git-lfs.github.com/spec/v1 +oid sha256:70bfae19e2f0716db7009cb9ea8ce1fcd155e662a01ba8c9af8ebb8251f420f6 +size 425055 diff --git a/files/30/30.json b/files/30/30.json index 599569f234c09135bea07bc12a5b3d3b4a26982e..4e5d209afa86341ba595eb64d4408519fb1d2f94 100644 --- a/files/30/30.json +++ b/files/30/30.json @@ -1,20 +1,21 @@ { "id": "30", - "instruction_en": "Build comprehensive Q2, Q3, and Q4 calculation tables following the same structure and logic as Q1, applying each task’s specific assumptions to compute the Interest Rate Adjustment, Apache Savings, Adjusted Capacity Rate, Months in the Year, Plant Capacity, Yearly Capacity Payments, and Monthly Capacity Payments for each year from 1997 to 2019. Finally, provide the Equity Present Value (XNPV5).", + "instruction_en": "Based on the latest financials, complete all empty cells in the 'Total Wholesale Cash Flows excluding Prepays' table on Summary Average Term. ", "source_files": [ - "richard_sanders__31745__Tick Analysis @ 14-Nov-00_2.xlsx" + "30_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/30/30_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "richard_sanders__31745__Tick Analysis @ 14-Nov-00_4.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/30/30_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "30_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/30/30_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/30/30_ref_0.xlsx" ], - "task_type": "Structuring / Formatting, Calculation", - "business_type": "Model Prediction" + "task_type": "Data Entry / Import, Cross-sheet/file Retrieval, Calculation", + "business_type": "Report" } \ No newline at end of file diff --git a/files/30/30_ref_0.xlsx b/files/30/30_ref_0.xlsx index ce658de33da3ae437bdc0465738c304db8f522c6..459b1bdf69827c5744860ec803f76777c541c092 100644 --- a/files/30/30_ref_0.xlsx +++ b/files/30/30_ref_0.xlsx @@ -1,3 +1,3 @@ version https://git-lfs.github.com/spec/v1 -oid sha256:066f6f527f30f359cdc013d97263bf8d08d7e3ecd526fbdbb59b18643997c2c9 -size 120126 +oid sha256:250d4a2e9a132e526aeff7f32ba1f931c517ab8d2ccae2ea7409d4bbed1524c4 +size 1031339 diff --git a/files/30/30_src_0.xlsx b/files/30/30_src_0.xlsx index ad98af957b9f6526e4470c1947f740f4dda6b4b6..241d7ed0bfeb9462f168813f9df98ef4f442c98a 100644 --- a/files/30/30_src_0.xlsx +++ b/files/30/30_src_0.xlsx @@ -1,3 +1,3 @@ version https://git-lfs.github.com/spec/v1 -oid sha256:368eff502997b9c9a509365476ef939b76a48ed7432f5a47308867a1b030e316 -size 111986 +oid sha256:5b14d429c6c2c83f78bc2c01744ef29f09070a3f2e0aad93517db5bc4e967805 +size 1030406 diff --git a/files/31/31.json b/files/31/31.json index 0138edc80c7edea93391050a42d70dd4a937be0a..4479e932a01f1eeab6e4f8f45fce99a21d3c20c3 100644 --- a/files/31/31.json +++ b/files/31/31.json @@ -2,19 +2,20 @@ "id": "31", "instruction_en": "Convert the employee rotation roster into a color-coded rotation plan Gantt chart on Rotation chart. The Rotation Chart tab should display each employee’s assignments by month for 2001 so the schedule is easy to review at a glance. Each color-coded rotation should also be labeled with the corresponding group name. To distinguish between the power and gas groups, add the suffix “-power” or “-gas” to the group names. ", "source_files": [ - "scott_neal__38602__trading track rotations_0.xlsx" + "31_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/31/31_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "scott_neal__38602__trading track rotations_1.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/31/31_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "31_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/31/31_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/31/31_ref_0.xlsx" ], - "task_type": "Reporting / Visualization", - "business_type": "Operations" + "task_type": "Summary / Visualization", + "business_type": "Operational Management" } \ No newline at end of file diff --git a/files/32/32.json b/files/32/32.json index 05c2d64533d8909dda262166fe42c337551e67f7..c79a5203809ef706efe9d41e4260a55e15b452dd 100644 --- a/files/32/32.json +++ b/files/32/32.json @@ -2,19 +2,20 @@ "id": "32", "instruction_en": "Please prepare a summary of all groups and staffing as of March 1, including each group and business line’s supervisor and the number of Analysts (TT) and Associates (TT) on their team. The table should include four columns: Group, Line Supervisor (surname first), No. Analysts (TT), and No. Associates (TT).", "source_files": [ - "scott_neal__38602__trading track rotations_1.xlsx" + "32_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/32/32_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "scott_neal__38602__trading track rotations_2.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/32/32_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "32_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/32/32_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/32/32_ref_0.xlsx" ], "task_type": "Data Entry / Import, Structuring / Formatting, Cross-sheet/file Retrieval", - "business_type": "Planning And Budget" + "business_type": "Planning and Budgeting" } \ No newline at end of file diff --git a/files/33/33.json b/files/33/33.json index 71a218f9540b46b6e127c57cb98cc64ae121b4cf..a766672e1ef9b780195e8729ab3786a549d3237c 100644 --- a/files/33/33.json +++ b/files/33/33.json @@ -2,19 +2,20 @@ "id": "33", "instruction_en": "Gather Enron North America’s Mid Year 2001 performance across all departments into “All Originators by Value” sheet, showing each Originator, Commodity Team, Total, and % Total. Then add addiontal line to include the overall Total and %Total lines in the summary.", "source_files": [ - "louise_kitchen__23838__2QYTD Orig_0.xlsx" + "33_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/33/33_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "louise_kitchen__23838__2QYTD Orig_1.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/33/33_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "33_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/33/33_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/33/33_ref_0.xlsx" ], "task_type": "Structuring / Formatting, Calculation", - "business_type": "Operations" + "business_type": "Operational Management" } \ No newline at end of file diff --git a/files/33/33_src_0.xlsx b/files/33/33_src_0.xlsx index f82633d648116d8f1930aac6ff283840b1ebfd08..ecf9c1f80745c46f0b39f95074acbdb7d1104b59 100644 --- a/files/33/33_src_0.xlsx +++ b/files/33/33_src_0.xlsx @@ -1,3 +1,3 @@ version https://git-lfs.github.com/spec/v1 -oid sha256:a2dbb5f1123292421bb91bbece2d619b340ba4f5c9d667a11dfb24e1e0352441 -size 2555436 +oid sha256:63e5bf71ddca7de1227327bfc7759b71d7ef1be617fb4e70b321cd71c583b581 +size 1334234 diff --git a/files/34/34.json b/files/34/34.json index 31b466a7f24d6467e315cf41bb08d0f3f4558199..4072bc48976487d74e9857fbc9eeea2961d80a06 100644 --- a/files/34/34.json +++ b/files/34/34.json @@ -2,17 +2,16 @@ "id": "34", "instruction_en": "Assume the following changes occur in the Jul–Dec 2002 market: Flat curve prices increase uniformly by $2/MWh; Peak 6x16 curve prices increase uniformly by $5/MWh; monthly contract volumes (Flat and Peak Total MWh) remain unchanged. Based on the 2002 table, calculate: (1) the total added value (mark-to-market change) for the combined Flat + Peak portfolio; and (2) what percentage of this added value comes from the Peak 6x16 contracts rather than the Flat contracts.", "source_files": [ - "1_Direct Sales for Zufferli.xlsx" + "34_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/34/34_src_0.xlsx" - ], - "reference_outputs": [ - { - "text": "The total added value of the July–December 2002 portfolio is $1,989,600 (in absolute terms). Of this amount, approximately 27.9% (about 28%) comes from the Peak 6x16 contracts, with the remaining ~72.1% coming from the Flat contracts." - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/34/34_src_0.xlsx" ], + "reference_outputs": { + "files": [], + "text": "The total added value of the July–December 2002 portfolio is $1,989,600 (in absolute terms). Of this amount, approximately 27.9% (about 28%) comes from the Peak 6x16 contracts, with the remaining ~72.1% coming from the Flat contracts." + }, "reference_file_urls": [], "task_type": "Calculation", - "business_type": "Purchasing And Sales" + "business_type": "Procurement and Sales" } \ No newline at end of file diff --git a/files/35/35.json b/files/35/35.json index 1d773877eeb7666c30cec1fbfbd1a9a57b6637ab..e27e5215c45b3d586bbb6efcc78bf92668faf79f 100644 --- a/files/35/35.json +++ b/files/35/35.json @@ -2,19 +2,20 @@ "id": "35", "instruction_en": "Summarize the volume and dollar imbalances that exist between the various pipeline operators (Operators) and Transwestern.", "source_files": [ - "michelle_lokay__26631__imbalsumm0102_0.xlsx" + "35_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/35/35_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "michelle_lokay__26631__imbalsumm0102.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/35/35_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "35_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/35/35_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/35/35_ref_0.xlsx" ], "task_type": "Calculation", - "business_type": "Operations" + "business_type": "Operational Management" } \ No newline at end of file diff --git a/files/36/36.json b/files/36/36.json index 2dabfe69e4efa65cde9d40a7894342e4dca6de6e..200f8eb4e5cee1f609da47da193de5f3f99aef5d 100644 --- a/files/36/36.json +++ b/files/36/36.json @@ -2,19 +2,20 @@ "id": "36", "instruction_en": "Prepare and complete the Exposure Table, which is used to track the company’s price exposure across multiple index points. The table should incorporate monthly contracted volumes and corresponding market prices for each pricing index, and calculate 55 days payables for each month using the formula: (prior month’s day count × Volume × Price) + (25 × Volume × Price).", "source_files": [ - "mark_whitt__25254__Huber - Existing & Proposed Deals 111201_0.xlsx" + "36_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/36/36_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "mark_whitt__25254__Huber - Existing & Proposed Deals 111201_1.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/36/36_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "36_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/36/36_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/36/36_ref_0.xlsx" ], "task_type": "Calculation, Structuring / Formatting", - "business_type": "Investment: Trading And Exposure Management" + "business_type": "Trading and Risk Management" } \ No newline at end of file diff --git a/files/37/37.json b/files/37/37.json index bce266d479e5fff7ce21d6c975e6da7bc5c4a54f..44c43e7ea7f6a3601716a6efb921aa2978e75895 100644 --- a/files/37/37.json +++ b/files/37/37.json @@ -2,19 +2,20 @@ "id": "37", "instruction_en": "Append two columns to the end of the current explosure table: “Total” and “WA Price” (volumn-weighted average price averaged over the days). ", "source_files": [ - "mark_whitt__25254__Huber - Existing & Proposed Deals 111201_1.xlsx" + "37_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/37/37_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "mark_whitt__25254__Huber - Existing & Proposed Deals 111201_2.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/37/37_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "37_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/37/37_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/37/37_ref_0.xlsx" ], "task_type": "Structuring / Formatting, Calculation", - "business_type": "Investment: Trading And Exposure Management" + "business_type": "Trading and Risk Management" } \ No newline at end of file diff --git a/files/38/38.json b/files/38/38.json index 669cbe34e683a1566e2a1e5a5e292828075a161f..27f52e9921c670ea53f73db43d1ed64a6928608f 100644 --- a/files/38/38.json +++ b/files/38/38.json @@ -2,19 +2,20 @@ "id": "38", "instruction_en": "Using the discount rate assumptions in the table and each Shipper’s hurdle rate, term, volume, and annual rates, please complete and calculate the financial metrics for each Shipper—NPV, Actual Rate, Gross Value, cash flows by year and so on. ", "source_files": [ - "3_RedRockNPVContracts_0.xlsx" + "38_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/38/38_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "3_RedRockNPVContracts_1.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/38/38_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "38_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/38/38_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/38/38_ref_0.xlsx" ], "task_type": "Calculation", - "business_type": "Investment: Pricing And Valuation" + "business_type": "Pricing and Valuation" } \ No newline at end of file diff --git a/files/39/39.json b/files/39/39.json index d4f916143f9648d0fc2b85f35ebdb46807477df0..fababc050bac1af73dc395ad829c9dd7e7f8c4f0 100644 --- a/files/39/39.json +++ b/files/39/39.json @@ -2,19 +2,20 @@ "id": "39", "instruction_en": "Please create four charts in the “Graph Data Oct 01” spreadsheet, placing them in the empty area between rows 30 and 80. Please size them evenly so they look balanced and do not overlap.\nChart 1 – Trend of Weekly Errors Rolling 60 Days\nPlot the total number of errors for each week from 7/30 to 10/1. Use a line chart, add a linear trendline, and show the data value at each point on the line.\nChart 2 – Summary of Errors by Group for week of 10/1\nCreate a column chart where the X‑axis is Group (EIM, EGM, EEL, EA‑GAS, etc.). Include two data series: one for “# of errors” and one for “Ratio of Errors to Active Books.”\nChart 3 – Trend of Book Creation Rolling 30 Day period\nFor each Group, aggregate the Book creation counts by week. Use a stacked column chart with the X‑axis showing each week from 8/27 to 10/1, and the Y‑axis showing the number of books. Each Group should have its own color in the stack.\nChart 4 – Breakout of Errors by Type per Week Rolling 60 Days\nUsing the rows for each error type, create a stacked column chart by week. The X‑axis should be the weekly periods from 7/23 to 10/5, and the Y‑axis the number of errors. Each error type should be a different color, and the value for each segment should be shown as a data label on the stack.", "source_files": [ - "11_Summary Oct 01_01.xlsx" + "39_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/39/39_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "11_Summary Oct 01_02.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/39/39_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "39_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/39/39_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/39/39_ref_0.xlsx" ], - "task_type": "Reporting / Visualization, Structuring / Formatting", - "business_type": "Operations" + "task_type": "Summary / Visualization, Structuring / Formatting", + "business_type": "Operational Management" } \ No newline at end of file diff --git a/files/4/4.json b/files/4/4.json index 2cf78bcab5beb3e62b080bfdcdb68d410fec17a1..a0a1d353ae64059dad405271130ae101dc533441 100644 --- a/files/4/4.json +++ b/files/4/4.json @@ -2,43 +2,44 @@ "id": "4", "instruction_en": "Using the images and the current workbook, please complete the missing entries on the ‘Five Year Review’ sheet. Populate the ‘FIVE YEARS IN REVIEW – FINANCIAL DATA’ lines so the five-year figures and totals are filled in and consistent with the rest of the file. Leave blank if no reference is available for specific parts.", "source_files": [ - "new_finrpt01__EUSES_financial_processed_02.xlsx", - "new_finrpt00__EUSES_financial_processed_02_Bonded Indebtedness.jpeg", - "new_finrpt00__EUSES_financial_processed_02_Major Construction.jpeg", - "new_finrpt00__EUSES_financial_processed_02_Current Funds.jpeg", - "new_finrpt00__EUSES_financial_processed_02_Changes in Fund Balances.jpeg", - "new_finrpt00__EUSES_financial_processed_02_Balance Sheet.jpeg", - "new_finrpt00__EUSES_financial_processed_02_Five Year Review.jpeg", - "new_finrpt00__EUSES_financial_processed_02_Bonded Indebtedness.pdf", - "new_finrpt00__EUSES_financial_processed_02_Major Construction.pdf", - "new_finrpt00__EUSES_financial_processed_02_Current Funds.pdf", - "new_finrpt00__EUSES_financial_processed_02_Changes in Fund Balances.pdf", - "new_finrpt00__EUSES_financial_processed_02_Balance Sheet.pdf", - "new_finrpt00__EUSES_financial_processed_02_Five Year Review.pdf" + "4_src_0.xlsx", + "4_src_1.jpeg", + "4_src_2.jpeg", + "4_src_3.jpeg", + "4_src_4.jpeg", + "4_src_5.jpeg", + "4_src_6.jpeg", + "4_src_7.pdf", + "4_src_8.pdf", + "4_src_9.pdf", + "4_src_10.pdf", + "4_src_11.pdf", + "4_src_12.pdf" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/4/4_src_0.xlsx", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/4/4_src_1.jpeg", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/4/4_src_2.jpeg", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/4/4_src_3.jpeg", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/4/4_src_4.jpeg", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/4/4_src_5.jpeg", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/4/4_src_6.jpeg", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/4/4_src_7.pdf", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/4/4_src_8.pdf", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/4/4_src_9.pdf", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/4/4_src_10.pdf", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/4/4_src_11.pdf", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/4/4_src_12.pdf" - ], - "reference_outputs": [ - { - "file": "new_finrpt01__EUSES_financial_processed_01.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_0.xlsx", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_1.jpeg", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_2.jpeg", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_3.jpeg", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_4.jpeg", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_5.jpeg", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_6.jpeg", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_7.pdf", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_8.pdf", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_9.pdf", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_10.pdf", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_11.pdf", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_src_12.pdf" ], + "reference_outputs": { + "files": [ + "4_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/4/4_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_ref_0.xlsx" ], - "task_type": "Cross-sheet Retrieval, Data Entry / Import, Validation / Review, Calculation", + "task_type": "Cross-sheet/file Retrieval, Data Entry / Import, Validation / Review, Calculation", "business_type": "Report" } \ No newline at end of file diff --git a/files/40/40.json b/files/40/40.json index 22fcc85b676267f552c8c89ffaf93b1905a4e7c4..f84817fcb321dc1848af1f44176c14a1c93c696b 100644 --- a/files/40/40.json +++ b/files/40/40.json @@ -2,19 +2,20 @@ "id": "40", "instruction_en": "Audit the workbook and correct the formula errors in place so numbers calculate properly.", "source_files": [ - "1_Sun Devil Project Request.xlsx" + "40_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/40/40_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "2_Sun Devil Project Request.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/40/40_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "40_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/40/40_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/40/40_ref_0.xlsx" ], "task_type": "Validation / Review, Calculation", - "business_type": "Planning And Budget/Reports" + "business_type": "Planning and Budgeting, Report" } \ No newline at end of file diff --git a/files/41/41.json b/files/41/41.json index 44d2c7c3b8d48e902ef5be28946c2923a0090698..df2830f144bf18981359c7c5e76d0c1b8f63dfca 100644 --- a/files/41/41.json +++ b/files/41/41.json @@ -2,17 +2,16 @@ "id": "41", "instruction_en": "Treat “California Power Exchange” and “Pacific Gas and Electric (California Power Exchange) (a)” as a single combined CPX customer group. Reconstruct CPX’s full-cycle cash flows and net position across all sheets from November 2000 through June 2001, and determine whether, as of the certification date, the ISO is net receivable from CPX or net payable to CPX, along with a breakdown of the underlying reasons.", "source_files": [ - "1_Closing 091901 cert debtor.xlsx" + "41_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/41/41_src_0.xlsx" - ], - "reference_outputs": [ - { - "text": "CPX as a whole is a net debtor to the ISO, with approximately $3.028 billion outstanding at period end." - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/41/41_src_0.xlsx" ], + "reference_outputs": { + "files": [], + "text": "CPX as a whole is a net debtor to the ISO, with approximately $3.028 billion outstanding at period end." + }, "reference_file_urls": [], "task_type": "Structuring / Formatting, Calculation", - "business_type": "Payment And Receipt Accountant" + "business_type": "Accounts Payable and Receivable" } \ No newline at end of file diff --git a/files/42/42.json b/files/42/42.json index b3c5e9c2d5c5c3735302c15366d082ec374f2441..8503d0354c505175e8404a567853d4dbc834e00f 100644 --- a/files/42/42.json +++ b/files/42/42.json @@ -2,19 +2,20 @@ "id": "42", "instruction_en": "Using the Power Purchase Agreement (PPA) Cost and Savings Table for Cedar Braker, calculate and populate all relevant values in the summary table under the assumption of a 9.13% discount rate. The analysis should compute the Net Present Value (NPV) for each component — including the Old PPA, Market Stranded Investment (SI), New PPA, and PPA Savings — and compare the economic impact of the different scenarios.", "source_files": [ - "richard_sanders__31745__Tick Analysis @ 14-Nov-00_0.xlsx" + "42_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/42/42_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "richard_sanders__31745__Tick Analysis @ 14-Nov-00.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/42/42_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "42_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/42/42_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/42/42_ref_0.xlsx" ], "task_type": "Calculation, Cross-sheet/file Retrieval", - "business_type": "Investment: Pricing And Valuation" + "business_type": "Pricing and Valuation" } \ No newline at end of file diff --git a/files/43/43.json b/files/43/43.json index 45157c810f1c403e817b6db8873b9582375946b1..6108dd597f4f2063fd51c4c0a30995a3d0c41cee 100644 --- a/files/43/43.json +++ b/files/43/43.json @@ -2,19 +2,20 @@ "id": "43", "instruction_en": "Complete the Cleburne Plant Damage Sensitivities table task Q1 – At Inception:\nFirst, based on the given assumptions in the table, fill in the Interest Rate Adjustment, Apache Savings, Adjusted Capacity Rate, Months in the Year, Plant Capacity, Yearly Capacity Payments, and Monthly Capacity Payments for each year from 1997 to 2019. Finally, provide the equity present value (XNPV5) as of 12/31/1996 and 12/31/2000.", "source_files": [ - "richard_sanders__31745__Tick Analysis @ 14-Nov-00_1.xlsx" + "43_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/43/43_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "richard_sanders__31745__Tick Analysis @ 14-Nov-00_2.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/43/43_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "43_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/43/43_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/43/43_ref_0.xlsx" ], "task_type": "Calculation", - "business_type": "Investment: Pricing And Valuation" + "business_type": "Pricing and Valuation" } \ No newline at end of file diff --git a/files/44/44.json b/files/44/44.json index f25207f7025b89155e2827f5743705e35c9fc65b..538bf727279de737e210f675232e3de06dba0b21 100644 --- a/files/44/44.json +++ b/files/44/44.json @@ -2,19 +2,20 @@ "id": "44", "instruction_en": "On active deals vs headcount sheet, create two separate line charts to illustrate Enron Wholesale Services’ business and HR growth w/o Calgary from 1999 to 2001 :\nChart 1: Active deals by month, showing separate lines for Natural Gas, Power, and Financial deals.\nChart 2: Energy Operations headcount, comparing Adjusted Plan and Actual headcount over time.", "source_files": [ - "sally_beck__35543__Energy Ops 98-01 headcount_2.xlsx" + "44_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/44/44_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "sally_beck__35543__Energy Ops 98-01 headcount_3.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/44/44_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "44_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/44/44_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/44/44_ref_0.xlsx" ], - "task_type": "Reporting / Visualization, Cross-sheet/file Retrieval", - "business_type": "Planning And Budget" + "task_type": "Summary / Visualization, Cross-sheet/file Retrieval", + "business_type": "Planning and Budgeting" } \ No newline at end of file diff --git a/files/45/45.json b/files/45/45.json index 279991565c1d6ac348e7273c5f8c31af73e7ae77..6f968b6fd63c618df0c4012a8f4c95884869ae2d 100644 --- a/files/45/45.json +++ b/files/45/45.json @@ -2,19 +2,20 @@ "id": "45", "instruction_en": "Compile and populate the Summary sheet with Enron Energy Operations’ departmental annual headcount Plan vs Actual and then add a short analysis of the business drivers behind headcount growth for 1999–2001. Organize the commentary into three sections—Enron Americas, EGM, and EIM—and place it on the right-hand side of the Summary sheet.", "source_files": [ - "sally_beck__35543__Energy Ops 98-01 headcount_4.xlsx" + "45_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/45/45_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "sally_beck__35543__Energy Ops 98-01 headcount_5.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/45/45_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "45_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/45/45_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/45/45_ref_0.xlsx" ], - "task_type": "Data Entry / Import, Structuring / Formatting, Reporting / Visualization", - "business_type": "Planning And Budget" + "task_type": "Data Entry / Import, Structuring / Formatting, Summary / Visualization", + "business_type": "Planning and Budgeting" } \ No newline at end of file diff --git a/files/46/46.json b/files/46/46.json index b03d96d8023fd3a54c9586510429220746959850..9f895629da9ba8f134133c83734522f3c3ec8040 100644 --- a/files/46/46.json +++ b/files/46/46.json @@ -2,18 +2,19 @@ "id": "46", "instruction_en": "Complete the Financial Ratios section on the Balance Sheet. In addition, infer and populate the revaluation-related asset entries on rows 25 and 26.", "source_files": [ - "jeff_dasovich__14041__final exam--Dasovich_05.xlsx" + "46_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/46/46_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "jeff_dasovich__14041__final exam--Dasovich_02.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/46/46_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "46_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/46/46_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/46/46_ref_0.xlsx" ], "task_type": "Calculation", "business_type": "Report" diff --git a/files/47/47.json b/files/47/47.json index 0f9970011216d2457760d23cb37b0a6c84ba5e5f..8809c16e96645dc9680b87b5c0eb35b25bfef7d1 100644 --- a/files/47/47.json +++ b/files/47/47.json @@ -2,18 +2,19 @@ "id": "47", "instruction_en": "Complete the Income Statement (Purchase method) by calculating the Amortization of goodwill and the Amortization of extra depreciation, then update Income before income taxes. Based on that, compute the corresponding income tax, net income, and earnings per share on the Income Statement.", "source_files": [ - "jeff_dasovich__14041__final exam--Dasovich_03.xlsx" + "47_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/47/47_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "jeff_dasovich__14041__final exam--Dasovich_04.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/47/47_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "47_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/47/47_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/47/47_ref_0.xlsx" ], "task_type": "Calculation", "business_type": "Report" diff --git a/files/48/48.json b/files/48/48.json index 386d4e85ca7754be69b9aa9a3df16d3909473c45..e23133f699df98321592eb478e5df1c62fe02dc9 100644 --- a/files/48/48.json +++ b/files/48/48.json @@ -2,18 +2,19 @@ "id": "48", "instruction_en": "Review the Income Statement for any mis-entered figures and correct them. ", "source_files": [ - "jeff_dasovich__14041__final exam--Dasovich_06.xlsx" + "48_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/48/48_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "jeff_dasovich__14041__final exam--Dasovich_04.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/48/48_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "48_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/48/48_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/48/48_ref_0.xlsx" ], "task_type": "Validation / Review, Cross-sheet/file Retrieval", "business_type": "Report" diff --git a/files/49/49.json b/files/49/49.json index 6d7065b8f254f81ed78388e883fc5b08f3f9fbf2..81906724728c554736466ea0572155ad0810dbee 100644 --- a/files/49/49.json +++ b/files/49/49.json @@ -2,18 +2,19 @@ "id": "49", "instruction_en": "Review the workbook and resolve the mismatched figures caused by formulas in the A1:K16 range that were entered without the necessary cell references. Identify the affected cells within that range and correct the formulas so the numbers reconcile.", "source_files": [ - "jeff_dasovich__14032__E220 Take home midterm--Dasovich_01.xlsx" + "49_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/49/49_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "jeff_dasovich__14032__E220 Take home midterm--Dasovich.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/49/49_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "49_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/49/49_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/49/49_ref_0.xlsx" ], "task_type": "Validation / Review, Calculation", "business_type": "Report" diff --git a/files/5/5.json b/files/5/5.json index cfd72ef376ecdc9b7c0f2d5e2fcbac7c723e29f7..af4a7d8abb05cdc54ced537f8d25f3d123caa8b7 100644 --- a/files/5/5.json +++ b/files/5/5.json @@ -1,20 +1,23 @@ { "id": "5", - "instruction_en": "Compute the “sum of A” and “sum of B” in the last rows of the Income sheet for each Financial Indicator Component, using data from all sheets in the workbook.", + "instruction_en": "Transcribe the content from the pdf/image into the Excel file.", "source_files": [ - "fass_sampleAn__EUSES_financial_bad_06.xlsx" + "5_src_0.pdf", + "5_src_1.jpeg" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/5/5_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "fass_sampleAn__EUSES_financial_bad_05.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/5/5_src_0.pdf", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/5/5_src_1.jpeg" ], + "reference_outputs": { + "files": [ + "5_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/5/5_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/5/5_ref_0.xlsx" ], - "task_type": "Calculation, Cross-sheet/file Retrieval", - "business_type": "Report" + "task_type": "Data Entry / Import, Structuring / Formatting", + "business_type": "Investment: Credit" } \ No newline at end of file diff --git a/files/5/5_ref_0.xlsx b/files/5/5_ref_0.xlsx index 86594b480f79042c41842ba9af7622cd16779870..e35aa536d753942a5ba2162833c57c073db5400f 100644 Binary files a/files/5/5_ref_0.xlsx and b/files/5/5_ref_0.xlsx differ diff --git a/files/5/5_src_0.pdf b/files/5/5_src_0.pdf new file mode 100644 index 0000000000000000000000000000000000000000..04c43dcd35f7f6b077f560ac92e3f7098abb7c77 --- /dev/null +++ b/files/5/5_src_0.pdf @@ -0,0 +1,3 @@ +version https://git-lfs.github.com/spec/v1 +oid sha256:67ff6decc583a74f3d40319cd91fa9bf1811db56ea1ba2c636c9accc75df3b78 +size 157826 diff --git a/files/5/5_src_1.jpeg b/files/5/5_src_1.jpeg new file mode 100644 index 0000000000000000000000000000000000000000..5a8e943588b3be5f0df855a532c4ce1d4bb3756a --- /dev/null +++ b/files/5/5_src_1.jpeg @@ -0,0 +1,3 @@ +version https://git-lfs.github.com/spec/v1 +oid sha256:6d84cfa079e9dc84edc6254ca1addc0925c4ea4ef2e5098256a7bdeb0a7ef617 +size 336832 diff --git a/files/50/50.json b/files/50/50.json index 5ba74f6ecd5611244d329db352c813a03e4af343..bd372c5696e611121a6323c576b90d3193700458 100644 --- a/files/50/50.json +++ b/files/50/50.json @@ -2,18 +2,19 @@ "id": "50", "instruction_en": "Complete the last few rows for “Inventory turnover” and the related metrics (average time in inventory, receivables turnover, and payables turnover) in line with the calculation relationships described in the sheet notes.", "source_files": [ - "jeff_dasovich__14032__E220 Take home midterm--Dasovich_02.xlsx" + "50_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/50/50_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "jeff_dasovich__14032__E220 Take home midterm--Dasovich_01.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/50/50_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "50_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/50/50_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/50/50_ref_0.xlsx" ], "task_type": "Calculation", "business_type": "Report" diff --git a/files/51/51.json b/files/51/51.json index e836b15c92408f60e81671dc3a3cfa46436390b1..de7e76bdc6b9717ba470784dd329c4592a0b497e 100644 --- a/files/51/51.json +++ b/files/51/51.json @@ -2,18 +2,19 @@ "id": "51", "instruction_en": "Identify the data in the chart and save it to a spreadsheet.", "source_files": [ - "International Debt Report 2024_08.jpeg" + "51_src_0.jpeg" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/51/51_src_0.jpeg" - ], - "reference_outputs": [ - { - "file": "IDR2024-Part1-AllCharts-Tables_08.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/51/51_src_0.jpeg" ], + "reference_outputs": { + "files": [ + "51_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/51/51_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/51/51_ref_0.xlsx" ], "task_type": "Data Entry / Import, Structuring / Formatting", "business_type": "Report" diff --git a/files/52/52.json b/files/52/52.json index e847ee5bfbd08a952fc06514a625e6f125874024..50ca3fa4f3388ad1571b84f1ea964153d456e49b 100644 --- a/files/52/52.json +++ b/files/52/52.json @@ -2,19 +2,20 @@ "id": "52", "instruction_en": "Transcribe the content from the pdf/image into the Excel file (including the chart) and complete any missing formulas so the workbook is fully populated and the calculations are in place.", "source_files": [ - "2_SunDevil01CostSummary.pdf" + "52_src_0.pdf" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/52/52_src_0.pdf" - ], - "reference_outputs": [ - { - "file": "2_SunDevil01CostSummary.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/52/52_src_0.pdf" ], + "reference_outputs": { + "files": [ + "52_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/52/52_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/52/52_ref_0.xlsx" ], - "task_type": "Data Entry / Import, Reporting / Visualization, Calculation", - "business_type": "Operations/Planning And Budget" + "task_type": "Data Entry / Import, Summary / Visualization, Calculation", + "business_type": "Operational Management, Planning and Budgeting" } \ No newline at end of file diff --git a/files/53/53.json b/files/53/53.json index a53b7436742f77e8ef075477e8cd06119b236205..4b3fc4a9c50d669660bba8a2512444951f47774a 100644 --- a/files/53/53.json +++ b/files/53/53.json @@ -2,32 +2,16 @@ "id": "53", "instruction_en": "For each month from December 2000 through April 2012, compute the difference between the Total Monthly Nominal Volume (CNG + TCO) and the Total Monthly Discounted Volume (CNG + TCO) for the long-term natural gas contract. Then compare the Average Daily Nominal Volume for CNG with the Average Daily Nominal Volume for TCO.", "source_files": [ - "1_AppalachiaGas2.xlsx" + "53_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/53/53_src_0.xlsx" - ], - "reference_outputs": [ - { - "text": "Total Monthly Nominal Volume (CNG+TCO): 75,100,712" - }, - { - "text": "Total Monthly Discounted Volume (CNG+TCO): 53,458,048" - }, - { - "text": "Total Monthly Nominal Volume (CNG+TCO) - Total Monthly Discounted Volume (CNG+TCO) = 21,642,663" - }, - { - "text": "Average Daily Nominal Volume (CNG): 11,409" - }, - { - "text": "Average Daily Nominal Volume (TCO): 5,619" - }, - { - "text": "Average Daily Nominal Volume (CNG) - Average Daily Nominal Volume (TCO)=5,790" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/53/53_src_0.xlsx" ], + "reference_outputs": { + "files": [], + "text": "Total Monthly Nominal Volume (CNG+TCO): 75,100,712\nTotal Monthly Discounted Volume (CNG+TCO): 53,458,048\nTotal Monthly Nominal Volume (CNG+TCO) - Total Monthly Discounted Volume (CNG+TCO) = 21,642,663\nAverage Daily Nominal Volume (CNG): 11,409\nAverage Daily Nominal Volume (TCO): 5,619\nAverage Daily Nominal Volume (CNG) - Average Daily Nominal Volume (TCO)=5,790" + }, "reference_file_urls": [], "task_type": "Calculation", - "business_type": "Investment: Pricing And Valuation / Risk Management / Procurement And Sales" + "business_type": "Pricing and Valuation, Trading and Risk Management, Procurement and Sales" } \ No newline at end of file diff --git a/files/54/54.json b/files/54/54.json index 2957d9a844406106a20c1e699f69ef2483bfa6b6..0fb981e8fac35bc6b36a263a24e8b343a7a3e624 100644 --- a/files/54/54.json +++ b/files/54/54.json @@ -2,19 +2,20 @@ "id": "54", "instruction_en": "Take the left-side raw pulp price data for BSCTMP, NBSK, and SBSK and add derived fields to calculate the correlations for BSCTMP vs. NBSK and BSCTMP vs. SBSK, identify the maximum and minimum values of Dollar difference and record the dates they occur, and report the standard deviation for each of BSCTMP, NBSK, and SBSK price series. Also calculates the annualized standard deviation (volatility) of the monthly log growth rates of BSCTMP, NBSK, SBSK, and present it in percentage terms to show relative volatility.", "source_files": [ - "monika_causholli__28233__BSCTMP Substitute Correlations_4.xlsx" + "54_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/54/54_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "monika_causholli__28233__BSCTMP Substitute Correlations_5.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/54/54_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "54_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/54/54_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/54/54_ref_0.xlsx" ], "task_type": "Calculation, Structuring / Formatting", - "business_type": "Model Prediction" + "business_type": "Predictive Modeling" } \ No newline at end of file diff --git a/files/55/55.json b/files/55/55.json index d5fbb483d6428c229411929c45047f2899ec1cc6..b1f0a390f1682c4bec65c85d54b8d8379a50ecb9 100644 --- a/files/55/55.json +++ b/files/55/55.json @@ -2,19 +2,20 @@ "id": "55", "instruction_en": "On the correl_graph sheet, create a time-series line chart comparing BSCTMP, NBSK, and SBSK prices to show how they move relative to each other. Use time on the x-axis to make their correlation visible.", "source_files": [ - "monika_causholli__28233__BSCTMP Substitute Correlations_5.xlsx" + "55_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/55/55_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "monika_causholli__28233__BSCTMP Substitute Correlations_6.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/55/55_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "55_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/55/55_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/55/55_ref_0.xlsx" ], - "task_type": "Reporting / Visualization", - "business_type": "Model Prediction" + "task_type": "Summary / Visualization", + "business_type": "Predictive Modeling" } \ No newline at end of file diff --git a/files/56/56.json b/files/56/56.json index 4eda3a660afc8f9e43a50c68dfa9edca51104ea9..a01421cfb5f371ada4070133a445697c482db111 100644 --- a/files/56/56.json +++ b/files/56/56.json @@ -2,19 +2,20 @@ "id": "56", "instruction_en": "Reference the Summary sheet and restate the SUM-USD sheet on a USD basis. Update all figures and roll-ups in SUM-USD to reflect USD reporting consistent with the Summary.", "source_files": [ - "robin_rodrigue__33276__Kathy_01.xlsx" + "56_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/56/56_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "robin_rodrigue__33276__Kathy_02.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/56/56_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "56_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/56/56_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/56/56_ref_0.xlsx" ], "task_type": "Structuring / Formatting, Calculation, Cross-sheet/file Retrieval", - "business_type": "Investment: Trading And Position Management" + "business_type": "Trading and Risk Management" } \ No newline at end of file diff --git a/files/57/57.json b/files/57/57.json index bc7b1b97e5060f516811caa1da5f19302d2dd33c..423666f1768dd9cff78b9da2f33a7222723c3cf6 100644 --- a/files/57/57.json +++ b/files/57/57.json @@ -2,19 +2,20 @@ "id": "57", "instruction_en": "Review the YTD Recon sheet and compare Canada vs. Houston across Term, Cash, and the overall Total. Summarize the variance month-by-month and for the full year.", "source_files": [ - "robin_rodrigue__33276__Kathy_02.xlsx" + "57_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/57/57_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "robin_rodrigue__33276__Kathy_03.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/57/57_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "57_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/57/57_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/57/57_ref_0.xlsx" ], "task_type": "Calculation, Structuring / Formatting", - "business_type": "Investment: Trading And Position Management" + "business_type": "Trading and Risk Management" } \ No newline at end of file diff --git a/files/58/58.json b/files/58/58.json index 3b90fbd967d01cb3bdbf11abb55374d88e0ebcd4..fb0550c407d95f6f6beac601f2c9f27ae7dba6ea 100644 --- a/files/58/58.json +++ b/files/58/58.json @@ -2,19 +2,20 @@ "id": "58", "instruction_en": "On the SUM-USD and Summary tabs, add a right-side data block that consolidates quarterly totals and the full-year total for each row. Please ensure every line is included.", "source_files": [ - "robin_rodrigue__33276__Kathy_03.xlsx" + "58_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/58/58_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "robin_rodrigue__33276__Kathy_04.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/58/58_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "58_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/58/58_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/58/58_ref_0.xlsx" ], "task_type": "Structuring / Formatting, Calculation", - "business_type": "Investment: Trading And Position Management" + "business_type": "Trading and Risk Management" } \ No newline at end of file diff --git a/files/59/59.json b/files/59/59.json index b7e9cf5fc555d5af971845d8bf136b5594b33397..d483a261d017c9334c712aaf5f69a76e26611677 100644 --- a/files/59/59.json +++ b/files/59/59.json @@ -2,19 +2,20 @@ "id": "59", "instruction_en": "Update the TOTAL PHYSICAL GAS tab to mirror the layout on TOTAL US GAS. Specifically, insert a “% CHANGE FROM LAST 30 DAYS” column on the TOTAL PHYSICAL GAS worksheet.", "source_files": [ - "john_arnold__15483__TOP 50 CP - GAS EM 11-21-01_01.xlsx" + "59_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/59/59_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "john_arnold__15483__TOP 50 CP - GAS EM 11-21-01_02.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/59/59_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "59_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/59/59_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/59/59_ref_0.xlsx" ], "task_type": "Structuring / Formatting, Calculation", - "business_type": "Investment: Trading And Position Management" + "business_type": "Trading and Risk Management" } \ No newline at end of file diff --git a/files/6/6.json b/files/6/6.json index 535e7f0ec8911a0f37f0c007ab0a0b8485ed4643..4274565b833b6b0727f7c9c6a3bdd84486981095 100644 --- a/files/6/6.json +++ b/files/6/6.json @@ -2,22 +2,20 @@ "id": "6", "instruction_en": "Please write a structured economic analysis report based on the table data I provide.\nRequirements:\n\nBase the analysis only on the table content; do not introduce external knowledge.\n\nIdentify trends, changes, turning points, and fluctuation patterns during crisis periods in the data.\n\nAnalyze relationships between different indicators, such as the connection between time periods and specific indicator changes, or whether certain event years exhibit significant volatility.\n\nIntegrate your findings into a formal economic report–style narrative and include clear visual charts, for example:\n\n“During the period of xxx, we observe that...”\n\n“The data indicate that the institution exhibits...”\n\nThe report must include:\n\nA summary of trends\n\nCharacteristics of special years\n\nInferred economic behavior patterns\n\nThe report should be no more than 300 words.", "source_files": [ - "IDR2024-Part1-AllCharts-Tables_02.xlsx" + "6_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/6/6_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "IDR2024-Part1-AllCharts-Tables_01.xlsx" - }, - { - "text": "Figure 1.4 shows that, for low- and middle-income countries over 1971–2023, new World Bank lending (IBRD and IDA, including IDA grants) tends to rise as a share of GNI when GNI growth declines. During major downturns – such as the 2008–09 financial crisis and the COVID-19 pandemic – the ratio of IBRD and IDA lending (and IDA grants) to GNI increases noticeably even as economic growth turns sharply negative. This pattern, which recurs around several episodes of weak growth and external shocks, indicates that World Bank lending has played a countercyclical and stabilizing role, expanding in periods of stress to help cushion dramatic drops in economic activity in eligible low- and middle-income economies." - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/6/6_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "6_ref_0.xlsx" + ], + "text": "Figure 1.4 shows that, for low- and middle-income countries over 1971–2023, new World Bank lending (IBRD and IDA, including IDA grants) tends to rise as a share of GNI when GNI growth declines. During major downturns – such as the 2008–09 financial crisis and the COVID-19 pandemic – the ratio of IBRD and IDA lending (and IDA grants) to GNI increases noticeably even as economic growth turns sharply negative. This pattern, which recurs around several episodes of weak growth and external shocks, indicates that World Bank lending has played a countercyclical and stabilizing role, expanding in periods of stress to help cushion dramatic drops in economic activity in eligible low- and middle-income economies." + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/6/6_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/6/6_ref_0.xlsx" ], - "task_type": "Calculation, Reporting / Visualization", + "task_type": "Calculation, Summary / Visualization", "business_type": "Report" } \ No newline at end of file diff --git a/files/60/60.json b/files/60/60.json index fc9d556fa8fb92f3f13ecf08bc5dc47e2a980b7a..78d39adcf6197b9ee4e04eee978bc321d3c70195 100644 --- a/files/60/60.json +++ b/files/60/60.json @@ -2,19 +2,20 @@ "id": "60", "instruction_en": "On the All Natural Gas sheet, create an Excel Ctrl+T table and filter to show only the COUNTERPARTY entries highlighted in red.", "source_files": [ - "kam_keiser__18021__Summary of Book Requests Update_01.xlsx" + "60_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/60/60_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "kam_keiser__18021__Summary of Book Requests Update_02.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/60/60_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "60_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/60/60_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/60/60_ref_0.xlsx" ], "task_type": "Structuring / Formatting", - "business_type": "Investment: Trading And Position Management" + "business_type": "Trading and Risk Management" } \ No newline at end of file diff --git a/files/61/61.json b/files/61/61.json index a71abca92367fc2723920a6f9dd6efaece46494e..8ccbf58dacd88e7d76ebf759b8e5b251caadb215 100644 --- a/files/61/61.json +++ b/files/61/61.json @@ -2,19 +2,20 @@ "id": "61", "instruction_en": "Add two new entries to the peaker plant comps and then refresh the averages. Constellation (Illinois; Electric Power Daily, article 6/20/2000; operation 6/1/2001) with unspecified turbine type, 300 MW, total cost $130MM, and $433/kW; and TVA (Mississippi; Electric Power Daily, article 6/23/2000; operation 6/1/2002) using GE Gas Turbines, 340 MW, total cost $170MM, and $500/kW. After these are entered, update the overall average and the average excluding GE LM 6000 units.", "source_files": [ - "benjamin_rogers__1258__merchant peaker plants version3.xlsx" + "61_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/61/61_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "benjamin_rogers__1259__merchant peaker plants version4.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/61/61_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "61_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/61/61_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/61/61_ref_0.xlsx" ], "task_type": "Data Entry / Import, Structuring / Formatting, Calculation", - "business_type": "Investment: Pricing And Valuation" + "business_type": "Pricing and Valuation" } \ No newline at end of file diff --git a/files/62/62.json b/files/62/62.json index 6a94391b5d687de43d5d00fecac0f5329e7c9f86..0c4e1feaddf9d3601ba2955dfbaf61d439b266f2 100644 --- a/files/62/62.json +++ b/files/62/62.json @@ -2,19 +2,20 @@ "id": "62", "instruction_en": "For EDF MAN, clear the 'Line of Credit Covering Initial Margin (except EDF Mann…)' and then recalculate any related figures that need to be synchronized. Leave all other content unchanged.", "source_files": [ - "louise_kitchen__23024__Margin 11_01_01.xlsx" + "62_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/62/62_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "louise_kitchen__23025__Margin 11_01_01.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/62/62_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "62_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/62/62_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/62/62_ref_0.xlsx" ], "task_type": "Calculation, Validation / Review", - "business_type": "Risk Management" + "business_type": "Trading and Risk Management" } \ No newline at end of file diff --git a/files/63/63.json b/files/63/63.json index fc9013d9845485100fd2574275759b35ac1c0fc4..249d60b469f3d7b8c631bc350d4c52dc497cd665 100644 --- a/files/63/63.json +++ b/files/63/63.json @@ -2,19 +2,20 @@ "id": "63", "instruction_en": "Using RepIS-Qtrly as the base, please create the RepIS-Annual and RepIS-Qtrly YTD schedules, formatted consistent with the other spreadsheets in the workbook.", "source_files": [ - "hist_restate_4q03_sel#A7B10__EUSES_financial_processed_01.xlsx" + "63_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/63/63_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "hist_restate_4q03_sel#A7B10__EUSES_financial_processed.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/63/63_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "63_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/63/63_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/63/63_ref_0.xlsx" ], - "task_type": "Cross-sheet Retrieval, Structuring / Formatting", + "task_type": "Cross-sheet/file Retrieval, Structuring / Formatting", "business_type": "Report" } \ No newline at end of file diff --git a/files/64/64.json b/files/64/64.json index 0b0260409dd3b19b07ac35dc6ccf1a3c527f5a6b..edfe38b852015d9983080f031b2d13c94980a853 100644 --- a/files/64/64.json +++ b/files/64/64.json @@ -2,19 +2,20 @@ "id": "64", "instruction_en": "Audit the workbook and correct the formula errors in place so numbers calculate properly.", "source_files": [ - "1_SunDevil01CostSummary.xlsx" + "64_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/64/64_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "2_SunDevil01CostSummary.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/64/64_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "64_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/64/64_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/64/64_ref_0.xlsx" ], "task_type": "Validation / Review, Calculation", - "business_type": "Operations/Model Prediction" + "business_type": "Operational Management, Predictive Modeling" } \ No newline at end of file diff --git a/files/65/65.json b/files/65/65.json index 62eef330f035d8b4f709407c8e42d383ae9201d8..f700399676518fcf00467fe620bbcfc3c3f4ee3d 100644 --- a/files/65/65.json +++ b/files/65/65.json @@ -1,16 +1,21 @@ { "id": "65", - "instruction_en": "For an infrastructure-finance paper, I need to benchmark capital intensity of large offshore wind assets. List every offshore wind farm in European waters that was fully commissioned (i.e., all turbines installed and formally entered commercial operation) from 2010-01-01 to 2024-12-31 and whose nameplate capacity is >= 300 MW. Ignore projects still under construction or phases that are only partially energized / not yet formally fully commissioned as of December 31, 2024.\\n\\n[Data Source and Methodology Notes]\\n1. Data Source: Please use 4C Offshore or WindEurope database records as of October 31, 2024.\\n2. Commissioning Boundary (Strict Definition): Projects must have formally announced full commissioning before December 31, 2024. Projects that only completed turbine installation but have not yet formally achieved full commissioning (e.g., Baltic Eagle completed installation in 2024 but full commissioning in July 2025) should NOT be included.\\n3. Capacity Convention:\\n - Hollandse Kust Zuid 1-2: 770 MW / 70 turbines\\n - Hollandse Kust Zuid 3-4: 759 MW / 69 turbines (official KEC convention)\\n - Borkum Riffgrund 2: 450 MW (developer convention)\\n - Seagreen: 1075 MW (developer official convention)\\n4. Combined Projects: Combined projects (e.g., Gode Wind 1+2, Thornton Bank C-Power phases) are treated as single wind farms.\\n\\nPlease output an xlsx file with Sheet1 as the RawData sheet, with the columns in this exact order:\\nWind Farm, Sea / Basin, Capacity (MW), Turbines Number, Turbine Model, Commissioning Year, Owner / Operator\\nFill missing fields with \\\"NA\\\".\\nDon't ask me any questions, just output the results according to the column without omitting cells arbitrarily.\\n\\nBased on the RawData sheet, complete the following 4 subtasks:\\n\\nSubtask 1 - Sheet2_Turbine_Unit_Economics: Analyze turbine-level economics and efficiency metrics.\\nColumns: Wind Farm, Capacity (MW), Turbines Number, Average Turbine Capacity (MW), Capacity Density (turbines/100MW), Scale Category, Turbine Size Category\\nAverage Turbine Capacity (MW) = Capacity (MW) / Turbines Number (2 decimals). Capacity Density (turbines/100MW) = (Turbines Number / Capacity (MW)) x 100 (2 decimals). Scale Category: \\\"Gigawatt-Scale\\\" if Capacity >= 1000 MW, \\\"Large-Scale\\\" if >= 600, \\\"Mid-Scale\\\" if >= 400, \\\"Standard-Scale\\\" otherwise. Turbine Size Category: \\\"Ultra-Large (>=10MW)\\\" if Average >= 10, \\\"Large (7-10MW)\\\" if >= 7, \\\"Medium (5-7MW)\\\" if >= 5, \\\"Standard (<5MW)\\\" otherwise.\\n\\nSubtask 2 - Sheet3_Geographic_Market: Aggregate projects by sea/basin to analyze regional market structure and concentration.\\nColumns: Sea / Basin, Number of Projects, Total Capacity (MW), Average Project Size (MW), Largest Project (MW), Market Share (%), Market Development\\nNumber of Projects: COUNT of projects per region (integer). Total Capacity (MW): SUM of all capacities in region (2 decimals). Average Project Size (MW): Total / Number (2 decimals). Largest Project (MW): MAX capacity in region (2 decimals). Market Share (%): (Regional Total / Grand Total) x 100 (2 decimals). Market Development: \\\"Concentrated\\\" if <= 2 projects, \\\"Moderate\\\" if 3-5, \\\"Diversified\\\" if >= 6. Sort by Total Capacity (MW) descending.\\n\\nSubtask 3 - Sheet4_Technology_Manufacturer: Extract manufacturer from turbine model strings and classify technology generation.\\nColumns: Wind Farm, Turbine Model, Commissioning Year, Manufacturer, Manufacturer Type, Unit Capacity (MW), Technology Generation\\nManufacturer: Extract from Turbine Model string (e.g., \\\"Siemens\\\", \\\"Vestas\\\", \\\"GE\\\", \\\"MHI Vestas\\\", \\\"AREVA\\\", \\\"Senvion\\\", \\\"Adwen\\\", \\\"REpower\\\", \\\"Bard\\\", \\\"Other\\\"). Manufacturer Type: \\\"Major OEM\\\" if Siemens/Vestas/GE, \\\"Established Player\\\" if MHI Vestas/Senvion/AREVA, \\\"Specialized/Regional\\\" otherwise. Unit Capacity (MW): Primarily extract rated capacity from model name (e.g., \\\"SWT-6.0-154\\\" → 6.0 MW), even if it differs from farm capacity / turbine count; 2 decimals. Technology Generation: \\\"Next-Gen (>=10MW)\\\" if >= 10, \\\"Gen 4 (8-10MW)\\\" if >= 8, \\\"Gen 3 (6-8MW)\\\" if >= 6, \\\"Gen 2 (4-6MW)\\\" if >= 4, \\\"Gen 1 (<4MW)\\\" otherwise.\\n\\nSubtask 4 - Sheet5_Operator_Portfolio: Identify major operators by parsing ownership strings and calculate portfolio metrics. Show top 15 operators only.\\nColumns: Operator Name, Number of Projects, Total Capacity (MW), Average Project Size (MW), Portfolio Rank, Market Share (%)\\nParse Owner/Operator field (split by \\\"/\\\" separator) to identify individual operators. Normalize common operator names (e.g., \\\"Orsted\\\"/\\\"orsted\\\" -> \\\"Ørsted\\\"). Number of Projects: Count of distinct projects in which the operator participates (integer, not split for joint ownership). Total Capacity (MW): SUM of capacities, split equally among co-owners (2 decimals). Average Project Size (MW): Total / Number (2 decimals). Portfolio Rank: 1 = highest total capacity (integer). Market Share (%): (Operator Total / Sum of Top 15) x 100 (2 decimals). Sort by Total Capacity descending, include only top 15 operators.", - "source_files": [], - "source_files_urls": [], - "reference_outputs": [ - { - "file": "TableSearch_task_09_GT.xlsx" - } + "instruction_en": "Review the Inv & WC Value Adj summary tab and add the missing cross‑sheet data references to the other worksheets so the roll‑up pulls the correct figures. Return the updated file with those links in place.", + "source_files": [ + "65_src_0.xlsx" ], + "source_files_urls": [ + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/65/65_src_0.xlsx" + ], + "reference_outputs": { + "files": [ + "65_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/65/65_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/65/65_ref_0.xlsx" ], - "task_type": "Web Search, Data Entry / Import, Calculation, Structuring / Formatting", - "business_type": "Reports/Model Predictions" + "task_type": "Validation / Review, Calculation", + "business_type": "Procurement and Sales" } \ No newline at end of file diff --git a/files/65/65_ref_0.xlsx b/files/65/65_ref_0.xlsx index 4b102bd13b3263648ce85201462b5f56f999be34..717d728868acbe34db07c38e64eda0b352a0c91a 100644 Binary files a/files/65/65_ref_0.xlsx and b/files/65/65_ref_0.xlsx differ diff --git a/files/65/65_src_0.xlsx b/files/65/65_src_0.xlsx new file mode 100644 index 0000000000000000000000000000000000000000..ce36c4d941737eff74ac8bbf01a3ec8d9f415318 Binary files /dev/null and b/files/65/65_src_0.xlsx differ diff --git a/files/66/66.json b/files/66/66.json index 139bbbb2b2e7018e8bd737369f14475f136f0483..b3aa342687cd8cb2abe9b715f0a12b70786bb9af 100644 --- a/files/66/66.json +++ b/files/66/66.json @@ -2,19 +2,20 @@ "id": "66", "instruction_en": "Calculate the Interest Payment fpr enron and fill the correnponding cell.", "source_files": [ - "jim_schwieger__14492__Inv_WC_true_up_02.xlsx" + "66_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/66/66_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "jim_schwieger__14492__Inv_WC_true_up_03.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/66/66_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "66_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/66/66_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/66/66_ref_0.xlsx" ], "task_type": "Calculation, Structuring / Formatting, Financial Modeling", - "business_type": "Purchasing And Sales" + "business_type": "Procurement and Sales" } \ No newline at end of file diff --git a/files/67/67.json b/files/67/67.json index 73208f264729b6f994efca6b1c62c978d0af86ea..740950441ee5ef3c2c790414b241a86d4068b754 100644 --- a/files/67/67.json +++ b/files/67/67.json @@ -2,19 +2,20 @@ "id": "67", "instruction_en": "Create a new 'by type_area' worksheet based on the Summary and the other tabs. It should present two separate tables summarized by Imbal Type; within each table, consolidate by area, include Volume, Value and Date, and calculate totals. Finally, confirm that the value and volume totals tie to the totals shown on the Summary.", "source_files": [ - "darrell_schoolcraft__7323__imball0202_04.xlsx" + "67_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/67/67_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "darrell_schoolcraft__7323__imball0202_02.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/67/67_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "67_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/67/67_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/67/67_ref_0.xlsx" ], "task_type": "Structuring / Formatting, Calculation, Validation / Review, Cross-sheet/file Retrieval", - "business_type": "Operations" + "business_type": "Operational Management" } \ No newline at end of file diff --git a/files/68/68.json b/files/68/68.json index 5bb8813a6b49598dbc5bec70494dda4a073f35a4..9a69f7d0e30a08203ee852d96aa033ed315e2b83 100644 --- a/files/68/68.json +++ b/files/68/68.json @@ -2,19 +2,20 @@ "id": "68", "instruction_en": "Complete the Summary worksheet by entering the missing data and aligning it to the underlying sheets.", "source_files": [ - "darrell_schoolcraft__7323__imball0202_05.xlsx" + "68_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/68/68_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "darrell_schoolcraft__7323__imball0202_06.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/68/68_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "68_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/68/68_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/68/68_ref_0.xlsx" ], - "task_type": "Cross-sheet Retrieval, Data Entry / Import", - "business_type": "Operations" + "task_type": "Cross-sheet/file Retrieval, Data Entry / Import", + "business_type": "Operational Management" } \ No newline at end of file diff --git a/files/69/69.json b/files/69/69.json index ae57fb7b4f3eb31fbb19f1bf58f52c8c9b8359f6..789b56fd0874e8f01774c5294d8b587ee4d073a3 100644 --- a/files/69/69.json +++ b/files/69/69.json @@ -2,19 +2,20 @@ "id": "69", "instruction_en": "Please review the workbook and correct the naming errors in the CENT book entries—where a PHY tag should indicate a name with a PB prefix rather than FB. Once corrected in both Short Name and Long Name, set the corresponding row background to blue to flag the changes.", "source_files": [ - "1_Book Request Form Central.xlsx" + "69_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/69/69_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "1_Book Request Form Central_01.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/69/69_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "69_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/69/69_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/69/69_ref_0.xlsx" ], "task_type": "Structuring / Formatting, Validation / Review", - "business_type": "Operations/Payment Accounting" + "business_type": "Operational Management, Accounts Payable and Receivable" } \ No newline at end of file diff --git a/files/7/7.json b/files/7/7.json index 4f768c84be42d867f1b7369d2bb29b21fc8d4dbd..553eadc5739624094df94ef8f020eb581afd77a6 100644 --- a/files/7/7.json +++ b/files/7/7.json @@ -2,19 +2,20 @@ "id": "7", "instruction_en": "The report should be translated into English, maintaining a neat layout, and a docx version of the report should be generated.", "source_files": [ - "canada-account-annual-report-march-31-2024-final_fr.docx" + "7_src_0.docx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/7/7_src_0.docx" - ], - "reference_outputs": [ - { - "file": "canada-account-annual-report-march-31-2024-final_en.docx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/7/7_src_0.docx" ], + "reference_outputs": { + "files": [ + "7_ref_0.docx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/7/7_ref_0.docx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/7/7_ref_0.docx" ], - "task_type": "Reporting / Visualization,Translation", + "task_type": "Summary / Visualization,Translation", "business_type": "Report" } \ No newline at end of file diff --git a/files/70/70.json b/files/70/70.json index a141813f05565f7370de38bad0bbd315f36e0e13..8dfd53e4035a683f3d77af7cd41e29abf63d3e25 100644 --- a/files/70/70.json +++ b/files/70/70.json @@ -2,19 +2,20 @@ "id": "70", "instruction_en": "Add a separate line item labeled “IT Infrastructure Allocation” under each ENA support department in the 2002 Plan and leave the amounts blank for now. This line will represent the planned IT infrastructure allocations ENA will pass through to the Business Units in 2002.", "source_files": [ - "tracy_geaccone__40184__EA Allocations to Other BUs-10.08.01.xlsx" + "70_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/70/70_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "tracy_geaccone__40205__EA Allocations to Other BUs-10.22.01_01.xlsx" - } + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/70/70_src_0.xlsx" ], + "reference_outputs": { + "files": [ + "70_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/70/70_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/70/70_ref_0.xlsx" ], "task_type": "Structuring / Formatting", - "business_type": "Operations" + "business_type": "Operational Management" } \ No newline at end of file diff --git a/files/71/71.json b/files/71/71.json index df8e9453c1347b3e3855d495839973f6c72f13b2..0a5980e390e905deb6593505b689c6af8bc75abd 100644 --- a/files/71/71.json +++ b/files/71/71.json @@ -3,14 +3,15 @@ "instruction_en": "Please list the top 10 individuals from the Forbes Global Billionaires Ranking for each year from 2019 to 2024 (including 2024). For each person, include their name, ranking, net worth, source of wealth, and age of that year end. Present the information in a table format. All your data should come from Forbes, which means the ages and net worth are calculated based on the publication date.\\n\\nPlease output an xlsx file with Sheet1 as the RawData sheet, with the column headers in order:\\nYear, Rank, Name, Net Worth (in USD billions), Age, Source of Wealth\\n\\nDon't ask me any questions, just output the results according to the columns without omitting cells arbitrarily.\\n\\nBased on the RawData sheet, complete the following 4 subtasks:\\n\\nSubtask 1 - Sheet2_Wealth_Growth: Analyze wealth growth trends and year-over-year changes.\\nColumns: Year, Name, Current Net Worth (USD billions), Annual Change (USD billions), Annual Change (%), Cumulative Growth (%), Growth Trend\\nAnnual Change calculates difference from previous year (N/A for first appearance, 2 decimals). Cumulative Growth (%) is relative to first year on list (2 decimals). Growth Trend: \\\"Rapid Growth\\\" if Annual Change % ≥ 20%, \\\"Steady Growth\\\" if ≥ 5%, \\\"Stable\\\" if -5% to 5%, \\\"Moderate Decline\\\" if -20% to -5%, \\\"Significant Decline\\\" if < -20%, \\\"New Entry\\\" if no previous year data. Net worth values to 2 decimals.\\n\\nSubtask 2 - Sheet3_Industry_Concentration: Aggregate by industry sector and analyze market concentration.\\nColumns: Year, Industry, Billionaire Count, Total Wealth (USD billions), Average Wealth (USD billions), Market Share (%), Concentration Level\\nIndustry standardization: Amazon → E-Commerce, Microsoft → Technology-Software, Tesla/SpaceX → Technology-Automotive/Aerospace, Facebook/Meta → Technology-Social Media, Google/Alphabet → Technology-Internet Services, Oracle → Technology-Enterprise Software, LVMH → Luxury Goods, Berkshire Hathaway → Diversified Holdings, Walmart → Retail, Zara → Fashion Retail, Bloomberg → Financial Services, Telecom → Telecommunications, Reliance → Conglomerate. Market Share (%) = (Industry Total / Year Total) × 100 (2 decimals). Average Wealth = Total / Count (2 decimals). Concentration Level: \\\"Monopolistic\\\" if count = 1, \\\"Highly Concentrated\\\" if count = 2, \\\"Concentrated\\\" if count ≤ 4, \\\"Diversified\\\" if count > 4. Sort by Year ascending, then Total Wealth descending within each year. Billionaire Count is integer.\\n\\nSubtask 3 - Sheet4_Ranking_Stability: Track individual ranking stability and volatility over time.\\nColumns: Name, Years on List, First Year, Last Year, Best Rank, Worst Rank, Average Rank, Rank Volatility, Ranking Trend, Stability Rating\\nYears on List = count of appearances (integer). Best Rank = minimum rank number (integer). Worst Rank = maximum rank number (integer). Average Rank = mean of all ranks (2 decimals). Rank Volatility = standard deviation of ranks, 0.00 if only one year (2 decimals). Ranking Trend: \\\"Rising\\\" if average annual rank change ≤ -1, \\\"Slightly Rising\\\" if ≤ -0.2, \\\"Stable\\\" if -0.2 to 0.2, \\\"Slightly Falling\\\" if ≤ 1, \\\"Falling\\\" if > 1 (rank change calculated as (last rank - first rank) / years span). Stability Rating: \\\"Highly Stable\\\" if years ≥ 6 and volatility ≤ 1.5, \\\"Stable\\\" if years ≥ 5 and volatility ≤ 2.5, \\\"Moderately Stable\\\" if years ≥ 4 and volatility ≤ 3.5, \\\"Volatile\\\" if years ≥ 3, \\\"Insufficient Data\\\" otherwise. Sort by Years on List descending, then by order of first appearance in RawData for ties. First Year, Last Year, Best Rank, Worst Rank are integers.\\n\\nSubtask 4 - Sheet5_Pivot_Summary: Create pivot summary showing top 3 and aggregate statistics by year.\\nColumns: Year, Rank 1 Name, Rank 1 Wealth (USD billions), Rank 2 Name, Rank 2 Wealth (USD billions), Rank 3 Name, Rank 3 Wealth (USD billions), Total Top 10 Wealth (USD billions), Average Top 10 Wealth (USD billions), Median Age, Wealth Gap (Rank 1 vs Rank 10), Top 3 Concentration (%)\\nTotal Top 10 Wealth = sum of all 10 billionaires (2 decimals). Average Top 10 Wealth = Total / 10 (2 decimals). Median Age = median of 10 ages (integer). Wealth Gap = Rank 1 wealth - Rank 10 wealth (2 decimals). Top 3 Concentration (%) = (Sum of Top 3 / Total Top 10) × 100 (2 decimals). All wealth values to 2 decimals. Sort by Year ascending.", "source_files": [], "source_files_urls": [], - "reference_outputs": [ - { - "file": "TableSearch_task_10_GT.xlsx" - } - ], + "reference_outputs": { + "files": [ + "71_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/71/71_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/71/71_ref_0.xlsx" ], - "task_type": "Web Search, Data Entry / Import, Structuring / Formatting, Calculation, Reporting / Visualization", + "task_type": "Web Search, Data Entry / Import, Structuring / Formatting, Calculation, Summary / Visualization", "business_type": "Report" } \ No newline at end of file diff --git a/files/72/72.json b/files/72/72.json index c78281ae047a2f6fb66d7f97460bf76476e5ee2e..44854d4883216889e628883309bbf7022cd24fc8 100644 --- a/files/72/72.json +++ b/files/72/72.json @@ -2,13 +2,13 @@ "id": "72", "instruction_en": "Transcribe the content from the pdf/image into the Excel file (including the chart) and complete any missing formulas so the workbook is fully populated and the calculations are in place.", "source_files": [ - "jeff_dasovich__14136__PortfolioScenarios_01.pdf", - "jeff_dasovich__14136__PortfolioScenarios_01.jpeg" + "72_src_0.pdf", + "72_src_1.jpeg" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/72/72_src_0.pdf", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/72/72_src_1.jpeg" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/72/72_src_0.pdf", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/72/72_src_1.jpeg" ], - "task_type": "Data Entry / Import, Reporting / Visualization, Calculation, Structuring / Formatting", - "business_type": "Investment: Trading And Position Management" + "task_type": "Data Entry / Import, Summary / Visualization, Calculation, Structuring / Formatting", + "business_type": "Trading and Risk Management" } \ No newline at end of file diff --git a/files/73/73.json b/files/73/73.json index 2db55672c06ab0d95890d0975bd5ebee2a199eaf..4071dd134aca91b95c83c446c94d7a581806f377 100644 --- a/files/73/73.json +++ b/files/73/73.json @@ -2,23 +2,23 @@ "id": "73", "instruction_en": "For account type H and the MCC description: Eating Places and Restaurants, what would be the average fee that the card scheme GlobalCard would charge for a transaction value of 10 EUR? Provide the answer in EUR and 6 decimals.\nAnswer must be just a number expressed in EUR rounded to 6 decimals. If a question does not have a relevant or applicable answer for the task, please respond with 'Not Applicable'", "source_files": [ - "acquirer_countries.csv", - "fees.json", - "manual.md", - "merchant_category_codes.csv", - "merchant_data.json", - "payments.csv", - "payments-readme.md" + "73_src_0.csv", + "73_src_1.json", + "73_src_2.md", + "73_src_3.csv", + "73_src_4.json", + "73_src_5.csv", + "73_src_6.md" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/73/73_src_0.csv", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/73/73_src_1.json", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/73/73_src_2.md", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/73/73_src_3.csv", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/73/73_src_4.json", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/73/73_src_5.csv", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/73/73_src_6.md" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/73/73_src_0.csv", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/73/73_src_1.json", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/73/73_src_2.md", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/73/73_src_3.csv", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/73/73_src_4.json", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/73/73_src_5.csv", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/73/73_src_6.md" ], - "task_type": "Cross-sheet Retrieval, Calculation", - "business_type": "Payment And Receipt Accountant" + "task_type": "Cross-sheet/file Retrieval, Calculation", + "business_type": "Accounts Payable and Receivable" } \ No newline at end of file diff --git a/files/74/74.json b/files/74/74.json index 1c3a2aa545f1af32c212ecdf893ed2dd1b875767..accd792b5a669354e558e7ddffa299ad342318ec 100644 --- a/files/74/74.json +++ b/files/74/74.json @@ -2,10 +2,10 @@ "id": "74", "instruction_en": "Rmove the Physical Location column from the Detail by Turbine sheet, and keep the Physical Location values in the Summary by Status sheet exactly as they are. Ensure that deleting columns does not affect the content of the current sheet or other sheets.", "source_files": [ - "rick_buy__32884__Turbine Position Report 111601.xlsx" + "74_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/74/74_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/74/74_src_0.xlsx" ], "task_type": "Structuring / Formatting, Validation / Review, Cross-sheet/file Retrieval", "business_type": "Asset Management" diff --git a/files/75/75.json b/files/75/75.json index f3bcdc92f864d1932843e12b125c9b42f5d06354..97b136a37bcf9b9c120a5de23887d51561eade3c 100644 --- a/files/75/75.json +++ b/files/75/75.json @@ -2,11 +2,11 @@ "id": "75", "instruction_en": "On the Summary by Status sheet, add a cumulative curve chart ($MM) for “Scheduled vs Cancellation Payments” using monthly data from Dec-98 through Dec-02. Plot the cumulative series for Scheduled and Cancellation across Committed, Tentative, and Available, and include Total Scheduled and Total Cancellation (Total Cancellation represents total exposure). Add a blue vertical line at Nov-2001 and annotate that month’s cumulative cancellation cost and cumulative paid amounts in blue, with the difference shown in red as “Incremental Cancellation Cost” (e.g., $35MM).", "source_files": [ - "rick_buy__32877__Turbine Position Report 111501a_02.xlsx" + "75_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/75/75_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/75/75_src_0.xlsx" ], - "task_type": "Reporting / Visualization, Calculation", + "task_type": "Summary / Visualization, Calculation", "business_type": "Asset Management" } \ No newline at end of file diff --git a/files/76/76.json b/files/76/76.json index 39a4f8582a7d01777d526a7f858e155fda11d948..ec247b48939ca0e52fd268a4434c7a560579c4a9 100644 --- a/files/76/76.json +++ b/files/76/76.json @@ -2,11 +2,11 @@ "id": "76", "instruction_en": "Reformat the table by bolding the titles and inserting row borders between the different departments to better delineate each section.", "source_files": [ - "louise_kitchen__22816__issues summary_01.xlsx" + "76_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/76/76_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/76/76_src_0.xlsx" ], "task_type": "Structuring / Formatting", - "business_type": "Risk Management" + "business_type": "Trading and Risk Management" } \ No newline at end of file diff --git a/files/77/77.json b/files/77/77.json index 1c2e5fc69d006df5d2e41579489fd15a4c58c69c..aa2f7dd2a2c844142119fd18e4080dd02ca56568 100644 --- a/files/77/77.json +++ b/files/77/77.json @@ -2,11 +2,11 @@ "id": "77", "instruction_en": "Calculate the headcount for each of the three groups in the worksheet and their respective percentages of the total, and confirm in the table that the three percentages sum to 100%.", "source_files": [ - "louise_kitchen__24099__Non Commercial_02.xlsx" + "77_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/77/77_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/77/77_src_0.xlsx" ], "task_type": "Calculation, Validation / Review", - "business_type": "Operations" + "business_type": "Operational Management" } \ No newline at end of file diff --git a/files/78/78.json b/files/78/78.json index 93be2671817d1e8b0a08746f9dc2d31bd984215a..013213ff4b82ab1f9465884dc85a18e52b4670dd 100644 --- a/files/78/78.json +++ b/files/78/78.json @@ -2,11 +2,11 @@ "id": "78", "instruction_en": "Review the summary tab against each of the individual sheets and reconcile any inconsistencies. Where the summary differs from the sub-sheets, update the summary to reflect the sub-sheet values so the workbook is internally consistent.", "source_files": [ - "tracy_geaccone__40470__Functional Income 2001 (version 1).xlsx" + "78_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/78/78_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/78/78_src_0.xlsx" ], - "task_type": "Cross-sheet Retrieval, Validation / Review", - "business_type": "Operations/Planning & Budgeting/Reports" + "task_type": "Cross-sheet/file Retrieval, Validation / Review", + "business_type": "Operational Management, Planning and Budgeting, Report" } \ No newline at end of file diff --git a/files/79/79.json b/files/79/79.json index e820e3020b47d865c8cfed09e82026ae2d2e8c08..7144159e5ed6308a7320eff8fc397c143ae796da 100644 --- a/files/79/79.json +++ b/files/79/79.json @@ -2,11 +2,11 @@ "id": "79", "instruction_en": "Consolidate data from each business unit worksheet into a new ETS worksheet, and add three columns: Total, Consol, and Enron:\n\nTotal: Sum of all business units\nConsol: Consolidation adjustments to eliminate intercompany transactions from Citrus and NBP\nEnron: Final consolidated company figures (Total + Consol)", "source_files": [ - "tracy_geaccone__40470__Functional Income 2001 (version 1)_02.xlsx" + "79_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/79/79_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/79/79_src_0.xlsx" ], - "task_type": "Cross-sheet Retrieval, Structuring / Formatting, Calculation", - "business_type": "Operations/Planning & Budgeting/Reports" + "task_type": "Cross-sheet/file Retrieval, Structuring / Formatting, Calculation", + "business_type": "Operational Management, Planning and Budgeting, Report" } \ No newline at end of file diff --git a/files/8/8.json b/files/8/8.json index 01956f5e22bc4950887fc8ceb89c5ca0e8e66b4b..7cb096f6b27474a2a623c87e5e86550c9ba5d5ee 100644 --- a/files/8/8.json +++ b/files/8/8.json @@ -3,14 +3,15 @@ "instruction_en": "I am studying how partisan standoffs influence administrative efficiency and the macro-economy, so I need a quantitative overview of every federal government shutdown.\\n\\nPlease output an xlsx file with Sheet1 as the RawData sheet, with the columns in this order:\\nStart Date, End Date, Duration (days), President, Speaker of the House, Senate Majority Leader, Furloughed Employees, Estimated Loss (USD million) , Main Disputed Provisions\\n\\nRequirements:\\n1. Cover every officially recorded federal government shutdown between October 1976 and December 2024 (including October 1976 and December 2024).\\n2. Date should be formatted as YYYY-MM-DD.\\n3. Record the President, House and Senate leaders during the shutdown period.\\n4. For furloughed employees and estimated loss, give the exact number. If there is no exact number or data is unavailable, fill in with \\\"–\\\".\\n\\nDon't ask me any questions, just output the results according to the columns without omitting cells arbitrarily.\\n\\nBased on the RawData sheet, complete the following 4 subtasks:\\n\\nSubtask 1 - Sheet2_Presidential_Era: Aggregate shutdowns by President to analyze patterns across different administrations.\\nColumns: President, Number of Shutdowns, Total Days, Average Duration (days), Longest Shutdown (days), Total Furloughed Employees, Total Estimated Loss (USD million), Era Severity Rating\\nAverage Duration with 1 decimal. Era Severity Rating: \\\"High Frequency & High Impact\\\" if ≥5 shutdowns AND ≥30 total days; \\\"High Frequency\\\" if ≥5 shutdowns only; \\\"High Impact\\\" if ≥30 total days only; \\\"Moderate\\\" if ≥2 shutdowns; \\\"Low\\\" otherwise. For totals: \\\"N/A\\\" if all source values are \\\"–\\\", otherwise sum available numeric values. Sort by presidential chronological order (by order of first appearance in RawData).\\n\\nSubtask 2 - Sheet3_Timeline_Context: Add chronological context and temporal analysis.\\nColumns: Start Date, End Date, Duration (days), Year, Decade, President, Days Since Previous Shutdown, Cumulative Shutdown Count, Duration Category\\nYear: extract from Start Date (integer). Decade: \\\"1970s\\\", \\\"1980s\\\", \\\"1990s\\\", \\\"2000s\\\", \\\"2010s\\\", \\\"2020s\\\". Days Since Previous Shutdown: days between previous shutdown's End Date and current Start Date (integer), \\\"First Event\\\" for row 1. Cumulative Shutdown Count: sequential number 1, 2, 3... (integer). Duration Category: \\\"Extended (≥14 days)\\\" if ≥14, \\\"Moderate (5-13 days)\\\" if 5-13, \\\"Brief (<5 days)\\\" if <5.\\n\\nSubtask 3 - Sheet4_Data_Validation: Assess data completeness for each shutdown event.\\nColumns: Start Date, President, Has Furloughed Data, Has Loss Data, Has Provisions Data, Data Completeness (%), Quality Rating, Missing Fields\\nHas [Field] Data: \\\"Yes\\\" if data exists, \\\"No\\\" if \\\"–\\\". Data Completeness (%): (count of \\\"Yes\\\" fields / 3) × 100 (1 decimal). Quality Rating: \\\"Complete\\\" if 100%, \\\"Good\\\" if ≥66.7%, \\\"Partial\\\" if ≥33.3%, \\\"Poor\\\" if <33.3%. Missing Fields: comma-separated list like \\\"Furloughed, Loss\\\" or \\\"None\\\".\\n\\nSubtask 4 - Sheet5_Impact_Classification: Classify shutdown severity based on multiple impact dimensions.\\nColumns: Start Date, Duration (days), President, Furloughed Employees, Estimated Loss (USD million), Duration Impact, Economic Impact, Workforce Impact, Overall Severity Score, Overall Impact Classification\\nDuration Impact: \\\"Severe\\\" if ≥14 days, \\\"Moderate\\\" if 5-13, \\\"Minor\\\" if <5. Economic Impact: \\\"Unknown\\\" if N/A or \\\"–\\\", \\\"Major\\\" if ≥1000M, \\\"Significant\\\" if ≥100M, \\\"Moderate\\\" if ≥10M, \\\"Minor\\\" if <10M. Workforce Impact: \\\"Unknown\\\" if N/A or \\\"–\\\", \\\"Massive\\\" if ≥500K, \\\"Major\\\" if ≥100K, \\\"Moderate\\\" if ≥10K, \\\"Limited\\\" if <10K. Overall Severity Score: Duration component (max 40 points) + Economic component (max 30 points) + Workforce component (max 30 points), result with 1 decimal. Overall Impact Classification: \\\"Critical\\\" if ≥70, \\\"High\\\" if ≥50, \\\"Moderate\\\" if ≥30, \\\"Low\\\" if ≥10, \\\"Minimal\\\" if <10.", "source_files": [], "source_files_urls": [], - "reference_outputs": [ - { - "file": "TableSearch_task_08_GT.xlsx" - } - ], + "reference_outputs": { + "files": [ + "8_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/8/8_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/8/8_ref_0.xlsx" ], "task_type": "Web Search, Data Entry / Import, Structuring / Formatting, Calculation, Validation / Review", - "business_type": "Reports/Model Predictions" + "business_type": "Report, Predictive Modeling" } \ No newline at end of file diff --git a/files/80/80.json b/files/80/80.json index 1cf5b09eddc753944783c7d1f14e9ef1e46f349b..0f55b4a8c04d479665f07b697d94eb8ee0e10b2c 100644 --- a/files/80/80.json +++ b/files/80/80.json @@ -2,11 +2,11 @@ "id": "80", "instruction_en": "Restore the missing formulas so the totals and Net Income rollups calculate correctly, converting any hard-coded cells back to formula-driven values. This should bring the sheet back to a consistent, automated state for the 2001 functional income schedule.", "source_files": [ - "tracy_geaccone__40470__Functional Income 2001 (version 1)_03.xlsx" + "80_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/80/80_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/80/80_src_0.xlsx" ], "task_type": "Validation / Review, Calculation", - "business_type": "Operations/Planning & Budgeting/Reports" + "business_type": "Operational Management, Planning and Budgeting, Report" } \ No newline at end of file diff --git a/files/81/81.json b/files/81/81.json index 567b72a654e97ede695034cde656ace5b6dec37a..8fdc8cf8b9203b7e30d72441844753938530085d 100644 --- a/files/81/81.json +++ b/files/81/81.json @@ -2,13 +2,13 @@ "id": "81", "instruction_en": "Key the table into Excel on an \"ETS\" spreadsheet and reinstate the missing formulas on the ETS sheet. Also update the I1 header to “Other” and ensure the totals and Net Income roll-ups (columns J-L around row 225 and the Net Income row at 228) calculate correctly.", "source_files": [ - "tracy_geaccone__40470__Functional Income 2001 (version 1)_03.jpeg", - "tracy_geaccone__40470__Functional Income 2001 (version 1)_03.pdf" + "81_src_0.jpeg", + "81_src_1.pdf" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/81/81_src_0.jpeg", - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/81/81_src_1.pdf" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/81/81_src_0.jpeg", + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/81/81_src_1.pdf" ], "task_type": "Data Entry / Import, Structuring / Formatting, Validation / Review, Calculation", - "business_type": "Operations/Planning & Budgeting/Reports" + "business_type": "Operational Management, Planning and Budgeting, Report" } \ No newline at end of file diff --git a/files/82/82.json b/files/82/82.json index 47993c3fce2421c9c06bb2bb5fce7b5392da943f..86c5536467337bfb538ecab7f42980893d30c18b 100644 --- a/files/82/82.json +++ b/files/82/82.json @@ -2,11 +2,11 @@ "id": "82", "instruction_en": "On the 'simplecorr' sheet, create a table whose column headers mirror the paper types in the left-side table, with a leftmost header labeled 'Correlation.' Using the NBSK pulp price from the left table and each paper’s monthly price series, compute and populate the correlation of NBSK to each paper’s price.", "source_files": [ - "monika_causholli__28179__Correlations_0.xlsx" + "82_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/82/82_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/82/82_src_0.xlsx" ], "task_type": "Structuring / Formatting, Calculation", - "business_type": "Model Prediction" + "business_type": "Predictive Modeling" } \ No newline at end of file diff --git a/files/83/83.json b/files/83/83.json index 547e9d7ff87a2cc016d18d1f96af9a0ac9196a12..c3646801c80849b920a52946f3890423e21d0833 100644 --- a/files/83/83.json +++ b/files/83/83.json @@ -2,11 +2,11 @@ "id": "83", "instruction_en": "On the simplecorr sheet, create a table that mirrors the header from the table to the left to list the various paper grades. Set the left-side header to 1–6 months Lag and Lead, and then, using the NBSK pulp price from the left table together with the monthly price tables for each paper grade, calculate and populate the 1–6‑month Lag and 1-7 month Lead relationships between NBSK and each paper price.", "source_files": [ - "monika_causholli__28179__Correlations_0.xlsx" + "83_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/83/83_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/83/83_src_0.xlsx" ], "task_type": "Structuring / Formatting, Calculation", - "business_type": "Model Prediction" + "business_type": "Predictive Modeling" } \ No newline at end of file diff --git a/files/84/84.json b/files/84/84.json index 7b3418fccb6311a2861aba5187401e3a8e8f383b..200c2aa5218650f528d7af8c1b55dbbaa8419cf5 100644 --- a/files/84/84.json +++ b/files/84/84.json @@ -1,12 +1,12 @@ { "id": "84", - "instruction_en": "On the Regression sheet, run a linear regression to examine the relationship between Std. No. 4, 83–85 Brt Xerog. and NBSK chg, with NBSK as the dependent variable. Summarize the results in a single table with the top header listing Std. No. 4, 83–85 Brt Xerog., and NBSK, and the left header listing mn, se, r2, f, and ssreg.", + "instruction_en": "On the Regression sheet, run a linear regression to examine the relationship between \"Std. No. 4, 83–85 Brt Xerog.\" and NBSK chg, with NBSK as the dependent variable. Summarize the results in a single table with the top header listing \"Std. No. 4, 83–85 Brt Xerog.\", and NBSK, and the left header listing mn, se, r2, f, and ssreg.", "source_files": [ - "monika_causholli__28179__Correlations_3.xlsx" + "84_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/84/84_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/84/84_src_0.xlsx" ], "task_type": "Calculation, Financial Modeling, Structuring / Formatting", - "business_type": "Model Prediction" + "business_type": "Predictive Modeling" } \ No newline at end of file diff --git a/files/85/85.json b/files/85/85.json index 8defec4dc364170fae67973ab10bc115ae386143..3a972f5e5ade4fdc7dbcad00513819ed06d10e17 100644 --- a/files/85/85.json +++ b/files/85/85.json @@ -2,11 +2,11 @@ "id": "85", "instruction_en": "Replicate the linear regression analysis we previously ran on the No. 4 Xero vs NBSK chg relationship, extending the same approach to the other paper price series and summarizing their impact on NBSK in a table. Use the same column headers as the No. 4 Xero–NBSK chg regression table.", "source_files": [ - "monika_causholli__28179__Correlations_4.xlsx" + "85_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/85/85_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/85/85_src_0.xlsx" ], "task_type": "Structuring / Formatting, Calculation, Financial Modeling", - "business_type": "Model Prediction" + "business_type": "Predictive Modeling" } \ No newline at end of file diff --git a/files/86/86.json b/files/86/86.json index 9793e30b5d79aec5f806dc53d17afe465b7c655c..ab3652891262b2b15c1a52e8ce8d2f9f83271178 100644 --- a/files/86/86.json +++ b/files/86/86.json @@ -2,10 +2,10 @@ "id": "86", "instruction_en": "Complete the asset allocation schedule using the provided asset detail data by filling in any blank items. First calculate Total Equity and Total (total assets). Then compute Cash %, Equity %, and Fixed Income %, round each to two decimals, populate the respective percentage fields, and confirm the three sum to approximately 100%.", "source_files": [ - "andy_zipper__286__Book1.xlsx" + "86_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/86/86_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/86/86_src_0.xlsx" ], "task_type": "Data Entry / Import, Calculation, Validation / Review", "business_type": "Report" diff --git a/files/88/88.json b/files/88/88.json index 493db44d9e5da62ad822ad9c401823493fda1d76..b0143916de81334e32da4feb65501fa838a275ac 100644 --- a/files/88/88.json +++ b/files/88/88.json @@ -3,6 +3,6 @@ "instruction_en": "Need to analyze the trend of the U.S. federal government spending and deficit before and after the pandemic. Please provide me with the following data through fiscal years 2015-2024: the federal Budget (trillion), the federal spending (trillion), the federal deficit (trillion), the national debt (trillion), and the net interest cost on the gross federal debt (trillion).\\n\\nPlease output an xlsx file with Sheet1 as the RawData sheet, with the following column names in order:\\nFiscal Year, Federal Budget, Federal Spending, Federal Deficit, National Debt, Net Interest Cost \\n\\nUnder the Fiscal Year, state the statistics like FY2015, FY2016.\\n\\nDon't ask me any questions, just output the results according to the columns without omitting cells arbitrarily.\\n\\nBased on the RawData sheet, complete the following 4 subtasks:\\n\\nSubtask 1 - Sheet2_Pandemic_Comparison: Compare pre-pandemic (FY2015-2019) vs post-pandemic (FY2020-2024) statistics.\\nColumns: Period, Avg Budget, Avg Spending, Avg Deficit, Avg National Debt, Avg Interest Cost, Total Years\\nAll averages with 2 decimals.\\n\\nSubtask 2 - Sheet3_Fiscal_Indicators: Calculate 5 fiscal health metrics for each year.\\nColumns: Fiscal Year, Budget Deficit Rate, Debt-to-Budget Ratio, Interest-to-Spending Ratio, Spending Efficiency, Debt Service Burden\\nBudget Deficit Rate = Deficit / Budget × 100 (2 decimals). Debt-to-Budget Ratio = Debt / Budget (2 decimals). Interest-to-Spending Ratio = Interest / Spending × 100 (2 decimals). Spending Efficiency = Budget / Spending × 100 (2 decimals). Debt Service Burden = Interest / Debt × 100 (4 decimals).\\n\\nSubtask 3 - Sheet4_Growth_Analysis: Calculate year-over-year growth rates for FY2016-FY2024.\\nColumns: Fiscal Year, Budget Growth, Spending Growth, Deficit Growth, Debt Growth, Interest Cost Growth\\nAll growth rates = (Current - Previous) / Previous × 100 (2 decimals).\\n\\nSubtask 4 - Sheet5_Summary: Overall 10-year statistics.\\nColumns: Total Budget, Total Spending, Total Deficit, Avg Annual Debt, Total Interest Paid, Max Single-Year Deficit, Max Deficit Year, Overall Deficit Rate, Avg Interest Rate, Debt Growth Rate\\nOverall Deficit Rate = Total Deficit / Total Budget × 100 (2 decimals). Avg Interest Rate = Total Interest / Avg Debt × 100 (4 decimals). Debt Growth Rate = (FY2024 Debt - FY2015 Debt) / FY2015 Debt × 100 (2 decimals).", "source_files": [], "source_files_urls": [], - "task_type": "Web Search, Data Entry / Import, Structuring / Formatting, Calculation, Reporting / Visualization", + "task_type": "Web Search, Data Entry / Import, Structuring / Formatting, Calculation, Summary / Visualization", "business_type": "Report" } \ No newline at end of file diff --git a/files/9/9.json b/files/9/9.json index fc286608a82797396f0dea49481304f371d4d3dc..09c693ccbd70d247b68be27a1ed6870c27a720c7 100644 --- a/files/9/9.json +++ b/files/9/9.json @@ -1,20 +1,17 @@ { "id": "9", - "instruction_en": "Review the Inv & WC Value Adj summary tab and add the missing cross‑sheet data references to the other worksheets so the roll‑up pulls the correct figures. Return the updated file with those links in place.", - "source_files": [ - "jim_schwieger__14492__Inv_WC_true_up.xlsx" - ], - "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/9/9_src_0.xlsx" - ], - "reference_outputs": [ - { - "file": "jim_schwieger__14492__Inv_WC_true_up_01.xlsx" - } - ], + "instruction_en": "For an infrastructure-finance paper, I need to benchmark capital intensity of large offshore wind assets. List every offshore wind farm in European waters that was fully commissioned (i.e., all turbines installed and formally entered commercial operation) from 2010-01-01 to 2024-12-31 and whose nameplate capacity is >= 300 MW. Ignore projects still under construction or phases that are only partially energized / not yet formally fully commissioned as of December 31, 2024.\\n\\n[Data Source and Methodology Notes]\\n1. Data Source: Please use 4C Offshore or WindEurope database records as of October 31, 2024.\\n2. Commissioning Boundary (Strict Definition): Projects must have formally announced full commissioning before December 31, 2024. Projects that only completed turbine installation but have not yet formally achieved full commissioning (e.g., Baltic Eagle completed installation in 2024 but full commissioning in July 2025) should NOT be included.\\n3. Capacity Convention:\\n - Hollandse Kust Zuid 1-2: 770 MW / 70 turbines\\n - Hollandse Kust Zuid 3-4: 759 MW / 69 turbines (official KEC convention)\\n - Borkum Riffgrund 2: 450 MW (developer convention)\\n - Seagreen: 1075 MW (developer official convention)\\n4. Combined Projects: Combined projects (e.g., Gode Wind 1+2, Thornton Bank C-Power phases) are treated as single wind farms.\\n\\nPlease output an xlsx file with Sheet1 as the RawData sheet, with the columns in this exact order:\\nWind Farm, Sea / Basin, Capacity (MW), Turbines Number, Turbine Model, Commissioning Year, Owner / Operator\\nFill missing fields with \\\"NA\\\".\\nDon't ask me any questions, just output the results according to the column without omitting cells arbitrarily.\\n\\nBased on the RawData sheet, complete the following 4 subtasks:\\n\\nSubtask 1 - Sheet2_Turbine_Unit_Economics: Analyze turbine-level economics and efficiency metrics.\\nColumns: Wind Farm, Capacity (MW), Turbines Number, Average Turbine Capacity (MW), Capacity Density (turbines/100MW), Scale Category, Turbine Size Category\\nAverage Turbine Capacity (MW) = Capacity (MW) / Turbines Number (2 decimals). Capacity Density (turbines/100MW) = (Turbines Number / Capacity (MW)) x 100 (2 decimals). Scale Category: \\\"Gigawatt-Scale\\\" if Capacity >= 1000 MW, \\\"Large-Scale\\\" if >= 600, \\\"Mid-Scale\\\" if >= 400, \\\"Standard-Scale\\\" otherwise. Turbine Size Category: \\\"Ultra-Large (>=10MW)\\\" if Average >= 10, \\\"Large (7-10MW)\\\" if >= 7, \\\"Medium (5-7MW)\\\" if >= 5, \\\"Standard (<5MW)\\\" otherwise.\\n\\nSubtask 2 - Sheet3_Geographic_Market: Aggregate projects by sea/basin to analyze regional market structure and concentration.\\nColumns: Sea / Basin, Number of Projects, Total Capacity (MW), Average Project Size (MW), Largest Project (MW), Market Share (%), Market Development\\nNumber of Projects: COUNT of projects per region (integer). Total Capacity (MW): SUM of all capacities in region (2 decimals). Average Project Size (MW): Total / Number (2 decimals). Largest Project (MW): MAX capacity in region (2 decimals). Market Share (%): (Regional Total / Grand Total) x 100 (2 decimals). Market Development: \\\"Concentrated\\\" if <= 2 projects, \\\"Moderate\\\" if 3-5, \\\"Diversified\\\" if >= 6. Sort by Total Capacity (MW) descending.\\n\\nSubtask 3 - Sheet4_Technology_Manufacturer: Extract manufacturer from turbine model strings and classify technology generation.\\nColumns: Wind Farm, Turbine Model, Commissioning Year, Manufacturer, Manufacturer Type, Unit Capacity (MW), Technology Generation\\nManufacturer: Extract from Turbine Model string (e.g., \\\"Siemens\\\", \\\"Vestas\\\", \\\"GE\\\", \\\"MHI Vestas\\\", \\\"AREVA\\\", \\\"Senvion\\\", \\\"Adwen\\\", \\\"REpower\\\", \\\"Bard\\\", \\\"Other\\\"). Manufacturer Type: \\\"Major OEM\\\" if Siemens/Vestas/GE, \\\"Established Player\\\" if MHI Vestas/Senvion/AREVA, \\\"Specialized/Regional\\\" otherwise. Unit Capacity (MW): Primarily extract rated capacity from model name (e.g., \\\"SWT-6.0-154\\\" → 6.0 MW), even if it differs from farm capacity / turbine count; 2 decimals. Technology Generation: \\\"Next-Gen (>=10MW)\\\" if >= 10, \\\"Gen 4 (8-10MW)\\\" if >= 8, \\\"Gen 3 (6-8MW)\\\" if >= 6, \\\"Gen 2 (4-6MW)\\\" if >= 4, \\\"Gen 1 (<4MW)\\\" otherwise.\\n\\nSubtask 4 - Sheet5_Operator_Portfolio: Identify major operators by parsing ownership strings and calculate portfolio metrics. Show top 15 operators only.\\nColumns: Operator Name, Number of Projects, Total Capacity (MW), Average Project Size (MW), Portfolio Rank, Market Share (%)\\nParse Owner/Operator field (split by \\\"/\\\" separator) to identify individual operators. Normalize common operator names (e.g., \\\"Orsted\\\"/\\\"orsted\\\" -> \\\"Ørsted\\\"). Number of Projects: Count of distinct projects in which the operator participates (integer, not split for joint ownership). Total Capacity (MW): SUM of capacities, split equally among co-owners (2 decimals). Average Project Size (MW): Total / Number (2 decimals). Portfolio Rank: 1 = highest total capacity (integer). Market Share (%): (Operator Total / Sum of Top 15) x 100 (2 decimals). Sort by Total Capacity descending, include only top 15 operators.", + "source_files": [], + "source_files_urls": [], + "reference_outputs": { + "files": [ + "9_ref_0.xlsx" + ], + "text": "" + }, "reference_file_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/9/9_ref_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/9/9_ref_0.xlsx" ], - "task_type": "Validation / Review, Calculation", - "business_type": "Purchasing And Sales" + "task_type": "Web Search, Data Entry / Import, Calculation, Structuring / Formatting", + "business_type": "Report, Predictive Modeling" } \ No newline at end of file diff --git a/files/9/9_ref_0.xlsx b/files/9/9_ref_0.xlsx index 717d728868acbe34db07c38e64eda0b352a0c91a..4b102bd13b3263648ce85201462b5f56f999be34 100644 Binary files a/files/9/9_ref_0.xlsx and b/files/9/9_ref_0.xlsx differ diff --git a/files/90/90.json b/files/90/90.json index 94ad5283e46943595a8ab22f2994fb30e97cfefd..09afdf260a72604266288ac22cf32cfdbe727b7c 100644 --- a/files/90/90.json +++ b/files/90/90.json @@ -2,11 +2,11 @@ "id": "90", "instruction_en": "Add a top border to all values in the Summary tab that are calculated as the sum of other rows.", "source_files": [ - "10_Summary8-21_03.xlsx" + "90_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/90/90_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/90/90_src_0.xlsx" ], "task_type": "Structuring / Formatting", - "business_type": "Investment: Trading And Position Management / Investment: Credit / Investment: Pricing And Valuation" + "business_type": "Trading and Risk Management, Investment: Credit, Pricing and Valuation" } \ No newline at end of file diff --git a/files/91/91.json b/files/91/91.json index 3b5efd4dc9f6bf96cb06f7e6886ba03b8b26bc77..9a60178f48b9c0d63d9c45909ae0347693595af7 100644 --- a/files/91/91.json +++ b/files/91/91.json @@ -2,11 +2,11 @@ "id": "91", "instruction_en": "On December 11, 2001, a trading firm enters into a long Cinergy–PJM‑W basis spread at the respective mid prices: it goes long 100 MW Jul–Aug 2002 baseload at Cinergy and short 100 MW Jul–Aug 2002 baseload at PJM‑W. Two weeks later, market prices move to: Cinergy Jul–Aug 2002 quoted at 49.00/49.25, and PJM‑W Jul–Aug 2002 quoted at 54.00/54.25. You are required first to use the original quotes to calculate the mid prices at both hubs and the initial spread, then use the new quotes to calculate the new mid prices and the new spread. Next, compute the mark‑to‑market P&L over the two‑week period for this 100 MW spread position (showing the P&L on the Cinergy leg, the PJM‑W leg, and the combined position). Finally, based on the change in the spread, determine whether Cinergy has strengthened relative to PJM‑W or vice versa, and discuss, assuming this spread was intended to hedge the risk of “selling power in PJM‑W and buying power in Cinergy,” whether the hedge performed effectively and why.", "source_files": [ - "1_dec 11.xlsx" + "91_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/91/91_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/91/91_src_0.xlsx" ], "task_type": "Calculation, Financial Modeling", - "business_type": "Investment: Pricing And Valuation / Investment: Trading And Position Management" + "business_type": "Pricing and Valuation, Trading and Risk Management" } \ No newline at end of file diff --git a/files/92/92.json b/files/92/92.json index 449e288d053c74bf08d37c4fc943f443a4129648..ed5ad725e896194c59a10e24164b2695fa6763e6 100644 --- a/files/92/92.json +++ b/files/92/92.json @@ -2,11 +2,11 @@ "id": "92", "instruction_en": "At the Cinergy hub, a retail power company wants to hedge a 50 MW baseload position for the year 2002. It has two alternatives: Strategy A is to buy 50 MW of the Jan–Dec 2002 annual strip at the mid price; Strategy B is to buy, also at mid prices, 50 MW of each of the seven seasonal strips listed above, so that together they cover the entire year. You are asked first to compute the mid price of each seasonal strip and of the annual strip. Then, for Strategy B, calculate for each strip the total energy volume (in MWh) and the total cost, and use these to derive the volume‑weighted average hedge price for the whole year under Strategy B. Finally, compare this average price with the annual‑strip mid price under Strategy A, determine which strategy has the lower nominal hedging cost and by how many $/MWh, and, taking into account liquidity, execution complexity, and the shape of the seasonal load profile, explain which strategy you would recommend and why.", "source_files": [ - "1_dec 11.xlsx" + "92_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/92/92_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/92/92_src_0.xlsx" ], "task_type": "Calculation, Financial Modeling", - "business_type": "Investment: Pricing And Valuation / Investment: Trading And Position Management" + "business_type": "Pricing and Valuation, Trading and Risk Management" } \ No newline at end of file diff --git a/files/93/93.json b/files/93/93.json index 478f0a842a67b6f827b0f42a6b76039f4050341b..f2f15bb7ceec273e31b9aa8f32d9033fa2159f72 100644 --- a/files/93/93.json +++ b/files/93/93.json @@ -2,11 +2,11 @@ "id": "93", "instruction_en": "Complete both the Flat and Peak tables by using the provided Direct Sales contract data and monthly Curve Prices. For each deal, calculate the corresponding monthly MWh. Populate the monthly MWh values under the appropriate counterparty rows, compute the Total MWh for each month, and then calculate the monthly Value using Total MWh × Curve Price. The final deliverable is a complete, accurate, and audit-ready monthly summary of MWh and Value for both Flat and Peak products", "source_files": [ - "1_Direct Sales for Zufferli_0.xlsx" + "93_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/93/93_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/93/93_src_0.xlsx" ], "task_type": "Calculation", - "business_type": "Purchasing And Sales" + "business_type": "Procurement and Sales" } \ No newline at end of file diff --git a/files/94/94.json b/files/94/94.json index 0da6cab0b320fbaac78e8046da4c9c5ca6538662..df11cd2b4454530bae1fd64c7fba1e469e3d2f04 100644 --- a/files/94/94.json +++ b/files/94/94.json @@ -2,11 +2,11 @@ "id": "94", "instruction_en": "For September–December 2001 and September–December 2002, compute the monthly ratios of ERCOT peak power prices to NYMEX natural gas prices. Then calculate, for each period, the average ratio and the standard deviation (as a measure of volatility). Based on these results, determine in which period power prices were more “stable” relative to gas prices (using lower ratio volatility as the criterion).", "source_files": [ - "10_Daily Forward Price Curves 10262001.xlsx" + "94_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/94/94_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/94/94_src_0.xlsx" ], "task_type": "Calculation", - "business_type": "Investment: Pricing And Valuation / Investment: Trading And Position Management" + "business_type": "Pricing and Valuation, Trading and Risk Management" } \ No newline at end of file diff --git a/files/95/95.json b/files/95/95.json index 84b79dbab1b66f6e0013b0df47cb401b37ace92e..edd9e99d5fb73f51bd23dace75684c06e61c8a8e 100644 --- a/files/95/95.json +++ b/files/95/95.json @@ -2,11 +2,11 @@ "id": "95", "instruction_en": "From the PJM dataset for January 1997 through April 2000, identify all months that simultaneously satisfy the following three conditions:\n\nPeak Demand > 45,000\n\nMegawatt Daily Pricing Average > 30\n\nHenry Hub gas price > 2.5", "source_files": [ - "1_NE Weekly Report_Current.xlsx" + "95_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/95/95_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/95/95_src_0.xlsx" ], - "task_type": "Cross-sheet Retrieval", - "business_type": "Operations/Reports" + "task_type": "Cross-sheet/file Retrieval", + "business_type": "Operational Management, Report" } \ No newline at end of file diff --git a/files/96/96.json b/files/96/96.json index a65ab7df3b90a447e5bef409646272af8d09ccae..ef975870f1fba9d03a1f50894d9001c346d90dbc 100644 --- a/files/96/96.json +++ b/files/96/96.json @@ -2,11 +2,11 @@ "id": "96", "instruction_en": "Run the holding-period return analysis for ChinaBond Export‑Import Bank debt assuming a 0.5‑year hold, comparing the 1‑year vs. 4‑year maturities. Use the scenario where, over the next six months, the 1Y yield shifts up by 1bp and the longer tenor shifts up by 6bp, with current coupons set at 1.25% and 1.75%, respectively.", "source_files": [ - "Relative_valuation_model_v0.xlsx" + "96_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/96/96_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/96/96_src_0.xlsx" ], "task_type": "Financial Modeling, Calculation", - "business_type": "Model Prediction" + "business_type": "Predictive Modeling" } \ No newline at end of file diff --git a/files/97/97.json b/files/97/97.json index 17d07cc1400c2a990fd8eb911c7b9a0bc40c9a16..f0100f541c7133a5b654f9c8abbcfb2e24de78b6 100644 --- a/files/97/97.json +++ b/files/97/97.json @@ -2,11 +2,11 @@ "id": "97", "instruction_en": "Finalize the stock-selection model by completing the cross-sectional ranking formulas in columns K/L/M on Sheet1, with M aligned to the one-year Sharpe ranking and K/L aligned to their respective factor columns per the headers. Once the formulas are in place, use the results in column O to populate Sheet2 with the final selections—two columns (stock code and weight)—showing only those with weights greater than zero.", "source_files": [ - "Dividend_volume_price_v2.xlsx" + "97_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/97/97_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/97/97_src_0.xlsx" ], "task_type": "Structuring / Formatting, Calculation, Financial Modeling", - "business_type": "Model Prediction" + "business_type": "Predictive Modeling" } \ No newline at end of file diff --git a/files/98/98.json b/files/98/98.json index f0b127c77a114aa9c411c2a453c823acebebb9fb..ceb182652927b19bffc62dbd3e7022bd2e75e948 100644 --- a/files/98/98.json +++ b/files/98/98.json @@ -2,11 +2,11 @@ "id": "98", "instruction_en": "Use publicly available market/financial data to populate Sheet1 columns F, G, and H—namely the 12‑month dividend yield, last quarter YoY profit growth, and current quarter YoY profit growth—for each constituent security. No other changes are required to the workbook.", "source_files": [ - "Dividend_volume_price_v3.xlsx" + "98_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/98/98_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/98/98_src_0.xlsx" ], "task_type": "Data Entry / Import, Web Search", - "business_type": "Model Prediction" + "business_type": "Predictive Modeling" } \ No newline at end of file diff --git a/files/99/99.json b/files/99/99.json index aa4bf8acc29f80b8934a15a8289f8a428a4935f0..89151ceedc80b8db2ea40ad09444cc6833527948 100644 --- a/files/99/99.json +++ b/files/99/99.json @@ -2,11 +2,11 @@ "id": "99", "instruction_en": "Based on the Canada – Non-Commercial roster, prepare a headcount summary by functional area, showing how many employees fall into Group 1, Group 2, and Group 3 in each department.", "source_files": [ - "louise_kitchen__24065__Non Commercial_0.xlsx" + "99_src_0.xlsx" ], "source_files_urls": [ - "https://huggingface.co/datasets/FinWorkBench/Finch/tree/main/files/99/99_src_0.xlsx" + "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/99/99_src_0.xlsx" ], "task_type": "Structuring / Formatting, Calculation", - "business_type": "Operations" + "business_type": "Operational Management" } \ No newline at end of file