new

Get trending papers in your email inbox!

Subscribe

Daily Papers

byAK and the research community

Nov 4

MM-DREX: Multimodal-Driven Dynamic Routing of LLM Experts for Financial Trading

The inherent non-stationarity of financial markets and the complexity of multi-modal information pose significant challenges to existing quantitative trading models. Traditional methods relying on fixed structures and unimodal data struggle to adapt to market regime shifts, while large language model (LLM)-driven solutions - despite their multi-modal comprehension - suffer from static strategies and homogeneous expert designs, lacking dynamic adjustment and fine-grained decision mechanisms. To address these limitations, we propose MM-DREX: a Multimodal-driven, Dynamically-Routed EXpert framework based on large language models. MM-DREX explicitly decouples market state perception from strategy execution to enable adaptive sequential decision-making in non-stationary environments. Specifically, it (1) introduces a vision-language model (VLM)-powered dynamic router that jointly analyzes candlestick chart patterns and long-term temporal features to allocate real-time expert weights; (2) designs four heterogeneous trading experts (trend, reversal, breakout, positioning) generating specialized fine-grained sub-strategies; and (3) proposes an SFT-RL hybrid training paradigm to synergistically optimize the router's market classification capability and experts' risk-adjusted decision-making. Extensive experiments on multi-modal datasets spanning stocks, futures, and cryptocurrencies demonstrate that MM-DREX significantly outperforms 15 baselines (including state-of-the-art financial LLMs and deep reinforcement learning models) across key metrics: total return, Sharpe ratio, and maximum drawdown, validating its robustness and generalization. Additionally, an interpretability module traces routing logic and expert behavior in real time, providing an audit trail for strategy transparency.

  • 9 authors
·
Sep 5

QuantAgent: Price-Driven Multi-Agent LLMs for High-Frequency Trading

Recent advances in Large Language Models (LLMs) have demonstrated impressive capabilities in financial reasoning and market understanding. Multi-agent LLM frameworks such as TradingAgent and FINMEM augment these models to long-horizon investment tasks, leveraging fundamental and sentiment-based inputs for strategic decision-making. However, such systems are ill-suited for the high-speed, precision-critical demands of High-Frequency Trading (HFT). HFT requires rapid, risk-aware decisions based on structured, short-horizon signals, including technical indicators, chart patterns, and trend-based features, distinct from the long-term semantic reasoning typical of traditional financial LLM applications. To this end, we introduce QuantAgent, the first multi-agent LLM framework explicitly designed for high-frequency algorithmic trading. The system decomposes trading into four specialized agents, Indicator, Pattern, Trend, and Risk, each equipped with domain-specific tools and structured reasoning capabilities to capture distinct aspects of market dynamics over short temporal windows. In zero-shot evaluations across ten financial instruments, including Bitcoin and Nasdaq futures, QuantAgent demonstrates superior performance in both predictive accuracy and cumulative return over 4-hour trading intervals, outperforming strong neural and rule-based baselines. Our findings suggest that combining structured financial priors with language-native reasoning unlocks new potential for traceable, real-time decision systems in high-frequency financial markets.

  • 5 authors
·
Sep 12 3

ChartGemma: Visual Instruction-tuning for Chart Reasoning in the Wild

Given the ubiquity of charts as a data analysis, visualization, and decision-making tool across industries and sciences, there has been a growing interest in developing pre-trained foundation models as well as general purpose instruction-tuned models for chart understanding and reasoning. However, existing methods suffer crucial drawbacks across two critical axes affecting the performance of chart representation models: they are trained on data generated from underlying data tables of the charts, ignoring the visual trends and patterns in chart images, and use weakly aligned vision-language backbone models for domain-specific training, limiting their generalizability when encountering charts in the wild. We address these important drawbacks and introduce ChartGemma, a novel chart understanding and reasoning model developed over PaliGemma. Rather than relying on underlying data tables, ChartGemma is trained on instruction-tuning data generated directly from chart images, thus capturing both high-level trends and low-level visual information from a diverse set of charts. Our simple approach achieves state-of-the-art results across 5 benchmarks spanning chart summarization, question answering, and fact-checking, and our elaborate qualitative studies on real-world charts show that ChartGemma generates more realistic and factually correct summaries compared to its contemporaries. We release the code, model checkpoints, dataset, and demos at https://github.com/vis-nlp/ChartGemma.

  • 6 authors
·
Jul 4, 2024 6

CHART-6: Human-Centered Evaluation of Data Visualization Understanding in Vision-Language Models

Data visualizations are powerful tools for communicating patterns in quantitative data. Yet understanding any data visualization is no small feat -- succeeding requires jointly making sense of visual, numerical, and linguistic inputs arranged in a conventionalized format one has previously learned to parse. Recently developed vision-language models are, in principle, promising candidates for developing computational models of these cognitive operations. However, it is currently unclear to what degree these models emulate human behavior on tasks that involve reasoning about data visualizations. This gap reflects limitations in prior work that has evaluated data visualization understanding in artificial systems using measures that differ from those typically used to assess these abilities in humans. Here we evaluated eight vision-language models on six data visualization literacy assessments designed for humans and compared model responses to those of human participants. We found that these models performed worse than human participants on average, and this performance gap persisted even when using relatively lenient criteria to assess model performance. Moreover, while relative performance across items was somewhat correlated between models and humans, all models produced patterns of errors that were reliably distinct from those produced by human participants. Taken together, these findings suggest significant opportunities for further development of artificial systems that might serve as useful models of how humans reason about data visualizations. All code and data needed to reproduce these results are available at: https://osf.io/e25mu/?view_only=399daff5a14d4b16b09473cf19043f18.

  • 5 authors
·
May 22

Do LVLMs Understand Charts? Analyzing and Correcting Factual Errors in Chart Captioning

Recent advancements in large vision-language models (LVLMs) have led to significant progress in generating natural language descriptions for visual content and thus enhancing various applications. One issue with these powerful models is that they sometimes produce texts that are factually inconsistent with the visual input. While there has been some effort to mitigate such inconsistencies in natural image captioning, the factuality of generated captions for structured document images, such as charts, has not received as much scrutiny, posing a potential threat to information reliability in critical applications. This work delves into the factuality aspect by introducing a comprehensive typology of factual errors in generated chart captions. A large-scale human annotation effort provides insight into the error patterns and frequencies in captions crafted by various chart captioning models, ultimately forming the foundation of a novel dataset, CHOCOLATE. Our analysis reveals that even state-of-the-art models, including GPT-4V, frequently produce captions laced with factual inaccuracies. In response to this challenge, we establish the new task of Chart Caption Factual Error Correction and introduce CHARTVE, a model for visual entailment that outperforms proprietary and open-source LVLMs in evaluating factual consistency. Furthermore, we propose C2TFEC, an interpretable two-stage framework that excels at correcting factual errors. This work inaugurates a new domain in factual error correction for chart captions, presenting a novel evaluation mechanism, and demonstrating an effective approach to ensuring the factuality of generated chart captions.

  • 8 authors
·
Dec 15, 2023

Breaking the SFT Plateau: Multimodal Structured Reinforcement Learning for Chart-to-Code Generation

While reinforcement learning (RL) has proven highly effective for general reasoning in vision-language models, its application to tasks requiring in-depth understanding of information-rich images and generation of structured outputs remains underexplored. Chart-to-code generation exemplifies this challenge, demanding complex reasoning over visual charts to generate structured code. Supervised fine-tuning (SFT) alone is often insufficient, highlighting the need for effective RL strategies that appropriately reward structured outputs. We systematically investigate the performance plateau in SFT through large-scale experiments and propose Multimodal Structured Reinforcement Learning (MSRL) for chart-to-code generation, which substantially breaks through this plateau. We construct the largest training corpus to date, containing 3 million chart-code pairs from real-world arXiv tables to mitigate simplistic patterns of prior synthetic data. Despite reaching state-of-the-art performance, our experiments show that scaling SFT data eventually hits a plateau where further increases yield negligible improvements. Our MSRL method leverages a multi-granularity structured reward system using multimodal textual and visual feedback. At the textual level, rule-based rewards validate fine-grained code details. At the visual level, model-based rewards assess structural similarity by rendering generated code into images and employing an evaluator model. We implement this within a two-stage curriculum for training stability. Results demonstrate that MSRL significantly breaks the SFT plateau, improving high-level metrics by 6.2% and 9.9% on ChartMimic and ReachQA benchmarks respectively, achieving competitive performance with advanced closed-source models.

  • 7 authors
·
Aug 19

ChartSketcher: Reasoning with Multimodal Feedback and Reflection for Chart Understanding

Charts are high-density visualization carriers for complex data, serving as a crucial medium for information extraction and analysis. Automated chart understanding poses significant challenges to existing multimodal large language models (MLLMs) due to the need for precise and complex visual reasoning. Current step-by-step reasoning models primarily focus on text-based logical reasoning for chart understanding. However, they struggle to refine or correct their reasoning when errors stem from flawed visual understanding, as they lack the ability to leverage multimodal interaction for deeper comprehension. Inspired by human cognitive behavior, we propose ChartSketcher, a multimodal feedback-driven step-by-step reasoning method designed to address these limitations. ChartSketcher is a chart understanding model that employs Sketch-CoT, enabling MLLMs to annotate intermediate reasoning steps directly onto charts using a programmatic sketching library, iteratively feeding these visual annotations back into the reasoning process. This mechanism enables the model to visually ground its reasoning and refine its understanding over multiple steps. We employ a two-stage training strategy: a cold start phase to learn sketch-based reasoning patterns, followed by off-policy reinforcement learning to enhance reflection and generalization. Experiments demonstrate that ChartSketcher achieves promising performance on chart understanding benchmarks and general vision tasks, providing an interactive and interpretable approach to chart comprehension.

  • 9 authors
·
May 25

ChartReader: A Unified Framework for Chart Derendering and Comprehension without Heuristic Rules

Charts are a powerful tool for visually conveying complex data, but their comprehension poses a challenge due to the diverse chart types and intricate components. Existing chart comprehension methods suffer from either heuristic rules or an over-reliance on OCR systems, resulting in suboptimal performance. To address these issues, we present ChartReader, a unified framework that seamlessly integrates chart derendering and comprehension tasks. Our approach includes a transformer-based chart component detection module and an extended pre-trained vision-language model for chart-to-X tasks. By learning the rules of charts automatically from annotated datasets, our approach eliminates the need for manual rule-making, reducing effort and enhancing accuracy.~We also introduce a data variable replacement technique and extend the input and position embeddings of the pre-trained model for cross-task training. We evaluate ChartReader on Chart-to-Table, ChartQA, and Chart-to-Text tasks, demonstrating its superiority over existing methods. Our proposed framework can significantly reduce the manual effort involved in chart analysis, providing a step towards a universal chart understanding model. Moreover, our approach offers opportunities for plug-and-play integration with mainstream LLMs such as T5 and TaPas, extending their capability to chart comprehension tasks. The code is available at https://github.com/zhiqic/ChartReader.

  • 6 authors
·
Apr 4, 2023

From Pixels to Insights: A Survey on Automatic Chart Understanding in the Era of Large Foundation Models

Data visualization in the form of charts plays a pivotal role in data analysis, offering critical insights and aiding in informed decision-making. Automatic chart understanding has witnessed significant advancements with the rise of large foundation models in recent years. Foundation models, such as large language models, have revolutionized various natural language processing tasks and are increasingly being applied to chart understanding tasks. This survey paper provides a comprehensive overview of the recent developments, challenges, and future directions in chart understanding within the context of these foundation models. We review fundamental building blocks crucial for studying chart understanding tasks. Additionally, we explore various tasks and their evaluation metrics and sources of both charts and textual inputs. Various modeling strategies are then examined, encompassing both classification-based and generation-based approaches, along with tool augmentation techniques that enhance chart understanding performance. Furthermore, we discuss the state-of-the-art performance of each task and discuss how we can improve the performance. Challenges and future directions are addressed, highlighting the importance of several topics, such as domain-specific charts, lack of efforts in developing evaluation metrics, and agent-oriented settings. This survey paper serves as a comprehensive resource for researchers and practitioners in the fields of natural language processing, computer vision, and data analysis, providing valuable insights and directions for future research in chart understanding leveraging large foundation models. The studies mentioned in this paper, along with emerging new research, will be continually updated at: https://github.com/khuangaf/Awesome-Chart-Understanding.

  • 8 authors
·
Mar 18, 2024

ChartMaster: Advancing Chart-to-Code Generation with Real-World Charts and Chart Similarity Reinforcement Learning

The chart-to-code generation task requires MLLMs to convert chart images into executable code. This task faces two main challenges: limited data diversity and the difficulty of maintaining visual consistency between generated charts and the original ones. Existing datasets mainly rely on synthetic seed data to prompt GPT models for code generation, resulting in homogeneous samples that limit model generalization to real-world chart styles. To address this, we propose ReChartPrompt, leveraging real-world, human-designed charts extracted from arXiv papers as prompts. By harnessing the rich content and diverse visual styles of arXiv charts, we construct ReChartPrompt-240K, a large-scale and highly diverse dataset that better reflects realistic chart variations. For the second challenge, although SFT improves code understanding by optimizing next-token prediction, it does not provide direct supervision on visual features. As a result, it often fails to guarantee that the generated charts visually match the original ones. To address this, we propose ChartSimRL, a GRPO-based reinforcement learning algorithm guided by a novel chart similarity reward. This reward consists of two components: attribute similarity, which measures the overlap of chart attributes like layout and color between the generated and original charts, and visual similarity, which evaluates overall visual features, including texture, using convolutional neural networks. Unlike traditional text-based rewards, our reward accounts for the multimodal nature of the chart-to-code generation task, significantly enhancing the model's ability to accurately reproduce charts. Integrating ReChartPrompt and ChartSimRL, we develop the ChartMaster model, achieving SOTA results among 7B-parameter models and rivaling GPT-4o on various chart-to-code benchmarks. All resources are available at https://github.com/WentaoTan/ChartMaster.

  • 6 authors
·
Aug 24

ChartGPT: Leveraging LLMs to Generate Charts from Abstract Natural Language

The use of natural language interfaces (NLIs) for the creation of charts is becoming increasingly popular due to the intuitiveness of natural language interactions. One key challenge in this approach is to accurately capture user intents and transform them to proper chart specifications. This obstructs the wide use of NLI in chart generation, as users' natural language inputs are generally abstract (i.e., ambiguous or under-specified), without a clear specification of visual encodings. Recently, pre-trained large language models (LLMs) have exhibited superior performance in understanding and generating natural language, demonstrating great potential for downstream tasks. Inspired by this major trend, we propose ChartGPT, generating charts from abstract natural language inputs. However, LLMs are struggling to address complex logic problems. To enable the model to accurately specify the complex parameters and perform operations in chart generation, we decompose the generation process into a step-by-step reasoning pipeline, so that the model only needs to reason a single and specific sub-task during each run. Moreover, LLMs are pre-trained on general datasets, which might be biased for the task of chart generation. To provide adequate visualization knowledge, we create a dataset consisting of abstract utterances and charts and improve model performance through fine-tuning. We further design an interactive interface for ChartGPT that allows users to check and modify the intermediate outputs of each step. The effectiveness of the proposed system is evaluated through quantitative evaluations and a user study.

  • 7 authors
·
Nov 3, 2023

From Charts to Code: A Hierarchical Benchmark for Multimodal Models

We introduce Chart2Code, a new benchmark for evaluating the chart understanding and code generation capabilities of large multimodal models (LMMs). Chart2Code is explicitly designed from a user-driven perspective, capturing diverse real-world scenarios and progressively increasing task difficulty. It consists of three levels: Level 1 (Chart Reproduction) reproduces charts from a reference figure and user query; Level 2 (Chart Editing) involves complex modifications such as changing chart types or adding elements; and Level 3 (Long-Table to Chart Generation) requires models to transform long, information-dense tables into faithful charts following user instructions. To our knowledge, this is the first hierarchical benchmark that reflects practical chart2code usage while systematically scaling task complexity. In total, Chart2Code contains 2,023 tasks across 22 chart types, paired with multi-level evaluation metrics that assess both code correctness and the visual fidelity of rendered charts. We benchmark 25 state-of-the-art (SoTA) LMMs, including both proprietary and the latest open-source models such as GPT-5, Qwen2.5-VL, InternVL3/3.5, MiMo-VL, and Seed-1.6-VL. Experimental results demonstrate that even the SoTA model GPT-5 averages only 0.57 on code-based evaluation and 0.22 on chart-quality assessment across the editing tasks, underscoring the difficulty of Chart2Code. We anticipate this benchmark will drive advances in multimodal reasoning and foster the development of more robust and general-purpose LMMs. Our code and data are available on Chart2Code.

ChartM^3: Benchmarking Chart Editing with Multimodal Instructions

Charts are a fundamental visualization format widely used in data analysis across research and industry. While enabling users to edit charts based on high-level intentions is of great practical value, existing methods primarily rely on natural language instructions, which are often too ambiguous to support fine-grained editing. In this work, we introduce a novel paradigm for multimodal chart editing, where user intent is expressed through a combination of natural language and visual indicators that explicitly highlight the elements to be modified. To support this paradigm, we present ChartM^3, a new benchmark for Multimodal chart editing with Multi-level complexity and Multi-perspective evaluation. ChartM^3 contains 1,000 samples spanning four levels of editing difficulty. Each sample includes triplets in the form of (chart, code, multimodal instructions). To comprehensively evaluate chart editing models, ChartM^3 provides metrics that assess both visual appearance and code correctness. Our benchmark reveals significant limitations in current multimodal large language models (MLLMs), including GPT-4o, particularly in their ability to interpret and act on visual indicators. To address this, we construct ChartM^3-Train, a large-scale training set with 24,000 multimodal chart editing samples. Fine-tuning MLLMs on this dataset leads to substantial improvements, demonstrating the importance of multimodal supervision in building practical chart editing systems. Our datasets, codes, and evaluation tools are available at https://github.com/MLrollIT/ChartM3. %https://github.com/MLrollIT/ChartM3Our datasets, codes, and evaluation tools are available at https://github.com/yaolinli/VCE.

  • 7 authors
·
Jul 25

ChartMimic: Evaluating LMM's Cross-Modal Reasoning Capability via Chart-to-Code Generation

We introduce a new benchmark, ChartMimic, aimed at assessing the visually-grounded code generation capabilities of large multimodal models (LMMs). ChartMimic utilizes information-intensive visual charts and textual instructions as inputs, requiring LMMs to generate the corresponding code for chart rendering. ChartMimic includes 1,000 human-curated (figure, instruction, code) triplets, which represent the authentic chart use cases found in scientific papers across various domains(e.g., Physics, Computer Science, Economics, etc). These charts span 18 regular types and 4 advanced types, diversifying into 191 subcategories. Furthermore, we propose multi-level evaluation metrics to provide an automatic and thorough assessment of the output code and the rendered charts. Unlike existing code generation benchmarks, ChartMimic places emphasis on evaluating LMMs' capacity to harmonize a blend of cognitive capabilities, encompassing visual understanding, code generation, and cross-modal reasoning. The evaluation of 3 proprietary models and 11 open-weight models highlights the substantial challenges posed by ChartMimic. Even the advanced GPT-4V, Claude-3-opus only achieve an average score of 73.2 and 53.7, respectively, indicating significant room for improvement. We anticipate that ChartMimic will inspire the development of LMMs, advancing the pursuit of artificial general intelligence.

  • 14 authors
·
Jun 14, 2024 2

Are LLMs ready to help non-expert users to make charts of official statistics data?

In this time when biased information, deep fakes, and propaganda proliferate, the accessibility of reliable data sources is more important than ever. National statistical institutes provide curated data that contain quantitative information on a wide range of topics. However, that information is typically spread across many tables and the plain numbers may be arduous to process. Hence, this open data may be practically inaccessible. We ask the question "Are current Generative AI models capable of facilitating the identification of the right data and the fully-automatic creation of charts to provide information in visual form, corresponding to user queries?". We present a structured evaluation of recent large language models' (LLMs) capabilities to generate charts from complex data in response to user queries. Working with diverse public data from Statistics Netherlands, we assessed multiple LLMs on their ability to identify relevant data tables, perform necessary manipulations, and generate appropriate visualizations autonomously. We propose a new evaluation framework spanning three dimensions: data retrieval & pre-processing, code quality, and visual representation. Results indicate that locating and processing the correct data represents the most significant challenge. Additionally, LLMs rarely implement visualization best practices without explicit guidance. When supplemented with information about effective chart design, models showed marked improvement in representation scores. Furthermore, an agentic approach with iterative self-evaluation led to excellent performance across all evaluation dimensions. These findings suggest that LLMs' effectiveness for automated chart generation can be enhanced through appropriate scaffolding and feedback mechanisms, and that systems can already reach the necessary accuracy across the three evaluation dimensions.

  • 4 authors
·
Sep 3

Effective Training Data Synthesis for Improving MLLM Chart Understanding

Being able to effectively read scientific plots, or chart understanding, is a central part toward building effective agents for science. However, existing multimodal large language models (MLLMs), especially open-source ones, are still falling behind with a typical success rate of 30%-50% on challenging benchmarks. Previous studies on fine-tuning MLLMs with synthetic charts are often restricted by their inadequate similarity to the real charts, which could compromise model training and performance on complex real-world charts. In this study, we show that modularizing chart generation and diversifying visual details improves chart understanding capabilities. In particular, we design a five-step data synthesis pipeline, where we separate data and function creation for single plot generation, condition the generation of later subplots on earlier ones for multi-subplot figures, visually diversify the generated figures, filter out low quality data, and finally generate the question-answer (QA) pairs with GPT-4o. This approach allows us to streamline the generation of fine-tuning datasets and introduce the effective chart dataset (ECD), which contains 10k+ chart images and 300k+ QA pairs, covering 25 topics and featuring 250+ chart type combinations with high visual complexity. We show that ECD consistently improves the performance of various MLLMs on a range of real-world and synthetic test sets. Code, data and models are available at: https://github.com/yuweiyang-anu/ECD.

  • 8 authors
·
Aug 8

TiVy: Time Series Visual Summary for Scalable Visualization

Visualizing multiple time series presents fundamental tradeoffs between scalability and visual clarity. Time series capture the behavior of many large-scale real-world processes, from stock market trends to urban activities. Users often gain insights by visualizing them as line charts, juxtaposing or superposing multiple time series to compare them and identify trends and patterns. However, existing representations struggle with scalability: when covering long time spans, leading to visual clutter from too many small multiples or overlapping lines. We propose TiVy, a new algorithm that summarizes time series using sequential patterns. It transforms the series into a set of symbolic sequences based on subsequence visual similarity using Dynamic Time Warping (DTW), then constructs a disjoint grouping of similar subsequences based on the frequent sequential patterns. The grouping result, a visual summary of time series, provides uncluttered superposition with fewer small multiples. Unlike common clustering techniques, TiVy extracts similar subsequences (of varying lengths) aligned in time. We also present an interactive time series visualization that renders large-scale time series in real-time. Our experimental evaluation shows that our algorithm (1) extracts clear and accurate patterns when visualizing time series data, (2) achieves a significant speed-up (1000X) compared to a straightforward DTW clustering. We also demonstrate the efficiency of our approach to explore hidden structures in massive time series data in two usage scenarios.

  • 5 authors
·
Jul 25

ChartEdit: How Far Are MLLMs From Automating Chart Analysis? Evaluating MLLMs' Capability via Chart Editing

Although multimodal large language models (MLLMs) show promise in generating chart rendering code, chart editing presents a greater challenge. This difficulty stems from its nature as a labor-intensive task for humans that also demands MLLMs to integrate chart understanding, complex reasoning, and precise intent interpretation. While many MLLMs claim such editing capabilities, current assessments typically rely on limited case studies rather than robust evaluation methodologies, highlighting the urgent need for a comprehensive evaluation framework. In this work, we propose ChartEdit, a new high-quality benchmark designed for chart editing tasks. This benchmark comprises 1,405 diverse editing instructions applied to 233 real-world charts, with each instruction-chart instance having been manually annotated and validated for accuracy. Utilizing ChartEdit, we evaluate the performance of 10 mainstream MLLMs across two types of experiments, assessing them at both the code and chart levels. The results suggest that large-scale models can generate code to produce images that partially match the reference images. However, their ability to generate accurate edits according to the instructions remains limited. The state-of-the-art (SOTA) model achieves a score of only 59.96, highlighting significant challenges in precise modification. In contrast, small-scale models, including chart-domain models, struggle both with following editing instructions and generating overall chart images, underscoring the need for further development in this area. Code is available at https://github.com/xxlllz/ChartEdit.

  • 8 authors
·
May 17

OneChart: Purify the Chart Structural Extraction via One Auxiliary Token

Chart parsing poses a significant challenge due to the diversity of styles, values, texts, and so forth. Even advanced large vision-language models (LVLMs) with billions of parameters struggle to handle such tasks satisfactorily. To address this, we propose OneChart: a reliable agent specifically devised for the structural extraction of chart information. Similar to popular LVLMs, OneChart incorporates an autoregressive main body. Uniquely, to enhance the reliability of the numerical parts of the output, we introduce an auxiliary token placed at the beginning of the total tokens along with an additional decoder. The numerically optimized (auxiliary) token allows subsequent tokens for chart parsing to capture enhanced numerical features through causal attention. Furthermore, with the aid of the auxiliary token, we have devised a self-evaluation mechanism that enables the model to gauge the reliability of its chart parsing results by providing confidence scores for the generated content. Compared to current state-of-the-art (SOTA) chart parsing models, e.g., DePlot, ChartVLM, ChartAst, OneChart significantly outperforms in Average Precision (AP) for chart structural extraction across multiple public benchmarks, despite enjoying only 0.2 billion parameters. Moreover, as a chart parsing agent, it also brings 10%+ accuracy gains for the popular LVLM (LLaVA-1.6) in the downstream ChartQA benchmark.

  • 9 authors
·
Apr 15, 2024

Solving Data Quality Problems with Desbordante: a Demo

Data profiling is an essential process in modern data-driven industries. One of its critical components is the discovery and validation of complex statistics, including functional dependencies, data constraints, association rules, and others. However, most existing data profiling systems that focus on complex statistics do not provide proper integration with the tools used by contemporary data scientists. This creates a significant barrier to the adoption of these tools in the industry. Moreover, existing systems were not created with industrial-grade workloads in mind. Finally, they do not aim to provide descriptive explanations, i.e. why a given pattern is not found. It is a significant issue as it is essential to understand the underlying reasons for a specific pattern's absence to make informed decisions based on the data. Because of that, these patterns are effectively rest in thin air: their application scope is rather limited, they are rarely used by the broader public. At the same time, as we are going to demonstrate in this presentation, complex statistics can be efficiently used to solve many classic data quality problems. Desbordante is an open-source data profiler that aims to close this gap. It is built with emphasis on industrial application: it is efficient, scalable, resilient to crashes, and provides explanations. Furthermore, it provides seamless Python integration by offloading various costly operations to the C++ core, not only mining. In this demonstration, we show several scenarios that allow end users to solve different data quality problems. Namely, we showcase typo detection, data deduplication, and data anomaly detection scenarios.

  • 26 authors
·
Jul 27, 2023

CharXiv: Charting Gaps in Realistic Chart Understanding in Multimodal LLMs

Chart understanding plays a pivotal role when applying Multimodal Large Language Models (MLLMs) to real-world tasks such as analyzing scientific papers or financial reports. However, existing datasets often focus on oversimplified and homogeneous charts with template-based questions, leading to an over-optimistic measure of progress. We demonstrate that although open-source models can appear to outperform strong proprietary models on these benchmarks, a simple stress test with slightly different charts or questions can deteriorate performance by up to 34.5%. In this work, we propose CharXiv, a comprehensive evaluation suite involving 2,323 natural, challenging, and diverse charts from arXiv papers. CharXiv includes two types of questions: 1) descriptive questions about examining basic chart elements and 2) reasoning questions that require synthesizing information across complex visual elements in the chart. To ensure quality, all charts and questions are handpicked, curated, and verified by human experts. Our results reveal a substantial, previously underestimated gap between the reasoning skills of the strongest proprietary model (i.e., GPT-4o), which achieves 47.1% accuracy, and the strongest open-source model (i.e., InternVL Chat V1.5), which achieves 29.2%. All models lag far behind human performance of 80.5%, underscoring weaknesses in the chart understanding capabilities of existing MLLMs. We hope CharXiv facilitates future research on MLLM chart understanding by providing a more realistic and faithful measure of progress. Project page and leaderboard: https://charxiv.github.io/

  • 13 authors
·
Jun 26, 2024 2

ChartBench: A Benchmark for Complex Visual Reasoning in Charts

Multimodal Large Language Models (MLLMs) have demonstrated remarkable multimodal understanding and generation capabilities. However, their understanding of synthetic charts is limited, while existing benchmarks are simplistic and the charts deviate significantly from real-world examples, making it challenging to accurately assess MLLMs' chart comprehension abilities. Hence, a challenging benchmark is essential for investigating progress and uncovering the limitations of current MLLMs on chart data. In this work, we propose to examine chart comprehension through more complex visual logic and introduce ChartBench, a comprehensive chart benchmark to accurately measure MLLMs' fundamental chart comprehension and data reliability. Specifically, ChartBench consists of 41 categories, 2K charts, and 16K QA annotations. While significantly expanding chart types, ChartBench avoids direct labelling of data points, which requires MLLMs to infer values akin to humans by leveraging elements like color, legends, and coordinate systems. We also introduce an improved metric, Acc+, which accurately reflects MLLMs' chart comprehension abilities while avoiding labor-intensive manual evaluations or costly GPT-based evaluations. We conduct evaluations on 12 mainstream open-source models and 2 outstanding proprietary models. Through extensive experiments, we reveal the limitations of MLLMs on charts and provide insights to inspire the community to pay closer attention to MLLMs' chart comprehension abilities. The benchmark and code will be publicly available for research.

  • 6 authors
·
Dec 26, 2023 2

TinyChart: Efficient Chart Understanding with Visual Token Merging and Program-of-Thoughts Learning

Charts are important for presenting and explaining complex data relationships. Recently, multimodal large language models (MLLMs) have shown remarkable capabilities in various chart understanding tasks. However, the sheer size of these models in terms of parameters and computational requirements limits their use in resource-constrained environments. In this paper, we present TinyChart, an efficient MLLM for chart understanding with only 3B parameters. TinyChart overcomes two key challenges in efficient chart understanding: (1) reduce the burden of learning numerical computations through a Program-of-Thoughts (PoT) learning strategy, which trains the model to generate Python programs for numerical calculations, and (2) reduce lengthy vision feature sequences produced by the vision transformer for high-resolution images through a Vision Token Merging module, which gradually merges most similar vision tokens. Extensive experiments demonstrate that our 3B TinyChart achieves SOTA performance on a variety of chart understanding benchmarks including ChartQA, Chart-to-Text, Chart-to-Table, OpenCQA, and ChartX. It outperforms several chart understanding MLLM with up to 13B parameters such as ChartLlama and ChartAst, and close-sourced general-purpose MLLM GPT-4V on ChartQA. It also demonstrates its superior efficiency with higher throughput during inference due to a smaller model scale and more efficient vision encoding. Our code and model are available at https://github.com/X-PLUG/mPLUG-DocOwl/tree/main/TinyChart.

  • 8 authors
·
Apr 25, 2024

Multimodal Self-Instruct: Synthetic Abstract Image and Visual Reasoning Instruction Using Language Model

Although most current large multimodal models (LMMs) can already understand photos of natural scenes and portraits, their understanding of abstract images, e.g., charts, maps, or layouts, and visual reasoning capabilities remains quite rudimentary. They often struggle with simple daily tasks, such as reading time from a clock, understanding a flowchart, or planning a route using a road map. In light of this, we design a multi-modal self-instruct, utilizing large language models and their code capabilities to synthesize massive abstract images and visual reasoning instructions across daily scenarios. Our strategy effortlessly creates a multimodal benchmark with 11,193 instructions for eight visual scenarios: charts, tables, simulated maps, dashboards, flowcharts, relation graphs, floor plans, and visual puzzles. This benchmark, constructed with simple lines and geometric elements, exposes the shortcomings of most advanced LMMs like Claude-3.5-Sonnet and GPT-4o in abstract image understanding, spatial relations reasoning, and visual element induction. Besides, to verify the quality of our synthetic data, we fine-tune an LMM using 62,476 synthetic chart, table and road map instructions. The results demonstrate improved chart understanding and map navigation performance, and also demonstrate potential benefits for other visual reasoning tasks. Our code is available at: https://github.com/zwq2018/Multi-modal-Self-instruct.

  • 11 authors
·
Jul 9, 2024 3

DiagrammerGPT: Generating Open-Domain, Open-Platform Diagrams via LLM Planning

Text-to-image (T2I) generation has seen significant growth over the past few years. Despite this, there has been little work on generating diagrams with T2I models. A diagram is a symbolic/schematic representation that explains information using structurally rich and spatially complex visualizations (e.g., a dense combination of related objects, text labels, directional arrows, connection lines, etc.). Existing state-of-the-art T2I models often fail at diagram generation because they lack fine-grained object layout control when many objects are densely connected via complex relations such as arrows/lines and also often fail to render comprehensible text labels. To address this gap, we present DiagrammerGPT, a novel two-stage text-to-diagram generation framework that leverages the layout guidance capabilities of LLMs (e.g., GPT-4) to generate more accurate open-domain, open-platform diagrams. In the first stage, we use LLMs to generate and iteratively refine 'diagram plans' (in a planner-auditor feedback loop) which describe all the entities (objects and text labels), their relationships (arrows or lines), and their bounding box layouts. In the second stage, we use a diagram generator, DiagramGLIGEN, and a text label rendering module to generate diagrams following the diagram plans. To benchmark the text-to-diagram generation task, we introduce AI2D-Caption, a densely annotated diagram dataset built on top of the AI2D dataset. We show quantitatively and qualitatively that our DiagrammerGPT framework produces more accurate diagrams, outperforming existing T2I models. We also provide comprehensive analysis including open-domain diagram generation, vector graphic diagram generation in different platforms, human-in-the-loop diagram plan editing, and multimodal planner/auditor LLMs (e.g., GPT-4Vision). We hope our work can inspire further research on diagram generation via T2I models and LLMs.

  • 4 authors
·
Oct 18, 2023

MapQA: A Dataset for Question Answering on Choropleth Maps

Choropleth maps are a common visual representation for region-specific tabular data and are used in a number of different venues (newspapers, articles, etc). These maps are human-readable but are often challenging to deal with when trying to extract data for screen readers, analyses, or other related tasks. Recent research into Visual-Question Answering (VQA) has studied question answering on human-generated charts (ChartQA), such as bar, line, and pie charts. However, little work has paid attention to understanding maps; general VQA models, and ChartQA models, suffer when asked to perform this task. To facilitate and encourage research in this area, we present MapQA, a large-scale dataset of ~800K question-answer pairs over ~60K map images. Our task tests various levels of map understanding, from surface questions about map styles to complex questions that require reasoning on the underlying data. We present the unique challenges of MapQA that frustrate most strong baseline algorithms designed for ChartQA and general VQA tasks. We also present a novel algorithm, Visual Multi-Output Data Extraction based QA (V-MODEQA) for MapQA. V-MODEQA extracts the underlying structured data from a map image with a multi-output model and then performs reasoning on the extracted data. Our experimental results show that V-MODEQA has better overall performance and robustness on MapQA than the state-of-the-art ChartQA and VQA algorithms by capturing the unique properties in map question answering.

  • 5 authors
·
Nov 15, 2022

FlowLearn: Evaluating Large Vision-Language Models on Flowchart Understanding

Flowcharts are graphical tools for representing complex concepts in concise visual representations. This paper introduces the FlowLearn dataset, a resource tailored to enhance the understanding of flowcharts. FlowLearn contains complex scientific flowcharts and simulated flowcharts. The scientific subset contains 3,858 flowcharts sourced from scientific literature and the simulated subset contains 10,000 flowcharts created using a customizable script. The dataset is enriched with annotations for visual components, OCR, Mermaid code representation, and VQA question-answer pairs. Despite the proven capabilities of Large Vision-Language Models (LVLMs) in various visual understanding tasks, their effectiveness in decoding flowcharts - a crucial element of scientific communication - has yet to be thoroughly investigated. The FlowLearn test set is crafted to assess the performance of LVLMs in flowchart comprehension. Our study thoroughly evaluates state-of-the-art LVLMs, identifying existing limitations and establishing a foundation for future enhancements in this relatively underexplored domain. For instance, in tasks involving simulated flowcharts, GPT-4V achieved the highest accuracy (58%) in counting the number of nodes, while Claude recorded the highest accuracy (83%) in OCR tasks. Notably, no single model excels in all tasks within the FlowLearn framework, highlighting significant opportunities for further development.

  • 5 authors
·
Jul 6, 2024

mPLUG-PaperOwl: Scientific Diagram Analysis with the Multimodal Large Language Model

Recently, the strong text creation ability of Large Language Models(LLMs) has given rise to many tools for assisting paper reading or even writing. However, the weak diagram analysis abilities of LLMs or Multimodal LLMs greatly limit their application scenarios, especially for scientific academic paper writing. In this work, towards a more versatile copilot for academic paper writing, we mainly focus on strengthening the multi-modal diagram analysis ability of Multimodal LLMs. By parsing Latex source files of high-quality papers, we carefully build a multi-modal diagram understanding dataset M-Paper. By aligning diagrams in the paper with related paragraphs, we construct professional diagram analysis samples for training and evaluation. M-Paper is the first dataset to support joint comprehension of multiple scientific diagrams, including figures and tables in the format of images or Latex codes. Besides, to better align the copilot with the user's intention, we introduce the `outline' as the control signal, which could be directly given by the user or revised based on auto-generated ones. Comprehensive experiments with a state-of-the-art Mumtimodal LLM demonstrate that training on our dataset shows stronger scientific diagram understanding performance, including diagram captioning, diagram analysis, and outline recommendation. The dataset, code, and model are available at https://github.com/X-PLUG/mPLUG-DocOwl/tree/main/PaperOwl.

  • 10 authors
·
Nov 29, 2023

On Pre-training of Multimodal Language Models Customized for Chart Understanding

Recent studies customizing Multimodal Large Language Models (MLLMs) for domain-specific tasks have yielded promising results, especially in the field of scientific chart comprehension. These studies generally utilize visual instruction tuning with specialized datasets to enhance question and answer (QA) accuracy within the chart domain. However, they often neglect the fundamental discrepancy between natural image-caption pre-training data and digital chart image-QA data, particularly in the models' capacity to extract underlying numeric values from charts. This paper tackles this oversight by exploring the training processes necessary to improve MLLMs' comprehension of charts. We present three key findings: (1) Incorporating raw data values in alignment pre-training markedly improves comprehension of chart data. (2) Replacing images with their textual representation randomly during end-to-end fine-tuning transfer the language reasoning capability to chart interpretation skills. (3) Requiring the model to first extract the underlying chart data and then answer the question in the fine-tuning can further improve the accuracy. Consequently, we introduce CHOPINLLM, an MLLM tailored for in-depth chart comprehension. CHOPINLLM effectively interprets various types of charts, including unannotated ones, while maintaining robust reasoning abilities. Furthermore, we establish a new benchmark to evaluate MLLMs' understanding of different chart types across various comprehension levels. Experimental results show that CHOPINLLM exhibits strong performance in understanding both annotated and unannotated charts across a wide range of types.

  • 5 authors
·
Jul 19, 2024

HAIChart: Human and AI Paired Visualization System

The growing importance of data visualization in business intelligence and data science emphasizes the need for tools that can efficiently generate meaningful visualizations from large datasets. Existing tools fall into two main categories: human-powered tools (e.g., Tableau and PowerBI), which require intensive expert involvement, and AI-powered automated tools (e.g., Draco and Table2Charts), which often fall short of guessing specific user needs. In this paper, we aim to achieve the best of both worlds. Our key idea is to initially auto-generate a set of high-quality visualizations to minimize manual effort, then refine this process iteratively with user feedback to more closely align with their needs. To this end, we present HAIChart, a reinforcement learning-based framework designed to iteratively recommend good visualizations for a given dataset by incorporating user feedback. Specifically, we propose a Monte Carlo Graph Search-based visualization generation algorithm paired with a composite reward function to efficiently explore the visualization space and automatically generate good visualizations. We devise a visualization hints mechanism to actively incorporate user feedback, thus progressively refining the visualization generation module. We further prove that the top-k visualization hints selection problem is NP-hard and design an efficient algorithm. We conduct both quantitative evaluations and user studies, showing that HAIChart significantly outperforms state-of-the-art human-powered tools (21% better at Recall and 1.8 times faster) and AI-powered automatic tools (25.1% and 14.9% better in terms of Hit@3 and R10@30, respectively).

  • 4 authors
·
Jun 16, 2024

Improved Iterative Refinement for Chart-to-Code Generation via Structured Instruction

Recently, multimodal large language models (MLLMs) have attracted increasing research attention due to their powerful visual understanding capabilities. While they have achieved impressive results on various vision tasks, their performance on chart-to-code generation remains suboptimal. This task requires MLLMs to generate executable code that can reproduce a given chart, demanding not only precise visual understanding but also accurate translation of visual elements into structured code. Directly prompting MLLMs to perform this complex task often yields unsatisfactory results. To address this challenge, we propose {ChartIR}, an iterative refinement method based on structured instruction. First, we distinguish two tasks: visual understanding and code translation. To accomplish the visual understanding component, we design two types of structured instructions: description and difference. The description instruction captures the visual elements of the reference chart, while the difference instruction characterizes the discrepancies between the reference chart and the generated chart. These instructions effectively transform visual features into language representations, thereby facilitating the subsequent code translation process. Second, we decompose the overall chart generation pipeline into two stages: initial code generation and iterative refinement, enabling progressive enhancement of the final output. Experimental results show that, compared to other method, our method achieves superior performance on both the open-source model Qwen2-VL and the closed-source model GPT-4o.

  • 5 authors
·
Jun 15 2

Modular versus Hierarchical: A Structural Signature of Topic Popularity in Mathematical Research

Mathematical researchers, especially those in early-career positions, face critical decisions about topic specialization with limited information about the collaborative environments of different research areas. The aim of this paper is to study how the popularity of a research topic is associated with the structure of that topic's collaboration network, as observed by a suite of measures capturing organizational structure at several scales. We apply these measures to 1,938 algorithmically discovered topics across 121,391 papers sourced from arXiv metadata during the period 2020--2025. Our analysis, which controls for the confounding effects of network size, reveals a structural dichotomy--we find that popular topics organize into modular "schools of thought," while niche topics maintain hierarchical core-periphery structures centered around established experts. This divide is not an artifact of scale, but represents a size-independent structural pattern correlated with popularity. We also document a "constraint reversal": after controlling for size, researchers in popular fields face greater structural constraints on collaboration opportunities, contrary to conventional expectations. Our findings suggest that topic selection is an implicit choice between two fundamentally different collaborative environments, each with distinct implications for a researcher's career. To make these structural patterns transparent to the research community, we developed the Math Research Compass (https://mathresearchcompass.com), an interactive platform providing data on topic popularity and collaboration patterns across mathematical topics.

  • 1 authors
·
Jun 28

Data Formulator 2: Iteratively Creating Rich Visualizations with AI

To create rich visualizations, data analysts often need to iterate back and forth among data processing and chart specification to achieve their goals. To achieve this, analysts need not only proficiency in data transformation and visualization tools but also efforts to manage the branching history consisting of many different versions of data and charts. Recent LLM-powered AI systems have greatly improved visualization authoring experiences, for example by mitigating manual data transformation barriers via LLMs' code generation ability. However, these systems do not work well for iterative visualization authoring, because they often require analysts to provide, in a single turn, a text-only prompt that fully describes the complex visualization task to be performed, which is unrealistic to both users and models in many cases. In this paper, we present Data Formulator 2, an LLM-powered visualization system to address these challenges. With Data Formulator 2, users describe their visualization intent with blended UI and natural language inputs, and data transformation are delegated to AI. To support iteration, Data Formulator 2 lets users navigate their iteration history and reuse previous designs towards new ones so that they don't need to start from scratch every time. In a user study with eight participants, we observed that Data Formulator 2 allows participants to develop their own iteration strategies to complete challenging data exploration sessions.

  • 5 authors
·
Aug 28, 2024

How do Observable Users Decompose D3 Code? A Qualitative Study

Many toolkit developers seek to streamline the visualization programming process through structured support such as prescribed templates and example galleries. However, few projects examine how users organize their own visualization programs and how their coding choices may deviate from the intents of toolkit developers, impacting visualization prototyping and design. Further, is it possible to infer users' reasoning indirectly through their code, even when users copy code from other sources? We explore this question through a qualitative analysis of 715 D3 programs on Observable. We identify three levels of program organization based on how users decompose their code into smaller blocks: Program-, Chart-, and Component-Level code decomposition, with a strong preference for Component-Level reasoning. In a series of interviews, we corroborate that these levels reflect how Observable users reason about visualization programs. We compare common user-made components with those theorized in the Grammar of Graphics to assess overlap in user and toolkit developer reasoning. We find that, while the Grammar of Graphics covers basic visualizations well, it falls short in describing complex visualization types, especially those with animation, interaction, and parameterization components. Our findings highlight how user practices differ from formal grammars and reinforce ongoing efforts to rethink visualization toolkit support, including augmenting learning tools and AI assistants to better reflect real-world coding strategies.

  • 5 authors
·
May 23, 2024

PosterLLaVa: Constructing a Unified Multi-modal Layout Generator with LLM

Layout generation is the keystone in achieving automated graphic design, requiring arranging the position and size of various multi-modal design elements in a visually pleasing and constraint-following manner. Previous approaches are either inefficient for large-scale applications or lack flexibility for varying design requirements. Our research introduces a unified framework for automated graphic layout generation, leveraging the multi-modal large language model (MLLM) to accommodate diverse design tasks. In contrast, our data-driven method employs structured text (JSON format) and visual instruction tuning to generate layouts under specific visual and textual constraints, including user-defined natural language specifications. We conducted extensive experiments and achieved state-of-the-art (SOTA) performance on public multi-modal layout generation benchmarks, demonstrating the effectiveness of our method. Moreover, recognizing existing datasets' limitations in capturing the complexity of real-world graphic designs, we propose two new datasets for much more challenging tasks (user-constrained generation and complicated poster), further validating our model's utility in real-life settings. Marking by its superior accessibility and adaptability, this approach further automates large-scale graphic design tasks. The code and datasets will be publicly available on https://github.com/posterllava/PosterLLaVA.

  • 6 authors
·
Jun 4, 2024 2

Comparing Dataset Characteristics that Favor the Apriori, Eclat or FP-Growth Frequent Itemset Mining Algorithms

Frequent itemset mining is a popular data mining technique. Apriori, Eclat, and FP-Growth are among the most common algorithms for frequent itemset mining. Considerable research has been performed to compare the relative performance between these three algorithms, by evaluating the scalability of each algorithm as the dataset size increases. While scalability as data size increases is important, previous papers have not examined the performance impact of similarly sized datasets that contain different itemset characteristics. This paper explores the effects that two dataset characteristics can have on the performance of these three frequent itemset algorithms. To perform this empirical analysis, a dataset generator is created to measure the effects of frequent item density and the maximum transaction size on performance. The generated datasets contain the same number of rows. This provides some insight into dataset characteristics that are conducive to each algorithm. The results of this paper's research demonstrate Eclat and FP-Growth both handle increases in maximum transaction size and frequent itemset density considerably better than the Apriori algorithm. This paper explores the effects that two dataset characteristics can have on the performance of these three frequent itemset algorithms. To perform this empirical analysis, a dataset generator is created to measure the effects of frequent item density and the maximum transaction size on performance. The generated datasets contain the same number of rows. This provides some insight into dataset characteristics that are conducive to each algorithm. The results of this paper's research demonstrate Eclat and FP-Growth both handle increases in maximum transaction size and frequent itemset density considerably better than the Apriori algorithm.

  • 1 authors
·
Jan 30, 2017

Follow the Flow: Fine-grained Flowchart Attribution with Neurosymbolic Agents

Flowcharts are a critical tool for visualizing decision-making processes. However, their non-linear structure and complex visual-textual relationships make it challenging to interpret them using LLMs, as vision-language models frequently hallucinate nonexistent connections and decision paths when analyzing these diagrams. This leads to compromised reliability for automated flowchart processing in critical domains such as logistics, health, and engineering. We introduce the task of Fine-grained Flowchart Attribution, which traces specific components grounding a flowchart referring LLM response. Flowchart Attribution ensures the verifiability of LLM predictions and improves explainability by linking generated responses to the flowchart's structure. We propose FlowPathAgent, a neurosymbolic agent that performs fine-grained post hoc attribution through graph-based reasoning. It first segments the flowchart, then converts it into a structured symbolic graph, and then employs an agentic approach to dynamically interact with the graph, to generate attribution paths. Additionally, we present FlowExplainBench, a novel benchmark for evaluating flowchart attributions across diverse styles, domains, and question types. Experimental results show that FlowPathAgent mitigates visual hallucinations in LLM answers over flowchart QA, outperforming strong baselines by 10-14% on our proposed FlowExplainBench dataset.

  • 7 authors
·
Jun 2 2

FinReflectKG -- MultiHop: Financial QA Benchmark for Reasoning with Knowledge Graph Evidence

Multi-hop reasoning over financial disclosures is often a retrieval problem before it becomes a reasoning or generation problem: relevant facts are dispersed across sections, filings, companies, and years, and LLMs often expend excessive tokens navigating noisy context. Without precise Knowledge Graph (KG)-guided selection of relevant context, even strong reasoning models either fail to answer or consume excessive tokens, whereas KG-linked evidence enables models to focus their reasoning on composing already retrieved facts. We present FinReflectKG - MultiHop, a benchmark built on FinReflectKG, a temporally indexed financial KG that links audited triples to source chunks from S&P 100 filings (2022-2024). Mining frequent 2-3 hop subgraph patterns across sectors (via GICS taxonomy), we generate financial analyst style questions with exact supporting evidence from the KG. A two-phase pipeline first creates QA pairs via pattern-specific prompts, followed by a multi-criteria quality control evaluation to ensure QA validity. We then evaluate three controlled retrieval scenarios: (S1) precise KG-linked paths; (S2) text-only page windows centered on relevant text spans; and (S3) relevant page windows with randomizations and distractors. Across both reasoning and non-reasoning models, KG-guided precise retrieval yields substantial gains on the FinReflectKG - MultiHop QA benchmark dataset, boosting correctness scores by approximately 24 percent while reducing token utilization by approximately 84.5 percent compared to the page window setting, which reflects the traditional vector retrieval paradigm. Spanning intra-document, inter-year, and cross-company scopes, our work underscores the pivotal role of knowledge graphs in efficiently connecting evidence for multi-hop financial QA. We also release a curated subset of the benchmark (555 QA Pairs) to catalyze further research.

  • 4 authors
·
Oct 3

Deep Time Series Models: A Comprehensive Survey and Benchmark

Time series, characterized by a sequence of data points organized in a discrete-time order, are ubiquitous in real-world scenarios. Unlike other data modalities, time series present unique challenges due to their intricate and dynamic nature, including the entanglement of nonlinear patterns and time-variant trends. Analyzing such data is of great significance in practical applications and has been extensively studied for centuries. Recent years have witnessed remarkable breakthroughs in the time series community, with techniques shifting from traditional statistical methods to contemporary deep learning models. In this paper, we delve into the design of deep time series models across various analysis tasks and review the existing literature from two perspectives: basic modules and model architectures. Further, we develop and release Time Series Library (TSLib) as a fair benchmark of deep time series models for diverse analysis tasks. TSLib implements 30 prominent models, covers 30 datasets from different domains, and supports five prevalent analysis tasks. Based on TSLib, we thoroughly evaluate 13 advanced deep time series models across diverse tasks. Empirical results indicate that models with specific structures are well-suited for distinct analytical tasks, providing insights for research and adoption of deep time series models. Code and datasets are available at https://github.com/thuml/Time-Series-Library.

  • 7 authors
·
Jul 18, 2024

ARIES: Relation Assessment and Model Recommendation for Deep Time Series Forecasting

Recent advancements in deep learning models for time series forecasting have been significant. These models often leverage fundamental time series properties such as seasonality and non-stationarity, which may suggest an intrinsic link between model performance and data properties. However, existing benchmark datasets fail to offer diverse and well-defined temporal patterns, restricting the systematic evaluation of such connections. Additionally, there is no effective model recommendation approach, leading to high time and cost expenditures when testing different architectures across different downstream applications. For those reasons, we propose ARIES, a framework for assessing relation between time series properties and modeling strategies, and for recommending deep forcasting models for realistic time series. First, we construct a synthetic dataset with multiple distinct patterns, and design a comprehensive system to compute the properties of time series. Next, we conduct an extensive benchmarking of over 50 forecasting models, and establish the relationship between time series properties and modeling strategies. Our experimental results reveal a clear correlation. Based on these findings, we propose the first deep forecasting model recommender, capable of providing interpretable suggestions for real-world time series. In summary, ARIES is the first study to establish the relations between the properties of time series data and modeling strategies, while also implementing a model recommendation system. The code is available at: https://github.com/blisky-li/ARIES.

  • 8 authors
·
Sep 7

Peregrine: A Pattern-Aware Graph Mining System

Graph mining workloads aim to extract structural properties of a graph by exploring its subgraph structures. General purpose graph mining systems provide a generic runtime to explore subgraph structures of interest with the help of user-defined functions that guide the overall exploration process. However, the state-of-the-art graph mining systems remain largely oblivious to the shape (or pattern) of the subgraphs that they mine. This causes them to: (a) explore unnecessary subgraphs; (b) perform expensive computations on the explored subgraphs; and, (c) hold intermediate partial subgraphs in memory; all of which affect their overall performance. Furthermore, their programming models are often tied to their underlying exploration strategies, which makes it difficult for domain users to express complex mining tasks. In this paper, we develop Peregrine, a pattern-aware graph mining system that directly explores the subgraphs of interest while avoiding exploration of unnecessary subgraphs, and simultaneously bypassing expensive computations throughout the mining process. We design a pattern-based programming model that treats "graph patterns" as first class constructs and enables Peregrine to extract the semantics of patterns, which it uses to guide its exploration. Our evaluation shows that Peregrine outperforms state-of-the-art distributed and single machine graph mining systems, and scales to complex mining tasks on larger graphs, while retaining simplicity and expressivity with its "pattern-first" programming approach.

  • 3 authors
·
Apr 5, 2020

An Investigation of the Structural Characteristics of the Indian IT Sector and the Capital Goods Sector: An Application of the R Programming in Time Series Decomposition and Forecasting

Time series analysis and forecasting of stock market prices has been a very active area of research over the last two decades. Availability of extremely fast and parallel architecture of computing and sophisticated algorithms has made it possible to extract, store, process and analyze high volume stock market time series data very efficiently. In this paper, we have used time series data of the two sectors of the Indian economy: Information Technology and Capital Goods for the period January 2009 till April 2016 and have studied the relationships of these two time series with the time series of DJIA index, NIFTY index and the US Dollar to Indian Rupee exchange rate. We establish by graphical and statistical tests that while the IT sector of India has a strong association with DJIA index and the Dollar to Rupee exchange rate, the Indian CG sector exhibits a strong association with the NIFTY index. We contend that these observations corroborate our hypotheses that the Indian IT sector is strongly coupled with the world economy whereas the CG sector of India reflects internal economic growth of India. We also present several models of regression between the time series which exhibit strong association among them. The effectiveness of these models have been demonstrated by very low values of their forecasting errors.

  • 2 authors
·
May 14, 2017

Multimodal DeepResearcher: Generating Text-Chart Interleaved Reports From Scratch with Agentic Framework

Visualizations play a crucial part in effective communication of concepts and information. Recent advances in reasoning and retrieval augmented generation have enabled Large Language Models (LLMs) to perform deep research and generate comprehensive reports. Despite its progress, existing deep research frameworks primarily focus on generating text-only content, leaving the automated generation of interleaved texts and visualizations underexplored. This novel task poses key challenges in designing informative visualizations and effectively integrating them with text reports. To address these challenges, we propose Formal Description of Visualization (FDV), a structured textual representation of charts that enables LLMs to learn from and generate diverse, high-quality visualizations. Building on this representation, we introduce Multimodal DeepResearcher, an agentic framework that decomposes the task into four stages: (1) researching, (2) exemplar report textualization, (3) planning, and (4) multimodal report generation. For the evaluation of generated multimodal reports, we develop MultimodalReportBench, which contains 100 diverse topics served as inputs along with 5 dedicated metrics. Extensive experiments across models and evaluation methods demonstrate the effectiveness of Multimodal DeepResearcher. Notably, utilizing the same Claude 3.7 Sonnet model, Multimodal DeepResearcher achieves an 82\% overall win rate over the baseline method.

  • 8 authors
·
Jun 3 2

Time Series Analysis for Education: Methods, Applications, and Future Directions

Recent advancements in the collection and analysis of sequential educational data have brought time series analysis to a pivotal position in educational research, highlighting its essential role in facilitating data-driven decision-making. However, there is a lack of comprehensive summaries that consolidate these advancements. To the best of our knowledge, this paper is the first to provide a comprehensive review of time series analysis techniques specifically within the educational context. We begin by exploring the landscape of educational data analytics, categorizing various data sources and types relevant to education. We then review four prominent time series methods-forecasting, classification, clustering, and anomaly detection-illustrating their specific application points in educational settings. Subsequently, we present a range of educational scenarios and applications, focusing on how these methods are employed to address diverse educational tasks, which highlights the practical integration of multiple time series methods to solve complex educational problems. Finally, we conclude with a discussion on future directions, including personalized learning analytics, multimodal data fusion, and the role of large language models (LLMs) in educational time series. The contributions of this paper include a detailed taxonomy of educational data, a synthesis of time series techniques with specific educational applications, and a forward-looking perspective on emerging trends and future research opportunities in educational analysis. The related papers and resources are available and regularly updated at the project page.

  • 7 authors
·
Aug 25, 2024

Causal Inference by String Diagram Surgery

Extracting causal relationships from observed correlations is a growing area in probabilistic reasoning, originating with the seminal work of Pearl and others from the early 1990s. This paper develops a new, categorically oriented view based on a clear distinction between syntax (string diagrams) and semantics (stochastic matrices), connected via interpretations as structure-preserving functors. A key notion in the identification of causal effects is that of an intervention, whereby a variable is forcefully set to a particular value independent of any prior propensities. We represent the effect of such an intervention as an endofunctor which performs `string diagram surgery' within the syntactic category of string diagrams. This diagram surgery in turn yields a new, interventional distribution via the interpretation functor. While in general there is no way to compute interventional distributions purely from observed data, we show that this is possible in certain special cases using a calculational tool called comb disintegration. We demonstrate the use of this technique on a well-known toy example, where we predict the causal effect of smoking on cancer in the presence of a confounding common cause. After developing this specific example, we show this technique provides simple sufficient conditions for computing interventions which apply to a wide variety of situations considered in the causal inference literature.

  • 3 authors
·
Nov 20, 2018

On the Power of the Weisfeiler-Leman Test for Graph Motif Parameters

Seminal research in the field of graph neural networks (GNNs) has revealed a direct correspondence between the expressive capabilities of GNNs and the k-dimensional Weisfeiler-Leman (kWL) test, a widely-recognized method for verifying graph isomorphism. This connection has reignited interest in comprehending the specific graph properties effectively distinguishable by the kWL test. A central focus of research in this field revolves around determining the least dimensionality k, for which kWL can discern graphs with different number of occurrences of a pattern graph P. We refer to such a least k as the WL-dimension of this pattern counting problem. This inquiry traditionally delves into two distinct counting problems related to patterns: subgraph counting and induced subgraph counting. Intriguingly, despite their initial appearance as separate challenges with seemingly divergent approaches, both of these problems are interconnected components of a more comprehensive problem: "graph motif parameters". In this paper, we provide a precise characterization of the WL-dimension of labeled graph motif parameters. As specific instances of this result, we obtain characterizations of the WL-dimension of the subgraph counting and induced subgraph counting problem for every labeled pattern P. We additionally demonstrate that in cases where the kWL test distinguishes between graphs with varying occurrences of a pattern P, the exact number of occurrences of P can be computed uniformly using only local information of the last layer of a corresponding GNN. We finally delve into the challenge of recognizing the WL-dimension of various graph parameters. We give a polynomial time algorithm for determining the WL-dimension of the subgraph counting problem for given pattern P, answering an open question from previous work.

  • 2 authors
·
Sep 29, 2023

Understanding Graph Databases: A Comprehensive Tutorial and Survey

This tutorial serves as a comprehensive guide for understanding graph databases, focusing on the fundamentals of graph theory while showcasing practical applications across various fields. It starts by introducing foundational concepts and delves into the structure of graphs through nodes and edges, covering different types such as undirected, directed, weighted, and unweighted graphs. Key graph properties, terminologies, and essential algorithms for network analysis are outlined, including Dijkstras shortest path algorithm and methods for calculating node centrality and graph connectivity. The tutorial highlights the advantages of graph databases over traditional relational databases, particularly in efficiently managing complex, interconnected data. It examines leading graph database systems such as Neo4j, Amazon Neptune, and ArangoDB, emphasizing their unique features for handling large datasets. Practical instructions on graph operations using NetworkX and Neo4j are provided, covering node and edge creation, attribute assignment, and advanced queries with Cypher. Additionally, the tutorial explores common graph visualization techniques using tools like Plotly and Neo4j Bloom, which enhance the interpretation and usability of graph data. It also delves into community detection algorithms, including the Louvain method, which facilitates clustering in large networks. Finally, the paper concludes with recommendations for researchers interested in exploring the vast potential of graph technologies.

  • 3 authors
·
Nov 15, 2024