Finchio

id string	instruction_en string	source_files list	source_files_urls list	reference_outputs dict	reference_file_urls list	task_type string	business_type string
0	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.	[ "0_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/0/0_src_0.xlsx" ]	{ "files": [ "0_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/0/0_ref_0.xlsx" ]	Validation / Review, Calculation, Structuring / Formatting	Report
1	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.	[ "1_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/1/1_src_0.xlsx" ]	{ "files": [ "1_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/1/1_ref_0.xlsx" ]	Calculation, Cross-sheet/file Retrieval	Report
2	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.	[ "2_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/2/2_src_0.xlsx" ]	{ "files": [ "2_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/2/2_ref_0.xlsx" ]	Validation / Review, Cross-sheet/file Retrieval	Report
3	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 ...	[ "3_src_0.xlsx", "3_src_1.xlsx" ]	[ "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" ]	{ "files": [ "3_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/3/3_ref_0.xlsx" ]	Cross-sheet/file Retrieval, Data Entry / Import, Calculation, Validation / Review	Report
4	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 par...	[ "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" ]	[ "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/...	{ "files": [ "4_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/4/4_ref_0.xlsx" ]	Cross-sheet/file Retrieval, Data Entry / Import, Validation / Review, Calculation	Report
5	Transcribe the content from the pdf/image into the Excel file.	[ "5_src_0.pdf", "5_src_1.jpeg" ]	[ "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" ]	{ "files": [ "5_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/5/5_ref_0.xlsx" ]	Data Entry / Import, Structuring / Formatting	Investment: Credit
6	Please write a structured economic analysis report based on the table data I provide. Requirements: Base the analysis only on the table content; do not introduce external knowledge. Identify trends, changes, turning points, and fluctuation patterns during crisis periods in the data. Analyze relationships between dif...	[ "6_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/6/6_src_0.xlsx" ]	{ "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-...	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/6/6_ref_0.xlsx" ]	Calculation, Summary / Visualization	Report
7	The report should be translated into English, maintaining a neat layout, and a docx version of the report should be generated.	[ "7_src_0.docx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/7/7_src_0.docx" ]	{ "files": [ "7_ref_0.docx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/7/7_ref_0.docx" ]	Summary / Visualization,Translation	Report
8	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, Speak...	[]	[]	{ "files": [ "8_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/8/8_ref_0.xlsx" ]	Web Search, Data Entry / Import, Structuring / Formatting, Calculation, Validation / Review	Report, Predictive Modeling
9	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 >=...	[]	[]	{ "files": [ "9_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/9/9_ref_0.xlsx" ]	Web Search, Data Entry / Import, Calculation, Structuring / Formatting	Report, Predictive Modeling
10	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.	[ "10_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/10/10_src_0.xlsx" ]	{ "files": [ "10_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/10/10_ref_0.xlsx" ]	Calculation, Financial Modeling	Predictive Modeling
11	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.	[ "11_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/11/11_src_0.xlsx" ]	{ "files": [ "11_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/11/11_ref_0.xlsx" ]	Summary / Visualization	Predictive Modeling
12	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), Note that the starting point for the formulas in columns T and U is 1, representing the initial signal to hold Index 1. In the formulas for columns T and U, 1 represents the signal to...	[ "12_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/12/12_src_0.xlsx" ]	{ "files": [ "12_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/12/12_ref_0.xlsx" ]	Structuring / Formatting, Validation / Review, Summary / Visualization, Calculation, Financial Modeling	Predictive Modeling
13	Complete the missing formulas in columns E and F on the sheet Holding Period Return Analysis. This 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. The calculation steps should follow the logic shown in column D, and the yellow-h...	[ "13_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/13/13_src_0.xlsx" ]	{ "files": [ "13_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/13/13_ref_0.xlsx" ]	Structuring / Formatting, Calculation	Predictive Modeling
14	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.	[ "14_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/14/14_src_0.xlsx" ]	{ "files": [ "14_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/14/14_ref_0.xlsx" ]	Financial Modeling, Calculation	Predictive Modeling
15	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.	[ "15_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/15/15_src_0.xlsx" ]	{ "files": [ "15_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/15/15_ref_0.xlsx" ]	Structuring / Formatting, Translation, Summary / Visualization	Predictive Modeling
16	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. Requirements: Use the data from each spreadsheet provided to supplement the report. Update the report section by section b...	[ "16_src_0.pdf", "16_src_1.xlsx" ]	[ "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" ]	{ "files": [ "16_ref_0.pdf" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/16/16_ref_0.pdf" ]	Calculation, Summary / Visualization	Report
17	For the 10th of the year 2023, what are the Fee IDs applicable to Belles_cookbook_store? Answer 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 A...	[ "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" ]	[ "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/FinWorkBen...	{ "files": [], "text": "741, 709, 454, 813, 381, 536, 473, 572, 477, 286" }	[]	Cross-sheet/file Retrieval	Accounts Payable and Receivable
18	In January 2023 what delta would Belles_cookbook_store pay if the relative fee of the fee with ID=384 changed to 1? Answer 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'	[ "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" ]	[ "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/FinWorkBen...	{ "files": [], "text": "-0.94" }	[]	Cross-sheet/file Retrieval, Calculation	Accounts Payable and Receivable
19	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 ...	[]	[]	{ "files": [ "19_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/19/19_ref_0.xlsx" ]	Web Search, Data Entry / Import, Structuring / Formatting, Calculation	Report
20	At the end of the table, add two summary rows labeled 'Total Disbursements' and 'Net Receipts (Disbursements)'.	[ "20_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/20/20_src_0.xlsx" ]	{ "files": [ "20_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/20/20_ref_0.xlsx" ]	Structuring / Formatting, Calculation	Planning and Budgeting
21	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 ...	[ "21_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/21/21_src_0.xlsx" ]	{ "files": [ "21_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/21/21_ref_0.xlsx" ]	Data Entry / Import, Structuring / Formatting	Planning and Budgeting
22	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.	[ "22_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/22/22_src_0.xlsx" ]	{ "files": [ "22_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/22/22_ref_0.xlsx" ]	Validation / Review, Structuring / Formatting	Operational Management
23	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 c...	[ "23_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/23/23_src_0.xlsx" ]	{ "files": [ "23_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/23/23_ref_0.xlsx" ]	Calculation, Validation / Review	Trading and Risk Management
24	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 ...	[ "24_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/24/24_src_0.xlsx" ]	{ "files": [ "24_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/24/24_ref_0.xlsx" ]	Structuring / Formatting, Financial Modeling	Trading and Risk Management
25	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.	[ "25_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/25/25_src_0.xlsx" ]	{ "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,...	[]	Validation / Review, Calculation	Procurement and Sales, Trading and Risk Management
26	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 ...	[ "26_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/26/26_src_0.xlsx" ]	{ "files": [ "26_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/26/26_ref_0.xlsx" ]	Summary / Visualization	Trading and Risk Management
27	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.	[ "27_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/27/27_src_0.xlsx" ]	{ "files": [ "27_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/27/27_ref_0.xlsx" ]	Data Entry / Import, Structuring / Formatting, Calculation	Operational Management, Planning and Budgeting
28	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 refle...	[ "28_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/28/28_src_0.xlsx" ]	{ "files": [ "28_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/28/28_ref_0.xlsx" ]	Validation / Review, Structuring / Formatting	Operational Management, Planning and Budgeting
29	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 budg...	[ "29_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/29/29_src_0.xlsx" ]	{ "files": [ "29_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/29/29_ref_0.xlsx" ]	Structuring / Formatting, Calculation, Summary / Visualization	Operational Management, Planning and Budgeting
30	Based on the latest financials, complete all empty cells in the 'Total Wholesale Cash Flows excluding Prepays' table on Summary Average Term.	[ "30_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/30/30_src_0.xlsx" ]	{ "files": [ "30_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/30/30_ref_0.xlsx" ]	Data Entry / Import, Cross-sheet/file Retrieval, Calculation	Report
31	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 d...	[ "31_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/31/31_src_0.xlsx" ]	{ "files": [ "31_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/31/31_ref_0.xlsx" ]	Summary / Visualization	Operational Management
32	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).	[ "32_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/32/32_src_0.xlsx" ]	{ "files": [ "32_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/32/32_ref_0.xlsx" ]	Data Entry / Import, Structuring / Formatting, Cross-sheet/file Retrieval	Planning and Budgeting
33	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.	[ "33_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/33/33_src_0.xlsx" ]	{ "files": [ "33_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/33/33_ref_0.xlsx" ]	Structuring / Formatting, Calculation	Operational Management
34	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) f...	[ "34_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/34/34_src_0.xlsx" ]	{ "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." }	[]	Calculation	Procurement and Sales
35	Summarize the volume and dollar imbalances that exist between the various pipeline operators (Operators) and Transwestern.	[ "35_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/35/35_src_0.xlsx" ]	{ "files": [ "35_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/35/35_ref_0.xlsx" ]	Calculation	Operational Management
36	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 c...	[ "36_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/36/36_src_0.xlsx" ]	{ "files": [ "36_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/36/36_ref_0.xlsx" ]	Calculation, Structuring / Formatting	Trading and Risk Management
37	Append two columns to the end of the current explosure table: “Total” and “WA Price” (volumn-weighted average price averaged over the days).	[ "37_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/37/37_src_0.xlsx" ]	{ "files": [ "37_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/37/37_ref_0.xlsx" ]	Structuring / Formatting, Calculation	Trading and Risk Management
38	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.	[ "38_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/38/38_src_0.xlsx" ]	{ "files": [ "38_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/38/38_ref_0.xlsx" ]	Calculation	Pricing and Valuation
39	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. Chart 1 – Trend of Weekly Errors Rolling 60 Days Plot the total number of errors for each week from 7/30 to 10/1. Use a line chart, a...	[ "39_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/39/39_src_0.xlsx" ]	{ "files": [ "39_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/39/39_ref_0.xlsx" ]	Summary / Visualization, Structuring / Formatting	Operational Management
40	Audit the workbook and correct the formula errors in place so numbers calculate properly.	[ "40_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/40/40_src_0.xlsx" ]	{ "files": [ "40_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/40/40_ref_0.xlsx" ]	Validation / Review, Calculation	Planning and Budgeting, Report
41	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 r...	[ "41_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/41/41_src_0.xlsx" ]	{ "files": [], "text": "CPX as a whole is a net debtor to the ISO, with approximately $3.028 billion outstanding at period end." }	[]	Structuring / Formatting, Calculation	Accounts Payable and Receivable
42	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 ...	[ "42_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/42/42_src_0.xlsx" ]	{ "files": [ "42_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/42/42_ref_0.xlsx" ]	Calculation, Cross-sheet/file Retrieval	Pricing and Valuation
43	Complete the Cleburne Plant Damage Sensitivities table task Q1 – At Inception: First, 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 ...	[ "43_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/43/43_src_0.xlsx" ]	{ "files": [ "43_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/43/43_ref_0.xlsx" ]	Calculation	Pricing and Valuation
44	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 : Chart 1: Active deals by month, showing separate lines for Natural Gas, Power, and Financial deals. Chart 2: Energy Operations headcount, comparing Adjusted ...	[ "44_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/44/44_src_0.xlsx" ]	{ "files": [ "44_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/44/44_ref_0.xlsx" ]	Summary / Visualization, Cross-sheet/file Retrieval	Planning and Budgeting
45	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 t...	[ "45_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/45/45_src_0.xlsx" ]	{ "files": [ "45_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/45/45_ref_0.xlsx" ]	Data Entry / Import, Structuring / Formatting, Summary / Visualization	Planning and Budgeting
46	Complete the Financial Ratios section on the Balance Sheet. In addition, infer and populate the revaluation-related asset entries on rows 25 and 26.	[ "46_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/46/46_src_0.xlsx" ]	{ "files": [ "46_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/46/46_ref_0.xlsx" ]	Calculation	Report
47	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.	[ "47_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/47/47_src_0.xlsx" ]	{ "files": [ "47_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/47/47_ref_0.xlsx" ]	Calculation	Report
48	Review the Income Statement for any mis-entered figures and correct them.	[ "48_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/48/48_src_0.xlsx" ]	{ "files": [ "48_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/48/48_ref_0.xlsx" ]	Validation / Review, Cross-sheet/file Retrieval	Report
49	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.	[ "49_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/49/49_src_0.xlsx" ]	{ "files": [ "49_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/49/49_ref_0.xlsx" ]	Validation / Review, Calculation	Report
50	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.	[ "50_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/50/50_src_0.xlsx" ]	{ "files": [ "50_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/50/50_ref_0.xlsx" ]	Calculation	Report
51	Identify the data in the chart and save it to a spreadsheet.	[ "51_src_0.jpeg" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/51/51_src_0.jpeg" ]	{ "files": [ "51_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/51/51_ref_0.xlsx" ]	Data Entry / Import, Structuring / Formatting	Report
52	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.	[ "52_src_0.pdf" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/52/52_src_0.pdf" ]	{ "files": [ "52_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/52/52_ref_0.xlsx" ]	Data Entry / Import, Summary / Visualization, Calculation	Operational Management, Planning and Budgeting
53	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 TC...	[ "53_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/53/53_src_0.xlsx" ]	{ "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\nA...	[]	Calculation	Pricing and Valuation, Trading and Risk Management, Procurement and Sales
54	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 S...	[ "54_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/54/54_src_0.xlsx" ]	{ "files": [ "54_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/54/54_ref_0.xlsx" ]	Calculation, Structuring / Formatting	Predictive Modeling
55	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.	[ "55_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/55/55_src_0.xlsx" ]	{ "files": [ "55_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/55/55_ref_0.xlsx" ]	Summary / Visualization	Predictive Modeling
56	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.	[ "56_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/56/56_src_0.xlsx" ]	{ "files": [ "56_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/56/56_ref_0.xlsx" ]	Structuring / Formatting, Calculation, Cross-sheet/file Retrieval	Trading and Risk Management
57	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.	[ "57_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/57/57_src_0.xlsx" ]	{ "files": [ "57_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/57/57_ref_0.xlsx" ]	Calculation, Structuring / Formatting	Trading and Risk Management
58	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.	[ "58_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/58/58_src_0.xlsx" ]	{ "files": [ "58_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/58/58_ref_0.xlsx" ]	Structuring / Formatting, Calculation	Trading and Risk Management
59	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.	[ "59_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/59/59_src_0.xlsx" ]	{ "files": [ "59_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/59/59_ref_0.xlsx" ]	Structuring / Formatting, Calculation	Trading and Risk Management
60	On the All Natural Gas sheet, create an Excel Ctrl+T table and filter to show only the COUNTERPARTY entries highlighted in red.	[ "60_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/60/60_src_0.xlsx" ]	{ "files": [ "60_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/60/60_ref_0.xlsx" ]	Structuring / Formatting	Trading and Risk Management
61	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) usi...	[ "61_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/61/61_src_0.xlsx" ]	{ "files": [ "61_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/61/61_ref_0.xlsx" ]	Data Entry / Import, Structuring / Formatting, Calculation	Pricing and Valuation
62	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.	[ "62_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/62/62_src_0.xlsx" ]	{ "files": [ "62_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/62/62_ref_0.xlsx" ]	Calculation, Validation / Review	Trading and Risk Management
63	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.	[ "63_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/63/63_src_0.xlsx" ]	{ "files": [ "63_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/63/63_ref_0.xlsx" ]	Cross-sheet/file Retrieval, Structuring / Formatting	Report
64	Audit the workbook and correct the formula errors in place so numbers calculate properly.	[ "64_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/64/64_src_0.xlsx" ]	{ "files": [ "64_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/64/64_ref_0.xlsx" ]	Validation / Review, Calculation	Operational Management, Predictive Modeling
65	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.	[ "65_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/65/65_src_0.xlsx" ]	{ "files": [ "65_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/65/65_ref_0.xlsx" ]	Validation / Review, Calculation	Procurement and Sales
66	Calculate the Interest Payment fpr enron and fill the correnponding cell.	[ "66_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/66/66_src_0.xlsx" ]	{ "files": [ "66_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/66/66_ref_0.xlsx" ]	Calculation, Structuring / Formatting, Financial Modeling	Procurement and Sales
67	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 Su...	[ "67_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/67/67_src_0.xlsx" ]	{ "files": [ "67_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/67/67_ref_0.xlsx" ]	Structuring / Formatting, Calculation, Validation / Review, Cross-sheet/file Retrieval	Operational Management
68	Complete the Summary worksheet by entering the missing data and aligning it to the underlying sheets.	[ "68_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/68/68_src_0.xlsx" ]	{ "files": [ "68_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/68/68_ref_0.xlsx" ]	Cross-sheet/file Retrieval, Data Entry / Import	Operational Management
69	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.	[ "69_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/69/69_src_0.xlsx" ]	{ "files": [ "69_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/69/69_ref_0.xlsx" ]	Structuring / Formatting, Validation / Review	Operational Management, Accounts Payable and Receivable
70	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.	[ "70_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/70/70_src_0.xlsx" ]	{ "files": [ "70_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/70/70_ref_0.xlsx" ]	Structuring / Formatting	Operational Management
71	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 me...	[]	[]	{ "files": [ "71_ref_0.xlsx" ], "text": "" }	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/71/71_ref_0.xlsx" ]	Web Search, Data Entry / Import, Structuring / Formatting, Calculation, Summary / Visualization	Report
72	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.	[ "72_src_0.pdf", "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" ]	null	null	Data Entry / Import, Summary / Visualization, Calculation, Structuring / Formatting	Trading and Risk Management
73	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. Answer must be just a number expressed in EUR rounded to 6 decimals. If a question does not h...	[ "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" ]	[ "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/FinWorkBen...	null	null	Cross-sheet/file Retrieval, Calculation	Accounts Payable and Receivable
74	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.	[ "74_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/74/74_src_0.xlsx" ]	null	null	Structuring / Formatting, Validation / Review, Cross-sheet/file Retrieval	Asset Management
75	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 Cance...	[ "75_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/75/75_src_0.xlsx" ]	null	null	Summary / Visualization, Calculation	Asset Management
76	Reformat the table by bolding the titles and inserting row borders between the different departments to better delineate each section.	[ "76_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/76/76_src_0.xlsx" ]	null	null	Structuring / Formatting	Trading and Risk Management
77	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%.	[ "77_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/77/77_src_0.xlsx" ]	null	null	Calculation, Validation / Review	Operational Management
78	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.	[ "78_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/78/78_src_0.xlsx" ]	null	null	Cross-sheet/file Retrieval, Validation / Review	Operational Management, Planning and Budgeting, Report
79	Consolidate data from each business unit worksheet into a new ETS worksheet, and add three columns: Total, Consol, and Enron: Total: Sum of all business units Consol: Consolidation adjustments to eliminate intercompany transactions from Citrus and NBP Enron: Final consolidated company figures (Total + Consol)	[ "79_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/79/79_src_0.xlsx" ]	null	null	Cross-sheet/file Retrieval, Structuring / Formatting, Calculation	Operational Management, Planning and Budgeting, Report
80	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.	[ "80_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/80/80_src_0.xlsx" ]	null	null	Validation / Review, Calculation	Operational Management, Planning and Budgeting, Report
81	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.	[ "81_src_0.jpeg", "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" ]	null	null	Data Entry / Import, Structuring / Formatting, Validation / Review, Calculation	Operational Management, Planning and Budgeting, Report
82	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.	[ "82_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/82/82_src_0.xlsx" ]	null	null	Structuring / Formatting, Calculation	Predictive Modeling
83	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 th...	[ "83_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/83/83_src_0.xlsx" ]	null	null	Structuring / Formatting, Calculation	Predictive Modeling
84	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, ...	[ "84_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/84/84_src_0.xlsx" ]	null	null	Calculation, Financial Modeling, Structuring / Formatting	Predictive Modeling
85	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.	[ "85_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/85/85_src_0.xlsx" ]	null	null	Structuring / Formatting, Calculation, Financial Modeling	Predictive Modeling
86	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 approxi...	[ "86_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/86/86_src_0.xlsx" ]	null	null	Data Entry / Import, Calculation, Validation / Review	Report
87	Could I obtain monthly data from January 2025 to May 2025 (including January 2025 and May 2025) for NASDAQ, NYSE, Shanghai Stock Exchange, Shenzhen Stock Exchange, and Hong Kong Exchanges and Clearing?\n\nPlease output an xlsx file with Sheet1 as the RawData sheet, with the following column names in order: Exchange Nam...	[]	[]	null	null	Web Search, Data Entry / Import, Calculation, Structuring / Formatting	Report
88	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...	[]	[]	null	null	Web Search, Data Entry / Import, Structuring / Formatting, Calculation, Summary / Visualization	Report
89	I am working on a tracking report regarding the biotechnology and pharmaceutical companies that went public on NASDAQ in 2024, namely: CG Oncology, Zenas BioPharma, Upstream Bio, MBX Biosciences, and Metagenomi. I want to start by organizing some data. Please help me find out the listing date (as in yyyy/mm/dd), listin...	[]	[]	null	null	Web Search, Data Entry / Import, Structuring / Formatting, Calculation, Validation / Review	Report
90	Add a top border to all values in the Summary tab that are calculated as the sum of other rows.	[ "90_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/90/90_src_0.xlsx" ]	null	null	Structuring / Formatting	Trading and Risk Management, Investment: Credit, Pricing and Valuation
91	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 200...	[ "91_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/91/91_src_0.xlsx" ]	null	null	Calculation, Financial Modeling	Pricing and Valuation, Trading and Risk Management
92	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 togethe...	[ "92_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/92/92_src_0.xlsx" ]	null	null	Calculation, Financial Modeling	Pricing and Valuation, Trading and Risk Management
93	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 us...	[ "93_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/93/93_src_0.xlsx" ]	null	null	Calculation	Procurement and Sales
94	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...	[ "94_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/94/94_src_0.xlsx" ]	null	null	Calculation	Pricing and Valuation, Trading and Risk Management
95	From the PJM dataset for January 1997 through April 2000, identify all months that simultaneously satisfy the following three conditions: Peak Demand > 45,000 Megawatt Daily Pricing Average > 30 Henry Hub gas price > 2.5	[ "95_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/95/95_src_0.xlsx" ]	null	null	Cross-sheet/file Retrieval	Operational Management, Report
96	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%, respectiv...	[ "96_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/96/96_src_0.xlsx" ]	null	null	Financial Modeling, Calculation	Predictive Modeling
97	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 fina...	[ "97_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/97/97_src_0.xlsx" ]	null	null	Structuring / Formatting, Calculation, Financial Modeling	Predictive Modeling
98	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.	[ "98_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/98/98_src_0.xlsx" ]	null	null	Data Entry / Import, Web Search	Predictive Modeling
99	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.	[ "99_src_0.xlsx" ]	[ "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/99/99_src_0.xlsx" ]	null	null	Structuring / Formatting, Calculation	Operational Management

End of preview. Expand in Data Studio

Finch: Benchmarking Finance & Accounting across Spreadsheet-Centric Enterprise Workflows

This repository contains the dataset for Finch, an enterprise-grade benchmark for evaluating an agent’s ability to work like a skilled finance & accounting expert (work IQ) on real-world professionel workflows.

Paper: to be added
Project Page: https://huggingface.co/datasets/FinWorkBench/Finch
Code: to be added

Dataset Description

Finch focuses on messy and long-horizon finance & accounting workflows that span:

data entry/import, structuring/formatting, web search, cross-sheet/file retrieval, calculation, financial modeling, validation, translation, visualization, and reporting.

The workflows are derived from real-world enterprise workspaces (primarily Enron, as well as corporations in the EUSES Corpus, investment and securities companies, World Bank, Canadian/British government agencies, and more), including:

Enterprise email threads where collaborators naturally describe, discuss, and track workflows
Large and messy spreadsheets with multimodal artifacts including text, tables, formulas, charts, pivots, images, etc
Interlinked PDFs and documents that provide additional business context

We adopt a three-step workflow labeling process:

Inducing workflow types and instances from real collaborative context in enterprise email threads (Enron Corpus: 500,000 emails from 150 executives and employees).
Deriving concrete workflow instances by analyzing changes across spreadsheet versions (15,000 versioned spreadsheets from Enron and EUSES) and designing workflows based on high-quality artifacts from investment and securities companies, World Bank, Canadian/British government agencies, WideSearch, Dabstep, and more.
Conductin meticulous expert annotation of task instructions, input files, and reference outputs, involving hundreds of hours of expert work.

This process yields 172 enterprise-grade workflows—primarily multi-task composite, involving 1,710 spreadsheets and 27 million cells, capturing the intrinsic compositional, messy, multimodal, and collaborative nature of real-world finance & accounting work. In this release, we provide full annotations for the first 72 workflows, with the remaining 100 to be released in a subsequent update.

Experiment results show that even frontier agents (GPT 5.1 Pro and Claude Sonnet 4.5 Pro) solve fewer than 40% of the workflows, revealing a substantial performance gap for real-world enterprise scenarios.

📁 Dataset Structure

The instruction-tuning corpus is released in JSONL format.
Each line corresponds to one workflow-centric example:

{
  "id": "<workflow identifier>",
  "instruction_en": "<English task instruction for a finance & accounting workflow>",
  "source_files": ["<input file name>", "..."],
  "source_files_urls": ["<input file download URL>", "..."],
  "reference_outputs": {
    "files": ["<reference output file name>"],
    "text": "<textual reference output>"
  },
  "reference_file_urls": ["<reference output file download URL>"],
  "task_type": "<task category (e.g., reporting, modeling)>",
  "business_type": "<business domain (e.g., budgeting, trading)>"
}

📣 Feedback & Issues

If you find any issues with the dataset or have suggestions, please open a discussion in the Community tab — we value your feedback!

📧 Contact: finworkbench@gmail.com

Downloads last month: 125

Size of downloaded dataset files:

153 kB

Size of the auto-converted Parquet files:

64 kB

Number of rows:

172