FinWorkBench/Finch

1{
2  "id": "19",
3  "instruction_en": "Please organize the following data for Apple, Amazon, Google, Microsoft, and Netflix over the five-year period from 2020 to 2024: Total revenue (in billions of US dollars), Operating profit according to International Financial Reporting Standards (in billions of US dollars), Operating profit margin, and Free cash flow (FCF, in billions of US dollars). Please quote the data from the financial reports of the company. Mark the data that cannot be found with \\\"-\\\". The value should be specified to two decimal places.\\n\\nPlease output an xlsx file with Sheet1 as the RawData sheet, with the following column names in sequence:\\nCompany, Year, Total revenue (Billion), Operating profit (Billion), Operating profit margin, FCF (Billion)\\n\\nDon't ask me any questions, just output the results according to the column without omitting cells arbitrarily.\\n\\nBased on the RawData sheet, complete the following 4 subtasks:\\n\\nSubtask 1 - Sheet2_YoY_Growth: Calculate year-over-year growth rates for each company.\\nColumns: Company, Year, Total Revenue(Billion), Revenue YoY Growth(%), Operating Profit(Billion), Operating Profit YoY Growth(%), FCF(Billion), FCF YoY Growth(%)\\nFirst year (2020) for each company should show N/A for growth rates. All values with 2 decimals.\\n\\nSubtask 2 - Sheet3_Ranking_By_Year: Reorganize data by year and rank companies within each year.\\nColumns: Year, Company, Total Revenue(Billion), Revenue Rank, Operating Profit(Billion), Operating Profit Rank, FCF(Billion), FCF Rank, Market Leader\\nWithin each year, sort companies by revenue (highest to lowest). Ranks are integers 1-5. Market Leader: \\\"Yes\\\" for the company with highest revenue in each year, \\\"No\\\" for others.\\n\\nSubtask 3 - Sheet4_Five_Year_Summary: Aggregate 5-year statistics for each company.\\nColumns: Company, Total Revenue 5-Year Sum(Billion), Average Annual Revenue(Billion), Revenue CAGR 2020-2024(%), Total FCF 5-Year(Billion), Average Operating Margin(%), Operating Profit CAGR 2020-2024(%), Growth Category\\nCAGR formula: ((Ending Value / Beginning Value)^(1/4) - 1) × 100 (4 years from 2020 to 2024). Growth Category: \\\"High Growth\\\" if Revenue CAGR ≥ 15%, \\\"Moderate Growth\\\" if ≥ 5%, \\\"Stable Growth\\\" otherwise. All percentages with 2 decimals.\\n\\nSubtask 4 - Sheet5_Financial_Health: Assess financial health based on 2024 data.\\nColumns: Company, Revenue 2024(Billion), Operating Margin 2024(%), FCF 2024(Billion), Profitability Score, Cash Generation Score, Scale Score, Total Health Score, Health Rating, Risk Level\\nProfitability Score: 40 if Operating Margin ≥ 30%, 30 if 20-30%, 20 if 10-20%, 10 if < 10%. Cash Generation Score: 30 if FCF ≥ 70B, 20 if 30-70B, 10 if < 30B. Scale Score: 30 if Revenue ≥ 500B, 25 if 350-500B, 20 if 200-350B, 10 if < 200B. Total Health Score = sum of above three scores. Health Rating: \\\"Excellent\\\" if Total ≥ 85, \\\"Good\\\" if 70-84, \\\"Fair\\\" if 55-69, \\\"Poor\\\" if < 55. Risk Level: \\\"Low Risk\\\" if Total ≥ 85, \\\"Medium Risk\\\" if 55-84, \\\"High Risk\\\" if < 55.",
4  "source_files": [],
5  "source_files_urls": [],
6  "reference_outputs": {
7    "files": [
8      "19_ref_0.xlsx"
9    ],
10    "text": ""
11  },
12  "reference_file_urls": [
13    "https://huggingface.co/datasets/FinWorkBench/Finch/resolve/main/files/19/19_ref_0.xlsx"
14  ],
15  "task_type": "Web Search, Data Entry / Import, Structuring / Formatting, Calculation",
16  "business_type": "Report",
17  "task_constraints": ""
18}