让AI替你跑完整个报表流程,它还是翻车了
你平时用Power BI或Tableau做报表,得先找表、清洗数据、建关联,最后才回答问题——这几步又烦又容易错。这篇论文想试试:让大模型跳过这些准备,直接回答业务问题。他们从真实项目里挖出大量问答对做成评测集,结果最强模型准确率不到一半。于是他们又做了个工具型AI助手,把流程拆成搜索、关联、转换等子任务,再拿真实项目数据训练它,准确率最多提升40个百分点。它不是你明天就能用的,但说明一件事:AI离替你干完整个报表活,还差得远。
📄 原文摘要(英文)
Business intelligence (BI) is a cornerstone of enterprise decision-making and is widely used by enterprise users in software such as Power BI and Tableau. In traditional BI workflows, users need to prepare data by (1) identifying relevant tables, (2) performing data transformations, and (3) building join relationships, before they can (4) answer their business questions. These steps can be complex and time-consuming, making BI challenging. Given the strong capabilities of large language models (LLMs) in working with data, we study their ability to answer BI questions end-to-end, without requiring users to manually perform the tedious preparation steps. To do this, we harvest a large collection of real-world BI projects from public sources, and manually extract pairs of (questions, ground-truth answers) from real user dashboards. The resulting benchmark, BI-Bench, is the first benchmark to systematically study LLMs' ability on end-to-end BI. We find that even frontier LLMs perform poorly on BI-Bench, with less than 50% accuracy. To address their limitations, we design a tool-augmented BI-Agent that decomposes BI workflows into subtasks on structured data, such as search, join, and transform, and orchestrates specialized data management methods across BI stages. Furthermore, we develop a post-training framework that synthesizes training trajectories from real BI projects, enabling BI-Agent to be further post-trained using both supervised fine-tuning (SFT) and reinforcement learning (RL). BI-Agent achieves substantial accuracy gains of up to 40 percentage points with vanilla LLMs, and post-trained BI-Agent yields gains of up to 30 points. Our results highlight the importance of combining tool-augmented reasoning with domain-specific post-training in complex BI workflows, and point to promising directions for future research.