Doc2Chart: Intent-Driven Zero-Shot Chart Generation from Documents

TL;DR

This paper introduces Doc2Chart, a zero-shot framework for generating data visualizations from long documents based on user intents, using an unsupervised, two-stage process with an attribution-based accuracy metric.

Contribution

It presents a novel intent-driven, zero-shot chart generation method from documents, including a new dataset and an attribution-based evaluation metric.

Findings

Outperforms baselines in chart data accuracy by up to 9 points.

Achieves up to 17 points better in chart type accuracy.

Validates effectiveness across finance and scientific domains.

Abstract

Large Language Models (LLMs) have demonstrated strong capabilities in transforming text descriptions or tables to data visualizations via instruction-tuning methods. However, it is not straightforward to apply these methods directly for a more real-world use case of visualizing data from long documents based on user-given intents, as opposed to the user pre-selecting the relevant content manually. We introduce the task of intent-based chart generation from documents: given a user-specified intent and document(s), the goal is to generate a chart adhering to the intent and grounded on the document(s) in a zero-shot setting. We propose an unsupervised, two-staged framework in which an LLM first extracts relevant information from the document(s) by decomposing the intent and iteratively validates and refines this data. Next, a heuristic-guided module selects an appropriate chart type before final code generation. To assess the data accuracy of the generated charts, we propose an attribution-based metric that uses a structured textual representation of charts, instead of relying on visual decoding metrics that often fail to capture the chart data effectively. To validate our approach, we curate a dataset comprising of 1,242 $<$intent, document, charts$>$ tuples from two domains, finance and scientific, in contrast to the existing datasets that are largely limited to parallel text descriptions/ tables and their corresponding charts. We compare our approach with baselines using single-shot chart generation using LLMs and query-based retrieval methods; our method outperforms by upto $9$ points and $17$ points in terms of chart data accuracy and chart type respectively over the best baselines.