Ahmed Masry

Ahmed Masry, Megh Thakkar, Aayush Bajaj et al.

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.

Ahmed Masry, Do Xuan Long, Jia Qing Tan et al.

Charts are very popular for analyzing data. When exploring charts, people often ask a variety of complex reasoning questions that involve several logical and arithmetic operations. They also commonly refer to visual features of a chart in their questions. However, most existing datasets do not focus on such complex reasoning questions as their questions are template-based and answers come from a fixed-vocabulary. In this work, we present a large-scale benchmark covering 9.6K human-written questions as well as 23.1K questions generated from human-written chart summaries. To address the unique challenges in our benchmark involving visual and logical reasoning over charts, we present two transformer-based models that combine visual features and the data table of the chart in a unified way to answer questions. While our models achieve the state-of-the-art results on the previous datasets as well as on our benchmark, the evaluation also reveals several challenges in answering complex reasoning questions.

Shankar Kantharaj, Rixie Tiffany Ko Leong, Xiang Lin et al.

Charts are commonly used for exploring data and communicating insights. Generating natural language summaries from charts can be very helpful for people in inferring key insights that would otherwise require a lot of cognitive and perceptual efforts. We present Chart-to-text, a large-scale benchmark with two datasets and a total of 44,096 charts covering a wide range of topics and chart types. We explain the dataset construction process and analyze the datasets. We also introduce a number of state-of-the-art neural models as baselines that utilize image captioning and data-to-text generation techniques to tackle two problem variations: one assumes the underlying data table of the chart is available while the other needs to extract data from chart images. Our analysis with automatic and human evaluation shows that while our best models usually generate fluent summaries and yield reasonable BLEU scores, they also suffer from hallucinations and factual errors as well as difficulties in correctly explaining complex patterns and trends in charts.

Enamul Hoque, Parsa Kavehzadeh, Ahmed Masry

Information visualizations such as bar charts and line charts are very common for analyzing data and discovering critical insights. Often people analyze charts to answer questions that they have in mind. Answering such questions can be challenging as they often require a significant amount of perceptual and cognitive effort. Chart Question Answering (CQA) systems typically take a chart and a natural language question as input and automatically generate the answer to facilitate visual data analysis. Over the last few years, there has been a growing body of literature on the task of CQA. In this survey, we systematically review the current state-of-the-art research focusing on the problem of chart question answering. We provide a taxonomy by identifying several important dimensions of the problem domain including possible inputs and outputs of the task and discuss the advantages and limitations of proposed solutions. We then summarize various evaluation techniques used in the surveyed papers. Finally, we outline the open challenges and future research opportunities related to chart question answering.

Ahmed Masry, Mohammed Saidul Islam, Mahir Ahmed et al.

Charts are ubiquitous, as people often use them to analyze data, answer questions, and discover critical insights. However, performing complex analytical tasks with charts requires significant perceptual and cognitive effort. Chart Question Answering (CQA) systems automate this process by enabling models to interpret and reason with visual representations of data. However, existing benchmarks like ChartQA lack real-world diversity and have recently shown performance saturation with modern large vision-language models (LVLMs). To address these limitations, we introduce ChartQAPro, a new benchmark that includes 1,341 charts from 157 diverse sources, spanning various chart types, including infographics and dashboards, and featuring 1,948 questions in various types, such as multiple-choice, conversational, hypothetical, and unanswerable questions, to better reflect real-world challenges. Our evaluations with 21 models show a substantial performance drop for LVLMs on ChartQAPro; e.g., Claude Sonnet 3.5 scores 90.5% on ChartQA but only 55.81% on ChartQAPro, underscoring the complexity of chart reasoning. We complement our findings with detailed error analyses and ablation studies, identifying key challenges and opportunities for advancing LVLMs in chart understanding and reasoning. We release ChartQAPro at https://github.com/vis-nlp/ChartQAPro.

Ahmed Masry, Megh Thakkar, Patrice Bechard et al.

Retrieval-augmented generation has proven practical when models require specialized knowledge or access to the latest data. However, existing methods for multimodal document retrieval often replicate techniques developed for text-only retrieval, whether in how they encode documents, define training objectives, or compute similarity scores. To address these limitations, we present ColMate, a document retrieval model that bridges the gap between multimodal representation learning and document retrieval. ColMate utilizes a novel OCR-based pretraining objective, a self-supervised masked contrastive learning objective, and a late interaction scoring mechanism more relevant to multimodal document structures and visual characteristics. ColMate obtains 3.61% improvements over existing retrieval models on the ViDoRe V2 benchmark, demonstrating stronger generalization to out-of-domain benchmarks.

Juan Rodriguez, Xiangru Jian, Siba Smarak Panigrahi et al. · mila

Multimodal AI has the potential to significantly enhance document-understanding tasks, such as processing receipts, understanding workflows, extracting data from documents, and summarizing reports. Code generation tasks that require long-structured outputs can also be enhanced by multimodality. Despite this, their use in commercial applications is often limited due to limited access to training data and restrictive licensing, which hinders open access. To address these limitations, we introduce BigDocs-7.5M, a high-quality, open-access dataset comprising 7.5 million multimodal documents across 30 tasks. We use an efficient data curation process to ensure our data is high-quality and license-permissive. Our process emphasizes accountability, responsibility, and transparency through filtering rules, traceable metadata, and careful content analysis. Additionally, we introduce BigDocs-Bench, a benchmark suite with 10 novel tasks where we create datasets that reflect real-world use cases involving reasoning over Graphical User Interfaces (GUI) and code generation from images. Our experiments show that training with BigDocs-Bench improves average performance up to 25.8% over closed-source GPT-4o in document reasoning and structured output tasks such as Screenshot2HTML or Image2Latex generation. Finally, human evaluations showed a preference for outputs from models trained on BigDocs over GPT-4o. This suggests that BigDocs can help both academics and the open-source community utilize and improve AI tools to enhance multimodal capabilities and document reasoning. The project is hosted at https://bigdocs.github.io .

Md Tahmid Rahman Laskar, Mohammed Saidul Islam, Ridwan Mahbub et al.

Charts are ubiquitous as they help people understand and reason with data. Recently, various downstream tasks, such as chart question answering, chart2text, and fact-checking, have emerged. Large Vision-Language Models (LVLMs) show promise in tackling these tasks, but their evaluation is costly and time-consuming, limiting real-world deployment. While using LVLMs as judges to assess the chart comprehension capabilities of other LVLMs could streamline evaluation processes, challenges like proprietary datasets, restricted access to powerful models, and evaluation costs hinder their adoption in industrial settings. To this end, we present a comprehensive evaluation of 13 open-source LVLMs as judges for diverse chart comprehension and reasoning tasks. We design both pairwise and pointwise evaluation tasks covering criteria like factual correctness, informativeness, and relevancy. Additionally, we analyze LVLM judges based on format adherence, positional consistency, length bias, and instruction-following. We focus on cost-effective LVLMs (<10B parameters) suitable for both research and commercial use, following a standardized evaluation protocol and rubric to measure the LVLM judge's accuracy. Experimental results reveal notable variability: while some open LVLM judges achieve GPT-4-level evaluation performance (about 80% agreement with GPT-4 judgments), others struggle (below ~10% agreement). Our findings highlight that state-of-the-art open-source LVLMs can serve as cost-effective automatic evaluators for chart-related tasks, though biases such as positional preference and length bias persist.

Shruthan Radhakrishna, Aman Tiwari, Aanjaneya Shukla et al.

We present Apriel-1.5-15B-Thinker, a 15-billion parameter open-weights multimodal reasoning model that achieves frontier-level performance through training design rather than sheer scale. Starting from Pixtral-12B, we apply a progressive three-stage methodology: (1) depth upscaling to expand reasoning capacity without pretraining from scratch, (2) staged continual pre-training that first develops foundational text and vision understanding, then enhances visual reasoning through targeted synthetic data generation addressing spatial structure, compositional understanding, and fine-grained perception, and (3) high-quality text-only supervised fine-tuning on curated instruction-response pairs with explicit reasoning traces spanning mathematics, coding, science, and tool use. Notably, our model achieves competitive results without reinforcement learning or preference optimization, isolating the contribution of our data-centric continual pre-training approach. On the Artificial Analysis Intelligence Index, Apriel-1.5-15B-Thinker attains a score of 52, matching DeepSeek-R1-0528 despite requiring significantly fewer computational resources. Across ten image benchmarks, its performance is on average within five points of Gemini-2.5-Flash and Claude Sonnet-3.7, a key achievement for a model operating within single-GPU deployment constraints. Our results demonstrate that thoughtful mid-training 2 design can close substantial capability gaps without massive scale, making frontier-level multimodal reasoning accessible to organizations with limited infrastructure. We release the model checkpoint, all training recipes, and evaluation protocols under the MIT license to to advance open-source research.

Ahmed Masry, Abhay Puri, Masoud Hashemi et al. · mila

Charts are essential to data analysis, transforming raw data into clear visual representations that support human decision-making. Although current vision-language models (VLMs) have made significant progress, they continue to struggle with chart comprehension due to training on datasets that lack diversity and real-world authenticity, or on automatically extracted underlying data tables of charts, which can contain numerous estimation errors. Furthermore, existing models only rely on supervised fine-tuning using these low-quality datasets, severely limiting their effectiveness. To address these issues, we first propose BigCharts, a dataset creation pipeline that generates visually diverse chart images by conditioning the rendering process on real-world charts sourced from multiple online platforms. Unlike purely synthetic datasets, BigCharts incorporates real-world data, ensuring authenticity and visual diversity, while still retaining accurate underlying data due to our proposed replotting process. Additionally, we introduce a comprehensive training framework that integrates supervised fine-tuning with Group Relative Policy Optimization (GRPO)-based reinforcement learning. By introducing novel reward signals specifically designed for chart reasoning, our approach enhances model robustness and generalization across diverse chart styles and domains, resulting in a state-of-the-art chart reasoning model, BigCharts-R1. Extensive experiments demonstrate that our models surpass existing methods on multiple chart question-answering benchmarks compared to even larger open-source and closed-source models.

Aaryaman Kartha, Ahmed Masry, Mohammed Saidul Islam et al.

Dashboards are powerful visualization tools for data-driven decision-making, integrating multiple interactive views that allow users to explore, filter, and navigate data. Unlike static charts, dashboards support rich interactivity, which is essential for uncovering insights in real-world analytical workflows. However, existing question-answering benchmarks for data visualizations largely overlook this interactivity, focusing instead on static charts. This limitation severely constrains their ability to evaluate the capabilities of modern multimodal agents designed for GUI-based reasoning. To address this gap, we introduce DashboardQA, the first benchmark explicitly designed to assess how vision-language GUI agents comprehend and interact with real-world dashboards. The benchmark includes 112 interactive dashboards from Tableau Public and 405 question-answer pairs with interactive dashboards spanning five categories: multiple-choice, factoid, hypothetical, multi-dashboard, and conversational. By assessing a variety of leading closed- and open-source GUI agents, our analysis reveals their key limitations, particularly in grounding dashboard elements, planning interaction trajectories, and performing reasoning. Our findings indicate that interactive dashboard reasoning is a challenging task overall for all the VLMs evaluated. Even the top-performing agents struggle; for instance, the best agent based on Gemini-Pro-2.5 achieves only 38.69% accuracy, while the OpenAI CUA agent reaches just 22.69%, demonstrating the benchmark's significant difficulty. We release DashboardQA at https://github.com/vis-nlp/DashboardQA

Xuan Long Do, Mohammad Hassanpour, Ahmed Masry et al.

A number of tasks have been proposed recently to facilitate easy access to charts such as chart QA and summarization. The dominant paradigm to solve these tasks has been to fine-tune a pretrained model on the task data. However, this approach is not only expensive but also not generalizable to unseen tasks. On the other hand, large language models (LLMs) have shown impressive generalization capabilities to unseen tasks with zero- or few-shot prompting. However, their application to chart-related tasks is not trivial as these tasks typically involve considering not only the underlying data but also the visual features in the chart image. We propose PromptChart, a multimodal few-shot prompting framework with LLMs for chart-related applications. By analyzing the tasks carefully, we have come up with a set of prompting guidelines for each task to elicit the best few-shot performance from LLMs. We further propose a strategy to inject visual information into the prompts. Our experiments on three different chart-related information consumption tasks show that with properly designed prompts LLMs can excel on the benchmarks, achieving state-of-the-art.

Mizanur Rahman, Amran Bhuiyan, Mohammed Saidul Islam et al.

Recent advances in large language models (LLMs) have enabled a new class of AI agents that automate multiple stages of the data science workflow by integrating planning, tool use, and multimodal reasoning across text, code, tables, and visuals. This survey presents the first comprehensive, lifecycle-aligned taxonomy of data science agents, systematically analyzing and mapping forty-five systems onto the six stages of the end-to-end data science process: business understanding and data acquisition, exploratory analysis and visualization, feature engineering, model building and selection, interpretation and explanation, and deployment and monitoring. In addition to lifecycle coverage, we annotate each agent along five cross-cutting design dimensions: reasoning and planning style, modality integration, tool orchestration depth, learning and alignment methods, and trust, safety, and governance mechanisms. Beyond classification, we provide a critical synthesis of agent capabilities, highlight strengths and limitations at each stage, and review emerging benchmarks and evaluation practices. Our analysis identifies three key trends: most systems emphasize exploratory analysis, visualization, and modeling while neglecting business understanding, deployment, and monitoring; multimodal reasoning and tool orchestration remain unresolved challenges; and over 90% lack explicit trust and safety mechanisms. We conclude by outlining open challenges in alignment stability, explainability, governance, and robust evaluation frameworks, and propose future research directions to guide the development of robust, trustworthy, low-latency, transparent, and broadly accessible data science agents.

Tianyu Zhang, Suyuchen Wang, Chao Wang et al. · mila

Vision-language models (VLMs) benefit from multiple vision encoders, but naively stacking them yields diminishing returns while multiplying inference costs. We propose SCOPE, a Mixture-of-Encoders (MoEnc) framework that dynamically selects one specialized encoder per image-text pair via instance-level routing, unlike token-level routing in traditional MoE. SCOPE maintains a shared encoder and a pool of routed encoders. A lightweight router uses cross-attention between text prompts and shared visual features to select the optimal encoder from the routed encoders. To train this router, we introduce dual entropy regularization with auxiliary losses to balance dataset-level load distribution with instance-level routing confidence. Remarkably, SCOPE with one shared plus one routed encoder outperforms models using all four extra encoders simultaneously, while reducing compute by 24-49\%. This demonstrates that intelligent encoder selection beats brute-force aggregation, challenging the prevailing paradigm in multi-encoder VLMs.

Suyuchen Wang, Tianyu Zhang, Ahmed Masry et al.

GUI grounding, the task of mapping natural-language instructions to pixel coordinates, is crucial for autonomous agents, yet remains difficult for current VLMs. The core bottleneck is reliable patch-to-pixel mapping, which breaks when extrapolating to high-resolution displays unseen during training. Current approaches generate coordinates as text tokens directly from visual features, forcing the model to infer complex position-to-pixel mappings implicitly; as a result, accuracy degrades and failures proliferate on new resolutions. We address this with two complementary innovations. First, RULER tokens serve as explicit coordinate markers, letting the model reference positions similar to gridlines on a map and adjust rather than generate coordinates from scratch. Second, Interleaved MRoPE (I-MRoPE) improves spatial encoding by ensuring that width and height dimensions are represented equally, addressing the asymmetry of standard positional schemes. Experiments on ScreenSpot, ScreenSpot-V2, and ScreenSpot-Pro show consistent gains in grounding accuracy, with the largest improvements on high-resolution interfaces. By providing explicit spatial guidance rather than relying on implicit learning, our approach enables more reliable GUI automation across diverse resolutions and platforms.

Ahmed Masry, Juan A. Rodriguez, Tianyu Zhang et al. · mila

Aligning visual features with language embeddings is a key challenge in vision-language models (VLMs). The performance of such models hinges on having a good connector that maps visual features generated by a vision encoder to a shared embedding space with the LLM while preserving semantic similarity. Existing connectors, such as multilayer perceptrons (MLPs), lack inductive bias to constrain visual features within the linguistic structure of the LLM's embedding space, making them data-hungry and prone to cross-modal misalignment. In this work, we propose a novel vision-text alignment method, AlignVLM, that maps visual features to a weighted average of LLM text embeddings. Our approach leverages the linguistic priors encoded by the LLM to ensure that visual features are mapped to regions of the space that the LLM can effectively interpret. AlignVLM is particularly effective for document understanding tasks, where visual and textual modalities are highly correlated. Our extensive experiments show that AlignVLM achieves state-of-the-art performance compared to prior alignment methods, with larger gains on document understanding tasks and under low-resource setups. We provide further analysis demonstrating its efficiency and robustness to noise.

Mohammed Saidul Islam, Raian Rahman, Ahmed Masry et al.

Natural language is a powerful complementary modality of communication for data visualizations, such as bar and line charts. To facilitate chart-based reasoning using natural language, various downstream tasks have been introduced recently such as chart question answering, chart summarization, and fact-checking with charts. These tasks pose a unique challenge, demanding both vision-language reasoning and a nuanced understanding of chart data tables, visual encodings, and natural language prompts. Despite the recent success of Large Language Models (LLMs) across diverse NLP tasks, their abilities and limitations in the realm of data visualization remain under-explored, possibly due to their lack of multi-modal capabilities. To bridge the gap, this paper presents the first comprehensive evaluation of the recently developed large vision language models (LVLMs) for chart understanding and reasoning tasks. Our evaluation includes a comprehensive assessment of LVLMs, including GPT-4V and Gemini, across four major chart reasoning tasks. Furthermore, we perform a qualitative evaluation of LVLMs' performance on a diverse range of charts, aiming to provide a thorough analysis of their strengths and weaknesses. Our findings reveal that LVLMs demonstrate impressive abilities in generating fluent texts covering high-level data insights while also encountering common problems like hallucinations, factual errors, and data bias. We highlight the key strengths and limitations of chart comprehension tasks, offering insights for future research.

Ahmed Masry, Mehrad Shahmohammadi, Md Rizwan Parvez et al.

Charts provide visual representations of data and are widely used for analyzing information, addressing queries, and conveying insights to others. Various chart-related downstream tasks have emerged recently, such as question-answering and summarization. A common strategy to solve these tasks is to fine-tune various models originally trained on vision tasks language. However, such task-specific models are not capable of solving a wide range of chart-related tasks, constraining their real-world applicability. To overcome these challenges, we introduce ChartInstruct: a novel chart-specific vision-language Instruction-following dataset comprising 191K instructions generated with 71K charts. We then present two distinct systems for instruction tuning on such datasets: (1) an end-to-end model that connects a vision encoder for chart understanding with a LLM; and (2) a pipeline model that employs a two-step approach to extract chart data tables and input them into the LLM. In experiments on four downstream tasks, we first show the effectiveness of our model--achieving a new set of state-of-the-art results. Further evaluation shows that our instruction-tuning approach supports a wide array of real-world chart comprehension and reasoning scenarios, thereby expanding the scope and applicability of our models to new kinds of tasks.

Ahmed Masry, Amir Hajian

Document AI is a growing research field that focuses on the comprehension and extraction of information from scanned and digital documents to make everyday business operations more efficient. Numerous downstream tasks and datasets have been introduced to facilitate the training of AI models capable of parsing and extracting information from various document types such as receipts and scanned forms. Despite these advancements, both existing datasets and models fail to address critical challenges that arise in industrial contexts. Existing datasets primarily comprise short documents consisting of a single page, while existing models are constrained by a limited maximum length, often set at 512 tokens. Consequently, the practical application of these methods in financial services, where documents can span multiple pages, is severely impeded. To overcome these challenges, we introduce LongFin, a multimodal document AI model capable of encoding up to 4K tokens. We also propose the LongForms dataset, a comprehensive financial dataset that encapsulates several industrial challenges in financial documents. Through an extensive evaluation, we demonstrate the effectiveness of the LongFin model on the LongForms dataset, surpassing the performance of existing public models while maintaining comparable results on existing single-page benchmarks.

Ahmed Masry, Parsa Kavehzadeh, Xuan Long Do et al.

Charts are very popular for analyzing data, visualizing key insights and answering complex reasoning questions about data. To facilitate chart-based data analysis using natural language, several downstream tasks have been introduced recently such as chart question answering and chart summarization. However, most of the methods that solve these tasks use pretraining on language or vision-language tasks that do not attempt to explicitly model the structure of the charts (e.g., how data is visually encoded and how chart elements are related to each other). To address this, we first build a large corpus of charts covering a wide variety of topics and visual styles. We then present UniChart, a pretrained model for chart comprehension and reasoning. UniChart encodes the relevant text, data, and visual elements of charts and then uses a chart-grounded text decoder to generate the expected output in natural language. We propose several chart-specific pretraining tasks that include: (i) low-level tasks to extract the visual elements (e.g., bars, lines) and data from charts, and (ii) high-level tasks to acquire chart understanding and reasoning skills. We find that pretraining the model on a large corpus with chart-specific low- and high-level tasks followed by finetuning on three down-streaming tasks results in state-of-the-art performance on three downstream tasks.